Quoroom Shareflo

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Quoroom:

About

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.
Shareflo:

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.
Quoroom:

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
Shareflo:

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
Quoroom:

Audience

Company Founders and CFOs that need all-in-one solution to raise capital, manage investor relations and cap table
Shareflo:

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.
Quoroom:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Shareflo:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Quoroom:

API

Offers API Supported
Shareflo:

API

Offers API Not Supported
Quoroom:

Screenshots and Videos

Shareflo:

Screenshots and Videos

Quoroom:

Pricing

£9 per month
START - £9/month

GROW - £39/month

SCALE - £89/month
Free Version Not Supported
Free Trial Supported
Shareflo:

Pricing

£5
per stakeholder per month
Free Version Supported
Free Trial Supported
Quoroom:

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
Shareflo:

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
Quoroom:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Shareflo:

Training

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

Company Information

Quoroom
Founded: 2018
United Kingdom
quoroom.com
Shareflo:

Company Information

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

Alternatives

Shareflo:

Alternatives

Quoroom:
Shareflo:
Quoroom:
Shareflo:
Quoroom:
Shareflo:
Quoroom:
Shareflo:
Quoroom:

Categories

Shareflo:

Categories

Equity Management Supported
Quoroom:

Equity Management Features

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

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Investor Relations Features

Automated Reporting Supported
Compliance Management Supported
Custom Emails / Newsletters Supported
Data Centralization Supported
Deal & Acquisition Management Supported
Document Creation Supported
Document Management Supported
Electronic Signature Supported
Investor CRM Supported
Investor Transactions / Valuations Supported
IR Website Builder Not Supported
Shareflo:

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
Quoroom:

Integrations

Claude Not Supported
Claude Code Not Supported
Claude Duet Not Supported
Claude for Legal Not Supported
LinkedIn Supported
Xero Supported
Shareflo:

Integrations

Claude Supported
Claude Code Supported
Claude Duet Supported
Claude for Legal Supported
LinkedIn Not Supported
Xero Not Supported
Quoroom:
Claim Quoroom and update features and information
Claim Quoroom and update features and information
Shareflo:
Claim Shareflo and update features and information
Claim Shareflo and update features and information