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Description
CalibreRMS, a complete Research Management System, has an intuitive interface that allows you to record, share, and collaborate on data in a mobile-friendly, customizable, and user-friendly format.
Calibre RMS is more than a note management tool. It seamlessly integrates your qualitative research with your modeling, analytics and modeling. It can be customized to your investment strategy and allows for immediate collaboration between teams from any location and on any device.
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Description
Shareflo offers comprehensive cap table and share scheme management software tailored for companies in the UK. It consolidates shares, options, vesting, and relevant documents into a single record, featuring self-service portals that cater to both employees and investors.
The platform efficiently manages EMI schemes from start to finish, providing pre-drafted rules and award agreements, along with processes for grants, vesting, exercises, and managing leavers. All necessary filings such as SH01s, ERS returns, and share conversions are automatically generated from this unified record, ensuring alignment with Companies House and HMRC. Each award maintains its own approval history and associated documents, recorded contemporaneously, which eliminates the need for extensive reconstruction during due diligence efforts.
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API Access
Has API
API Access
Has API
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Integrations
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Integrations
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Pricing Details
Negotiated
Free Trial
Free Version
Pricing Details
$0
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Calibre Financial Technology
Founded
1999
Country
Australia
Website
www.calibreft.com
Vendor Details
Company Name
Shareflo
Founded
2025
Country
United Kingdom
Website
www.shareflo.co.uk
Product 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
Product 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
Alternatives
Alternatives
No Alternatives
