Finbox is a full-stack equity management and tokenization platform — cap tables, KYC/KYB compliance, on-chain governance, and an investor portal, in one product surface.
Manage the full lifecycle of private-company equity — from issuing the first share class to distributing digital securities on-chain.
Multi-class equity — Common, Preferred, and option pools — with authorized, issued, and reserved shares tracked per class and full dilution math.
A living registry of founders, investors, employees, and option pools — role, share class, ownership percentage, and estimated value.
Record every financing event with pre/post-money valuation, price per share, shares issued, and investor detail — visualized over time.
Track ISO and NSO grants with exercise price, vesting schedules, grant dates, and status — Outstanding, Exercised, Cancelled, Expired.
Structured identity and business verification with document upload and a review queue — Draft, Submitted, Under Review, Approved, Rejected.
Critical actions require multi-party C-Suite approval with configurable quorum. A pending-approval inbox for every authorized signer.
CSV exports for cap tables and ownership history, plus automated QSBS readiness with holding-period tracking and eligibility scores.
A dedicated dashboard for investors — total invested, portfolio value, unrealized return, pending requests, and data-room access.
A complete, searchable log of every action — tokenization, KYC, cap-table change — with timestamps, actor, and before/after diffs.
Mint fungible tokens representing equity shares on Hedera, distribute allocations to associated wallets, and track every transaction to confirmation — without leaving Finbox.
A guided path from an empty workspace to distributed digital securities — with compliance and governance built into every stage.
Use the 6-tab wizard — company info, share classes, stakeholders, rounds, grants, and security terms. Import or export as JSON.
Collect KYC and KYB submissions with document upload. Compliance reviewers approve or reject from a dedicated queue.
Tokenization and other critical actions route through a multi-party approval workflow with configurable quorum.
Mint tokens on Hedera and transfer allocations to holders' wallets — tracked to confirmation with HashScan links.
Role-based access control with page-level route guards. Everyone sees exactly what their role should — nothing more.
Own the cap table, run funding rounds, issue grants, and trigger tokenization events.
Review and sign off on governance-gated actions with multi-party approval and quorum.
Track invested capital, portfolio value, and returns, and request data-room access.
Work the KYC/KYB review queue and approve or reject submissions with reviewer notes.
Bring your cap table, compliance, and on-chain securities into one product surface.