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What is Shareflo?

Shareflo provides an all-encompassing solution for managing cap tables and share schemes specifically designed for UK-based companies. By integrating shares, options, vesting schedules, and associated documentation into a centralized record, it offers self-service portals that benefit both employees and investors alike. This platform adeptly handles EMI schemes comprehensively, featuring pre-prepared rules and award agreements, as well as streamlined processes for grants, vesting, exercises, and managing departures. Automatic generation of essential filings like SH01s, ERS returns, and share conversions from the consolidated record ensures compliance with Companies House and HMRC standards. Each award is accompanied by its unique approval history and related documents, which are recorded in real-time, thus eliminating the burdensome need for extensive reconstruction during due diligence processes. Finance, HR, and legal departments gain from distinct logins that offer role-specific access for improved security measures. The intelligent AI agent, Flo, is available to assist with inquiries related to share schemes and compliance, and can perform tasks upon receiving your consent. Moreover, an MCP connector facilitates effortless querying and updating of the cap table via Claude. The platform accommodates up to 20 stakeholders at no charge, with no minimum engagement requirements, and allows for complete data export at any time, even if you decide to cease using the service. This level of flexibility guarantees that companies maintain ownership and control of their data throughout their interaction with Shareflo, ensuring they can adapt to future needs without compromise.

What is AwardTraq?

AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily updates on outstanding TSR award performance and supports your EPS dilution process by calculating contingently issuable shares for ASC 260 purposes. Designed for public companies issuing TSR-based performance awards, AwardTraq keeps recipients and stakeholders informed on TSR progress while providing the critical inputs needed for financial reporting compliance. Key capabilities: - Daily TSR performance updates with automated peer group monitoring - Contingently issuable shares calculations for ASC 260 - Multi-company peer group tracking with corporate transaction screens - What-if scenario modeling for price/percentile analysis - Award Status PDF reports summarizing award terms and performance - Detailed Tie-out Excel reports with peer change tracking over performance periods - Secure participant portal for individual payout tracking - Single sign-on (SSO) capability for enterprise security - Custom report layouts matching your internal communications cadence AwardTraq undergoes annual SOC 1 audits by Ernst & Young, ensuring accuracy and compliance. Automated daily screens monitor corporate transactions impacting peer groups, reducing client research time and improving real-time reporting accuracy. Annual independent award payout analysis is performed by Equity Methods consultants, providing additional assurance throughout the award's life. The platform serves three primary user groups: Finance/Accounting teams rely on AwardTraq for ASC 260 compliance and contingently issuable shares calculations. HR/Compensation professionals use it for award design, performance monitoring, and committee reporting. Award participants access the secure portal to track personal payout projections. Standard subscriptions include access for up to 10-15 core users in accounting

Media

Media

Integrations Supported

Claude
Claude Code

Integrations Supported

Claude
Claude Code

API Availability

Has API

API Availability

Has API

Pricing Information

£5
per stakeholder per month
Free Version
Free Trial Offered?

Pricing Information

Contact for Enterprise Pricing
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Shareflo

Date Founded

2025

Company Location

United Kingdom

Company Website

www.shareflo.co.uk

Company Facts

Organization Name

Equity Methods

Date Founded

1998

Company Location

United States

Company Website

equitymethods.com

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

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