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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 Kajo?

Kajo empowers every participant in the payment ecosystem to streamline their scheme compliance processes by offering a unified platform to manage the full compliance life cycle. This innovative solution alleviates the administrative load tied to scheme compliance, allowing users to easily obtain an all-encompassing picture of their compliance status. It promotes effective collaboration among internal and external stakeholders, significantly reducing the risks associated with non-compliance. A distinguishing feature of Kajo is its exclusive access to all payment scheme publications, which helps users pinpoint relevant documents that have been tailored for their specific requirements. Furthermore, our team of experts enhances these publications with additional insights and guidance, facilitating the understanding of intricate rules and stipulations. Kajo also evaluates the impact of scheme publications on your organization automatically, designating relevant tasks to the necessary stakeholders to ensure accountability. By utilizing Kajo, you gain a transparent view of your organization's current and upcoming compliance statuses, keeping you aware of any potential non-compliance issues that could emerge. This holistic approach not only makes compliance management more straightforward but also cultivates a proactive compliance culture within your organization, positioning it for success in a rapidly evolving regulatory landscape. Ultimately, Kajo stands as a comprehensive solution for organizations aiming to stay ahead in their compliance journey.

Media

Media

Integrations Supported

Claude
Claude Code
Claude Duet
Claude for Legal

Integrations Supported

Google Chrome
Jira
Microsoft Edge
Mozilla Firefox
ServiceNow

API Availability

API Availability

Pricing Information

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

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based 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

Rivero

Company Location

Switzerland

Company Website

rivero.tech/kajo

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

Compliance

Not specified

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