Home/Business Plan Software/Poindexter vs ShoobxUpdated on: April 19, 2024

Compare Poindexter vs Shoobx

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81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

The Poindexter Business Plan software helps to prepare yourself to deal with any given scenario.The software features performance tracking that helps to track your revenue and bank account balance.Moreover, Poindexter can deliver 3 years to 10 years of financial forecast.The monthly goal dashboard helps to keep track of your acquisition goals.The software also provides answers to the various complicated financial questions without any lag.You can even provide a password protected link to all the stakeholders,so that they can read and edit your business plans.The software also automatically provides full financial statements that helps you take detailed decisions. ..show more

Shoobx is a business plan software that automates workflows that parse and use company data for use in process management, document preparation, and reporting across all sectors of the business, removing costly operational inefficiencies. It also helps to facilitate collaboration with all key stakeholders and to be investor-ready on a daily basis. This straightforward, secure, expert-built proprietary platform lowers friction to help startups to maximize their most valuable resources: time and money. It has been used and tested by hundreds of organizations and is trusted by world-class law firms. With this application, you can effortlessly handle your company's legal activities. Lawyers excel in providing unique high-value advice, whereas computers excel at repetitive and monotonous chores. We provide you with the finest of both worlds. Our all-in-one platform includes all of the procedures you'll need to manage your business from incorporation to equity distribution and exit. To make the procedure as risk-free and seamless as possible, we use industry-standard documentation. You'll find it on Shoobx if you need it for a loan.Furthermore, all of your information is securely stored in the appropriate location for all of the appropriate persons. Our platform is entirely integrated, thus changing a date or value in one location will update the rest of the system as well. ..show more

Features

Business Plan Templates Helps providing the pattern for professional-looking business plan

Collaboration Helps you safely share data with only those who matter and enhances your teamwork

Dashboard A digital insight of reports and other workings on a single screen

Financial Projections Gives a forecasts of the cash inflows and outflows, income and balance sheet

Financial Templates Provides an automated pattern to create a financial plan quickly

Fundraising Management Provides step-by-step guidance on planning cost effective fundraising strategies and much more

Investor Management Tracks and manages detailed investor contact, subscription and allocation data

Pitch Presentation Helps in briefing the business plan to the investors and provides a well-planned sales presentation strategy

Social Sharing Offers excellent marketing opportunities and helps to promote the brand or digital content on social media sites

Step-by-Step Wizard Provides guidance in each step to input data in a prescribed and appropriate manner

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

United States

Cambridge, Massachusetts / +1 617-855-6711

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Basic
$12 /Month

$12 Per Month Billed Annually or $15 Per Month Billed Monthly

Features of Basic Plan are

  • 1 Project
  • Unlimited Collaborators
  • 3 Years of Financial Statements
  • Quarterly Financial Views
  • No Poindexter Watermark
  • Email Support
Starter
$20 /Month

$20 Per Month Billed Annually or $25 Per Month Billed Monthly

Features of Starter Plan are

  • Everything in Basic Plan, plus
  • 3 Projects
  • 5 Years of Forecasting
  • Monthly Financial Views
  • Private Read-Only Links
  • Cash and Revenue Tracking
  • Export Data to Excel
  • 30 Minute Setup Consultation
Business
$38 /Month

$38 Per Month Billed Annually or $45 Per Month Billed Monthly

Features of Business Plan are

  • Everything in Starter, plus:
  • 5 Projects
  • 10 Years of Forecasting
  • Live Support
  • 1 Hour Setup Consultation
Custom Plans
Custom

For more users, projects, support.

Contact the vendor to get the detailed pricing information.

View Price Page
Formation
$15 /Month

$15 per month billed annually

Features

  • Up to 5 Workers
  • Up to 15 Securityholders

All Plan Features

  • Fundraising
  • Equity Management
  • Board & Stockholder Relations
  • Human Resources
  • Data Room
  • Legal Collaboration

Add-Ons

  • Incorporations: $400
  • Stock Incentive Plan Uploads: Starting at $199
  • 409A Valuations: Starting at $1,229
  • Shoobx Concierge: $150/hour
  • Delaware Annual Report Filings: $300
  • Equity Financings: $1,000
  • Paper Stock Certificates: $199 per certificate

Startup
$90 /Month

$90 per month billed annually

Features

  • Up to 10 Workers
  • Up to 30 Securityholders
  • Includes All Plan Features
Traction
$180 /Month

$180 per month billed annually

Features

  • Up to 20 Workers
  • Up to 60 Securityholders
  • Includes All Plan Features

One-time Onboarding Fee: $499

Acceleration
$360 /Month

$360 per month billed annually

Features

  • Up to 35 Workers
  • Up to 105 Securityholders
  • Includes All Plan Features

One-time Onboarding Fee: $999

Growth
$720 /Month

$720 per month billed annually

Features

  • Up to 50 Workers
  • Up to 150 Securityholders
  • Includes All Plan Features

One-time Onboarding Fee: $1,999

Custom
Custom

Features

  • Unlimited Workers
  • Unlimited Securityholders
  • Includes All Plan Features
Startup (409A Valuation)
$1229 Others

Features

  • Two classes of stock
Traction (409A Valuation)
$1899 Others

Features

  • Three classes of stock
Growth (409A Valuation)
$3199 Others

Features

  • Four or more stock classes

View Price Page

SCREENSHOTS

Poindexter Screenshots
View 5 screenshot(s)
Shoobx Screenshots
View 5 screenshot(s)

ALTERNATIVES

Top alternatives to Poindexter

Dexter
Dexter
LivePlan
LivePlan
Planium Pro
Planium Pro
IdeaBuddy
IdeaBuddy
ProjectionHub
ProjectionHub

Top alternatives to Shoobx

Carta
Carta
LivePlan
LivePlan
Planium Pro
Planium Pro
IdeaBuddy
IdeaBuddy
ProjectionHub
ProjectionHub