Why founders move to Shareflo
Three things you don’t want to find out three years from now
“I’ve lost track of who has what.”
Every grant evidenced
A document, a date and an approval attached to every award at the moment it is made. No spreadsheet to wrangle; your ledger's always up to date.
“Someone will bring a claim.”
Every leaver resolved
Good leaver, bad leaver, lapsed or exercised: every decision is tracked and recorded at the time, with the paperwork behind it. Not reconstructed under pressure years later.
“Diligence gaps will derail my fundraise.”
Every filing made
One export for an investor’s diligence lawyers, in seconds rather than a bad fortnight, with the confidence it will all pass scrutiny.
The product
One record, four jobs
Cap table & portals
Shares, options, vesting and documents in one place. Employees and investors get their own portals, so they stop asking you.
EMI option schemes
Scheme rules, award agreements, s431 joint elections and exercise notices — drafted and ready. Awards, vesting, exercises, leavers and the HMRC return, all included.
Compliance
Automation & advice
Flo, our AI agent, handles the administrative work and gives grounded advice on options, cap tables and statutory obligations — with sources you can check. Or read and act on your cap table from inside Claude.
Roles
It doesn’t have to be you
Equity admin lands on the founder because you can’t afford errors in your cap table. Shareflo has real roles, so the work goes where it belongs.
Your HR manager issues the awards, tracks vesting and handles leavers.
Your FD or Head of Legal files with Companies House and HMRC.
Employees and investors answer their own questions in their own portals.
The platform
Free
up to 20 stakeholders
£5 per stakeholder per month on the annual plan.
£6 per stakeholder per month on the monthly plan.
EMI wordings
£1,500
a year, unlimited awards
Scheme rules, award agreements, joint elections and exercise notices. No limit on the number of awards made.
The small print, in large type
No minimum term
Cancel the monthly plan whenever you like, or choose a discounted annual plan.
No expiring credits
Nothing to pre-purchase, and nothing that runs out unused at the end of a year.
No support tiers
Everyone gets the same help. It isn’t gated behind a plan or an add-on.
Your data leaves with you
A full export whenever you want it, including on the way out.
Moving from Capdesk? Here's how to bring your data with you.