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Capdesk Review

Capdesk
Our score: 7.0 User satisfaction: N/A

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.

Overview 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.

Overview 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

Since companies have distinct business requirements, it is only practical that they avoid getting an all-in-one, ”best” software product. Still, it is hard to try to find such application even among popular software systems. The practicable thing to do is to shortlist the different main aspects that need deliberation including major features, price terms, technical skill levels of staff, business size, etc. After which, you should double down on your research comprehensively. Read some of these Capdesk analyses and scrutinize the other solutions in your list more closely. Such comprehensive product research ascertains you stay away from unsuitable software products and subscribe to the system which provides all the tools you require company requires in sustaining growth.

Position of Capdesk in our main categories:

Capdesk is also listed in the following subcategories:

There are trendy and widely used applications in each software group. But are they essentially the best fit for your organization’s unique needs? A trendy software application may have thousands of customers, but does it present what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Capdesk Financial Reporting Software reviews and think about the elements that you want in the software such as the cost, main tools, available integrations etc. Then, select a few apps that fit your wants. Check out the free trials of these platforms, read online comments, get explanations from the seller, and do your research meticulously. This profound research is sure to assist you choose the most excellent software solution for your company’s unique wants.

How Much Does Capdesk Cost?

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 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied 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 range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Capdesk. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

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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?

  • email
  • phone
  • live support
  • training
  • tickets

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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

What integrations are available for Capdesk?

Capdesk smoothly integrates with:

  • Amazon Web Services (AWS)
  • DocuSign
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Reviewed By Jenny Chang
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