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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

Both organizations and their workforce face various legal and financial hazards. Numerous elements contribute to the complexity of the current processes. Each nation has distinct and ever-evolving regulations regarding equity, which can lead to significant financial repercussions for both the business and its employees. The intricacies of tax codes related to equity can be daunting, and errors can have lasting consequences, often resulting in missed opportunities for substantial tax savings. Establishing and managing global equity plans demands considerable time and resources, as it involves extensive and costly research. Keeping track of ongoing changes is challenging, and the potential for errors is high. To navigate these complexities effectively, it is crucial to implement proactive alerts that help maintain compliance on a global scale and prevent any possible exposure issues. This approach not only safeguards against penalties but also streamlines the management of equity plans, making the entire process more efficient.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Auth0 No 
CatalystOne No 
Cezanne HR No 
Claude Yes 
Deel No 
Gusto No 
Humaans No 
Justworks No 
LoginRadius No 
Lucca No 
Microsoft Dynamics 365 No 
Namely No 
OneLogin No 
Paylocity No 
Personio No 
Ping Identity No 
Sapling No 
SecureAuth No 
Silae No 
UKG Pro No 

Integrations

Auth0 Yes 
CatalystOne Yes 
Cezanne HR Yes 
Claude No 
Deel Yes 
Gusto Yes 
Humaans Yes 
Justworks Yes 
LoginRadius Yes 
Lucca Yes 
Microsoft Dynamics 365 Yes 
Namely Yes 
OneLogin Yes 
Paylocity Yes 
Personio Yes 
Ping Identity Yes 
Sapling Yes 
SecureAuth Yes 
Silae Yes 
UKG Pro Yes 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Shareflo

Founded

2025

Country

United Kingdom

Website

www.shareflo.co.uk

Vendor Details

Company Name

Slice

Country

Israel

Website

www.sliceglobal.com

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 

Product Features

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 

Alternatives

Alternatives

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