Skip to the main content.

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.

capterra rating
guide-thumbnail
The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
Get the guide

Founder-friendly plans

Tools to help your startup accelerate growth

5035295-E20088

Share schemes

Give your team some skin in the game and design co-founder prenups, from £155 / month.

crosshairs-E20088

Fundraising

Get investment-ready, then close and execute funding rounds for a fixed fee from just £1,250+VAT.

4250745-E20088

The Essentials plan

A cap table that is fully connected to Companies House. Issue shares & manage shareholders.

4518697-E20088

Formation & filings

Set up a limited company and easily manage your cosec requirements, thanks to our dynamic Companies House integration.

Request a demo

Ask us anything about the platform via a free consultation from one of our experts.

Book a call

ratings-group-horizontal
Guy and Rachel at an event
Select an option below:
  • Companies
  • Investors
  • Accountants

Share schemes

Pricing is based on the level of support and number of scheme members. Minimum term is 12 months (choose annual billing to get two months free).

Billed monthly
Billed annually

Guided

All share schemes & guided support

Book a call

From £405 / month

From £4,050 / year

 Scheme set up support

 Unlimited valuations

 HMRC notification assistance

 S/EIS Advance Assurance

 CSOP & phantom shares

Standard

Core share schemes & video support

Book a call

From £290 / month

From £2,900 / year

 Share scheme design

 Share scheme legal docs

 One annual valuation

 HMRC notifications

 Tech support

Starter

Conditional equity for early-stage startups

Book a call

From £155 / month

From £1,550 / year

 Share schemes for up to five recipients

 No valuations

 EMI Schemes, Growth Shares & Unapproved Options

Essentials

Powerful cap table and CoSec tools

Book a call

From £25 / month

From £250 / year

 Cap table management

 Share issuance

 Share class creation

 Stock transfers & buybacks

 Companies House filings

 No share schemes

Fixed fee fundraising

Keep 100% of your investment with InVestd Raise

 

This £100 / month add-on includes a funding consultation, S/EIS Advance Assurance, legal docs, data rooms, a pitch deck template, share issuance, and then some...

Find out more

Full Companies House integration is included in all plans.

Ready to explore further?

Talk to a specialist

Frequently asked questions

Add ons

Guided Standard Starter Essentials
Add ons
InVestd Raise - fixed fee fundraising
Launch and execute funding rounds for just £100 / month. There are no other upfront or completion fees. Includes a funding consultation, S/EIS Advance Assurance, legal docs, data rooms, a pitch deck template, share issuance, and much more.
£100 / mo
£100 / mo
£100 / mo
£100 / mo
Additional valuations
A company valuation is needed when granting shares/options and is typically valid for up to 90 days. If you use up your valuations for the year, you can get another for a one-off fee.
From £500
From £500
From £1,00
409A valuations
A type of valuation that’s essential when granting options to US taxpayers. This fee can be split into monthly payments.
From £1,200
From £1,200
From £1,200
From £1,200
Existing scheme digitisation
Upload existing share schemes to Vestd for a one-off fee and eliminate paperwork and HMRC filing headaches. All shareholders and option holders invited to Vestd will get their own dashboard too. Learn more.
From £250
From £250
From £250
Live HMRC submission support
We know how confusing and nervous it can be submitting things to HMRC. So our experts can guide you through the entire process over video call.
+£25 / mo
+£25 / mo
New share classes
You can create additional share classes for investment rounds or share schemes. Vestd takes out all the guesswork and files the required documents with Companies House.
From £250
From £250
From £250
SEIS / EIS advance assurance
Advance assurance is the first step to landing SEIS/EIS investment, and our guided workflow takes out all the guesswork so you know you’re on the right track. We even submit everything to HMRC on your behalf.
£350
£350
£350
£350
Companies House reconciliations
We’ll provide solutions for incorrect filings and other Companies House discrepancies so your Vestd account and cap table is all correct.
From £25 / mo
From £25 / mo
From £25 / mo
Bespoke option agreement digitisation
If you want to use your own option agreement template rather than Vestd’s option agreement, we can upload it to the platform ready for you to use.
From £25 / mo
From £25 / mo
Vestd Nominee Structure for up 50 shareholders
From £50 / mo
From £50 / mo
From £50 / mo
From £50 / mo
Share movement history
Relevant if any activity has taken place since incorporation and before joining the platform. Our team will send you a data capture file for completion. Once received we will import your full cap table history into the platform. This will enable the share register and scenario modelling features to function fully.
From £250
From £250
From £250
From £250