Built for both sides of the cap table.

A company and its investors work from the same record, so an update, a valuation or a document is written once and read in place rather than retyped, reformatted or attached to an email.

Manage your cap table, share register and equity in one place.

For companies

Record every share issue, transfer and option grant.

  • Ownership calculated from each share event
  • Switch between issued and fully diluted views
  • Invite equity holders to view their holdings

For investors

View your shareholding and its current value.

  • Your shares, share class and ownership percentage
  • Certificates and grant documents attached to your holding
  • Latest valuation and key metrics alongside your holding

Write or generate elegant updates to bring both sides of the cap table together.

For companies

Draft updates with AI and see who has read them.

  • Reusable sections for KPIs, narrative and asks
  • Read receipts for each investor, with open times
  • Investor questions collected on the update

For investors

Read updates from every company you hold in one feed.

  • Updates filed by company and by quarter
  • A notification when a new update arrives
  • Ask the company a question on the update

Run your fundraise from one round page and one pipeline.

For companies

Manage every investor in the round from one pipeline.

  • One round link that updates when you replace the deck
  • Time spent on each slide, by investor
  • Track investor progress with a kanban board

For investors

Review the deck, terms and data room from one link.

  • Deck, terms and data room on one page
  • Always the latest version of the deck
  • Register interest directly on the round page

Data rooms to run due diligence with confidence and control.

For companies

Build a data room and control who sees each folder.

  • Keep one data room open between rounds
  • Documents watermarked per viewer, with revocable access
  • Grant access to the whole room or a single folder

For investors

Review diligence documents in one place.

  • The latest documents for each company
  • Only the folders you have been given access to
  • Request documents from inside the room

Sync your email to Boardroom with AI Inbox.

For companies

Forward investor email and AI files it to the register.

  • A forwarding address for each team member
  • Emails matched to investors by sender or domain
  • Each email summarised into the investor’s notes

For investors

Email the company as usual and it is filed on the record.

  • Your emails filed against your holding
  • The whole company team sees the same history
  • Questions and document requests tracked to an answer

Record valuations and share them with investors.

For companies

Record each valuation with its supporting report.

  • Record the date, type and author of each valuation
  • Attach the valuation report to the entry
  • Choose which investors see each valuation

For investors

See the implied value of your holding at each valuation.

  • Implied value calculated from the latest valuation
  • Open the supporting report from the valuation
  • A dated history of every valuation

Bring both sides into the room.

If you raise from institutional investors, or invest in companies that do, Boardroom was built around your side of the table.

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