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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

manage iconManage

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

organise iconOrganise

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

scenario iconModel

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

streamline iconStreamline

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

SPVs iconSPVs

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

Platform
Use cases
Tracey Blake
“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
Read more reviews >
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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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Full Service

If you're short on time and / or want premium support this is the plan for you!

Full Service provides you with all the tools and support needed to start a new share scheme, or digitise an existing one.

Book in a call with one of our equity consultants to explore: 

👉 The best scheme type/s for your needs

👉 How to protect existing shareholders

👉 When to get your company valued

👉 What happens if someone leaves

👉 The digitisation process
 
 

Plan highlights

Hands off guided support from start to finish, with your own dedicated Account Manager.

hands off guided support

A presentation for your recipients, to explain the benefits of your new Vestd share scheme.

presentation for recipients

Consultative discussions to help figure out the detail, such as numbers and scheme design rules.

consultative discussions

Ongoing support with HMRC notifications, and future share scheme business plans.

HMRC notifications

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

Introductory briefing call

Dedication valuation expert

In-depth scheme design call 

Scheme briefing with recipients / shareholders 

Assistance with HMRC notifications

Ongoing support throughout your scheme

Assistance with company secretarial activity

Annual company update meetings 

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