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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The leading equity compensation solution for European companies and multinational companies. Your equity management requirements are as unique as your business. Our software adapts and grows with your business, providing a flexible framework to ensure long-term relevance. Our world-class platform will help you master equity compensation. Ensure compliance, save valuable time, and motivate your team to achieve optimal performance. Our intuitive admin portal allows you to navigate grants, exercises and purchases. It is designed to simplify the process by automating key tasks, providing a single source for documents, signatures and data, and reducing complexity. Give your employees clear, understandable information about their equity. This transparency boosts employee morale and aligns their interests with the success of your company, creating a culture that encourages ownership and engagement.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BambooHR Yes 
ChartHop Yes 
Claude No 
Claude Code No 
Factorial Yes 
HiBob Yes 
JumpCloud Yes 
PayCaptain Yes 
Personio Yes 

Integrations

BambooHR No 
ChartHop No 
Claude Yes 
Claude Code Yes 
Factorial No 
HiBob No 
JumpCloud No 
PayCaptain No 
Personio 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) Yes 
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 No 

Types of Training

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

Vendor Details

Company Name

Optio

Founded

2018

Country

Norway

Website

www.optioincentives.com

Vendor Details

Company Name

Shareflo

Founded

2025

Country

United Kingdom

Website

www.shareflo.co.uk

Product Features

Equity Management

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

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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