Capdesk

Capdesk


4.5 / 5
3 reviews

Who Uses This Software?

Businesses looking to provide equity plans to their employers and report to financial authorities.


Average Ratings

3 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $50.00/month
  • Free Version
    Yes
  • Deployment
    Installed - Mac
    Installed - Windows

Vendor Details

  • Capdesk
  • www.capdesk.com
  • Founded 2015
  • United Kingdom

About Capdesk

Equity management solution that helps private companies distribute company ownership among their employees.


130658

Capdesk Features

  • Cap Table Management
  • CRM
  • Deal Management
  • Document Storage
  • Financial Modeling
  • Options Management
  • Participant Portal
  • Portfolio Management
  • Private Equity
  • Public Equity
  • Valuation Management
  • Vesting Management

Capdesk Reviews Recently Reviewed!


Managing shareholders was never so easy

Feb 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: My businesses invest in lots of companies, and also we have lots of small shareholders. Capdesk made managing them all a dream.

Cons: Not much really, there are a few features that we never got round to using, but I guess that's the same with any platform that's growing.

Overall: Just being able to see exactly where we're up to across the portfolio at the click of a button, and manage the numerous changes really easily. We were in Excel hell and it's been just the right solution for us, at the right time.

Wish we'd done this sooner!

Feb 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Capdesk's feature set is comprehensive - it does everything we need it to. Even better, it's cleanly laid out and easy to use. A lot of work with cap table / shareholding / options calculations requires founder input. Having everything stored in one place and easily accessible and calculated, saves enormous time and also gets everyone on the same page.

Cons: Everything centres around the email address. We have a few ex employees that left the business before vesting their shares, and its a bit odd that by default they would receive an email alerting them about their account and their (lack of) shares/options. We found a suitable and easy workaround though.

Overall: Team was super helpful in onboarding and explaining everything

Vendor Response

by Capdesk on February 21, 2019

Thank you for the great review Oli! We're so glad to hear you're enjoying Capdesk. We also appreciate your constructive feedback and, as always, we'll take it into consideration to keep making Capdesk even better.

Capdesk

Feb 19, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Straightforward and aesthetically UX friendly

Cons: Hard to get the data that I need as often simple stuff is not there, like the amount of money invested, rounds breakdown, etc

Overall: Good but needs improving