Related Products
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About
LoyaltyOptions provides the full suite of components associated with managing and accounting for your stock-based compensation and employee ownership plans.
Functionality includes:
Grant Management: Employee Stock Options, Restricted Shares, Share Appreciation Rights, Share Purchase Plans, Convertible Bonds, Grant Modifications, Performance Grants
Financial Reporting: ASC 718, IFRS 2, Grant Valuations, Customized Disclosures, Performance Grants, Black-Scholes, Binomial Valuations, Monte Carlo Simulations
Share Management: Cap Tables, Statistical Reporting, Mini-Market, Share Certificates
Administration: Role-based Security, Employee Portal, Auditor Portal, Sandbox, What-if Scenarios, Time Management
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Public and Private Companies that offer stock-based compenstion and warrants
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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.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$1,200 annually
Free Version
Free Trial
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Pricing
$0
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLoyaltyOptions
Founded: 2016
Canada
www.loyaltyoptions.com
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Company InformationShareflo
Founded: 2025
United Kingdom
www.shareflo.co.uk
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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