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About

Retain your best talent through best-practice equity plans. Get built-in legal agreements, vesting, and communications. Adding equity into hiring processes takes seconds. Create stock options or share plans, set up automatic vesting, and motivate and reward your team for their work. Easily communicate the value with your team to improve culture, engagement, and retention. Easily communicate value with your team to improve engagement and retention. Valuations are sorted, wherever you need them. Plus automated vesting, exercising, and reporting give peace of mind. Compliantly issue and manage employee equity for employees and contractors in over 50 countries. Automated reporting keeps records up to date and with peace of mind. Valuations are sorted, wherever you need them. World-class cloud-based infrastructure keeps your data secure.

About

Shareflo is cap table and share scheme software for UK companies. Shares, options, vesting and documents live in one record, with self-service portals for employees and investors. It runs EMI schemes end to end: pre-drafted rules and award agreements, grants, vesting, exercises and leavers. Filings are outputs of the same record — SH01s, ERS returns and share conversions, kept in step with Companies House and HMRC. Every award keeps its approval record and documents, dated when it happened rather than reconstructed years later, so diligence is an export rather than a fortnight of archaeology. Your finance, HR and legal teams get their own logins with role-limited access. Flo, the built-in AI agent, advises on share schemes and compliance, and can carry out actions on your confirmation. An MCP connector lets you query and update your cap table from Claude. Free up to 20 stakeholders, no minimum term, full data export any time — including if you leave.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies wanting a platform to easily distribute options among their employees

Audience

UK private companies that grant share options, from pre-seed startups to established SMEs. Used by founders, CFOs, finance and HR leads, company secretaries, and their accountants and solicitors.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$40 per month
Free Version
Free Trial

Pricing

$0
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cake Equity
Founded: 2018
Australia
www.cakeequity.com

Company Information

Shareflo
Founded: 2025
United Kingdom
www.shareflo.co.uk

Alternatives

Alternatives

No Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Cake Equity and update features and information
Claim Cake Equity and update features and information
Claim Shareflo and update features and information
Claim Shareflo and update features and information