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About

Stay compliant, track your transactions, and automate your tax withholdings to create the perfect token operations system. Distribute tokens to investors and employees securely on autopilot with Magna’s audited smart contracts. Manage your legal agreements (SAFTs, token warrants, token grants) and communicate the value of your future token. Time based vesting, back weighted vesting, milestone based vesting, and more. Our software can easily support your most complex case. An intuitive claim portal in your project’s branding where your stakeholders can support your project and claim their unlocked tokens. Full control over every on-chain action with custom action permissioning, through integrations with Gnosis Safe, Squads, and other wallet providers. Calculate withholding taxes on token grants. Report and audit every distribution to streamline your compliance workflows.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a powerful token management platform

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

£5
per stakeholder per month
Free Version Supported
Free Trial Supported

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

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Magna
www.magna.so/

Company Information

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

Alternatives

Alternatives

BitPolaris Custom Token Platform

BitPolaris Custom Token Platform

KSA Global Danışmanlık

Categories

Crypto Supported

Categories

Equity Management Supported

Equity Management Features

Cap Table Management Supported
Deal Management Not Supported
Document Storage Supported
ESOP Management Supported
Financial Modeling Not Supported
Options Management Supported
Participant Portal Supported
Portfolio Management Supported
Private Equity Not Supported
Public Equity Supported
Valuation Management Supported
Vesting Management Supported
VSOP Management Not Supported

Integrations

Claude Not Supported
Claude Code Not Supported
Claude for Legal Not Supported
Holograph Supported

Integrations

Claude Supported
Claude Code Supported
Claude for Legal Supported
Holograph Not Supported
Claim Magna and update features and information
Claim Magna and update features and information
Claim Shareflo and update features and information
Claim Shareflo and update features and information