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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline all your legal documents and information into one easily accessible hub, eliminating the hassle of navigating various drives, spreadsheets, and physical books scattered among teams and individuals. Embrace a digital approach with a share register that tracks capital increases, share transfers, distributions, and much more. Develop organizational charts to clearly depict your group structure, and effortlessly generate reports and legal documents in mere seconds, ensuring a hassle-free experience. Rest assured knowing that your data is reliable and secure, with controlled access to legal information housed on an encrypted private cloud through ISO27001-certified hosting services. Understanding that successful software migrations hinge on the integrity of your data, our team of highly skilled and knowledgeable legal professionals is here to support you. We provide best practices to enhance your legal operations and can connect you with our partners for expert legal advice when needed. Additionally, our commitment to service ensures that you can focus on what matters most while we handle the complexities of legal data management.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
Claude No 
Claude Code No 
Docusign Yes 
Google Yes 
Microsoft Azure Yes 
Okta Yes 

Integrations

Adobe Acrobat Sign No 
Claude Yes 
Claude Code Yes 
Docusign No 
Google No 
Microsoft Azure No 
Okta No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

£5
per stakeholder per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Corporify

Founded

2015

Country

Belgium

Website

www.corporify.com/en/

Vendor Details

Company Name

Shareflo

Founded

2025

Country

United Kingdom

Website

www.shareflo.co.uk

Product Features

Board Management

Agenda Time Management No 
Approval Process Management No 
Board Assessment No 
Calendar Management No 
Collaboration No 
D&O Questionnaires No 
Document Management No 
Electronic Signature No 
For Nonprofits No 
Member Directory No 
Minutes Management No 
Polls / Voting No 
Role-Based Permissions No 
Roles and Terms No 
Single Sign On No 
Skills Tracking No 

Company Secretarial

Annual Filings No 
Archiving & Retention No 
Company Formation No 
Company Register No 
Dividend Administration No 
Document Templates No 
Important Dates Reminders No 
Multi-Company No 
Officer Management No 
Shareholder Management No 

Entity Management

Access Control No 
Compliance Management No 
Contract Management No 
Corporate Structure Management No 
Document Assembly No 
Due Date Tracking No 
Electronic Filing No 
Electronic Signature No 
Multi-Jurisdictional No 
Ownership Tracking No 
Records Tracking No 
Registered Agent Services Integration No 
Subsidiary Governance No 
Task Management No 

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Product Features

Equity Management

Cap Table Management Yes 
Deal Management No 
Document Storage Yes 
ESOP Management Yes 
Financial Modeling No 
Options Management Yes 
Participant Portal Yes 
Portfolio Management Yes 
Private Equity No 
Public Equity Yes 
VSOP Management No 
Valuation Management Yes 
Vesting Management Yes 

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