Shoobx

Founded by Jason Furtado in 2021

Manage cap tables, run 409A valuations, and organize corporate governance documents

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Fidelity Private Shares to manage company equity, maintain capitalization tables, and execute fundraising rounds. The system lets you issue stock options, track convertible notes and SAFEs, and model dilution across various financing scenarios. You can also organize board consents, request investor approvals, order independent 409A valuations, and generate ASC-718 accounting reports. In addition, it provides a built-in virtual data room to store legal documents securely and share due diligence records with legal counsel, investors, and auditors during funding rounds or corporate audits.

What Shoobx does

Record SAFE and convertible note issuancesModel equity dilution across future funding roundsGenerate ASC-718 stock compensation expense reportsExecute digital board approvals and resolutionsDistribute and store signed equity grant agreementsShare due diligence documents through permissioned data roomsRequest and review annual 409A valuation reportsAutomated capitalization table tracking for shares, options, notes, and SAFEsScenario modeling tools to simulate dilution and exit payoutsBuilt-in virtual data room connected directly to corporate recordsDirect 409A valuation request and report generation workflowsASC-718 equity compensation expense reporting for accounting complianceDigital board and stockholder consent management with electronic signaturesAutomated equity financing workflows from term sheet to closing

Pricing breakdown

Pricing model: Paid

Frequently asked

Gusto, QuickBooks, BambooHR, Rippling, Fidelity NetBenefits, Slack, Check (Payroll), Greenhouse, Fidelity Investments, QuickBooks Online, Xero, HRIS Systems (various), DocuSign

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