Capdesk

RATING:

4.8

(30)

About Capdesk

Capdesk makes equity management straightforward by supporting funding rounds, employee share schemes, end-to-end deed execution, stakeholder management and more. It helps you look credible to future investors, ley stakeholders understand their equity position, meet compliance and regulatory deadlines with ease and never get lost in a messy spreadsheet again. Save precious time with automatically populated reports and filings for HMRC and companies house, including ERS annual return, SH01/02/06 and CS01. Take the pain out of managing EMI, CSOP and other share plans by digitising the entire process on Capdesk, from issuing new grants to offboarding employees.

Capdesk Pricing

Capdesk pricing starts at £95/month and scales with the size of the company. Pricing tiers are as follows: Start (1-19 stakeholders): £95/month Grow (20-49 stakeholders): £195/month Scale (50-99 stakeholders): From £295/month Enterprise (99+ stakeholders): Tailored pricing All plans are billed annually with the option to switch to monthly pricing. The following are included with all plans: 1) Cap table management 2) Share plan management 3) Scenario Modeling 4) Employee Dashboard 5) Document Management 6) Onboarding and training

Starting price: 

£119.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Streamline and automate your equity.
Slide 1 of 4

Capdesk Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Capdesk

1 - 5 of 30 Reviews

User Profile

Paul

Verified reviewer

Information Technology and Services, 51-200 employees

Used monthly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed February 2021

Highly recommend

First Class.

PROS

we moved from spreadsheets and pieces of paper to Capdesk - it was like night and day. It also highlighted gaps and issues we had so was a great health check also. Investor relations tools useful also. Strongly recommend if you want an easier life!

CONS

Software is great for running your capable etc - the what-if models are downloads in Excel - is good but I would like to see in the tool itself.

Reason for choosing Capdesk

Capdesk fitted what we needed precisely

Reasons for switching to Capdesk

We needed to become more professional

Ben

Consumer Services, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Very efficient!

We digitised our share option scheme and delivered visibility to optionholders.

PROS

A really simple and connected platform that allows us to manage our shareholders and optionholders with ease.

CONS

Getting this set up was quite intensive but that was mostly because of the maturity of our business - I wish I had onboarded it sooner!

Reason for choosing Capdesk

Their product roadmap was very exciting and continues to be!

Joe

Capital Markets, 51-200 employees

Used monthly for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed April 2020

Great Cap Table Management, Slightly quirky to use

PROS

Really easy to use and run round simulations, and export cap table. Good ability to create different vesting on EMI etc. Options management is great, haven't yet implemented it fully.

CONS

Quirky UI, bit difficult to always find what you want. Setting up new bearers is a bit cumbersome. No ability to create custom reports.

Derek

Insurance, 51-200 employees

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2020

Simplifies cap table management and great customer service

In the 2 years I have been using capdesk they have provided very responsive customer service and issue resolution. The platform is still being developed and improved with lots of new features being added.

PROS

Supports option management. Allows electronic option grants Supports UK filings at HMRC and Companies House.

CONS

Some of the usability and views are a bit clunky but they are improving and adding new features all the time.

Reason for choosing Capdesk

UK compliance. (US based services to US focused) Customer support through sales process and onboarding

Reece

Public Relations and Communications, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2020

Effective and time-saving

PROS

Once set-up, it's very simple to use in a regular basis. Routine tasks are very easy, such as issuing share certificates, exporting the cap table, adding new shareholders etc

CONS

Documentation is very light. It's rarely obvious why something doesn't work the way you first expect, so troubleshooting is very hard. Refreshing a template doesn't always result in new version of documents being created. Support is generally good, but also very necessary.