Easy Employee Share Schemes

Easy Employee Share Schemes

The fast, flexible way to register and track employee equity awards.

  • End-to-end execution of share option grants, including signing.
  • Create time-saving reusable incentive plans.
  • Support for any type of vesting schedule, no matter how complex.
  • Downloadable company-wide vesting overview.
  • Manage your incentive pool. Issue securities over authorised or unauthorised shares.
  • Let option and warrantholders easily access their vesting information. No hassle on your part.

Fast Reporting and Compliance

Fast Reporting and Compliance

Everything you need for internal reporting and filing with financial authorities.

  • Full cap table, round modeling, compliant shareholder register, transaction history, waterfall analysis, share-based payments...
  • HMRC and Companies House filings, such as EMI notification, EMI annual return, SH01, and CS01
  • Avoid having to send periodic ownership reports to management, investors and employees.
  • Export raw data and create your own reports. You'll never be locked-in.
  • Every export comes from the same central source which is always up-to-date.

Accurate Online Cap Table

Accurate Online Cap Table

One central data source, up-to-date and shareable.

  • Complete shareholder register in accordance with UK Companies Act 2006.
  • Automatically generated share certificates, signable online. Share numbers also available.
  • Multiple share classes including liquidation preferences and other advanced features.
  • Register any type of security: shares, options, warrants, debt, growth shares, phantom shares etc.
  • Always live. Add any new transaction and watch your cap table adjust automatically.
  • In sync with your investors. They update their own contact details so you don't have to.
  • Fully diluted ownership overview.

Comprehensive Transaction System

Comprehensive Transaction System

Perform and track any kind of equity transaction you can think of.

  • Complete historical audit log with frequent data backups.
  • Issuances, transfers, buybacks, share class conversions, cancellations and treasury shares.
  • Group transactions by funding round to get a time-based overview of all your high-level stats.
  • Use draft mode to simulate complex hypothetical deals.

Investor Relations Tools

Investor Relations Tools

Keep your investors engaged for easy continuous fundraising.

  • Give investors and employees online access to their ownership data.
  • Store and securely share company documents for download at any time.
  • Share news updates both online and via email. Images and attachments included.
  • Let stakeholders propose ideas, comment and vote for them.

Detailed Access Control

Detailed Access Control

Share what you need to share, keep sensitive data private.

  • Granular control over who sees what: cap table access, investor profiles, etc.
  • Multiple access levels for company administrators, lawyers, accountants, etc.
  • Disable features you don't need (any security type, investor relations features and more).
  • Draft mode allows you preview the effects of your edits without making them public.

Centralised Portfolio Management

Centralised Portfolio Management

Keep track of all your investments whether you're a personal investor, a fund manager or anything in between.

  • One Capdesk account allows you to see your personal portfolio, the companies you administrate and the portfolio of the companies you administrate.
  • Investment companies such as personal holdings, SPVs, funds, etc. can manage their portfolio as easily as a legal person.
  • Even companies with no Capdesk account can be listed in your portfolio.
  • Capdesk supports private companies of all sizes and complexity levels: early stage, growth, crowdfunded and beyond.

Getting Started is Simple

1

We audit your cap table before importing so you know your data is 100% correct.

2

You check that everything looks great on Capdesk. Choose your company settings.

3

Go live with one click. All relevant stakeholders will be invited.

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Services

Additional Services for Stress-Free Equity Management

Capdesk has in-house equity experts as well as experienced legal and financial partners. Get help with everything from valuations to structuring your employee share schemes. No matter what your needs are, we can lend a hand.

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