Cap Table Management

The right cap table software — from day one to IPO and beyond.

Do you want your capitalization table to automatically update and dynamically link directly to all supporting documents in a secured data room?

This smart linking is a feature of the our automated data room. When you grant equity, the award agreement will be tied to the corresponding board consent, subsequent exercise actions, stock certificates, and other future related documentation.

Trusted by companies that scale

A Single, Reliable Source of Truth

Your cap table is always accurate with real-time data. Plus, it links directly to your secure and organized automated data room.

We do the work for you. While other solutions act like a dropbox where you need to organize your files— we know that’s not enough.

Our data room automatically organizes your files and notifies you of any missing documents.

One Place for All Stakeholders

All stakeholders can access what they need with customizable permissioning for access to equity data.

Employees have their own portal to review equity grants and documentation. Lawyers can easily access the cap table and grant documents in order to do a legal review.

There’s also diligence support for auditors and investors.

Next-Round Ready

Compliance is built into the platform, with workflows built with guardrails and clear guides in place to make sure you don’t miss any important steps.

Also, included in every subscription is a 409A valuation from our third-party industry-vetted partners.

You’ll also be ready for next-round fundraising with our automated equity financing, that includes a next-round planner with pro forma export.

All the reports you need

Reporting is easy. You’ll have access to all the reports you need, including grant history, transfer, and option overhang, and 83(b) reports.

Always included in your subscription is the ability to generate ASC 718 reports— making sure you’re always audit ready.

“Shoobx drives efficiency through many day-to-day functions for Firefly as we grow. It makes it fast to create documents like NDAs, offers, and share grants; streamlines tasks that usually take reaching out to external counsel; and of course it’s great to have access to the latest cap table.”

– Fay Rotenberg, CEO at Firefly Health

All your equity needs (and beyond) in one platform

With your cap table on the platform, you have access to our entire suite of equity management solutions. Our solutions provide a single source of truth for equity management, corporate governance, and diligence by automating the updates and organization of your data and documentation.

Automated Equity Financing

We’ve automated the financing process so you can save time and money when raising your next round.

Automated Data Room

Stay diligence-ready with an automated data room.

409A Valuations

Get fast, accurate, and competitively-priced 409A valuations from our third-party industry-vetted partners.

HR Onboarding

Hire and manage employees easily with our HR Onboarding.

Explore hypothetical scenarios including exit and dilutions, future rounds, and exports.

Our excellent guidance is always included — our team is ready to help you whenever you need.