Average Ratings 1 Rating

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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

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Equidam Yes 
LinkedIn No 
Xero No 
Zapier Yes 

Integrations

Equidam No 
LinkedIn Yes 
Xero Yes 
Zapier No 

Pricing Details

24$
Free Trial Yes 
Free Version Yes 

Pricing Details

£9 per month
START - £9/month

GROW - £39/month

SCALE - £89/month
Free Trial Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Capboard

Founded

2022

Country

Spain

Website

www.capboard.io

Vendor Details

Company Name

Quoroom

Founded

2018

Country

United Kingdom

Website

quoroom.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

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention No 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Equity Management

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

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Investor Relations

Automated Reporting Yes 
Compliance Management Yes 
Custom Emails / Newsletters Yes 
Data Centralization Yes 
Deal & Acquisition Management Yes 
Document Creation Yes 
Document Management Yes 
Electronic Signature Yes 
IR Website Builder No 
Investor CRM Yes 
Investor Transactions / Valuations Yes 

Alternatives

Alternatives