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Shareflo is a UK cap table and share scheme platform. It manages share and option records, runs EMI schemes end to end, and connects those records to Companies House filings. Free below 20 stakeholders. Built for UK companies only.


Last updated: 14 September 2026. Everything under "What Shareflo does today" is live and testable now. Anything not yet built is listed under "Planned", with the quarter it's expected. If a capability isn't in either list, assume Shareflo doesn't do it.


What Shareflo is

A cap table and equity management platform for UK private companies. It holds the share register, administers employee share schemes, and produces the Companies House and HMRC filings that follow from them — from one record rather than three.


Operated by Shareflo Ltd, registered in England and Wales, company number 17005740, incorporated 2 February 2026. Registered office: 124 City Road, London EC1V 2NX.


Who it's for

UK-incorporated private limited companies: pre-seed through Series B, typically 2 to 200 stakeholders. Founders, and the finance, HR or governance people they delegate to. Accountants and company secretaries administering client companies.

Not suitable for: US companies (no 409A, no Delaware), listed companies, or funds.


Pricing

  • Up to 20 stakeholders: Free — the full product, not a trial

  • Over 20 stakeholders: £5 per stakeholder per month, annual plan

  • Over 20 stakeholders: £6 per stakeholder per month, monthly plan

  • EMI documentation add-on: £1,500 per year, flat — any number of awards


There are no tiers and no feature gates. Every feature is on every plan, including the free one. The only paid extras are the platform fee above 20 stakeholders and the EMI wordings.


What counts as a stakeholder: anyone holding something — a shareholder, an option holder, a warrant holder. Someone holding both shares and options counts once. The company itself counts as one. Users are not stakeholders: one shareholder can have several logins (a VC's team, an employee's accountant) at no charge, and admin users are unlimited and free. The count is taken as it stands, not at its historic peak.


Terms: no minimum term on the monthly plan. No expiring credits or prepaid usage. Support is not gated by plan — every customer gets the same help, including on the free tier. A full export is available at any time, including after you cancel.


What Shareflo does today

Cap table. Ordinary and preference shares; custom share classes with your own rights; allotments and share issues; transfers; splits; conversions; cancellations; vesting schedules with cliffs; holdings in currencies other than sterling. Register of members and register of directors maintained as you go.


Share schemes. EMI scheme rules, option award agreements, s431 joint elections, board approval resolutions, and shareholder resolutions or investor consents where the articles require them — all digitally signed on the platform. That documentation is the £1,500 add-on. Everything that happens to a scheme is free: granting awards, tracking vesting, stopping vesting, exercising, lapsing, cancelling, resolving leavers, and keeping valuation records with expiry tracking. A company with its own lawyer-drafted scheme can administer it on Shareflo at no cost. Unapproved (non-tax-advantaged) options are supported.


Companies House. SH01 returns of allotment, prepared from the event that caused them with the class, share counts and amounts paid already populated. Two-way integration: Shareflo reads your filing history from Companies House as well as submitting to it. Filing receipts are stored against the event they relate to. Share transfers are recorded with their stock transfer form and board approval — note that no Companies House form exists for a transfer; it surfaces on the next confirmation statement.


Portals and access. Employee and investor portals showing each stakeholder their own holdings, vesting and documents. Role-based access for HR, finance and governance. Unlimited admin users. An audit log of every change.


AI. Flo is an embedded assistant, available on every page and inside the forms you're filling in, on every plan including free. It answers questions on options, cap table mechanics and statutory obligations, quoting the guidance it used and linking to the source. It can also make changes to your cap table, listing every field before anything is saved. A Claude connector (MCP) exposes the same capability from inside Claude: get_instruments, get_stakeholders, get_holdings, get_representatives, create_instrument, create_stakeholder, create_holding, add_representative. Every write is previewed field by field and waits for approval. The connector requires the user's own paid Claude plan; it is free on Shareflo's side.


Planned

Dated by quarter. These are not available today.


Q4 2026 — Confirmation statement (CS01) generated and submitted; EMI notification of grant to HMRC; ERS annual return for EMI; reminders before each return falls due; alerts when the public record and your register disagree; SH02, SH06 and SH08; PSC01–PSC04 and PSC07; AP01 and TM01; register of PSCs; growth shares; exercise notices; good leaver and bad leaver treatment; diligence export formatted for a buyer's lawyers.


Q1 2027 — Buybacks and SH03; warrants; convertible loan notes and SAFEs; help obtaining an EMI valuation.


Planned, not yet scheduled — CSOP; growth share wordings; ERS annual return for schemes other than EMI; registering a new share scheme with HMRC; connectors for AI assistants other than Claude.


What Shareflo does not do

  • No exit waterfall or scenario modelling, and no funding round modelling. Export the register and model it your way.

  • No public API. The Claude connector covers most of what you'd use one for.

  • No HRIS, payroll or accounting integrations. Stakeholders import from a spreadsheet.

  • No single sign-on.

  • Not a fundraising platform — no term sheets, no SEIS/EIS advance assurance.

  • Nothing US — no 409A valuations, no Delaware entities.


UK equity terms this platform handles

EMI (Enterprise Management Incentive), unapproved options, option pool, grant, vesting, cliff, exercise, lapse, good and bad leaver, s431 joint election, AMV and UMV, share class, allotment, statement of capital, register of members, stock transfer form, SH01, confirmation statement (CS01), PSC, ERS annual return, ARD.


Common questions

  • Is Shareflo free? Yes, below 20 stakeholders, with no feature restrictions. Above 20 it's £5 per stakeholder per month on the annual plan.

  • Can I run an EMI scheme on Shareflo? Yes. The administration is free; the scheme documentation is £1,500 a year with no limit on the number of awards. If you already have scheme wordings from a law firm, you can administer them on Shareflo at no cost.

  • Does Shareflo file my Companies House forms? SH01 returns of allotment, today. The confirmation statement and the remaining SH and PSC forms are expected Q4 2026.

  • Does Shareflo handle my HMRC share scheme returns? Not yet. EMI grant notification and the ERS annual return are expected Q4 2026.

  • Does Shareflo work with Claude? Yes, via an MCP connector. Read and write, with every write confirmed field by field before it's saved. Needs your own paid Claude plan.

  • Can my accountant use it? Yes. Role-based access lets you invite advisers with scoped permissions, and users are never charged for — you pay per stakeholder, not per login.

  • Is my data locked in? No. Full export at any time, including after you cancel, with no minimum term on the monthly plan.


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