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 Shoobx, 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 in Shoobx. 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.