# Capdesk Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Capdesk Software - reviews, pricing plans, popular comparisons to other Equity Management products and more. Source: https://www.capterra.com/p/179920/Capdesk --- # Capdesk Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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... Do you work for Capdesk ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.capdesk.com&name=Capdesk ) ## 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. [4.9 (4,270)](https://www.capterra.com/p/205015/Deel/reviews/) Starting Price £119 Flat Rate, Per Month Starting Price $5 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (30) Ease Of Use 4.8 (4,270) Value For Money 4.5 (26) Value For Money 4.7 (3,921) Customer Service 4.8 (27) Customer Service 4.7 (4,023) ## Capdesk alternatives [4.7 (9)](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 [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) [Eqvista](https://www.capterra.com/p/184325/Eqvista/) [4.9 (31)](https://www.capterra.com/p/184325/Eqvista/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184325/Eqvista/) [SeedLegals](https://www.capterra.com/p/172337/SeedLegals/) [4.9 (83)](https://www.capterra.com/p/172337/SeedLegals/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172337/SeedLegals/) [View all alternatives](https://www.capterra.com/p/179920/Capdesk/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 Financial Modeling 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Decision-making process using businesses past, present and forecasted future operations. 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 Capdesk 40 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Compare key metrics for the business against prominent players in the industry Record employee's benefit plans and selections throughout career progression Breakdown of all equity of the shareholders of a company Private online space that lets businesses securely share documents and provide information access to clients Track and manage adherence to policies for any service, product, process, or supplier Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Alter the layout and content of reports Import and export data to and from software applications Defines specific deal parameters to negotiate and secure deals Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Track employee schedules, availability, and performance across projects and tasks Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Decision-making process using businesses past, present and forecasted future operations. Form predictions based on past and present data/trends Monitor application statuses, proposals and award funds Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Compile and report on all investor activities Manage and handle various international currencies A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Analyze and gain insights into data in real-time Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Set & manage permission levels based on user roles and restrict access to only authorized individuals Develop potential scenarios to identify risks and opportunities Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Assessment technique to estimate the current worth of an asset or company Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company 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 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 5(25) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent WC Will C. CEO Marketing and Advertising ### "A radical improvement over spreadsheets" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 26, 2023 I spend a lot less time thinking about our cap table than I used to with our previous startup, and am a lot more confident that I know exactly where to go to find authoritative answers to any questions. Pros Like many small business owners, in my first startup we managed the cap table in excel. When we exited the business, this led to a lot of detail-oriented admin during due diligence. I said that in my next company, we would use proper software. We chose Capdesk. Cons I'd like it to automate a few things better (e.g. annual EMI / ERS returns) and have hit a few odd limitations around e.g. conditional vesting schedules, but overall, have found it to be excellent. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RV Reka V. Jr. HR Specialist Computer Software ### "The only Equity Management Software you'll need" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 17, 2022 I highly recommend it. I have still so much to explore as well, the features and integrations are highly versatile. I have heard it can integrate into your HR platform, I am curious as to the list of HR platforms it is compatible with. Pros My favorite feature about Capdesk is the ease it brings with options management. You no longer need to worry about piles of paperwork and organizing them and misplacing them physically, Capdesk integrates with Docusign and allows this to be organized digitally. Editing and adding records is seamless. Calculations are extremely simple and straightforward. Cap table can be shared externally, does not need to be via the platform. Cons It is a bit pricey as there is no free trail and there are alternative platforms that offer similar features at a lower cost. Must be checking email constantly, as everything that is exported/changed is done via email notification. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JL Jerad L. CEO Information Technology and Services ### "Great way to keep track of " 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 8/10 July 5, 2021 Friendly team; good support when needed. Pros An easy way to keep track of the overall Cap Table, manage key documents and prepare HMRC filings Cons Can be relatively complicated because it covers so much Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RJ Richard J. CEO Marketing and Advertising ### "WMC & Capdesk" 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 February 20, 2021 Superb team, very knowledgeable and a pleasure to work with. Pros Capdesk allowed us to move the cap table from Excel to an enterprise platform where each shareholder can see their own holdings online, receive automated company updates, see their share certs, etc. The secondary share market link is an interesting value add that I am sure most share holders will appreciate. Cons No obvious issues found yet. The only thing that would be nice is to have a mobile app. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Paul F. CEO Information Technology and Services ### "Highly recommend" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 4, 2021 First Class. Pros we moved from spreadsheets and pieces of paper to Capdesk - it was like night and day. It also highlighted gaps and issues we had so was a great health check also. Investor relations tools useful also. Strongly recommend if you want an easier life! Cons Software is great for running your capable etc - the what-if models are downloads in Excel - is good but I would like to see in the tool itself. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We needed to become more professional Alternatives considered [Cap Table Management](https://www.capterra.com/p/210637/Cap-Table-Management/) Reasons for choosing Capdesk Capdesk fitted what we needed precisely Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FH Fraser H. Head of Operations Computer Software ### "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 1, 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 Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Reasons for choosing Capdesk Value for money and better UK/EU based tool Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Michael L. Head of Recruitment Utilities ### "Helped reduce complexity and administration" 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 1, 2020 Very positive Pros As a hypergrowth company managing the company share option scheme and captable had become hugely time consuming and manual, the integration with our HR system meant that share option grants became automated and reduced manual work drastically. Cons there are some limitations on scheme rules, although that is probably more the vagaries of our scheme rather than a product issue. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AP Anish P. Head of Finance Oil & Energy ### "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 September 24, 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. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LM Lauren M. CFO Marketing and Advertising ### "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 September 22, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 7, 2020 Hi Lauren, thanks so much for taking the time to leave a review! We're glad to see you're benefiting from parts of the platform that make communication and cap table management easier for you. In terms of making sure you feel as though you're getting great value for money, I've asked one of our product experts to get in touch with you ASAP to arrange a more detailed run through of the other parts of the platform. We want to make sure you're benefiting from all of Capdesk's offerings! All the best, Nikki at Capdesk. AD Alex D. CEO Architecture & Planning ### "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 September 22, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/179920/Capdesk/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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