# Capboard Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/248720/Capboard

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# 

 Capboard Software Review 2026: Features, 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.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Capboard

## What is Capboard?

Capboard makes managing your company's equity easy. No more wasted hours and misinformed decisions - create one source of truth about your company's cap table and avoid having confused investors sending you emails asking for equity details. Be fundraise-ready and informed - create simulations of different funding rounds. Speed up your fundraising with Virtual Data Room. Calculate payouts taking into account your current cap table. Let's take care of your most precious asset - your equity.

## What is Capboard used for?

[Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Entity Management](https://www.capterra.com/entity-management-software/)

Top alternative

Featured

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

€1

Per User, Per Month

Free trial  
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 Capboard?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.capboard.io&name=Capboard)

## 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.

### Capboard

4.7 (10)

VS.

[4.9 (4,263)](https://www.capterra.com/p/205015/Deel/reviews/)

Starting Price

€1

Per User, Per Month

Starting Price

$5

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (10)

Ease Of Use

4.8 (85)

Value For Money

4.9 (7)

Value For Money

4.7 (65)

Customer Service

4.8 (9)

Customer Service

4.7 (80)

## Capboard alternatives

[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

[Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/)

[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

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

[SeedLegals](https://www.capterra.com/p/172337/SeedLegals/)

[4.9 (83)](https://www.capterra.com/p/172337/SeedLegals/reviews/)

Starting price

$49.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/172337/SeedLegals/)

[WOWS Equity](https://www.capterra.com/p/10002315/WOWS-Cap-Table/)

[4.8 (88)](https://www.capterra.com/p/10002315/WOWS-Cap-Table/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/10002315/WOWS-Cap-Table/)

[View all alternatives](https://www.capterra.com/p/248720/Capboard/alternatives/)

## Features

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

Cap Table Management

4.7 (6)

66.67% of 6 reviewers that rated this feature as important or highly important

Breakdown of all equity of the shareholders of a company

Vesting Management

4.8 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

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

Valuation Management

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

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

Document Storage

4.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Client Portal

3.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

Document Management

3.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

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

Capboard 34 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

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Breakdown of all equity of the shareholders of a company

Private online space that lets businesses securely share documents and provide information access to clients

Import and export data to and from software applications

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

Store and organize documents in a centralized system

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

Used by retail investors and active traders/day traders

Manage allocation and performance of financial assets

Monitor application statuses, proposals and award funds

Monitor capital allocation and asset prices over time

Compile and report on all investor activities

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage and handle various international currencies

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

Analyze and gain insights into data in real-time

Receive data and information in real time

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

View and track pertinent metrics to find patterns and gain insights from data

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

Develop potential scenarios to identify risks and opportunities

Online portal through which end users can access the system, manage tasks, or obtain information

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

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

Interact with data visualization elements, such as charts and graphs, to drill down into data

Features

4.4 (10)

4.4

Based on 10 reviews

## Pricing

Value for money

4.9 (7)

Free Trial

Stakeholder Plan

€1.00

Per User,Per Month

Value for money

4.9 (7)

4.9

Based on 7 reviews

## Support, customer service and training options

Customer Service

4.8 (9)

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

4.8 (9)

4.8

Based on 9 reviews

## User reviews

Overall rating

4.7

Based on 10 reviews

Filter by rating

5(8)

4(1)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AK

Alina K.

People and Talent Lead

Information Technology and Services

### "Used to be a good option - don't see the value after price increase"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

3/10

February 12, 2025

Pros

Easy to manage. Nice interface. Work well with different equity options - we use phantom equity which not a lot of other platforms have a specific feature for but Capboard does. Decent features including custom document templates + signing.

Cons

Price increase 4x at the end of last year. It was a more cost effective option which is why we chose it but now it's right up there with the top competitors so I feel like we could have just gone with a more well known product.

Alternatives considered

[Carta](https://www.capterra.com/p/220278/Carta/)

[Pulley](https://www.capterra.com/p/219303/Pulley/)

[Cake](https://www.capterra.com/p/274863/Cake/)

[Eqvista](https://www.capterra.com/p/184325/Eqvista/)

Reasons for choosing Capboard

Capboard was the most cost effective option. Not anymore however.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JN

John N.

CEO

Logistics and Supply Chain

### "Amazing product."

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

9/10

September 1, 2023

I don't want to dilute my company ownership but cap-board has helped me track my control over the company.

Pros

I liked how it was easy to navigate trough it features which has helped me track my company value, shares and potential investment.

Cons

Yeah some features are not easy to get around it and would suggest more tutorial.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DT

Dash T.

Founder

Computer Software

### "Very pleased"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 9, 2023

Overall we've been really pleased with the service and the platform. The team has gone above and beyond and makes a lot of things that could have been very hard easy.

Pros

The support has been fantastic! The platform is easy to use and quick to deploy as well.

Cons

Some features could be automated. Like the HMRC filings and SEIS filings.

Reasons for choosing Capboard

The price!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KB

Kevin B.

CEO

Computer Software

### "We highly recommend Capboard"

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

November 24, 2022

It's been a very positive experience.

Pros

Managing multiple Cap Tables with all calculations performed error freeSimulationsShareholder updates with templates

Cons

It's an early product so there are convenient features that are not there yet. However, given the focus of their support team, I'm certain that our requests will make it to the product plan and ultimately in the product.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NC

Nicola C.

Manager

Financial Services

### "Capboard: a very easy to use tool for simple and complex captable problems"

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

November 9, 2022

I tried a few other cap table software programs, but this is the winner because it is easier to use and its simulation tool is very handy.

Pros

It is very easy to use and lets you solve complex cap table simulations quickly and comprehensively

Cons

More detailed reference material on the main features

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EC

Edgar C.

CEO

Food & Beverages

### "Capboard me facilita la vida"

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

September 1, 2022

Muy buen soporte y fácil.

Pros

Muy útil para automatizar el libro de socios y centralizar la gestión legal.

Cons

Nada a destacar, me parece una muy buena solución.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KM

Kamal M.

Chief Innovations Officers

E-Learning

### "EGE Review"

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

August 26, 2022

Delivers all the features and functionality for a fair price, and customer service is very responsive and accommodating.

Pros

Easy of use generally and the auto vesting

Cons

Nothing comes to mind yet - there are no gaps is needed features that we have noticed.

Reasons for choosing Capboard

use of use, auto vesting, and fair saas pricing

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Javier D.

CEO

Entertainment

### "Capboard"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 29, 2022

Temas legales, captable, etc

Pros

Intuitivo, saben de primera mano lo que busca y quiere hacer un founder, empleado, etc

Cons

Algunas mejoras, como quizá explicar algunos conceptos que aparecen para dejar claro que el usuario entiende estos temas (vesting, cliffs, etc)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GM

Gustavo M.

CBO

Computer Games

### "Vital para emprendedores"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

April 21, 2022

Muy buena y nos resultó una ayuda vital para avanzar en la ronda.

Pros

Es muy intuitiva y fácil de introducir datos y ver sus resultados. Permite a emprendedores poder ver cómo gestionar su empresa y sus socios y plantear formas de crecimiento sin grandes conocimientos financieros.

Cons

Ayudaría tener una zona o servicio adicional de evaluación de empresas para poder tener un informe totalmente profesional con Pre-money, postmoney, etc.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RP

Reyes P.

Co-Founder

Consumer Services

### "Reyes"

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 2, 2022

Pros

Herramienta muy práctica y fácil de utilizar. Nos está ayudando mucho en la gestión del cap table y de gestión de documentos con los diferentes partners. También, el equipo de soporte resuelve cualquier duda al instante para garantizar una buena experiencia de usuario. Muy recomendable!

Cons

Incluir plantillas de documentos legales.

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.

[View all Reviews](https://www.capterra.com/p/248720/Capboard/reviews/)

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