--- title: "Capdesk Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Capdesk Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/179920/Capdesk/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Capdesk Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Capdesk ## What is Capdesk ? Capdesk from Carta is the all-in-one solution for managing equity in the UK and Europe. Our unique cap table software is complemented by a suite of features that turn equity, options and warrants into a tangible bonus for employees, and a powerful method for employers to incentivise their workforce. In September 2022, Capdesk joined US industry leaders Carta to create a global equity management solution. ## What is Capdesk used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/) Top alternative Featured Overall rating Based on 30 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price £119 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Capdesk 4.8 (30) VS. [4.8 (1,022)](https://www.capterra.com/p/232182/Everstage/reviews/) Starting Price £119 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (30) Ease Of Use 4.8 (1,022) Value For Money 4.5 (26) Value For Money 4.6 (938) Customer Service 4.8 (27) Customer Service 4.6 (958) ## Capdesk alternatives Highest Rated [4.9 (4,886)](https://www.capterra.com/p/172127/Rippling/reviews/) Starting price $8.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.8 (4,322)](https://www.capterra.com/p/205015/Deel/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (10)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/) Starting price $3.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.5 (1,779)](https://www.capterra.com/p/66908/Workday-HCM/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/179920/Capdesk/alternatives/) ## FAQs about Capdesk Overview ### Which roles and teams benefit most from Capdesk ? Capdesk is most used by CEOs, founders, and finance leaders managing company equity and stakeholder records. CFOs, financial controllers, and accountants rely on it for cap table administration, reporting, and transaction tracking. HR, recruitment, and operations teams use it to support employee equity grants, onboarding, and share-plan administration. Answer based on 30 reviews Overview ### What company size and specific industries is Capdesk built for? Capdesk is designed for companies of any size that need to manage employee share schemes more reliably than spreadsheets, especially organizations where CFOs, CEOs, and People Ops teams handle equity administration. It suits businesses that want clearer employee visibility into share option plans. Features and Usability ### What are the key features of Capdesk ? Capdesk offers cap table management, options management, vesting management, and grant management for equity administration. It also includes participant portal and client portal access, role-based permissions, audit trail and compliance management, plus investor reporting, customizable reports, real-time analytics, and data import/export. Pricing ### How much does it cost and what fees or limitations are included? Capdesk starts at £119 per month flat rate for the Start plan, covering 1–19 stakeholders; annual billing is available. Grow costs £245 for 20–49 stakeholders, and Scale costs £370 for 50–99. No free trial is available. Reviewers describe it as pricey, with some seeking better tiers or more value from unused features. Answer based on 10 reviews Integrations ### Which third-party tools and platforms does Capdesk integrate with? Capdesk integrates with 2 third-party HR platforms: BambooHR and Personio. These native connections support employee data syncing across HR systems and equity management workflows, covering the main integration options listed in the catalog. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does Capdesk offer? Capdesk provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation serves as written reference, and videos provide self-paced visual guidance. Getting Started and Support ### What customer support options does Capdesk offer? Capdesk provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users describe the support team as responsive, helpful, and quick to resolve issues, including technical problems and setup questions, with guidance that helps teams work through complex share scheme tasks. Answer based on 5 reviews ## Features AI summary Based on 314 Equity Management reviews Capterra reviewers point to these as the top priorities when evaluating equity management software: - **Vesting Management** (**49%** of reviewers rated this feature as critical) - **Client Portal** (**48%**) - **Reporting & Statistics** (**45%**) Capdesk supports all three features buyers rate most highly: **Vesting Management**, **Client Portal**, and **Reporting & Statistics**. Together, these capabilities help businesses track equity schedules accurately, give stakeholders easy access to relevant information, and monitor ownership data through clear reporting, allowing teams to manage equity operations with better visibility and control. Vesting Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company Valuation Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Assessment technique to estimate the current worth of an asset or company Deal Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Defines specific deal parameters to negotiate and secure deals Portfolio Management 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Cap Table Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Breakdown of all equity of the shareholders of a company Document Storage 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Capdesk 41 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Benefits Management: Record employee's benefit plans and selections throughout career progression - Cap Table Management: Breakdown of all equity of the shareholders of a company - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compensation Management: Manages compensation such as salary, bonus, and benefits processes, aligning with policies - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Reward Programs: Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - Forecasting: Form predictions based on past and present data/trends - Grant Management: Monitor application statuses, proposals and award funds - Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans - Investor Reporting: Compile and report on all investor activities - Multi-Currency: Manage and handle various international currencies - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Valuation Management: Assessment technique to estimate the current worth of an asset or company - Vesting Management: Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (30) 4.5 Based on 30 reviews ## Pricing Value for money 4.5 (26) [View pricing plan details](https://www.capterra.com/p/179920/Capdesk/pricing/) Start £119.00 Flat Rate,Per Month It includes: - Cap Table Management - Employee Share Plan Management - Investor Relations - Scenario Modelling Grow £245.00 Flat Rate,Per Month It includes: - Cap Table Management - Dedicated Handover Training Session - Employee Share Plan Management - Investor Relations - Scenario Modelling Scale £370.00 Flat Rate,Per Month It includes: - Cap Table Management - Dedicated Handover Training Session - Employee Share Plan Management - Investor Relations - Public Market Transition - Scenario Modelling Enterprise Contact Vendor for Pricing It includes: - Cap Table Management - Dedicated Account Manager - Dedicated Handover Training Session - Employee Share Plan Management - Investor Relations - Public Market Transition - Scenario Modelling Value for money 4.5 (26) 4.5 Based on 26 reviews ## Integrations [ BambooHR](https://www.capterra.com/p/110968/BambooHR/)[ Personio](https://www.capterra.com/p/158622/Personio/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (27) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (27) 4.8 Based on 27 reviews ## User reviews Overall rating 4.8 Based on 30 reviews Filter by rating Counts reflect reviews available in this feed. 5(25) 4(5) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Alessandro S. Founder Used the software for: I used a free trial ### "Great product to manage your shareholders" 5.0 May 1, 2020 Pros As an angel investor, I struggle to deal with many investments and work on the cap table. Capdesk has made everything much simpler. The web-based software is very easy to use (albeit it's a technical matter) and works great for scaling companies. I highly recommend it although it comes with a cost and requires all the shareholders to use it with someone might be not so keen on digital stuff. Cons The price might be lower or better tiered. CE CEO CEO Used the software for: 1-3 years ### "My life is so much easier" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 1, 2020 Really good. Pros It is a single source of the truth when it comes to your company capital - invaluable if you raise multiple round, have an employee option pool, have multiple shareholders etc. I nor my \[SENSITIVE CONTENT HIDDEN\] have to field questions from investors on the current share price, their holdings, last valuation etc. You can also use the software to do all of your filings. In essence is it so much better than spreadsheets and dropbox files which is what we use to use and is worth every penny. I should also say that my account manager is exceptional - always there to help because lets be honest this stuff isn't always straight forward and its the thing you always leave until last on your to do Cons You need at least a basic understanding of share classes, dilution, cap table mechanics etc to use the software, but you would always need that. The account management system capdesk offers goes someway to helping with this as they often do a lot of the explaining or heavy lifting for me so that i get it right. CE CEO CEO Used the software for: Less than 1 year ### "Capdesk" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 21, 2019 Good but needs improving 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 FI Finance Finance Used the software for: 1-3 years ### "Effective and time-saving" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 9, 2020 Pros Once set-up, it's very simple to use in a regular basis. Routine tasks are very easy, such as issuing share certificates, exporting the cap table, adding new shareholders etc Cons Documentation is very light. It's rarely obvious why something doesn't work the way you first expect, so troubleshooting is very hard. Refreshing a template doesn't always result in new version of documents being created. Support is generally good, but also very necessary. CF CFO CFO Used the software for: Less than 1 year ### "Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 6, 2020 Happy customer. I think it's a very valuable tool and hope you will make it a big success. I think that if you cracked how to get more investors to sign-up you would make it much more useful for businesses and it would increase the virality factor as well. Pros Makes managing a large cap table much easier. To have all share issuances in the same place and being able to review/edit is useful. Storing EIS docs with share issuances is also useful. If all shareholders would be on Capdesk it would be even better. Cons The options tools are improving but still don't flexible enough to cover all use cases. I can understand there is no easy fix, but e.g. we needed an option to accelerate vesting in two ways. One was to bring forward vesting days, another was to add functionality where equity value was above a certain value. If Capdesk would understand this and reflect in exit modeling it would be very cool. FC Financial Controller Financial Controller Used the software for: 1-3 years ### "Keeps track of and nforms your equity backers" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 9, 2020 Overall the experience is positive and a very good way to streamline a manual paper intensive process. Pros Easy to add and amend records, full featured, reporting is easy to obtain and well formatted. Useful mailing features and self help for users once set live Cons Some areas are not intuitiveand the built in assistance is not always as clear as required. The help provided via a direct contact is superb though. HO Head of Finance Head of Finance Used the software for: Less than 1 year ### "Pain free cap management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 7, 2020 Team were really helpful and found solutions for anything that was a bit "out of the norm". Pros It's really easy to use and everything is fairly intuitive. Supports UK HMRC filings. Cons Direct filing into HMRC would be great. Set up can be a bit onerous but this was largely down to us and the support team were great at turning everything quickly. HO Head of Operations Head of Operations Used the software for: 1-3 years ### "Best value for money product out there" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 9, 2020 Onboarding can take a while but make the effort in the beginning and it's smooth sailing Pros Simple functionality that allows you to get the most from a share management software Cons The UI/design isn't the best but it's functionality is great and fantastic value - the witnessing of documents could be explained slightly better and definitely made a little more user friendly but it definitely beats printing etc IR Investor Relations Manager Investor Relations Manager Used the software for: Less than 1 year ### "Intuitive Software and Easy to setup" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 11, 2019 Really positive. It's a massive help for the business and it means we have a significantly more reliable and trustworthy place to store shareholder information and a portal for communications. Pros Helps to simplify even the most complex of CAP Tables and shareholder management becomes easy and efficient which helps to save a huge amount of time. Allows employees to understand their options better The user experience is easy to understand and intuitive Allows us to streamline our communication with investors and they are more engaged as a result Cons Inviting investors to join Capdesk could be a little bit more bespoke. i.e. to be able to edit the subject of the email and to personalise it a bit and be a bit more selective with regards to who receives invitations and who doesn't. Lauren M. CFO Used the software for: Less than 1 year ### "Excellent Service" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 6, 2020 Pros That the cap table can be shared with external parties, that there aren't multiple versions of a cap table on an outdated spreadsheet, that we can do calculations such as waterfall easily. Cons It is a bit expensive but I haven't used all available features so this is possibly why I feel I am not getting value for money. [View all Reviews](https://www.capterra.com/p/179920/Capdesk/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.