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.
About Shareflo
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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Pricing
Starting Price:
£5
Pricing Details:
per stakeholder per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Shareflo
Founded: 2025
United Kingdom
www.shareflo.co.uk
Videos and Screen Captures
Company Dashboard
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online
Shareflo Frequently Asked Questions
Q: What kinds of users and organization types does Shareflo work with?
Shareflo works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Shareflo support in their product?
Shareflo supports these languages: English.
Q: What kind of support options does Shareflo offer?
Shareflo offers support via online.
Q: What other applications or services does Shareflo integrate with?
Shareflo integrates with: Claude Code, Claude Duet, Claude for Legal, and Claude.
Q: What type of training does Shareflo provide?
Shareflo provides training in the form of documentation and videos.
Q: Does Shareflo offer a free trial?
Yes, Shareflo offers a free trial.
Q: How much does Shareflo cost?
Pricing for Shareflo starts at £5.
Shareflo Product Features
Equity Management
Cap Table Management
Supported
Document Storage
Supported
ESOP Management
Supported
Options Management
Supported
Participant Portal
Supported
Portfolio Management
Supported
Public Equity
Supported
Valuation Management
Supported
Vesting Management
Supported
Deal Management
Not Supported
Financial Modeling
Not Supported
Private Equity
Not Supported
VSOP Management
Not Supported
