# Capdesk Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Capdesk the right Equity Management solution for you? Explore 30 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/179920/Capdesk/reviews --- Capdesk 4.8 (30) [View alternatives](https://www.capterra.com/p/179920/Capdesk/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Capdesk Ease of use 4.3 Customer Service 4.8 ## Pros and Cons in Reviews RV Reka V Jr. HR SpecialistComputer Software, 11 - 50 employeesUsed the software for: Less than 6 months. “I have still so much to explore as well, the features and integrations are highly versatile.“ November 17, 2022 ## Showing most helpful reviews Showing 1-25 of 30 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Alessandro S. Founder Financial Services Used the software for: I used a free trial ### "Great product to manage your shareholders" April 30, 2020 5.0 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. Review Source AD Alex D. CEO Architecture & Planning Used the software for: 1-2 years ### "My life is so much easier" September 22, 2020 5.0 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 SH Simon H. CEO Health, Wellness and Fitness Used the software for: Less than 6 months ### "Capdesk" February 19, 2019 4.0 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 Review Source RH Reece H. Finance Public Relations and Communications Used the software for: 1-2 years ### "Effective and time-saving" March 5, 2020 5.0 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. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Review Source GE Gudmundur E. CFO Marketing and Advertising Used the software for: 6-12 months ### "Review" March 5, 2020 5.0 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. Reason for choosing Capdesk HMRC integration was a key part, although I haven't used any reporting yet. Review Source SB Simon B. Financial Controller Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Keeps track of and nforms your equity backers" March 5, 2020 5.0 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. Review Source AP Anish P. Head of Finance Oil & Energy Used the software for: 6-12 months ### "Pain free cap management" September 24, 2020 5.0 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 FH Fraser H. Head of Operations Computer Software Used the software for: 1-2 years ### "Best value for money product out there" October 1, 2020 5.0 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/) Reason for choosing Capdesk Value for money and better UK/EU based tool Review Source AR Alex R. Investor Relations Manager Banking Used the software for: Less than 6 months ### "Intuitive Software and Easy to setup" April 10, 2019 5.0 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. Review Source LM Lauren M. CFO Marketing and Advertising Used the software for: 6-12 months ### "Excellent Service" September 22, 2020 5.0 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 Response from Capdesk 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. Paul F. CEO Information Technology and Services Used the software for: 1-2 years ### "Highly recommend" February 4, 2021 5.0 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. Alternatives considered [Cap Table Management](https://www.capterra.com/p/210637/Cap-Table-Management/) Reason for choosing Capdesk Capdesk fitted what we needed precisely Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We needed to become more professional Review Source Hugo S. Operations Assistant Manager Financial Services Used the software for: 1-2 years ### "Easy to use and highly effective software " March 5, 2020 5.0 Excellent, challenging (in a good way!) and very rewarding. Pros It has helped me to organise 30 years worth of statutory registers, transfer books, spreadsheets and a multitude of other actions in our share scheme into a simple to use and read format. It is clean, easy and effective in what it does. Cons Due to the complexity of our business and share scheme there have been a few little bugs to sort out however the customer support team has been fantastic and we have worked through every issue together with fantastic results! Review Source Michael L. Head of Recruitment Utilities Used the software for: 1-2 years ### "Helped reduce complexity and administration" October 1, 2020 5.0 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 RV Reka V. Jr. HR Specialist Computer Software Used the software for: Less than 6 months ### "The only Equity Management Software you'll need" November 17, 2022 5.0 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 WC Will C. CEO Marketing and Advertising Used the software for: 2+ years ### "A radical improvement over spreadsheets" June 26, 2023 4.0 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 CN Christian N. CEO Information Technology and Services Used the software for: 1-2 years ### "Takes the pain away from options management" September 11, 2020 5.0 Pros Capdesk takes all the pain away from managing our options and cap table. At Duco, everyone has options but that means paperwork for everyone. The integration with Docusign makes this really easy for us. Board reporting is also great, we just click a button and we get our cap table and options report for the board. Finally, saves us plenty of time reporting to the government on lapses, annual returns etc Cons Curious to see what else the team can add as the product grows. Having the round modelling in a spreadsheet is great, maybe having it in the UI would be good. For me, anything else that can be done that helps employee engagement would be top of the wishlist. Explaining to employees consistently how much their options are worth is important, and not easy. Review Source BN Ben N. Financial Controller Consumer Services Used the software for: 1-2 years ### "Very efficient!" September 11, 2020 5.0 We digitised our share option scheme and delivered visibility to optionholders. Pros A really simple and connected platform that allows us to manage our shareholders and optionholders with ease. Cons Getting this set up was quite intensive but that was mostly because of the maturity of our business - I wish I had onboarded it sooner! Alternatives considered [Vestd](https://www.capterra.com/p/207791/Vestd/) Reason for choosing Capdesk Their product roadmap was very exciting and continues to be! Review Source VR Verified Reviewer CFO Financial Services Used the software for: 2+ years ### "Piece of mind through Capdesk" April 1, 2020 5.0 Very good. Pros Capdesk gives me comfort that the shares and options we issue are collated in a single repository with all the relevant documentation. The onboarding process allowed us to identify and correct errors made by previous staff. Cons The export into Excel could be more immediate in your browser rather than waiting for an email. Reason for choosing Capdesk NA Review Source DL Derek L. Head of Finance Insurance Used the software for: 1-2 years ### "Simplifies cap table management and great customer service" April 24, 2020 5.0 In the 2 years I have been using capdesk they have provided very responsive customer service and issue resolution. The platform is still being developed and improved with lots of new features being added. Pros Supports option management. Allows electronic option grants Supports UK filings at HMRC and Companies House. Cons Some of the usability and views are a bit clunky but they are improving and adding new features all the time. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/)[Shareworks](https://www.capterra.com/p/166953/Shareworks/) Reason for choosing Capdesk UK compliance. (US based services to US focused) Customer support through sales process and onboarding Review Source JA Joe A. CFO Information Technology and Services Used the software for: 1-2 years ### "Great software for share management and great service" March 5, 2020 5.0 Amazing customer care helping and guiding through product Pros Only tool with end to end digital signing - massive advance Cons Adding features all the time so mitigated but some features were missing. Review Source LD Laura D. Finance Director Information Technology and Services Used the software for: 1-2 years ### "Great product" June 24, 2019 5.0 The introduction of CapDesk has taken away the headache with regards to keeping manual records and version control. Pros The ease at which the transactions were rebuilt within the software to generate our shareholder registers and records from day one The ease with which we can execute share transactions Cons It would be great if there was a way to interact directly with HMRC and Companies House for reporting. Although the ability to generate suitably compatible file formats makes this less of an issue. Review Source LR LYNSEY R. Operations Manager Financial Services Used the software for: 1-2 years ### "Great to have everything all in one place. Automated system & increased efficiency " September 22, 2020 5.0 Everything is in one place, all working of the correct data, saves time and increased efficiency of the team and ease of access to extract data Pros Having everything in one place, can easily extract data and update data. No more manual errors and numerous spreadsheets. Saves so much time. Cons All has been positive to date and the support team are really helpful. Reason for choosing Capdesk Better product, better service, better costs Review Source JC Joe C. Financial Accountant Capital Markets Used the software for: 6-12 months ### "Great Cap Table Management, Slightly quirky to use" April 1, 2020 4.0 Pros Really easy to use and run round simulations, and export cap table. Good ability to create different vesting on EMI etc. Options management is great, haven't yet implemented it fully. Cons Quirky UI, bit difficult to always find what you want. Setting up new bearers is a bit cumbersome. No ability to create custom reports. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Review Source RJ Richard J. CEO Marketing and Advertising Used the software for: 6-12 months ### "WMC & Capdesk" February 20, 2021 5.0 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 NB Nick B. CEO Financial Services Used the software for: 6-12 months ### "Capdesk User Review - Good functionality and helpful user support " February 18, 2020 4.0 A central cap table records registry that saves time and deals with increasing complexity of the cap table as the issuer grows Pros 1) Well tailored to growing unquoted companies needs 2) Handles increasing cap table complexity 3) Useful to a range of stakeholders - issuer, management , staff and shareholders - in terms of both records-keeping and communications Cons Minor technical issue on share investment valuation; got resolved quickly with Capdesk support Review Source Similar Products Featured