Capdesk
Simplify multi-jurisdictional equity management from seed to IPO with a single platform.
Executive Summary
Capdesk, now Carta Europe, is a leading equity management platform designed for European companies, from startups to enterprises. It digitizes, automates, and simplifies complex cap table management, employee equity plans, and compliance reporting across multiple jurisdictions. The platform provides key business value by reducing administrative burden, mitigating compliance risks, and enhancing transparency for all stakeholders, differentiating itself through its multi-jurisdictional expertise and integration with Carta's broader suite of financial tools.
Use Cases
- Digitizing and automating cap table management for private companies to maintain accurate ownership records.
- Managing complex employee share schemes (e.g., EMI, CSOP, VSOP, BSPCE) across multiple European jurisdictions with built-in compliance.
- Obtaining compliant and cost-effective valuations (e.g., 409A, EMI, CSOP) for equity grants and financial reporting.
- Facilitating secondary transactions and liquidity events for shareholders and employees in private markets.
- Ensuring regulatory compliance and automating filings with local authorities like HMRC and Companies House.
- Providing transparency and engagement for employee equity holders through personalized dashboards and clear data visualization.
Features
Visibility
- Real-time Cap Table View: Provides an up-to-date, interactive visualization of company ownership and equity distribution, reflecting all changes instantly.
- Personalized Employee Dashboards: Allows employees to securely access and track their vested and unvested shares, understanding the tangible value of their equity.
- Share Scheme Usage Tracking: Monitors the utilization and performance of various employee share plans, providing insights into their effectiveness and impact.
- Ad-hoc Reporting & Analytics: Enables the creation of custom reports for specific data insights, allowing for flexible analysis and informed decision-making.
Intelligence
- Automated Valuations: Generates tailored and cost-effective EMI, CSOP, 409A, and growth share valuations, simplifying complex financial assessments.
- Multi-Jurisdictional Compliance Engine: Automates compliance with diverse and evolving regulatory requirements across various European countries, reducing legal overhead.
- Compensation Benchmarking (via Carta): Provides access to Carta's extensive compensation data, enabling companies to forecast, hire, and retain top talent with competitive packages.
- Digital Issuance & Exercise: Facilitates fully compliant, end-to-end online transactions for equity issuance, signing, and exercise, enhancing efficiency and security.
Support
- Dedicated Onboarding Manager: Provides personalized support for data accuracy, system setup, and one-on-one platform training during the initial implementation phase.
- Multi-channel Customer Support: Offers access to highly-rated support via chat, email, phone, and video, staffed by professionals with extensive equity and financial experience.
- Comprehensive Resource Library: A rich repository of guides, FAQs, and documentation to help users understand equity management and maximize platform utility.
Technical Specifications
- Architecture
- Cloud-native SaaS, Multi-tenant
- Deployment
- Cloud/SaaS
- Authentication
- SSO, MFA
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
- GCP
AI/ML Stack
- Machine Learning
- NLP
- Computer Vision
- LLM
Integrations
- Xero
Security & Compliance
Certifications: GDPR, ISO 27001, SOC 2 Type II
Encryption: AES-256 at rest, TLS 1.2/1.3 in transit
Data Residency:
Pricing
- Model
- Tiered subscription, Custom enterprise
- Starting Price
- Contact sales
- Target Customer
- Startups, Mid-market, Enterprise
- Contract Type
- Annual
- Free Trial
- No (credit card required)
About Capdesk
Capdesk was a B2B software company that provided an equity management platform for private companies, simplifying cap table management, employee share schemes, and shareholder administration. It targeted private companies, particularly in the UK and Europe, helping them manage equity from seed to IPO. Capdesk was acquired by Carta in September 2022 and now operates as Carta Europe.