Capdesk

Easy to use and highly effective software

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

Vorteile:

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.

Nachteile:

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!

Very efficient!

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

Vorteile:

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

Nachteile:

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!

In Betracht gezogene Alternativen: Vestd

Gründe für den Wechsel zu Capdesk: Their product roadmap was very exciting and continues to be!

Great Cap Table Management, Slightly quirky to use

Vorteile:

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.

Nachteile:

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

In Betracht gezogene Alternativen: Carta

Simplifies cap table management and great customer service

Kommentare: 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.

Vorteile:

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

Nachteile:

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

In Betracht gezogene Alternativen: Carta und Shareworks

Gründe für den Wechsel zu Capdesk: UK compliance. (US based services to US focused) Customer support through sales process and onboarding

Highly recommend

Kommentare: First Class.

Vorteile:

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!

Nachteile:

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.

In Betracht gezogene Alternativen: Cap Table Management

Warum Capdesk gewählt wurde: We needed to become more professional

Zuvor genutzte Software: Microsoft Excel

Gründe für den Wechsel zu Capdesk: Capdesk fitted what we needed precisely