Capdesk Product info

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COMMUNITY FEEDBACK SCORE

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RANKINGS & RATINGS

RANK

-3.4
Board Management Software

5 / 18
-3.4
Financial CRM Software

23 / 51
-3.4
Financial Reporting Software

60 / 125
-3.4
Investment Management Software

76 / 158

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Key Facts

Ideal For Mid-Sized Business
Deployments Cloud
Price Low
Free Trial
Offers Training
Free Version
Support

Capdesk Alternatives

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Broomfield, Colorado
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Boston, Massachusetts
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Birmingham, United Kingdom
Portfolio Director
Jersey City, New Jersey
ETFmatic
Brussels, Belgium

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Capdesk Features

Approval Process
Calendar Monitoring
Document Collaboration and Sharing
Document Control
e-Signature / Digital Signature
For Non-Profits
Meeting Minutes
Member Database
Poll Management
Role-Based Data Access Permissions

Account Management
Asset Control
Expense Monitoring
Household Monitoring
Influence Monitoring
Lead Generation
Life Event Management
Marketing Tools
Relationship Monitoring
Task Management

"What If" Scenarios
Account Ledger
Audit Trail Management
Balance Sheet Report
Bank Consolidation & Roll-Up
Cash Management System
Forecasting Analytics
Income Statement Report
Multiple Company Report
Multiple Project Report
Profit and Loss Statement

Accounting Management Solutions
Client Database Management
Compliance Document Management
Emissions Risk Management
Energy Benchmarking Tool
Equities Database
Investment Fund Management
Payroll / Commission Management
Performance Tracking
Portfolio Catalog

About Capdesk

Europe's leading cap table and employe share management platform.

Capdesk is Europe’s leading equity management platform. By automating all the main tasks relating to cap tables and employee share plans, Capdesk helps unlisted companies save time and money on administration. In this way, it facilitates the growth of businesses, who now have more resources in their hands to invest in core business tasks instead. Indicatively, Capdesk enables users to:

- Digitise their cap table, so it’s always accurate and up-to-date.
- Issue and sign option grants as well as share certificates electronically.
- Give employees access to their live vesting schedule.
- Produce and store HMRC reports and Companies House filings (eg. EMI and CSOP Annual Return, SH01, SH02, SH06, CS01)
- Share information with shareholders, by exporting their reports or simply giving them access to Capdesk.

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