Equity Management - Capdesk
Equity Management - Capdesk
A concern for many private companies operating share schemes or those operating funding arrangements is how to manage and track their equity, particularly when in absence of anything else this can default to using complicated spreadsheets.
Capdesk was founded in 2015 to help companies solve this problem.
Pett Franklin have been working with Capdesk since 2018 and have developed expertise in helping clients utilise the Capdesk software.
How Pett Franklin can help with Capdesk
Pett Franklin have been working with Capdesk since 2018 and have developed expertise in helping clients utilise the Capdesk software.
When implementing a share scheme and using Capdesk having a professional advisor who knows how to work with the software significantly improves speed of delivery and client experience.
At Pett Franklin we can help clients:
- Generate legal documents that are operable with Capdesk’s document management and e-signature software
- Generate term sheets within Capdesk
- Generate tax valuations within Capdesk and integrate them with legal documentation
- Create EMI and unapproved option schemes within Capdesk
- Communicate with investors and employees how the share scheme impacts them
- Generate HMRC filing with Capdesk and guide your PAYE operator on how to file correctly
- Generate IFRS Share Based Payment expense reports directly from Capdesk
Get in touch
If you are an existing Capdesk client or are looking to digitise and simplify your equity management, we can tailor our share scheme documentation to seamlessly load onto the Capdesk platform.
Get in touch today if you are interested to know more on how we could help you or your client use Capdesk to manage their employee share schemes.
