Your one-stop shop for all things equity

Discover videos, guides, articles and more in Capdesk’s equity resource library

Resources

Managing cap tables Using equity Resources for finance leaders Capdesk Unlocked Testimonials Blog

Managing cap
tables

Everything you need to manage your cap table, from seed to exit.

Resources cap table-1

Become an equity expert with our essential cap table guide

What you need to know about offboarding employees with equity

How to issue paperless share certificates

Using equity

Tools for using equity to motivate, reward and unite your employees.

Board adoption pack - wide

Download the Capdesk board adoption pack

Featured-Apr-02-2023-06-54-16-5381-PM

How to set up an EMI share plan

Resources employee

Unlock your startup’s unfair advantage and boost growth

A snapshot of equity in German startups

Resources for finance leaders

Essential advice from industry experts and carefully compiled guides.

Resources tech stack

How to build the ultimate CFO tech stack

equity glossary

The Capdesk equity glossary

Capdesk valuations

HMRC & 409A valuations for startups

Five ways to be a successful CFO in 2021, as told to Capdesk by CFOs

Secondaries-feat-min

How to run a secondary

Resources op pool

Our report reviews 140+ companies to present the latest option pool data and benchmarks

How to file your EMI Annual Return to HMRC

Equity alone is not enough: employees need clarity, education and equality

Startup to scale-up: lessons learned by finance leaders

Webinar 2

Essential advice on how startup leaders can succeed at Series A

Webinar 3

Here's what business leaders said of their experiences of shifting to remote work in 2020

Capdesk unlocked

Shining a light on Capdesk’s features, so you can get the most from our platform.

Dashboard demo thumbnail

Capdesker Scarlett Pierce talks through the main features of our brand new employee dashboard

Platform demo thumbnail

Discover our platform's best features, including the admin dashboard and cap table, with Capdesker Carys Jackson

Thumb_resources_ep2-3

Head of Onboarding & Support Sindy Cam runs through our onboarding process

Share-based payments report

Onboarding Analyst Matthew Phillips breaks down Capdesk’s share-based payments report tool

Testimonials

Startups and scale-ups who've used Capdesk
to streamline processes, save money and
please stakeholders.

Penta

Industry
Digital Banking

Location
Germany

Employees
100+

Plum

Industry
Fintech

Location
UK

Employees
100+

YuLife

Industry
Insurance

Location
UK

Employees
100+

Nourished

Industry
Health, Wellness and Fitness

Location
UK

Employees
50+

Beam

Industry
Social Enterprise

Location
UK

Employees
50+

Signal AI

Industry
PR and Communications

Location
UK

Employees
80+

Blog

The latest industry news, interviews and insights from Capdesk HQ.

Visit our blog →

Insights from the front line: should you venture into the US sooner?

With a flood of down rounds, global lay-offs and rising macro-economic depression, it’s a tough time for tech companies. Yet the US remains a strong market in terms of both funding and customer.....Read more

How to file an EMI notification with HMRC

When you’re busy running a business in the UK, it can be difficult to keep track of every last deadline set by HMRC and Companies House. However, if you don’t notify HMRC about new grants issued.....Read more

Capdesk EMI Share Plans Glossary

If you’ve spent any time at all in the UK startup ecosystem, chances are you’ve heard of the Enterprise Management Incentive scheme – more often known as EMI. HMRC reports that the number of UK.....Read more

Understanding your RSU grant

Got questions about RSUs? You’ve come to the right place. In this article, we’ll break down the basics of RSUs, from explaining how this security type differs from share options to walking through.....Read more

Privacy and Data Protection at Capdesk

At Capdesk, we value you, and your choice to rely on Capdesk for equity and portfolio management, stakeholder relations, and much more. We work hard and continuously to earn your trust....Read more

How to set up an EMI share plan

Is the UK startup ecosystem a world leader? The figures certainly suggest so. According to the Office of National Statistics, there are more than 12,000 fast-growth startups in Britain. Dealroom.....Read more

EMI share plans: a lawyer's perspective

Successfully leading a startup through those crucial early years is all about finding the right people. At this stage, your employees could make or break your business, and a share scheme is a great.....Read more

Exercising your option grant on Capdesk

So, you’ve got an option grant and you want to exercise it. But what comes next? In this article, we’ll cover the fundamentals of exercising your options, from what the process involves to how.....Read more

Mind the gap: the difference between 409A and HMRC company valuations

Why are company valuations done differently in the US and the UK? What are the differences in 409A and HMRC valuation methodology? Why do I need pre-clearance from HMRC but not from the IRS? Can I.....Read more

Accepting your securities on Capdesk

The new year brings about changes in all of us, and Capdesk is no exception. If you’re a stakeholder in a company that uses Capdesk, you’ll soon notice our latest release. In this blog post, I’ll.....Read more

Capdesk product news – November 2022

The latest product news from Capdesk – November 2022. Welcome to Capdesk product news. In this instalment, we’re excited to share three upcoming releases, all tied together by a single theme:.....Read more

Capdesk Valuations Glossary

We often talk about simplifying equity management at Capdesk, but the truth is, it’s not always that straightforward. There are heaps of technical terms, acronyms and buzzwords associated with the.....Read more

The price is right: EMI, CSOP & 409A valuations for startups

After Capdesk’s recent acquisition by US equity specialists, Carta, our access to industry-leading expertise has expanded to encompass experts on both sides of the Atlantic. So we brought our.....Read more

A guide to 409A valuations

How much is a stake in your business worth? Once you’ve gone public, that figure is determined by the market. Private companies, however, are evaluated by other means. A 409A valuation is an.....Read more

A guide to HMRC valuations

Just as your company offers employee equity in order to recruit talented people, the British Government offers schemes such as EMI and CSOP to attract talented businesses to the UK. To get the most.....Read more

Capdesk joins Carta – a note from Co-Founder Christian Gabriel

Capdesk has joined Carta to build a global solution for equity management. Today marks a new chapter: for Capdesk, for Carta and for the entire equity ecosystem....Read more

Capdesk product news – August 2022

The latest product news from Capdesk – August 2022....Read more

Employee equity in the UK

The UK has one of the biggest startup ecosystems in the world. Second only to Silicon Valley, it’s the leading hub in Europe, and has to work hard to attract the tech talent that makes up 14% of the.....Read more

Back to basics

Get started with guides for beginners.

Capdesk HMRC valuations

HMRC valuations for startups and scale-ups

Capdesk 409A valuations

409A valuations for startups and scale-ups

How do share options work in the UK?

Find out how share options work in the UK

Understanding startup equity: a guide to key terms in equity packages

featured 11-min-1

Six common questions employees ask about ESOPs

Five tips for calculating early employee equity packages

What you need to know when exercising share options

Capdesk share options vs. shares

Share options vs shares: what difference does it make for early-stage companies?

Seven reasons to provide equity for early employees in early-stage startups

Five ways compensation increases employee satisfaction and productivity

Capdesk splitting startup equity

How to split startup equity between co-founders

Capdesk raising a funding round

The best questions to ask yourself before raising a round

Learn what Capdesk can do for you

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