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Cap table management for the agentic era

Loved by founders, investors, HR managers and employees - our AI agents make cap table management a breeze

Cap table management for the agentic era

Loved by founders, investors, HR managers and employees - our AI agents make cap table management a breeze

Cap table management for the agentic era

Loved by founders, investors, HR managers and employees - our AI agents make cap table management a breeze

See Shareflo in action

See Shareflo in action

Watch how Shareflo's AI automation makes issuing shares and managing options a breeze.

Automated by Flo
Shareflo's AI agent handles the busywork - creating instruments, granting options, providing guidance to your HR team.
Guided at every step

Guided at every step
Flo walks your HR team through equity admin so they get it right without leaning on the CFO or founder.
Works inside Claude
Connect Shareflo to Claude via our MCP plugin. Query your cap table, check holdings, and manage equity in natural language.
Free up to 20 stakeholders
Full cap table features at no cost. Add founders, investors, and employees. Only pay when you outgrow the startup tier.
Document vault
Store articles, shareholder agreements, and option scheme rules alongside the instruments they belong to.

Transparent flexible pricing

Transparent flexible pricing

Annual

Monthly

Starter

Free


Up to 20 stakeholders

Automated data sync from Co's House

Award and manage shares & options

Automated vesting schedules

Multi-user access

Investor & employee portal

AI-guidance & automation from Flo

Growth

£5

/mo per
stakeholder

Everything in Starter plus:

Claude MCP Plugin

Role-based access controls

Automated data backup

Minimum 5 seats

EMI options (add-on)

£1,500

/yr (unlimited stakeholders)

EMI scheme rules & option agreement

Unapproved options for non-UK staff & contractors

Configure scheme parameters to your company needs

Create as many schemes variants as needed

Board/shareholder/investor approvals & digital signing

Automated option management (grant, excercise, cancellation)

HMRC reporting

In-app guidance & support

Preferential rates for bespoke legal advice

Annual

Monthly

Starter

Free


Up to 20 stakeholders

Automated data sync from Co's House

Award and manage shares & options

Automated vesting schedules

Multi-user access

Investor & employee portal

AI-guidance & automation from Flo

Growth

£5

/mo per
stakeholder

Everything in Starter plus:

Claude MCP Plugin

Role-based access controls

Automated data backup

Minimum 5 seats

EMI options (add-on)

£1,500

/yr (unlimited stakeholders)

EMI scheme rules & option agreement

Unapproved options for non-UK staff & contractors

Configure scheme parameters to your company needs

Create as many schemes variants as needed

Board/shareholder/investor approvals & digital signing

Automated option management (grant, excercise, cancellation)

HMRC reporting

In-app guidance & support

Preferential rates for bespoke legal advice

Trusted by UK startups and scaleups. Discover how Shareflo streamlines equity management for your business.

Trusted by UK startups and scaleups. Discover how Shareflo streamlines equity management for your business.

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What type of firm is Shareflo suitable for?
Can I use Shareflo to manage share options?
Can I manage growth shares with Shareflo?
How does AI help me manage my cap table
How does Shareflo help my HR team to be more self-sufficient?
Can my investors get access to a portal to see their shareholding?
Will my employees get access to a portal to see their share options?
Can I use Shareflo if I have employees outside the UK?
Can I use Shareflo if my company is based outside the UK?
What counts as a stakeholder for Shareflo pricing purposes?