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.

Request a demo

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

1 min read

A sunny, bank holiday update from Vestd

A sunny, bank holiday update from Vestd

Table of Contents

Our product team works hard to make your life easier and we’ve recently introduced a few new features that you should know about.

The new option scheme designer

This allows you to set up the various scheme rules really easily, and then quickly allocate new options to individuals. There is no simpler way of designing an options scheme.

The scheme designer works with EMI or unapproved options. Once you have authorised your option pool and given your scheme a name you can:

  • Add new recipients
  • Set the exercise price
  • Determine how and when the options can be exercised
  • Define any qualifying criteria for individual participants
  • Set the vesting schedule and cliff dates

For more details aim here.

Confirmation statements

The Vestd platform automates the creation and submission of your annual confirmation statement to Companies House. It also pays them the designated fee!

Because our platform has full two-way integration with Companies House there are no forms to be filled in, no stamps to buy, and no letterboxes to locate. This makes Vestd unique.

We’ve just added a new feature to allow you to see the status of your confirmation statements all year round. You can trigger additional ones if required.

Just look for the link on the bottom left of your company details page to access these statements.

Help guides

There’s no doubt that sharing equity is complicated and there are some serious pitfalls to avoid.

Our mission is to simplify employee share schemes and equity distribution, so that UK entrepreneurs and company directors can reward key people by sharing ownership.

Education is a big part of this. Our team has helped hundreds of startups and SMEs to manage their equity in a tax-efficient, compliant manner. We have a lot of insight to share, and have recently created some easy-to-read guides to help you.

There are lots of platform-specific help guides, so you can self-manage your scheme via our user-friendly interface.

Here are three for starters:

There are plenty of others in our help centre.

The Joy of EMI Option Schemes

We also have a new guide for launching an EMI scheme, should you want to read about the benefits of these incredibly tax-friendly (and potentially zero-cost) option schemes.

If you have any ideas about what we could do to improve our platform then please drop us a line. We would love to hear from you.

Have a great bank holiday weekend!

EMI share options suspension: what you need to know

EMI share options suspension: what you need to know

HMRC announced on Wednesday (4th April) that the availability of EMI Options will be temporarily suspended (for new option grants) from the end of...

Read More
Sunak says Enterprise Management Incentives remain effective

Sunak says Enterprise Management Incentives remain effective

Chancellor Rishi Sunak has decided not to change any aspect of the Enterprise Management Scheme, following a consultation process that has lasted for...

Read More
Tips to welcome new starters to your remote team

Tips to welcome new starters to your remote team

There’s no doubt about it, Covid has forever changed the future of remote working. Pre-2020, working from home was, for most offices, a distant...

Read More