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About

The premier equity compensation solution for European and multinational companies. Your business is unique, and so are your equity management needs. Our software adapts to your evolving requirements, providing a flexible framework that grows alongside your organization, ensuring long-term relevance and value. Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance. Navigate grants, exercises, and purchases with our intuitive admin portal. It's designed to cut through the complexity, automating key tasks and offering a single source of truth for documents, signatures, and data. Provide your employees with clear, understandable insights into their equity. This transparency not only boosts morale but also aligns employee interests with your company's success, fostering a culture of ownership and engagement.

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 wanting a tool to attract and retain talent while ensuring compliance

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 Supported
24/7 Live Support 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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

Optio
Founded: 2018
Norway
www.optioincentives.com

Company Information

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

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.

Alternatives

CompTrak

CompTrak

HRSoft
Shareworks

Shareworks

Morgan Stanley

Categories

Equity Management Supported

Categories

Equity Management Supported

Equity Management Features

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

BambooHR Supported
ChartHop Supported
Claude Not Supported
Claude Code Not Supported
Factorial Supported
HiBob Supported
JumpCloud Supported
PayCaptain Supported
Personio Supported

Integrations

BambooHR Not Supported
ChartHop Not Supported
Claude Supported
Claude Code Supported
Factorial Not Supported
HiBob Not Supported
JumpCloud Not Supported
PayCaptain Not Supported
Personio Not Supported
Claim Optio and update features and information
Claim Optio and update features and information
Claim Shareflo and update features and information
Claim Shareflo and update features and information