# Shoobx Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Shoobx Software - reviews, pricing plans, popular comparisons to other Equity Management products and more.

Source: https://www.capterra.com/p/216423/Shoobx

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# 

 Shoobx Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.shoobx.com&name=Shoobx)

## 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.

[4.0 (1)](https://www.capterra.com/p/10009276/CompTrak-Equity-Plan-Management/#reviews)

Starting Price

$180

Per User, Per Year

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.0 (1)

Value For Money

5.0 (1)

Value For Money

3.0 (1)

Customer Service

5.0 (1)

Customer Service

3.0 (1)

## Shoobx alternatives

[4.7 (9)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/)

Starting price

$3.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[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/)

[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/)

Highest Rated

[Vestd](https://www.capterra.com/p/207791/Vestd/)

[4.9 (97)](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/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Shoobx 21 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Breakdown of all equity of the shareholders of a company

Alter the layout and content of reports

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Decision-making process using businesses past, present and forecasted future operations.

Form predictions based on past and present data/trends

Monitor application statuses, proposals and award funds

Compile and report on all investor activities

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Shares and stocks owned by individuals in a company that is not trading publicly in the stock market

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Develop potential scenarios to identify risks and opportunities

Assessment technique to estimate the current worth of an asset or company

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

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.

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)