About Capdesk

Capdesk is a private equity and employee share scheme management platform that helps private companies distribute ownership amongst employees. It can be used by early stage, growth, and crowdfunded businesses to help them manage employee share grants and streamline equity plans. The cloud-based platform also provides the tools to help businesses report their private equity and shares activity to financial authorities, whilst ensuring compliance with data privacy and tax regulations.

Capdesk includes an online cap table which provides real time data on shareholders including their shareholder category, registration number, percentage of shares, securities, and more. New transactions can be added to cap tables and adjusted as needed, and all security types are offered including shares, growth shared, options, warrants, debt, and more. Capdesk allows businesses to offer advanced equity schemes and vesting for their employees and provide end-to-end execution of share option grants. Other features of the Capdesk platform include ad-hoc reporting, transaction monitoring, investor relations tools, access control, portfolio management, and more.

Pricing starting from:

£50,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United Kingdom

Supported Languages

English

Pricing starting from:

£50,00/month

  • Free Trial
  • Subscription

Images

Capdesk cap tables
Capdesk employee share schemes
Capdesk custom reporting
Capdesk transaction monitoring
View 5 more
Capdesk video
Capdesk screenshot: Capdesk cap tables Capdesk screenshot: Capdesk employee share schemes Capdesk screenshot: Capdesk custom reporting Capdesk screenshot: Capdesk transaction monitoring

Features

Total features of Capdesk: 20

  • Access Control
  • Activity Dashboard
  • Ad hoc Reporting
  • Audit Trail
  • Automatic Backup
  • Collaboration Tools
  • Commenting
  • Data Import/Export
  • Document Storage
  • Financial Analysis
  • Financial Management
  • Grants Management
  • Incentive Programs
  • Permission Management
  • Portfolio Management
  • Real Time Data
  • Reporting & Statistics
  • Role-Based Permissions
  • Transaction History
  • Transaction Monitoring

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Reviews

Overall rating

4,9 /5
(27)
Value for Money
4,6/5
Features
4,5/5
Ease of Use
4,3/5
Customer Support
4,9/5

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Showing 5 reviews of 27
Paul F.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Highly recommend

Reviewed on 2021/02/04

First Class.

First Class.

Pros

we moved from spreadsheets and pieces of paper to Capdesk - it was like night and day. It also highlighted gaps and issues we had so was a great health check also. Investor relations tools useful also.

Strongly recommend if you want an easier life!

Cons

Software is great for running your capable etc - the what-if models are downloads in Excel - is good but I would like to see in the tool itself.

Ben N.
Overall rating
  • Industry: Consumer Services
  • Company size: 51-200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very efficient!

Reviewed on 2020/09/11

We digitised our share option scheme and delivered visibility to optionholders.

We digitised our share option scheme and delivered visibility to optionholders.

Pros

A really simple and connected platform that allows us to manage our shareholders and optionholders with ease.

Cons

Getting this set up was quite intensive but that was mostly because of the maturity of our business - I wish I had onboarded it sooner!

Joe C.
Overall rating
  • Industry: Capital Markets
  • Company size: 51-200 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great Cap Table Management, Slightly quirky to use

Reviewed on 2020/04/01

Pros

Really easy to use and run round simulations, and export cap table.
Good ability to create different vesting on EMI etc.
Options management is great, haven't yet implemented it fully.

Cons

Quirky UI, bit difficult to always find what you want.
Setting up new bearers is a bit cumbersome.
No ability to create custom reports.

Richard J.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

WMC & Capdesk

Reviewed on 2021/02/20

Superb team, very knowledgeable and a pleasure to work with.

Superb team, very knowledgeable and a pleasure to work with.

Pros

Capdesk allowed us to move the cap table from Excel to an enterprise platform where each shareholder can see their own holdings online, receive automated company updates, see their share certs, etc. The secondary share market link is an interesting value add that I am sure most share holders will appreciate.

Cons

No obvious issues found yet. The only thing that would be nice is to have a mobile app.

Derek L.
Overall rating
  • Industry: Insurance
  • Company size: 51-200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Simplifies cap table management and great customer service

Reviewed on 2020/04/24

In the 2 years I have been using capdesk they have provided very responsive customer service and...

In the 2 years I have been using capdesk they have provided very responsive customer service and issue resolution. The platform is still being developed and improved with lots of new features being added.

Pros

Supports option management.
Allows electronic option grants
Supports UK filings at HMRC and Companies House.

Cons

Some of the usability and views are a bit clunky but they are improving and adding new features all the time.

Showing 5 reviews of 27 Read all reviews

Capdesk FAQs

Below are some frequently asked questions for Capdesk.

Capdesk offers the following pricing plans:

  • Starting from: £50,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Capdesk pricing starts at £50/month and scales with the size of the company. Pricing tiers are as follows: Bronze (1-10 stakeholders): £50/month Silver (11-25 stakeholders): £100/month Gold (25+ stakeholders): Contact Capdesk for a quote All plans are billed annually.

Capdesk offers the following features:

  • Document Storage
  • Portfolio Management

Capdesk has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Capdesk supports the following languages:

English

We do not have any information about what devices Capdesk supports

We do not have any information about what integrations Capdesk has

Capdesk offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support

Related categories

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