Related Products
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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.
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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
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
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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
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Audience
Companies wanting a tool to attract and retain talent while ensuring compliance
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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
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
£5
per stakeholder per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationOptio
Founded: 2018
Norway
www.optioincentives.com
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Company InformationShareflo
Founded: 2025
United Kingdom
www.shareflo.co.uk
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
BambooHR
Supported
ChartHop
Supported
Claude
Not Supported
Claude Code
Not Supported
Factorial
Supported
HiBob
Supported
JumpCloud
Supported
PayCaptain
Supported
Personio
Supported
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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
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