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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.

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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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2 min read

Equity unlocked: Discover Vestd's Free Plan

Equity unlocked: Discover Vestd's Free Plan
Equity unlocked: Discover Vestd's Free Plan
3:21

Commitment issues? We get it. But we're convinced that equity management software like ours makes life simpler.

But we'll let you be the judge...

Introducing Vestd’s Free Plan

One of the standout features of the Free Plan is the digital cap table, making it more convenient to track and manage ownership stakes.

Traditionally, cap tables have been managed using spreadsheets - and who enjoys working with spreadsheets?

Not only are they cumbersome, but they’re prone to errors and require constant manual updates. Ownership structures evolve so keeping track is crucial

Vestd’s digital cap table, however, pulls data directly from Companies House, ensuring that ownership information is always accurate and up-to-date.

A real-time picture of company ownership.

To unlock automatic updates, simply follow the steps in the app to upgrade your plan (or contact our Customer Success team). You'll need to do this to reflect any new share movements.

But what else? Well...

For businesses hoping to attract investment, a secure data room is a must-have. And with the Free Plan, you get one.

From financial records to intellectual property documents, market analyses to product roadmaps, the data room ensures that all pertinent details are easily accessible and well-presented.

This not only facilitates smoother due diligence processes but also demonstrates a company’s maturity and preparedness, building investor confidence.

Impress investors with a well-organised data room.

Speaking of investments, understanding the impact of future funding rounds and employee equity distributions is essential for strategic planning.

Our scenario modelling tools allow businesses to experiment with different scenarios and see how various funding rounds and equity allocations might play out.

See how different decisions could shape the company's future.

Effective communication is critical in any business, especially when it comes to managing equity.

That’s why our Free Plan also includes features that make it easy to send updates to existing shareholders. By using saved email addresses, you can quickly and efficiently keep them informed.

Last but certainly not least, you can use our share scheme designer to create a scheme perfectly suited to your company's needs. Whether you want to reward employees, advisors, or other stakeholders, this tool seriously simplifies the process.

And as it's there ready and waiting, when the time comes to motivate key people with equity, you can upgrade to launch the scheme and manage every aspect of it on Vestd.

Beyond the Free Plan

While the Free Plan offers an impressive array of features, we can give you more - such as options for users to upgrade and unlock the full range of capabilities.

To make changes at Companies House, update your cap table to reflect new share movements, issue shares instantly, or launch company share schemes, the upgrade path provides even greater flexibility and functionality.

Vestd’s new Free Plan is a game-changer for businesses looking to leverage the power of equity for the first time.

By offering a suite of sophisticated tools at no cost, we’re proud to be sticking to our mission to make equity management more accessible than ever before!

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