Audience
UK private companies that grant share options, from pre-seed startups to established SMEs. Used by founders, CFOs, finance and HR leads, company secretaries, and their accountants and solicitors.
About Shareflo
Shareflo is cap table and share scheme software for UK companies. Shares, options, vesting and documents live in one record, with self-service portals for employees and investors.
It runs EMI schemes end to end: pre-drafted rules and award agreements, grants, vesting, exercises and leavers. Filings are outputs of the same record — SH01s, ERS returns and share conversions, kept in step with Companies House and HMRC. Every award keeps its approval record and documents, dated when it happened rather than reconstructed years later, so diligence is an export rather than a fortnight of archaeology.
Your finance, HR and legal teams get their own logins with role-limited access. Flo, the built-in AI agent, advises on share schemes and compliance, and can carry out actions on your confirmation. An MCP connector lets you query and update your cap table from Claude. Free up to 20 stakeholders, no minimum term, full data export any time — including if you leave.
Other Popular Alternatives & Related Software
Midaxo
Midaxo is the M&A Intelligence Platform, purpose-built to help corporate development and finance teams manage deals with clarity, control, and repeatability. Instead of stitching together disconnected tools and spreadsheets, frequent acquirers run their entire deal lifecycle in one connected system, from strategy and pipeline through diligence, integration, and value capture.
Midaxo was named a Leader in the IDC MarketScape: Worldwide AI-Enabled Deal Management 2025 Vendor Assessment.
Platform highlights:
-Pipeline Management: a single source of truth for deals, with pipeline visualization and tracking of contacts, documents, and communications
-Process Management: templatize, standardize, and track tasks across every stage of a deal
-Buy-Side Virtual Data Room: manage information requests and disclosure between buyer and seller in diligence, then carry documents into integration
-Connected Intelligence: diligence findings travel into integration planning, and deal context stay
Learn more about Midaxo
Capdesk
Make your company’s cap table an asset, not a liability, with Capdesk. Use the platform to plan and prepare for any eventuality. When it comes to attracting top-tier talent, equity is the unfair advantage that startups have over other businesses. But too many startups spend too much time issuing and managing employee equity – or worse, they don’t offer it at all. No matter which jurisdiction your employee share scheme is in, you can manage it on Capdesk. The platform accommodates a range of security types, including phantom shares, growth shares and RSUs. Capdesk allows your employees to understand and track the value of their shares, by giving each shareholder access to a personalised dashboard. Employees can monitor their vested and to-be-vested shares, and watch the tangible value of their shares increase as the business grows.
Learn more about Capdesk
Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy.
Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time .
Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule.
Show the latest information to all your stakeholders, including employees and investors, with custom dashboards.
Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations.
Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more.
Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.
Learn more about Ledgy
Hissa
Hissa is India’s equity and ESOP lifecycle platform for private, public unlisted, and listed companies. It gives founders, finance, HR, employees, and investors one system of record for equity, from plan design through grant, vest, exercise, and liquidity.
It issues grants, runs vesting, and keeps a live cap table across ESOPs, SARs, ESPPs, RSUs, phantom equity, and share classes. Employees see their grants, vesting, fair value, and perquisite tax before they exercise. Finance teams get Ind AS 102 expense reports and Black-Scholes valuations. Investors see ownership and dilution in a separate portal.
The Hissa Fund, a SEBI-registered Category II AIF, buys vested employee shares in growth-stage private companies and pays employees in T+5 business days.
Web-based. Startups under 25 employees: $15 per user per year plus a $250 onboarding fee. Larger companies: contact Hissa. Demo available, no free trial.
Learn more about Hissa
Pricing
Starting Price:
£5
Pricing Details:
per stakeholder per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Shareflo
Founded: 2025
United Kingdom
www.shareflo.co.uk
Videos and Screen Captures
Company Dashboard
Other Useful Business Software
$300 Free Credits to Build on Google Cloud
Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online
Shareflo Frequently Asked Questions
Q: What kinds of users and organization types does Shareflo work with?
Shareflo works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Shareflo support in their product?
Shareflo supports these languages: English.
Q: What kind of support options does Shareflo offer?
Shareflo offers support via online.
Q: What other applications or services does Shareflo integrate with?
Shareflo integrates with: Claude Code, Claude Duet, Claude for Legal, and Claude.
Q: What type of training does Shareflo provide?
Shareflo provides training in the form of documentation and videos.
Q: Does Shareflo offer a free trial?
Yes, Shareflo offers a free trial.
Q: How much does Shareflo cost?
Pricing for Shareflo starts at £5.
Shareflo Product Features
Equity Management
Cap Table Management
Supported
Document Storage
Supported
ESOP Management
Supported
Options Management
Supported
Participant Portal
Supported
Portfolio Management
Supported
Public Equity
Supported
Valuation Management
Supported
Vesting Management
Supported
Deal Management
Not Supported
Financial Modeling
Not Supported
Private Equity
Not Supported
VSOP Management
Not Supported
