--- title: "Capboard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Capboard Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/248720/Capboard/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Capboard Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 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) 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/) Overall rating Based on 11 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €1 Per User, Per Month Free trial 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 Capboard?[Manage this product listing](https://www.g2.com/products/capboard/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. ### Capboard 4.7 (11) VS. [### Qapita](https://www.capterra.com/p/10052264/Qapita/) [4.7 (64)](https://www.capterra.com/p/10052264/Qapita/reviews/) Starting Price €1 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (11) Ease Of Use 4.7 (64) Value For Money 4.9 (8) Value For Money 4.4 (62) Customer Service 4.8 (10) Customer Service 4.8 (64) ## Capboard alternatives [Certent](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/) [Orchestra](https://www.capterra.com/p/215575/Orchestra/) [4.8 (11)](https://www.capterra.com/p/215575/Orchestra/reviews/) Starting price $2.00 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/215575/Orchestra/) [View all alternatives](https://www.capterra.com/p/248720/Capboard/alternatives/) ## FAQs about Capboard Overview ### Which roles and teams benefit most from Capboard? Capboard is most used by founders, CEOs, co-founders, and other C-suite leaders who need to manage company equity, shareholder information, and fundraising records. Business and innovation leaders use it to track ownership changes and support strategic decisions, while people and talent teams coordinate employee equity plans and grants. Answer based on 10 reviews Features and Usability ### What are the key features of Capboard? Capboard offers cap table management, capitalization tables, vesting management, and options management for equity tracking. It also includes investor reporting, portfolio management, valuation management, and financial modeling, plus reporting and analytics tools such as real-time analytics, visual analytics, audit trail, role-based permissions, document management, and data import/export. Getting Started and Support ### What training and onboarding options does Capboard offer? Capboard provides in-person training, live online sessions, documentation, and videos to help teams get started. In-person and live online formats support guided setup and interaction, while documentation and videos offer written and visual reference materials for self-paced learning and review. Getting Started and Support ### What customer support options does Capboard offer? Capboard provides email/help desk support, FAQ/forum resources, a knowledge base, phone support, 24/7 live rep assistance, and chat. No reviewer feedback about support experience is available in the catalog data, so no claims can be made about response speed, helpfulness, or common support frustrations. ## Features AI summary Based on 314 Equity Management reviews Capterra reviewers point to these as the top priorities when choosing equity management software: - **Vesting Management** (**49%** of reviewers rated this feature as critical) - **Client Portal** (**48%**) - **Reporting & Statistics** (**45%**) Capboard supports all three features buyers rate highest: **Vesting Management**, **Client Portal**, and **Reporting & Statistics**. Together, these capabilities help businesses track equity vesting accurately, give stakeholders secure access to key information through a client portal, and monitor ownership data with clear reporting, helping teams manage equity plans with greater visibility and confidence. 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 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 Valuation Management 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Assessment technique to estimate the current worth of an asset or company Cap Table Management 4.7 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Breakdown of all equity of the shareholders of a company Document Management 4.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location 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 Capboard 36 features ### All 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 - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Cap Table Management: Breakdown of all equity of the shareholders of a company - Capitalization Tables: Create and manage capitalization tables for multiple entities - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Grant Management: Monitor application statuses, proposals and award funds - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - 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 - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - 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 - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - 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 - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - 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 - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Features 4.5 (11) 4.5 Based on 11 reviews ## Pricing Value for money 4.9 (8) Free Trial Stakeholder Plan €1.00 Per User,Per Month Value for money 4.9 (8) 4.9 Based on 8 reviews ## Support, customer service and training options Customer Service 4.8 (10) 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 (10) 4.8 Based on 10 reviews ## User reviews Overall rating 4.7 Based on 11 reviews Filter by rating Counts reflect reviews available in this feed. 5(9) 4(1) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Sunil J. CEO and Cofounder Used the software for: Less than 1 year ### "Good support and good user interface" 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 4, 2026 it was good.the support team were friendly and supportive. They helped me in onboarding journey to make maximum use of the platform Pros value for money customer support easy document management good user interface ease of use Good investment and investor management Cons The Concept requires some time to understand . For a beginner who have less knwoledge of captable to understand all the terminology and use of the platform it takes a learning . CI Chief Innovations Officers Chief Innovations Officers Used the software for: Less than 1 year ### "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 September 2, 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. John N. CEO Used the software for: I used a free trial ### "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 4, 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. PA People and Talent Lead People and Talent Lead Used the software for: Less than 1 year ### "Used to be a good option - don't see the value after price increase" 3.0 February 17, 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. CE CEO CEO Used the software for: Less than 1 year ### "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 25, 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. FO Founder Founder Used the software for: Less than 1 year ### "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 10, 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. Javier D. CEO Used the software for: I used a free trial ### "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 May 5, 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) CE CEO CEO Used the software for: Less than 1 year ### "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 5, 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. CB CBO CBO Used the software for: Less than 1 year ### "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 22, 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. MA Manager Manager Used the software for: Less than 1 year ### "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 10, 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 [View all Reviews](https://www.capterra.com/p/248720/Capboard/reviews/) ## 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.