--- title: "Shoobx Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Shoobx Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/216423/Shoobx/" page_type: "product" language: "en" --- # Shoobx Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 7, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Shoobx ## What is Shoobx? When you're ready to raise your next round, the last thing you want to be worried about is chasing down signatures or figuring out your cap table. Our all-in-one platform gives you all the workflows you need to to manage your company throughout its entire lifecycle, from incorporation, to granting equity, to exit. We leverage industry-standard documents to ensure the process is as risk-free and smooth as possible. If you need it for a financing, you'll find it on Shoobx. ## What is Shoobx used for? [Equity Management](https://www.capterra.com/equity-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $180 Per User, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Shoobx?[Manage this product listing](https://www.g2.com/products/shoobx-shoobx/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Shoobx 5.0 (1) VS. [4.7 (9)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/) Starting Price $180 Per User, Per Year Starting Price $3 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.8 (45) Value For Money 5.0 (1) Value For Money 4.8 (43) Customer Service 5.0 (1) Customer Service 4.8 (45) ## Shoobx alternatives [Qapita](https://www.capterra.com/p/10052264/Qapita/) [4.7 (45)](https://www.capterra.com/p/10052264/Qapita/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10052264/Qapita/) [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (109)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) [Eqvista](https://www.capterra.com/p/184325/Eqvista/) [4.9 (31)](https://www.capterra.com/p/184325/Eqvista/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184325/Eqvista/) ## FAQs about Shoobx Overview ### What company size and specific industries is Shoobx built for? Shoobx is designed for venture-backed Delaware C Corps, which typically means growing startup companies backed by investors and organized as Delaware C corporations. The target audience is not defined by a specific industry, but by this company type and funding profile. Features and Usability ### What are the key features of Shoobx? Shoobx offers cap table management, 409a valuation management, grant and options management, and vesting management for equity administration. It also includes document management and storage, role-based permissions, participant portal access, workflow management, and reporting features such as ad hoc reporting, scheduled reports, and investor reporting. Getting Started and Support ### What training and onboarding options does Shoobx offer? Shoobx provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos support visual walkthroughs and self-paced learning. These formats give users two ways to review product information and onboarding steps. Getting Started and Support ### What customer support options does Shoobx offer? Shoobx offers email/help desk, FAQ/forum, phone support, and chat. These channels give users several ways to get assistance, though no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 314 Equity Management reviews Capterra reviewers highlight these as the features buyers focus on most when comparing equity management software: - **Vesting Management** (**49%** of reviewers rated this feature as critical) - **Client Portal** (**48%**) - **Reporting & Statistics** (**45%**) Shoobx supports **Vesting Management** and **Reporting & Statistics**, helping teams track equity schedules accurately and review ownership data with clearer visibility. However, it does not offer **Client Portal**. Instead, it provides other features that reviewers also rate highly, including **Cap Table Management** (**51%**) and **Valuation Management** (**44%**), allowing businesses to maintain accurate ownership records, understand company worth, and make better-informed equity decisions. 409a Provides 409a valuation centered features Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Cap Table Management Breakdown of all equity of the shareholders of a company Customizable Reports Alter the layout and content of reports Document Management Store, manage, and track all electronic documents in a centralized location Shoobx 23 features ### All Features - 409a: Provides 409a valuation centered features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Cap Table Management: Breakdown of all equity of the shareholders of a company - Customizable Reports: Alter the layout and content of reports - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - Forecasting: Form predictions based on past and present data/trends - Grant Management: Monitor application statuses, proposals and award funds - Investor Reporting: Compile and report on all investor activities - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Valuation Management: Assessment technique to estimate the current worth of an asset or company - Vesting Management: Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Basic $180.00 Per User,Per Year Value for money 5.0 (1) 5.0 Based on 1 reviews ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KN Kathy N. Senior Corporate Attorney Aviation & Aerospace ### "How Are People running their Startups without Shoobx?!?" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 1, 2021 Pros Shoobx is my go-to for running all of the internal corporate activities for my company. From creating NDAs, generating offer letters, granting shares, creating board consents, capturing board meeting minutes... you name it, Shoobx creates the legal documents from scratch. It also has full equity management capabilities, and it updates the cap table and stock ledger with the information it has from the equity-related documents it has created. The documents are pretty advanced, and I recently closed a bridge note (aka convertible promissory note) using Shoobx's document templates. It also provides all necessary data to our investors to cut down on back-and-forth and make information sharing more efficient. Every time I log out 5pm on Friday I thank Shoobx. I'd be working all weekend without the Bx! Cons Some of its features are rather advanced. It takes some research and reading to understand how to properly use its stock transfer or stock split workflow, as an example. This is where Shoobx's excellent client service team comes in to help educate and help break down these complex workflows. It is also only applicable to Delaware C-corporation entities (but they will help you incorporate as a DE C-corp, and can still work with you if you transfer later in your corporate lifecycle from an LLC to a DE C-corp). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.