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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Orchestra offers equity management software that enables companies to establish connections with their investors and employees. Our services are particularly beneficial for businesses that have numerous stakeholders, as we assist them in fostering improved relationships with these parties. Additionally, we are convinced that investing in private enterprises can strengthen local economies while instilling trust among investors, ultimately contributing to a more vibrant financial landscape.

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. Finance, HR, and legal teams benefit from individual logins that come with role-restricted access for enhanced security. The integrated AI agent, Flo, offers guidance on share schemes and compliance matters, and is capable of executing tasks upon your approval. Additionally, an MCP connector allows for seamless querying and updating of the cap table through Claude. The platform is designed to accommodate up to 20 stakeholders at no cost, with no minimum commitment required, and permits full data export at any time, even if you choose to discontinue your use of the service. This flexibility ensures that companies remain in control of their data throughout their engagement with Shareflo.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Claude
Claude Code

Integrations

Claude
Claude Code

Pricing Details

$2 NZD per stakeholder per mo.
Free Trial
Free Version

Pricing Details

£5
per stakeholder per month
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

Orchestra

Founded

2018

Country

New Zealand

Website

orchestra.io

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