Name: Capdesk
Rating: 9 (1 reviews)
Author: Capdesk

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Chatbot

Development

Business Intelligence (BI)

Collaboration

Data Analytics  and BI Services

Document Management

Intellectual Property (IP) Management

Meeting Management

Enterprise

Accounting

Blockchain Payments

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employee Referral

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

AI Governance

Change Management

Cloud Migration

Cloud Storage

Continuous Delivery

Database-as-a-Service (DBaaS)

DevSecOps

Fraud Detection

IT Alert Management

IT Professional Services

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Server Virtualization

Software-Defined WAN

System Monitoring

Test Management

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Channel Management

Content Management

Email Marketing

Headless CMS

Marketing Attribution

Marketing Automation

Referral Marketing

Social Media Advertising

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales Enablement

Sales Training

Sales

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security

Aviation

Camp Management

Construction Takeoff and Estimating

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Population Health Management

Vertical-Specific

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### Equity Management
Users generally praise Capdesk's equity management capabilities. They appreciate the ease of managing cap tables, issuing share options, and modeling funding rounds. The platform's ability to automate processes, track vesting periods, and provide accurate data for audits is highly valued. While some users mention minor issues like setup complexities and slow workflows, overall, Capdesk is commended for simplifying equity management tasks and enhancing transparency for shareholders and option holders.

### Shareholder Tracking
Users generally praise Capdesk's efficient share management tools. The platform's shareholder tracking capabilities receive positive feedback for streamlining the process of managing shareholders, investors, and option holders in one centralized system. Users appreciate the ease of tracking share options, issuing share certificates, and automating share-related tasks. While some users mention minor areas for improvement, such as the need for bulk-import options and faster share option exercises, overall, Capdesk's shareholder tracking functionality is seen as a valuable asset for simplifying equity management processes.

### Employee Incentives
Users consistently praise Capdesk for its employee incentives capabilities. They highlight the ease of managing employee share options, the transparency it provides in understanding their investments, and the efficiency it brings to processes like leaver/exercise automation. The platform's ability to centralize shareholder, investor, and employee incentive management in one place is lauded for simplifying operations and reducing the reliance on multiple spreadsheets. Additionally, users appreciate the tool's role in scaling share options schemes and enhancing employee understanding and engagement with their incentives.

### Financial Reporting
User feedback on Capdesk's reporting functionality varies widely. While some users praise the platform for its efficient cap table reporting and modeling capabilities, others express concerns about the timing and workflow of share option exercises. There are suggestions for improvements in the share option calculation and reporting files to enhance user-friendliness. Additionally, users appreciate the automation tools for granting and exercising options, as well as the support team's assistance in resolving errors. Despite some users finding room for enhancement in reporting functionalities, Capdesk is acknowledged for simplifying the process of managing financial data and preparing necessary filings for regulatory bodies.

### Compliance and Filings
Users generally find Capdesk's compliance and filings capabilities to be robust and time-saving, especially when it comes to HMRC and Companies House requirements. While some users express a desire for direct interaction with HMRC and Companies House, the ability to generate compatible file formats mitigates this concern. The platform is commended for its ease of use, intuitive interface, and support for UK filings. Despite minor setup challenges, users appreciate the platform's support for option management and electronic option grants, catering well to the needs of growing unquoted companies.

### Document Management
While users appreciate Capdesk's document management features such as digital signing and storage, there are concerns about the integration with Docusign and the overall functionality. Some users find the manual tracking of documents and agreements to be cumbersome, impacting their experience with the platform. Despite the positive aspects of document management, there is room for improvement in addressing user feedback and enhancing the overall user experience in this area.

### User Support and Onboarding
Users consistently highlight the exceptional support provided by Capdesk's team during the onboarding process. They appreciate the prompt responses and effective solutions offered by the support team, which instills a sense of trust and reliability. While some users mention minor challenges during setup, they acknowledge the proactive assistance from the support team in swiftly addressing any issues that arise. The overall sentiment leans towards a positive experience with Capdesk's user support and onboarding services.

### Performance and Usability Enhancements
Users consistently highlight Capdesk's performance and usability enhancements as key strengths of the platform. They appreciate the ease of adding and amending records, the comprehensive reporting capabilities, and the user-friendly interface. While some users mention minor issues with clunkiness in certain views, overall, the sentiment leans towards positive experiences with the platform's performance and usability enhancements. The continuous development and addition of new features by Capdesk are also acknowledged positively by users, indicating a commitment to enhancing the platform's functionality and user experience.

### Security and Data Integrity
Users consistently highlight Capdesk's robust security measures and unwavering commitment to data integrity. The platform's ability to streamline manual processes and minimize errors has garnered praise, instilling confidence in users regarding the accuracy and reliability of their data. Additionally, users appreciate the platform's proactive approach to risk management, ensuring that sensitive information is safeguarded effectively.

Capdesk is an all-in-one platform that allows users to manage their cap table, issue employee share options plans, and keep accurate records of all documents associated with equity management and fundraising. With Capdesk, manual document tracking and version control are things of the past. Users can automate the equity journey processes such as granting and exercising options which saves them time and ensures accurate data for audit purposes.

One of the significant benefits of using Capdesk is that it eliminates the risk of losing track of old documents. Users can easily view and manage share ownership records in one central location, improving transparency and reporting accuracy. The platform also helps users estimate equity distribution in future rounds, making effective modeling possible. Its automated end-to-end option grant process scales with growing companies, reducing the burden on admin teams. Moreover, with a responsive customer service team that guides users through the product features, Capdesk offers a valuable tool for managing equity investors and employee shareholder options while streamlining manual paper-intensive processes.

User-friendly Interface: Users have consistently praised Capdesk for its easy-to-use tool with a user-friendly interface that allows for quick navigation and a seamless learning experience. Many users feel comfortable using the platform, which has made managing cap tables and equity-related tasks more efficient (several reviewers).

Efficient Equity Management: Capdesk is an all-in-one solution for managing equity-related tasks, making it a tidy solution for everything equity-related. The platform is highly efficient in tracking options and their vested status, modeling complex funding rounds and fully diluted views, and organizing 30 years' worth of statutory registers into a simple-to-use format (many reviewers).

Excellent Support Team: Several users have praised Capdesk's support team for being responsive and helpful in resolving any issues that arise. Their great support allows users to process new grants efficiently while providing reassurance that nothing is being missed regarding company capital management (multiple reviewers).

Difficult Support Ticket Channel: Some users have reported that the support ticket channel is a long process, and they find it challenging to receive responses in a timely manner.

Poor Integration with Docusign: Several users have complained about Capdesk's integration with Docusign, stating that it has woeful support. This has caused some users to disconnect from the integration and pay for each envelope separately.

Disappointing Recent Price Increase: A number of reviewers expressed disappointment in Capdesk due to its recent price increase.

Capdesk is a cloud-based equity management platform designed specifically for European companies. It offers an all-in-one solution for managing equity, and its cap table software stands out as unique in the industry. In addition to this feature, Capdesk provides tools that help streamline employee share grants, manage options and warrants digitally, and comply with data privacy laws and tax regulations.

The software aims to provide businesses with a single source of truth that shows fully diluted ownership while tracking all published transactions. With the ability to draft complex scenarios like round modeling and exit analysis, Capdesk helps private companies distribute ownership among their employees quickly and easily. Furthermore, it's dedicated onboarding analyst along with tutorials, webinars, and resources are available to assist businesses in onboarding process.

Overall, Capdesk from Carta is an excellent choice for early-stage or growth businesses who want a streamlined way of managing employee shares while ensuring they remain compliant with relevant legislation such as GDPR compliance laws. The platform makes reporting private equity activities easier while offering secure storage of information and transparent sharing of key documents across teams anywhere anytime.

Bynder helps brands to distribute their marketing materials, manage creations and facilitate brand consistency. 
Bynder is a solution for marketing that comes with best in class digital asset management, creative project management, brand identity guidelines, product information management and web-to-publish modules.

Enterprise Brand Portal

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Essential

Grow

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Cloudimage

Capdesk

Digital Asset Management Software enables users to store, share, and control access to digital assets such as images and documents. Some products also enable image manipulation.

Digital Asset Management

Capdesk is an equity management platform helping companies manage cap tables, shareholder registers, and employee shares. It accelerates its customer's company growth by eliminating admin time to focus on core business tasks. Capdesk streamlines the equity management by automatically updating cap tables, statutory registers, and variousmodelings. Digital, end-to-end share issuance transfers, splits, consolidations, and cancellations can be performed seamlessly on the platform. With the equity information stored on the platform, clients can align stakeholders by giving them easy access to ownership information, share certificates, option vesting schedules, investment amounts, and latest values.The London, England-headquartered company was established in 2015.

DAM Features

Features commonly found in dedicated Digital Asset Management (DAM) Software.

Uploading assets

Ingestion of digital assets into a DAM platform can typically be made individually or in bulk and can occur through a native browser interface. Drag-and-drop features can streamline file ingestion.

Downloading assets

Downloads allow for role-based file conversions into multiple formats. Download settings can be configured to ensure compliance with licenses and copyrights. Assets may also be embedded into design files (like Adobe) for auto-updating other assets when versioning occurs.

Asset storage

Centralized storage capacity and accessibility for centralized storage of marketing and brand assets. These can be anything from documents, audio files, videos, images, creative files (Adobe, etc.), etc. Outdated assets can be archived.

Asset sharing

The ability to share and distribute assets with internal or external partners using sharing links attached to emails and messages, as well as portals. Data and assets can also be syndicated to third parties. Some DAMs enable asset publishing directly to end-user sites for more efficient distribution.

Asset search

Provides users with access to content and branded assets through filters and predictive keyword searches. Search filters may include file formats, date ranges, and metadata values. Advanced metadata and custom field options allow for assets to include unlimited details that allow for rich search parameters.

Tagging system

The ability to label assets with keywords makes them easier to find. Tagging can be automated and may offer bulk tagging capabilities.

Content editing

Templates and text editors facilitate the creation and publication of branded copy as well as asset cropping and modification. Version tracking should also be available for assets with duplicate names, along with their usage history. Some DAMs offer integration with editing tools so that high-fidelity edits can be made outside the DAM and automatically synced back as a new or updated version.

Embed codes

Blocks of HTML code that facilitate the inclusion of videos from third-party sources on websites.

Metadata

Descriptive information about data that can be indexed to assets to facilitate discovery and automation. This also allows asset use cases to be identified.

Collections

Enables users to create and share customizable asset collections with internal or external partners.

User access

Time or role-based access to stored and downloadable assets. This helps ensure that content is both up to date and accessible to only authorized individuals or groups for a predetermined amount of time.

DAM Integrations

Key integrations for Digital Asset Management can include out-of-box software integrations with CMS, CRM, PIM, Marketing Automation, etc.

DAM API

APIs act as an interface between apps and enable the creation of customized integrations that connect DAM platforms to other software. Digital assets can also be accessed and managed through other tools in a user's tech stack.

Workflow automations

Collaborative workflow with role-based permissions as well as tracking and monitoring of asset usage, requests, and assignments.

Related asset discovery

Automated ranking capabilities driven by metadata enable the quick discovery of assets related to those being visualized by users. The different assets that users have assigned to a particular product may also be displayed, facilitating connections between assets and products.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Data exportability

Data can be exported via a CSV or Excel file for further reporting and analysis outside of the tool.

Content analytics

Allow users to track digital asset usage and user engagement metrics across multiple channels.

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Capdesk

Overview

What is Capdesk?