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CapDesk_Solutions.

An end-to-end
equity solution

Manage all your equity on a single
online platform – from seed to exit

Get in touch

A dynamic cap table, able to handle all equity types

Make your company’s cap table an asset, not a liability, with Capdesk. Use the platform to plan and prepare for any eventuality:

  • View fully diluted ownership
  • Draft complex scenarios, from round and exit modelling to waterfall analysis
  • Track all published transactions
  • Streamline your local filings in the UK:
    • EIS/SEIS, CS01, SH01/02/06
  • Help for filing in:
    • Sweden, Finland and Norway – including share number registers
    • France, Germany and Switzerland – all share classes supported including phantom shares
  • Get US 409a and 701 valuation support via Capdesk partners
“Capdesk's feature set is comprehensive – it does everything we need it to, it's cleanly laid out and easy to use. Having everything stored in one place and easily accessible saves enormous time and gets everyone on the same page”
Oli Johnson, Founder
Catapult
“I spend about 25% of the time I used to on equity management, not just because Capdesk is easier and quicker, but because I know it’s up to date and reliable.”
Alex Rowe, Investor Relations Manager
gohenry
“It’s really easy to use and run round simulations, and export cap tables. There’s also good functionality for creating different vesting schedules for EMI etc.”
Joe Clarke, Financial Accountant
WeFarm

Issuing options
and warrants

When it comes to attracting top-tier talent, equity is the unfair advantage that startups have over other businesses. But too many startups spend too much time issuing and managing employee equity – or worse, they don’t offer it at all.

We’re here to change that.

Manage options and warrants digitally

  • Issue equity online, allowing employees to sign from wherever they are
  • Set up custom vesting schedules and exercise procedures
  • Auto-lapse contracts based on termination rules for employees
  • Generate IFRS2 and GAAP-compliant share based payments reports

Support for all kinds of employee share schemes

No matter which jurisdiction your employee share scheme is in, you can manage it on Capdesk.

The platform accommodates a range of security types, including phantom shares, growth shares and RSUs.

Need help setting up a scheme? We’ll connect you with a trusted partner in your jurisdiction so you can access specialised service at a discounted rate.

Employee dashboard

Capdesk allows your employees to understand and track the value of their shares, by giving each shareholder access to a personalised dashboard.

Employees can monitor their vested and to-be-vested shares, and watch the tangible value of their shares increase as the business grows.

“We’ve saved thousands of euros already in legal fees. Every time we issue options to new or existing option holders we’ll save thousands more.”
Adriana Berglund, Head of Legal
Voi
“Capdesk is the only tool with end-to-end digital signing – a massive advantage”
Joe Adams, CFO
Plum Guide
“At Duco, everyone has options but that means paperwork for everyone. The integration with DocuSign makes this really easy for us. Board reporting is also great, we just click a button and we get our cap table and options report for the board.”
Christian Nentwich, CEO
Duco

Smart transactions
from option issuances to secondaries

Issuing options is only the beginning. If it’s a pain to exercise them and close-to-impossible to transact them, they aren’t worth much to your employees. We’re tackling this head on. Capdesk facilitates witness signing, escrow checks, right of first refusal and board approvals, all the while ensuring activity complies with local legislation.

These are smart transactions.
End-to-end execution

End-to-end execution

Capdesk makes it simple for stakeholders to exercise their options, covering signatures, witnessing and monetary transactions.
Regulatory compliance

Regulatory compliance

All flow of capital is determined by local financial regulation including KYC and AML checks by Capdesk partner Shieldpay.
Secondary sales

Secondary sales

We support your secondary transactions, facilitating cap table updates, board approvals and seller authentication.
Seeders marketplace

Seedrs marketplace

Need to find a buyer? Our partner Seedrs connects you with the UK’s largest private marketplace for trading your equity.

Onboarding and ongoing support

Starting strong is the key to long-term success. We take onboarding seriously, whether your cap table is relatively straightforward or already complex.

A comprehensive onboarding programme will set you up for efficient equity management on Capdesk, with our experienced analysts taking you through the process from start to finish.

That’s not all – once you’re up and running on the platform you’ll still be able to access custom support from the team.

Customer success

Onboarding programme

  • Dedicated onboarding analyst
  • Introductory tutorial and workshops tailored to your needs
  • All input data reviewed and cleaned as standard, including compliance checks

Ongoing support

  • Customer success team with years of expertise
  • Support on new features
  • Ad hoc tutorials, webinars and resources
  • Capdesk support available to all of your stakeholders
“We went from managing Gousto’s cap table and employee share plans on Excel to having a fully digitised version in just 32 days, which immediately validated our decision to join Capdesk. The process was smooth and efficient, and we began to reap the benefits right away.”
Mike McClean, Head of Financial Control & Accounting
Gousto
“I have to give kudos to everyone at Capdesk – they’ve been so helpful in getting this off the ground. Both our account managers have been really useful and always on hand to answer questions.”
Damian Walsh, Financial Controller
Nutmeg

FUTURE PROOF

Capdesk is designed to support your business as it grows, whether you’re adding new share classes or multiple currencies.

Our pricing is flexible too, starting low and increasing in a cost-efficient way that’s in line with your total number of stakeholders.

“As our shareholder register grows, the number of equity-related enquiries we receive will only increase – but because we’re with Capdesk, it won’t take us any longer to manage.”

Damian Walsh, Financial Controller, Nutmeg

SAFE. SECURE. COMPLIANT.

Your security is our priority. Capdesk is packed with features that ensure your information is managed as safely as possible.

data-centres

Secure data centres

We employ top-tier storage from Amazon Web Services, built to meet the security requirements of government institutions and high-profile companies.
access

Access management

Control what each user can view and modify with granular authorisation settings. Tailor access for every employee, lawyer, accountant, board member and investor.
encryption

Data encryption

Your data is in safe hands. We guarantee end-to-end encryption of all data transferred to and from your Capdesk account.
backups

Frequent backups

All platform data is encrypted and continuously backed up, so your records are always recoverable in case of an emergency.
privacy

Stakeholder privacy

Reserve the right to end-user privacy. Capdesk will never contact a stakeholder without consent, nor share stakeholder data with third parties.
compliance

Legal compliance

Our secure data registry framework was developed in consultation with Europe’s top law firms, to ensure your data is handled in a safe, legal and GDPR-compliant manner.

Centralised stakeholder management

Effortlessly keep stakeholders informed as your cap table evolves, so they always know their equity position.

  • Give investors online access to the cap table, and send them emails straight from Capdesk
  • Search, share and download documents at any time from your encrypted database
  • Make Capdesk your stakeholders’ town hall: let them propose ideas, leave comments and cast votes

Book your call

A message from Hunain

Hi there! I’m looking forward to speaking with you. On a call we can discuss your needs in detail and talk about what Capdesk can do for you. I’ll also be able to:

  • Tell you more about our pricing structure
  • Offer you discounted services from some of our partners
  • Point you towards the relevant resources we have to support companies in your position

And if you want to move forward with Capdesk, I’ll arrange a personalised demo for you with our account specialist. Speak soon!