Capdesk Review
What is Capdesk?
Capdesk is a highly-efficient and flexible equity management software built to remove the stress when it comes to handling employee private equity plans. The software allows companies to quickly and properly set up, implement, and administer employee equity plans, give employees easy access to ownership information, monitor all equity-related transactions, perform centralized investment portfolio management, and produce the reports being required by financial authorities.
The equity management software makes it easy for users to convey to their employees how valuable and beneficial the equity plans are and share schemes they’re offering. Employees can access all the vesting information they need with ease. To attain compliance and avoid expensive legal fees, the software permits users to immediately make reports out of exported equity data and submit them to stakeholders and authorities.
Capdesk also automates the building and updating of capitalization tables. Simulation of different share transaction scenarios, controlling access to sensitive equity data, and usage of investor relationship management tools are supported by Capdesk as well.
Show MoreOverview of Capdesk Benefits
Employee Private Equity Plan Engagement
Capdesk is designed to help companies engage their employees into private equity plans and share schemes. The software enables them to quickly set up and structure employee equity plans, share schemes and grants within its system and deliver all the information needed by their employees. If employees want to access information related to an equity plan or vesting, they can get it right away.
Maintain Compliance
With Capdesk, companies can easily achieve and maintain compliance with the regulations and requirements being implemented by various financial authorities. The software permits them to prepare and transmit equity reports and documentation as fast as possible. They can export raw equity data to the software, organize them in a central place, and generate reports out of the data.
Investor Relationship Management
The equity management software comes with tools that improve how users engage with their investors, making it easy for them to build and maintain valuable investor relationships and raise capital continuously. Investors are given the ability to access ownership information, download pertinent documents, and participate in the formulation of proposals and ideas online.
Analyze Equity Transactions
Capdesk eliminates difficulties when it comes to organizing, monitoring, and analyzing equity-related transactions. It has a built-in system that keeps complete records and information about every equity transaction performed in the past. This transaction management system allows users to view and analyze equity transactions based on the funding round they are classified under. Also, they can obtain insights into possible equity transaction scenarios no matter how complicated they are.
Show MoreOverview of Capdesk Features
- Employee Share Scheme Creation
- Vesting Information Acess
- Report Generation & Filing
- Cap Tables
- Investor Relationship
- Equity Transaction Monitoring
Capdesk Position In Our Categories
Because companies have distinctive business-related needs, it is only sensible they abstain from selecting an all-encompassing, ideal software system. Having said that, it is difficult to chance on such application even among widely used software products. The practical thing to undertake is to jot down the several main factors which necessitate analysis like important features, packages, skill levels of staff members, organizational size, etc. After which, you should perform your research fully. Read some of these Capdesk evaluations and explore the other software options in your list in detail. Such comprehensive research can make sure you drop ill-fitting software solutions and pay for the one which provides all the function your company requires to be successful.
Position of Capdesk in our main categories:
Each company is different, and may require a particular type of Financial Reporting Software solution that will be designed for their business size, type of customers and employees and even particular industry they cater to. We advise you don't count on getting an ideal services that is going to work for every business no matter what their background is. It may be a good idea to read a few Capdesk Financial Reporting Software reviews first and even then you should remember what the solution is intended to do for your business and your workers. Do you require an easy and intuitive app with only basic features? Will you actually make use of the advanced tools needed by pros and big enterprises? Are there any specific tools that are especially practical for the industry you operate in? If you ask yourself these questions it is going to be much easier to get a trustworthy app that will fit your budget.
How Much Does Capdesk Cost?
Capdesk Pricing Plans:
Free Trial
Starter
£600/year
Corporate
£1,200/year
Enterprise
Contact vendor
What are Capdesk pricing details?
Capdesk Pricing Plans:
Free Trial
Starter
£600/year
Corporate
£1,200/year
Enterprise
Contact vendor
Capdesk provides three SMB and enterprise pricing plans for users to choose from. The plans are available through an annual subscription with pricing based on the number of stakeholders involved. Check out the plans below to determine which one suits your requirements:
Starter – £600/year
- 1-10 stakeholders
- All core features
- Full support
Corporate – £1,200/year
- 11-25 stakeholders
- All core features
- Full support
Enterprise – by quote
- 25+ stakeholders
- All core features
- Dedicated account manager
User Satisfaction
Positive Social Media Mentions
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Negative Social Media Mentions
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We are aware that when you choose to purchase a Financial Reporting Software it’s important not only to find out how experts evaluate it in their reviews, but also to discover whether the real people and businesses that purchased these solutions are genuinely content with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Capdesk reviews across a broad range of social media sites. The information is then featured in a simple to understand way showing how many customers had positive and negative experience with Capdesk. With that information available you should be ready to make an informed business decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Mac
Deployment
- On Premise
- Open API
Language Support
- English
Pricing Model
- Annual Subscription
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Capdesk?
Capdesk smoothly integrates with:
- Amazon Web Services (AWS)
- DocuSign
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