Modern Equity Management

Have a dynamic stock ledger and a cap table that are always up-to-date. Easily grant equity through our automated workflows, generate electronic stock certificates, handle multiple classes of stock, get 409A valuations, and more.

 

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Cap Table: Solved

Every time there is an equity event, your cap table automatically updates, and dynamically links directly to all supporting documents so that you have a single source of truth. 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.

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409A Valuation Process

When you need to establish Fair Market Value for stock option grants, collecting all the required documentation can be a time-consuming, manual activity. With Shoobx, a large portion of that process is automated, and you get fast, accurate, and competitively-priced 409A from our industry-vetted partners.

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Granting Equity

You can grant any type of equity on Shoobx (RSAs, ISOs, NQOs), and our workflows manage the entire process from start to finish. Shoobx will keep track of offered equity from documents like offer letters and consulting agreements. We also take care of automated time-based vesting, stock splits, warrants, and other investment types.

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Report and Modeling 

Have quick access to exit waterfall modeling, next round planner with pro forma export, historical cap tables, grant history report, transfer report, option overhang report, and 83(b) report. 

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Employee Self-Service

Your employees each get their own portal to review equity grants and documentation, track grant vesting, and exercise option grants and cost calculation.
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Compliance in a Click

Shoobx offers form 3921 management, ASC 718 reports, 83(b) election reminders and document generation, automatic constraint checks for Rule 701, IRS limits, and share availability.

 

What sets Shoobx apart from some other great equity solutions is the fact that my cap table, data room, and stock ledger are automatically updated when I grant shares. With absolutely no effort from me!

Mathieu Nouzareth

Co-founder & CEO, FreshPlanet

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More Than Equity Management

At Shoobx, we’re committed to empowering startups. Your company needs an equity management solution, but that’s not all you need to run your business—just comparing cap table solutions isn’t enough! We provide an integrated all-in-one solution for your company’s HR, equity, fundraising, and governance needs from incorporation to exit, eliminating the need for multiple solutions and making corporate activities seamless.

 

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