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What is Shoobx?

Shoobx is a vital equity management platform designed for both companies and their investors, simplifying the processes of automating, creating, executing, and storing legal documents. When gearing up for your next fundraising initiative, you shouldn't have to worry about the complexities of gathering signatures or keeping track of your cap table. Our all-encompassing platform provides you with essential workflows to manage your organization's progress from its inception and equity distributions to future exit strategies. By employing industry-standard documentation, we strive to ensure that the entire experience is as effortless and risk-free as possible. Whether you need paperwork for funding or other corporate objectives, Shoobx is here to assist you. A successful equity financing is comprised of many interconnected elements, and Shoobx helps businesses secure advantageous exits by merging equity management, corporate governance, fundraising tools, and documentation within one cohesive platform. Additionally, Shoobx simplifies the handling of routine corporate actions, guaranteeing that signatures are gathered and documents are systematically organized for maximum productivity. Such comprehensive assistance allows companies to concentrate on their growth potential rather than becoming bogged down by administrative tasks. Ultimately, with Shoobx, you can pave a clearer path toward your business goals while ensuring that all legal and financial aspects are efficiently managed.

What is Board Portal Plus?

BoardPortal PLUS® greatly enhances the effectiveness of directors, executives, and administrative staff. This user-friendly and flexible platform proves especially advantageous for corporate secretaries and general counsels, as it simplifies the distribution of board books, important documents, emails, polls, and other communications, thereby alleviating the difficulties of information sharing. Are you taking full advantage of technology that could maximize your efficiency and budget? Learn how our comprehensive portal distinguishes itself from competitors. With features including electronic signatures, email integration, board books, governance assessments, and an extensive array of communication and educational resources, it delivers exceptional security and performance on multiple platforms. By implementing this cutting-edge solution, you can allocate your resources to other vital areas of your organization, which will enhance your operational capabilities while reducing the time spent on document management and cutting down on redundancies in collaborative efforts. By adopting this innovative approach to board management, you can significantly improve your organizational effectiveness and position your team for future success.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$180 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Shoobx

Date Founded

2013

Company Location

United States

Company Website

www.shoobx.com

Company Facts

Organization Name

XCEO

Company Location

United States

Company Website

www.boardportalplus.com

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

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