Callboard is the back office Broadway deserves. One place for investors, contacts, productions, and co-producers — all speaking to each other, all in the language theater actually uses.
Replaces the spreadsheets, PDFs, and generic CRMs you've been gluing together.
Built with Broadway producers · production offices · GMs · co-producing teams
Every theater team we've met is gluing together the same five tools — a CRM that doesn't know what a co-producer is, a spreadsheet that's already out of date, a shared drive full of PDFs, an inbox doing way too much, and a memory that's carrying way too much.
Built for SaaS deals, not capitalizations. It has no idea what a kicker, an OA, or a recoupment schedule is.
Three tabs for the cap table, two more for the prospect list, and a forty-row history of "v_final_FINAL_2".
Pitch decks, K-1s, and signed agreements in folders only the production office can find — if anyone updated them.
Callboard is built around the things theater teams actually manage — productions, investors, companies, contacts, co-producers, and the work that ties them together. Everything talks to everything.
Add an investor to a contact, and their commitment flows to the production's cap table. Tag a company as a co-producer, and the kicker math just works. Send a doc, and the activity shows up everywhere it matters.
No duplicate records. No re-keying the same name into five places. No more asking the office which version of the cap table is current.
Co-producer relationships, kicker percentages, tiered profit splits, production hierarchies — the things every generic CRM has to be hacked to handle are first-class objects in Callboard.
Every production has its own pipeline. Drag a prospect from outreach to pitched to committed to invested. Callboard keeps a weighted forecast, surfaces stale deals, and logs every move so nothing falls through.
Tasks attach to contacts, productions, companies, or investments. Every note, call, doc share, and stage move is logged automatically — so the team always knows what happened, and so does the audit trail.
Sasha moved Marquee Capital
Pitched → Committed
Aiden logged a call with B. Carter
"Reviewing OA with attorney; back next week."
Sasha shared Hamilton Revival Pitch v3.pdf
to 8 prospects
System flagged 5 deals as stale
No activity in 14+ days
Aiden completed Q3 distribution memo
Hamilton Revival · 24 investors notified
Documents, weekly reports, recoupment, distributions — your investors get a clean, scoped portal that pulls straight from the same data your team is already managing. No double entry. No emailing PDFs.
We started in the investor portal. Producers told us the bigger pain was getting to committed investors in the first place — so we built the CRM that gets you there.
Capitalization, opening date, co-producers. Or import them from your existing spreadsheet.
CSV, Copper, or paste. Callboard dedupes, tags, and links by company automatically.
Use the default theater stages or set up your own. Different shows, different funnels.
Track outreach, post WORs, share docs, invite investors. Everything stays linked.
This is financial data. We treat it that way.
Investors can only see their own shows, documents, and numbers — enforced at the database, not just in the UI.
Documents and financials are encrypted end to end. Only people you grant access to can see them.
Every view, download, and stage change is logged — so you always know who looked at what and when.
Set up your first production in an afternoon and run your raise on something that knows what a co-producer is.