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Average Ratings 1 Rating
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
Xumane is a comprehensive AI-driven equity and ESOP management platform built to streamline ownership structures for startups and enterprises. It centralizes cap table management, employee stock option tracking, and equity lifecycle events into a single unified system. Companies can design and implement customized equity plans aligned with business goals while leveraging expert advisory services. The platform provides valuation and financial modeling support to assess cost-benefit outcomes and meet regulatory requirements. Xumane also offers tax advisory and compliance services to help organizations navigate complex legal frameworks across jurisdictions. Its automated workflows reduce manual processes and accelerate onboarding, enabling companies to gain real-time visibility into their equity data. Employees benefit from transparent dashboards that clearly display vesting schedules and stock option details. Additionally, Xumane supports ESOP financing and liquidity events, helping businesses manage wealth creation strategies effectively. With hundreds of satisfied customers and millions of options managed, the platform has established credibility in the equity management space. Xumane combines technology, advisory expertise, and operational efficiency to deliver a seamless equity journey from early-stage growth to IPO.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Claude
No
Claude Code
No
Pricing Details
£5
per stakeholder per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$8.41 per month
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
Yes
Live Rep (24/7)
No
Online Support
No
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
Xumane
Founded
2019
Country
India
Website
www.xumane.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
Yes
Financial Modeling
No
Options Management
No
Participant Portal
No
Portfolio Management
No
Private Equity
No
Public Equity
No
VSOP Management
Yes
Valuation Management
No
Vesting Management
No