Capdesk

Who Uses Capdesk?

Businesses looking to provide equity plans to their employers and report to financial authorities.

What Is Capdesk?

Capdesk is a digital platform enabling businesses to save thousands in legal and accounting fees, by managing cap tables and employee share plans efficiently. Capdesks vision is to empower private companies to share equity with employees and investors, and enable shareholders to trade equity without the need to go public. Trusted by growth companies like Nutmeg, Privitar, gohenry, Made.com and Gousto, Capdesk is Europes leading equity management platform.

Capdesk Details

Capdesk

https://www.capdesk.com

Founded 2015

Capdesk pricing overview

Capdesk has a free version and offers a free trial. Capdesk paid version starts at US$50.00/month.


Starting Price

US$50.00/month

Free Version

Yes

Free Trial

Yes

Capdesk deployment and support

Deployment

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows

Capdesk Features

  • CRM
  • Cap Table Management
  • Deal Management
  • Document Storage
  • Financial Modeling
  • Options Management
  • Participant Portal
  • Portfolio Management
  • Private Equity
  • Public Equity
  • Valuation Management
  • Vesting Management

View full list of Equity Management Software

Capdesk Alternatives

More Capdesk alternatives

Capdesk Reviews for UK Users

Read all reviews

Overall rating

4.8/5

Average score

Ease of Use 4.3
Customer Service 4.9
Features 4.4
Value for Money 4.5

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Hugo S.
Operations Assistant Manager
Financial Services, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 05/03/2020

"Easy to use and highly effective software"

Comments: Excellent, challenging (in a good way!) and very rewarding.

Pros: It has helped me to organise 30 years worth of statutory registers, transfer books, spreadsheets and a multitude of other actions in our share scheme into a simple to use and read format. It is clean, easy and effective in what it does.

Cons: Due to the complexity of our business and share scheme there have been a few little bugs to sort out however the customer support team has been fantastic and we have worked through every issue together with fantastic results!

  • Reviewer Source 
  • Reviewed on 05/03/2020
Derek L.
Head of Finance
Insurance, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 24/04/2020

"Simplifies cap table management and great customer service"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 24/04/2020
Anish P.
Head of Finance
Oil & Energy, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 24/09/2020

"Pain free cap management"

Comments: Team were really helpful and found solutions for anything that was a bit "out of the norm".

Pros: It's really easy to use and everything is fairly intuitive.
Supports UK HMRC filings.

Cons: Direct filing into HMRC would be great.
Set up can be a bit onerous but this was largely down to us and the support team were great at turning everything quickly.

  • Reviewer Source 
  • Reviewed on 24/09/2020
Joe C.
Financial Accountant
Capital Markets, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 01/04/2020

"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.

  • Reviewer Source 
  • Reviewed on 01/04/2020
Ben N.
Financial Controller
Consumer Services, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/09/2020

"Very efficient!"

Comments: 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!

  • Reviewer Source 
  • Reviewed on 11/09/2020