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Manage your portfolio with ease and evaluate potential investments.

The platform is fully synced with Companies House, to provide you with accurate, real-time insight.

Meet with Vestd

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Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.

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Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.

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Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

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Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

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Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

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Tracey Blake
“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
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The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
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For accountants

Save time and eliminate hassle with our suite of digital company secretarial and equity management tools

 

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See our product demo

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Digitally manage client shareholder records, issue shares and take care of investor comms.

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Enhance your advisory offering, by launching and managing share schemes digitally for clients.

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Take the pain out of annual or monthly reporting, to make compliance a piece of cake.

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Become one of our trusted partners, and provide discounts for clients.

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Manage your entire client base from a single dashboard, to save time and eliminate hassle.

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Read our reviews on G2 and Capterra to learn why Vestd is the UK's top rated equity management platform.

4.8 /5

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4.9 /5

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Features

Digital cap tables

Shareholder records & comms

File confirmation statements

Full Companies House integration

Enterprise Management Incentives

Share scheme digitisation

Company secretarial tools

Share scheme design & set up

The platform itself allows you to manage all aspects of share and option management concisely in one place. The automations and integrations save you time. But while the platform is great, it is the team that makes Vestd stand out. From pre-sales to onboarding and the ever-helpful support team - not only do they support on the platform but provide excellent knowledge in this area.
Jenny James
Jenny James
Chief Operating Officer, Findr
Great platform. The team always provide brilliant support. I would definitely recommend using Vestd to anyone who needs to set up and administer an EMI scheme.
Sarah T.
Sarah T.
Director
Straight forward and structured approach - so good for founders and also FD/CFO/advisor who is looking to get share capital and share option schemes in place.
Ciaran O.
Ciaran O.
Founder
A fantastic platform. The price is fixed. The customer support is fantastic and readily available. They have held our hand right through the whole process.
Tim S.
Tim S.
Investor
I love Vestd and I wish I had found it sooner. It makes the whole process of issuing shares whether they're growth shares or ordinary shares incredibly simple.
James B.
James B.
Co-Founder
Amazing shift from Excel to Vestd. The support team were amazing and did a great job of completing our setup and we have been very pleased at being able to better manage our governance over time.
Dan W.
Dan W.
Co-Founder & CEO

Partner with Vestd

Learn how to manage your client portfolio and earn money through referrals by talking with Alicia, our Partnerships Manager.

Book a call

Or email Alicia if you prefer.
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