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Average Ratings 0 Ratings

Total
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Description

Capboard is an equity management tool that helps companies keep their cap tables up-to-date, have all documents in one location, simulate funding rounds, exits, etc. Our suite of tools and services includes: - Companies have one source of truth for their cap tables, simulations, and investor updates. The equity plans are managed automatically, which saves time for Finance and HR. - Investors can have their portfolio updated automatically and all compliance documentation in one place. Employees have full visibility over their equity grants and can simulate exit scenarios, which increases their retention.

Description

With the help of technology, education, and dedicated support, we streamline your equity administration process. Whether you prefer to manage it yourself or require comprehensive assistance from our knowledgeable team, OptionTrax® is the solution you need. Our offerings cater to the specific needs of both public and private companies. Is your equity plan management becoming overwhelming? Are compliance issues and audits causing you stress? For nearly twenty years, clients utilizing the OptionTrax platform have successfully undergone audits by some of the largest audit firms worldwide. Are you still relying on inconsistent spreadsheets to oversee your cap table and equity award plans? The OptionTrax system guarantees you will have robust control and precision, ultimately saving you both time and costs associated with audits. Just think about how much more you could accomplish with the hours currently spent rectifying errors or dealing with outdated information. Furthermore, you can eliminate the hassle of tracking all the evolving FASB, IRS, and SEC regulations since our OptionTrax system manages that for you effortlessly. As you focus on your core business activities, let us handle the complexities of equity management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Equidam Yes 
Zapier Yes 

Integrations

Equidam No 
Zapier No 

Pricing Details

24$
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Capboard

Founded

2022

Country

Spain

Website

www.capboard.io

Vendor Details

Company Name

OptionTrax

Founded

1992

Country

United States

Website

www.optiontrax.com

Product Features

Equity Management

Cap Table Management Yes 
Deal Management No 
Document Storage Yes 
ESOP Management No 
Financial Modeling No 
Options Management Yes 
Participant Portal Yes 
Portfolio Management Yes 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management Yes 

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

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