Tips, News and Insights from the Nº1 Equity Management Platform in Europe

If you've ever had to give share certificates to shareholders after issuing out shares or completing a funding round, you know what serious hassle means. Manually filling out information on share certificate templates, printing them out, signing them by hand, and then scanning (or even mailing!) them to be sent to the share holder. Not to mention the filing process of paper certificates that keep piling up or getting misplaced... Well, great news is we've made this all ancient history! 

Here at Capdesk we're extremely excited to announce that, for the first time ever, we've made grant issuance entirely digital! The grants are electronically executed as deeds, following legal best practises. This means that it's not only faster and easier for you to execute grants, but that you're also remaining compliant from the start and avoiding potential legal headaches in the future. 

If you are  Capdesk admin and, for whatever reason, wish to export the data you've been storing on the platform to save them on a personal device, it's now possible to do so with just a few clicks. Here's how:

If you run a growing, dynamic company you may be considering an initial public offering (more commonly known as an “IPO” or a “listing”) for your company i.e. floating your company on the stock market. This is the last of a three part series about IPOs.

If you run a growing, dynamic company you may be considering an initial public offering (more commonly known as an “IPO” or a “listing”) for your company i.e. floating your company on the stock market. This is the second of a three part series about IPOs.

At Capdesk, we continually work to accommodate your own particular needs. This is why we've updated Capdesk's access settings to make them more customisable, giving you full control over what kind of access each user in your company has to the platform. Let's take a closer look.

If you run a growing, dynamic company you may be considering an initial public offering (more commonly known as an “IPO” or a “listing”) for your company i.e. floating your company on the stock market.

This is the first of a three part series about IPOs. The first summarises the advantages and disadvantages of doing an IPO. The second outlines which of the several UK markets you could consider. The third is perhaps the most important as it gives some guidance about what you should be aware of before you start.

If you have an EMI scheme you're obliged to file an Annual Return to HMRC once a year, detailing all actions relating to your grant which took place over the last 12 months (eg. exercised grants, cancellations, taxation, replacement after an acquisition a.o.). If no actions took place, you still have to file this to HMRC through a Nil Report instead.

Every time your company issues a new grant as part of your EMI scheme, you need to notify HMRC through an EMI notification. If you’ve used Capdesk before, you probably know by now that the platform can generate and automatically fill out an EMI notification for you. If not, take a brief look at our blogpost on that and come right back!

Whether you’ve had an EMI scheme for a while, or just started setting one up, making EMI notifications for HMRC is always one of those tasks that take up more time than you’d like. This process requires you to either manually enter all of the grant recipient’s and issued shares’ details on the HMRC website, or to upload a spreadsheet of your own where you’ve been keeping track of this information.