Why firms outgrow spreadsheets
Three things a spreadsheet can’t do
"Hold on, I'll need to update it first"
Be relied on as the source of truth
Every allotment, transfer, cancellation and vest is an event with a date and a document behind it. The register is the consequence of what happened, not a file someone remembered to update.
“Why am I always the bottleneck?”
Answer other people’s questions
Employees and investors sign in and see their own holdings, vesting and documents. You stop being the help desk for your own cap table.
“Diligence gaps will derail my fundraise.”
Survive an investor’s lawyer
One export, formatted for an investor’s diligence lawyers, in seconds rather than a bad fortnight. What comes out is the record itself, not a reconstruction of it.
The record
One record, not four spreadsheets
Share classes and allotments
Ordinary, preference, growth — whatever your articles create. Allot shares against a class and the register, the holders and the totals all update together.
Transfers, conversions, splits and cancellations
Sales, class conversions, share splits, cancellations recorded as events, with the Companies House filing attached to each.
Options and vesting
Documents on every event
The document that supports each event is attached to it — the resolution, the transfer form, the award agreement. Nothing lives in someone’s email.
Roles
You approve. You don’t administer.
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 and nobody sees more tha they should.
Your HR manager issues the awards, tracks vesting and handles leavers.
Your FD or Head of Legal files with Companies House and HMRC.
Role-based access means an employee sees their own holding and nothing else.
Pricing
Investors and employees can self-serve
Investors and employees see their holdings, grants, vesting schedules and their documents. They can track valuations and open tasks. Everything's driven off the same record you’re looking at, so there’s no version to send and nothing to keep in step.
What it costs
Free under 20 stakeholders
Not a trial. The full product, permanently, while you’re under twenty.
£5 per stakeholder per month
Above twenty stakeholders, on the annual plan. £6 on the monthly plan. Free 3 month trial.
Option administration included
Option administration and the HMRC ERS return are part of the platform, not an upgrade.
Your data leaves with you
A full export whenever you want it, including on the way out.