Create, execute, and manage your company share scheme

Launching a share scheme doesn’t have to be a headache. Vestd is the platform of choice for UK SaaS businesses issuing share options.

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Example of a cap table Example of a cap table

At last, a SaaS based solution for setting up company share schemes

Every time you have a conversation with a conventional lawyer or accountant, it feels like you’ve just stepped out of a time machine having travelled 10 years back in time. As a SaaS business owner you’re used to using all the latest tools and technologies to make your business run smoothly. But legal and financial work always feels like it's holding you back. You could live with it but it leads to mistakes being made.

It’s estimated that almost 50% of share schemes aren’t compliant when it comes to exit and the problems stem from human error; things like calculation mistakes made by incorrect formulas in spreadsheets and vesting schedules, admin not being completed correctly or not on time, valuation inaccuracies, incorrect clauses buried deep in legal docs and a host of other things. That’s why so many people over pay in professional fees and tax unnecessarily.

Software companies like yours are built to stop problems like those from happening. Vestd is doing just that for share schemes, giving you complete confidence that the most valuable thing you and your employees own is structured the way you want it to be structured and most importantly, will actually be compliant when you come to exit.

Save yourself time, money and headache. Manage your share scheme and shareholders on the only platform that helps you and your team stay compliant, every step of the way.

Vestd is the UK’s share scheme specialist. Every week, our experts, help more companies set up their EMI option schemes than anyone else.

Luke Fisher from ThanksBox

We needed a solution that had the right balance of speed, quality and affordability. Vestd excelled for us on all three. The level of service was far beyond what you’d expect from a software product.

Software companies love Vestd

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The hidden costs (and work) of share scheme management

Managing a share scheme is so much more than the option agreement. If you were doing this the traditional way, this would be your to-do list...

Guidance on which scheme and structure you qualify for and which is right for you and your team

Subdividing the current shareholding so there’s sufficient denomination (update companies house SH02)

Ensuring nothing in your articles or SHA’s restrict your options (updating these if so)

Tidying up any existing share authorisations and option agreements (if they exist)

Ensuring the existing share classes are suitable for the scheme (creating new ones if not)

Gaining board approval - creating/signing the resolution

Create vesting schedule and setting cliffs

Option agreement creation (when assessing the cost of a scheme, unfortunately, this is all most business owners consider. You can see why so many schemes aren’t compliant on exit)

Valuation preparation for HMRC

Valuation submission to HMRC (HMRC Val231, cover letter and justification)

Registering the scheme with ERS

Communicating the share scheme internally (so you and the team get the most from it)

Distribute option agreement to employees with the right company information they legally need to see

Agreement signed and recorded compliantly

Registering the option holders with ERS

Annual submissions to HMRC

Annual confirmation statements for Companies House (as ownership changes)

Adding new employees when they join the business (and repeating all the steps above)

Cancelling an employees option and ensuring the rights are waived (and ensuring this is done compliantly if only a partial cancel)

Ongoing guidance as questions come up and circumstances inevitably change

Vesting the shares over time at each vesting schedule milestone

Track ownership changes and report on dilution accurately to board and other shareholders (excel spreadsheet or updating a cap table tool if you use one)

Exercising of shares on or before an exit (compliantly with an S431 election, if required)

Updating Companies House with the share issuance (SH01)

Creating and signing share certificates

Updating your legal share register and cap table

Jacob Wedderburn Day from CityStasher

I’d looked at traditional routes of doing it but I really wanted somewhere I could keep track of all the share movements easily. On Vestd I can clearly see details of the share authorisations, shareholders and the actual shares that have been issued. It makes it so simple.

Jacob Wedderburn Day, CityStasher

All core features

Setting up a share scheme is more than just a document, Vestd is here for the life time of your scheme. It's our job to keep you and your team on track every step of the way.

Issue shares and options instantly

Compliantly execute all share transactions, grant options and generate certificates.

Paper free, digital signing

Eliminate paperwork, wet signatures and Excel spreadsheets.

Board & shareholder approval, without the hassle

Vestd generates all board and shareholder resolutions and automatically sends those for digital signing.

Set dynamic vesting schedules

Powerful scheduling tools to fit your specific requirements.

Add / remove team members easily

Easily add new team members as you grow. And compliantly cancel options if an employee leaves or things don’t work out. Including the partial cancellation of an option.

Digital exercising

Easily turn your employees into legally compliant shareholders. No paperwork, no posting, no wet signatures.

Full companies house integration

More than a digital record. We help you meet your legal requirements when making share transactions by completing all filings and paperwork on your behalf.

All HMRC notifications and submissions

From the initial registering of your scheme right through to adding option holders and annual reporting. Don't worry, we’ve got you covered every step of the way.

Track ownership, your single source of truth

A real time, shareable and powerful cap table. Every transaction in one place. Simulate dilution. Goodbye version control.

Seamless experience for your employees

You can have confidence your team have all the information they legally need to. Shares, documents, vesting schedules and certificates all in one place.

Secure document vault

All your company documents in one place. View real time signing status and easily see what’s outstanding.

Your legal register

Every UK company has to have a Legal Share Register, Directors Register and a PSC Register. We’ve got you covered on all counts.

We’re obsessed with SaaS businesses and helping them with their equity

Why not test drive one of our equity experts and get a free health check so you know what you need to do (or should have done) to manage your share scheme compliantly?

By submitting this form, you agree that we may contact you with more information about Vestd and the work we do.