Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • QuickApps Reviews & Ratings
    Company Website
  • Canopy Reviews & Ratings
    1,025 Ratings
    Company Website
  • optivalue.ai Reviews & Ratings
    4 Ratings
    Company Website
  • Concord Reviews & Ratings
    237 Ratings
    Company Website
  • Titan Reviews & Ratings
    376 Ratings
    Company Website
  • Hyperproof Reviews & Ratings
    350 Ratings
    Company Website
  • Securden Unified PAM Reviews & Ratings
    16 Ratings
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Paligo Reviews & Ratings
    104 Ratings
    Company Website
  • Secure Eraser Reviews & Ratings
    15 Ratings
    Company Website

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 Capdesk?

Leverage your company's cap table as a strategic asset through Capdesk, a platform crafted to assist you in navigating and preparing for various potential scenarios. In today's competitive environment, providing equity can significantly enhance a startup's appeal to top-tier talent, setting it apart from larger corporations. Unfortunately, many startups feel daunted by the intricacies of issuing and managing employee equity, leading some to abandon the idea altogether. Capdesk offers a holistic solution for effective management regardless of where your employee share scheme operates. The platform accommodates a variety of security types, including phantom shares, growth shares, and RSUs, ensuring it meets diverse requirements. Moreover, Capdesk enhances employee empowerment by offering a tailored dashboard that allows individuals to track and comprehend their share values. This capability enables employees to monitor both their vested and unvested shares, witnessing the growth of their holdings as the company thrives. By providing this level of transparency, Capdesk not only boosts employee engagement but also cultivates a strong sense of ownership and commitment within your organization. Ultimately, adopting such a platform may become a game-changer in how startups compete and retain talent.

Media

Media

Integrations Supported

Claude
Claude Code
HiBob

Integrations Supported

Claude
Claude Code
HiBob

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$127.33 per month
Billed annually
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

Capdesk

Date Founded

2015

Company Location

United Kingdom

Company Website

www.capdesk.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

Popular Alternatives

Popular Alternatives