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
    1,172 Ratings
    Company Website
  • optivalue.ai Reviews & Ratings
    4 Ratings
    Company Website
  • Concord Reviews & Ratings
    237 Ratings
    Company Website
  • Coevera Reviews & Ratings
    753 Ratings
    Company Website
  • Titan Reviews & Ratings
    378 Ratings
    Company Website
  • Hyperproof Reviews & Ratings
    350 Ratings
    Company Website
  • Securden Unified PAM Reviews & Ratings
    89 Ratings
  • 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 Incentrium?

Incentrium offers a comprehensive cloud solution for managing share-based compensation, enabling effective program management, tracking of forfeited grants, and facilitating the exercise process. The platform simplifies valuation for various contract types, such as SOP, VSOP, RSU, and PSU, ensuring clarity and efficiency. With its innovative modular pricing and three operational speed modes, users can easily customize their experience. Additionally, the service excels in reporting, providing reliable, compliant outputs along with flexible data analysis capabilities and support for multiple GAAP standards, making it a versatile choice for organizations. The combination of these features ensures that clients can manage their compensation programs with confidence and precision.

Media

Media

Integrations Supported

Claude
Claude Code
Claude Duet
Claude for Legal

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub

Training Options

Documentation Hub
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

Finidy GmbH

Date Founded

2022

Company Location

Germany

Company Website

incentrium.com

Categories and Features

Equity Management

Cap Table Management
Document Storage
ESOP Management
Options Management
Participant Portal
Portfolio Management
Public Equity
Valuation Management
Vesting Management

Categories and Features

Compensation Management

Bonus Management
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Incentive Programs
Organizational Charting

Equity Management

ESOP Management
VSOP Management

Popular Alternatives

Popular Alternatives

CompTrak Reviews & Ratings

CompTrak

HRSoft