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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Simple Equity Management. Our digital cap table management tool makes it easy to manage your equity. Transparency for all stakeholders is important and due diligence should always be available. Run deal scenarios. Calculate dilution impact.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$0
Free Trial
Free Version

Pricing Details

No price information available.
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

Shareflo

Founded

2025

Country

United Kingdom

Website

www.shareflo.co.uk

Vendor Details

Company Name

WOWS Global

Founded

2021

Country

Singapore

Website

wowsglobal.com

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

No Alternatives

Alternatives