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Capdesk  Logo

Helping companies digitise and automate equity management

Table of Contents

Capdesk - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Capdesk overview

What is Capdesk ?

Capdesk from Carta is a private equity and employee share scheme management platform that helps private companies distribute ownership amongst employees. It can be used by early-stage and growth businesses to help them manage employee share grants and streamline equity plans. The cloud-based platform also provides the tools to help businesses report their private equity and shares activity to financial authorities, whilst ensuring compliance with data privacy and tax regulations.

Capdesk includes an online cap table which provides real time data on shareholders including their shareholder category, registration number, percentage of shares, securities, and more. New transactions can be added to cap tables and adjusted as needed, and all security types are offered including shares, growth shared, options, warrants, debt, and more. Capdesk allows businesses to offer advanced equity schemes and vesting for their employees and provide end-to-end execution of share option grants. Other features of the Capdesk platform include ad-hoc reporting, transaction monitoring, investor relations tools, access control, portfolio management, and more.

Key benefits of using Capdesk

Equity management:
- View fully diluted ownership
- Draft complex scenarios, from round and exit modelling to waterfall analysis
- Track all published transactions
- Manage options and warrants digitally
- Single source of truth for you and your investors

Onboarding and support:
- Dedicated onboarding analyst
- Tutorials, webinars and resources
- Capdesk support available to all of your stakeholders

Security:
- Safe, secure and compliant.
- Capdesk is packed with features that ensure your information is managed as safely as possible.
- Legal and GDPR-compliance



Starting price

119flat rate /
per month

Alternatives

with better value for money

Capdesk ’s user interface

Ease of use rating:

Capdesk reviews

Overall rating

4.8

/5

30

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.13/10
Rating distribution

5

4

3

2

1

25

5

0

0

0

Pros
“Superb team, very knowledgeable and a pleasure to work with.”
RJ

Richard J.

CEO

“Amazing customer care helping and guiding through product.”
JA

Joe A.

CFO

“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.”
Verified reviewer profile picture

Paul F.

CEO

Cons
“Adding features all the time so mitigated but some features were missing.”
JA

Joe A.

CFO

“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.”
LM

Lauren M.

CFO

“Quirky UI, bit difficult to always find what you want. Setting up new bearers is a bit cumbersome.”
JC

Joe C.

Financial Accountant

Who uses Capdesk ?

Based on 30 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services
Information Technology and Services
Marketing and Advertising
Computer Software
Others

Use cases

- Not enough reviews
-
-
-
-
-

Capdesk 's key features

Most critical features, based on insights from Capdesk users:

Document storage
Portfolio management
Participant Portal
Options Management
Financial modeling
Valuation management

All Capdesk features

Features rating:

Activity dashboard
Activity tracking
Alerts/Notifications
API
Audit management
Audit trail
Benchmarking
Benefits management
Cap table management
Client portal
Compliance management
CRM
Customizable reports
Data import/export
Deal management
Document management
Employee management
Employee reward programs
Financial analysis
Financial management
Forecasting
Grant management
Incentive management
Investor reporting
Multi-Currency
Performance metrics
Private equity
Real-Time analytics
Real-Time data
Reporting & statistics
Role-Based permissions
Scenario planning
Third-Party integrations
Transaction history
Vesting management
Workflow management

Capdesk alternatives

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119

Per month

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Capdesk pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Start

119

Per month

Features included:

  • Cap Table Management
  • Employee Share Plan Management
  • Investor Relations
  • Scenario Modelling

Grow

245

Per month

Features included:

  • Cap Table Management
  • Dedicated Handover Training Session
  • Employee Share Plan Management
  • Investor Relations
  • Scenario Modelling

Scale

370

Per month

Features included:

  • Cap Table Management
  • Dedicated Handover Training Session
  • Employee Share Plan Management
  • Investor Relations
  • Public Market Transition
  • Scenario Modelling

Enterprise

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • Cap Table Management
  • Dedicated Account Manager
  • Dedicated Handover Training Session
  • Employee Share Plan Management
  • Investor Relations
  • Public Market Transition
  • Scenario Modelling

User opinions about Capdesk price and value

Value for money rating:

To see what individual users think of Capdesk 's price and value, check out the review snippets below.

“Superb team, very knowledgeable and a pleasure to work with.”
RJ

Richard J.

CEO

“Amazing customer care helping and guiding through product.”
JA

Joe A.

CFO

Capdesk integrations (3)

Top integrations

Capdesk support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
FAQs/Forum
Email/Help Desk
Phone Support
Chat

Training options

Live Online
Webinars
Documentation
Videos
In Person

Capdesk FAQs

Q. What type of pricing plans does Capdesk offer?

Capdesk has the following pricing plans:
Starting from: £119.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Capdesk ?

Capdesk has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Capdesk support?

Capdesk supports the following languages:
English


Q. Does Capdesk offer an API?

No, Capdesk does not have an API available.


Q. What other apps does Capdesk integrate with?

Capdesk integrates with the following applications:
Personio, BambooHR


Q. What level of support does Capdesk offer?

Capdesk offers the following support options:
Knowledge Base, FAQs/Forum, Email/Help Desk, Phone Support, Chat

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