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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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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.

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The Joy of Enterprise Management Incentives
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The original share scheme & equity management platform

No paperwork, no headaches, no hassle.

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Select an option below:
  • For companies
  • For investors
  • For accountants

Our platform is fully integrated with Companies House and will transform the way you share, manage and track ownership. Vestd is directly authorised and regulated by the FCA.

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Vestd for companies

Invite and add portfolio companies to the platform for real-time insight and assurance. Vestd is the single source of truth that is reflected at Companies House.

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Vestd for investors

Manage your client portfolio with ease from a single dashboard. Our powerful company secretarial tools will help you eliminate hassle and paperwork.

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Vestd for accountants

How Vestd works for companies:

How Vestd works for investors:

How Vestd works for accountants:

connect Vestd to Companies House

 

Connect Vestd to Companies House to see your ownership structure. We will find and fix any cap table issues.

Add new users

 

View existing shareholders, add new ones, launch a company share scheme and manage your equity via the platform. 

Shareholder dashboard

 

Provide shareholders with personal dashboards so they can watch their stakes grow. 

request-access

 

Request access to companies already on our platform.

add-investments

 

Add other investments and invite portfolio companies to join.

value-portfolio

 

Value your portfolio at a glance, as a whole or by entity.

digitally-manage

 

Digitally manage client equity, shareholders and company filings.

coordinarte-company-share-scheme

 

Add a string to your bow by launching and managing share schemes for clients.

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Secure preferential rates for your client base.

share schemes

Company share schemes

Sharing success makes for a stronger business. Design and launch a share scheme with ease. 

share schemes

Powerful CoSec tools

Wave goodbye to manual filing thanks to our comprehensive Companies House integration.

equity management

Equity management & CoSec

Manage equity, shareholders and all company secretarial activity directly via the platform.

equity management

Manage

Manage your investments, keep track of your portfolio and maintain compliance.

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Model

Model future value scenarios to see what your investments could be worth.

equity management

Total equity management

Issue shares for clients and manage shareholder records, directly via the platform.

company valuations

Company valuations

Our in-house analysts will produce up to four valuations a year, at no extra cost.

digital cap table

Digital cap tables

Maintain an accurate record of company ownership, with share movements reflected at Companies House.

digital cap table

Organise

Organise your portfolio by fund, sector, location or other category.

digital cap table

Share schemes

Design, launch and manage company share schemes with the help of our experts.

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Streamline

Take the friction out of verifying and validating your stakeholdings.

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Company incorporation

Set up a limited company for clients in just five minutes.

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S/EIS Advance Assurance

Help clients secure funding by getting them set up for S/EIS.

company valuations

Funds & syndicates

Set up Special Purpose Vehicles to create and manage Syndicates, Pledge Funds and Managed Funds. 

company valuations

Legal documents & templates

Share scheme legal docs are provided, as well as business document templates. 

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S/EIS Advance Assurance

The most founder-friendly way to secure S/EIS Advance Assurance, with guidance from our team.

recipient dashboards

Recipient dashboards

Shareholders are provided with personal dashboards to track the value of their stake.

Trusted by thousands of companies
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Share schemes made easy

Launch a new scheme or digitise an existing one to build a team that is all-in.

EMI Schemes

Enterprise Management Incentives are the most tax-efficient way of rewarding employees with equity.

Unapproved Options

Flexible and quick to set up, Unapproved Options can be issued via the platform to employees and non-employees.

Growth Shares

Recipients of Growth Shares benefit from growth in company value from the time at which they are issued, minimising dilution for existing shareholders.

Company Share Option Plans (CSOPs)

Digitise an existing Company Share Option Plan or launch a new one, via our guided service.

Agile Partnerships

Reward people based on what they actually bring to the party by setting up an Agile Partnership. Ideal for co-founder equity or to transform established businesses.

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What Vestd can do for your business

We support businesses of all shapes and sizes, in a wide range of sectors.

Manage ownership easily

Vestd is the only platform you need, no matter where you are on your equity journey.

Launch
  • Company incorporation
  • Articles of Association
  • Issue shares & certificates
  • Digital cap table
  • Co-founder equity
Raise
  • S/EIS Advance Assurance
  • Funding rounds
  • Secure data room
  • Shareholder dashboards
  • Scenario modelling
Grow
  • Company share schemes
  • Company valuations
  • EMI schemes
  • Growth shares
  • Unapproved options
Mature
  • Equity management
  • Company secretarial
  • Digitise EMI & CSOP
  • Shareholder comms
  • Compliance
Cash out
  • Share transfers
  • Share buybacks
  • Agile Partnerships
  • Share scheme exit support
  • EOT & succession

Why choose Vestd?

the Vestd team
Save time

No more paperwork! No more manual filing or spreadsheets. No more human errors or friction.

FCA authorised

Vestd is directly authorised and regulated by the Financial Conduct Authority.

Full service

Our equity specialists will provide plenty of hands-on support if you need it.

Learn more >>>

Save money

Pricing is typically a fraction of what you'd normally pay via traditional providers.

Five star service

Our team of 70+ experts help people every day and have had some amazing customer reviews and ratings.

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As seen in the press
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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

Talk to a specialist

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We'd love to learn about your business and goals, and demonstrate how our platform will transform the way you share, manage and track ownership. 

Book a call

 

Frequently asked questions