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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 ShareForce?

ShareForce is an innovative online platform aimed at optimizing and automating the administration of employee incentive programs. This comprehensive solution integrates seamlessly with HR, CRM, payroll, and communication systems, providing users with a unified experience. Users can easily carry out valuations and performance calculations that meet audit readiness standards while generating reports on demand. The platform adeptly handles both cash and equity plans, ensuring compliance with IFRS and GAAP regulations at all times. The intuitive interface simplifies the creation of expense and disclosure reports, making the process efficient. Moreover, a specialized deployment team is on hand to facilitate a smooth transition, alleviating any potential concerns for users. ShareForce also allows for the tracking and management of the entire award lifecycle, promoting effective communication with employees throughout the process. This functionality includes the administration of share plans, issuances, elections, vestings, and settlements. Employees have access to a secure portal where they can accept and exercise their awards, as well as monitor the company's share price to evaluate their ownership stake. Additionally, users can design and assess both equity and cash incentive plans that are influenced by short and long-term performance metrics, ultimately enhancing the effectiveness of incentive management strategies. This robust functionality ensures that companies can tailor their incentive plans to align with their overall business objectives while maximizing employee engagement.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Claude
Claude Code
Monte Carlo

Integrations Supported

Amazon Web Services (AWS)
Claude
Claude Code
Monte Carlo

API Availability

Has API

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
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

ShareForce

Date Founded

2015

Company Location

England

Company Website

www.shareforce.net

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

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

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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Popular Alternatives

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