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 their own business-related requirements, it is only practical they steer clear of choosing an all-in-one, ”best” software product. Nevertheless, it is difficult to pinpoint such application even among widely used software systems. The better step to do is to tabulate the several major aspects that demand deliberation including key features, packages, skill capability of staff members, business size, etc. Then, you should double down on your product research systematically. Have a look at these Capdesk review articles and check out the other applications in your shortlist more closely. Such well-rounded research ensure you stay away from mismatched software solutions and subscribe to the system which provides all the tools your company requires.
Position of Capdesk in our main categories:
Companies have unique wants and requirements and no software application can be ideal in such a situation. It is pointless to try to find an ideal out-of-the-box software product that meets all your business requirements. The wise thing to do would be to customize the solution for your special needs, employee skill levels, finances, and other factors. For these reasons, do not rush and pay for well-publicized leading applications. Though these may be widely used, they may not be the best fit for your particular wants. Do your groundwork, check out each short-listed platform in detail, read a few Capdesk Financial Reporting Software reviews, call the vendor for clarifications, and finally choose the application that offers what you need.
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 know that when you choose to buy a Financial Reporting Software it’s important not only to see how professionals score it in their reviews, but also to discover whether the actual clients and businesses that use it are actually happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Capdesk reviews across a wide array of social media sites. The data is then displayed in a simple to understand way showing how many people had positive and negative experience with Capdesk. With that information available you should be equipped to make an informed purchasing choice 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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