Shoobx
Equity management that generates, executes, and stores legal documents.
Overview
Acquired by Fidelity, Shoobx is an equity management platform that streamlines corporate actions from incorporation to exit. It focuses on data integrity and risk reduction by generating, executing, and storing legal documents associated with equity, such as board consents and grant agreements, creating a single source of truth for legal and financial data.
✨ Key Features
- Cap Table Management
- Data Room
- Board Management
- Fundraising Workflow Automation
- HR Onboarding
- Legal Document Generation & e-Signing
🎯 Key Differentiators
- Focus on automating the entire legal workflow, not just the cap table.
- Generates and stores legal documents, reducing risk and diligence friction.
- Now part of Fidelity, offering potential for deeper financial service integrations.
Unique Value: Reduces legal fees and administrative overhead by automating the documentation and workflows required for corporate governance and equity management.
🎯 Use Cases (5)
✅ Best For
- Startups looking to automate legal and administrative tasks.
- Companies preparing for venture financing rounds.
- Law firms managing corporate clients' equity.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large public companies with complex global compliance needs.
- Users who only need simple cap table visualization without legal workflow automation.
🏆 Alternatives
Unlike platforms that are primarily cap table software, Shoobx is a corporate operating system that integrates legal, HR, and finance workflows.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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