Navigating your migration from Carta to Vestd
Carta. Big name, safe bet. Right?
Set up your first scheme, cut operational risk and keep your equity setup working as you scale.
CFO / FDStay audit-ready at every stageBoard-ready equity governance and reporting, with deed / witness signatures and custom document templates.
HR / People leadTurn equity into retentionMake equity visible to employees and turn it into a real retention lever.
InvestorAccess private markets with confidenceSPVs, PISCES and private-markets access, with data rooms and deal track records.
Founders, finance and people teams all rely on the same equity record - we just give each of them the view they need.
Watch a demoA short walkthrough, end to end.
Migrate to VestdDigitise or move your existing scheme
EMI, growth shares, CSOP & more
ValuationsUK HMRC & US 409A valuations
Equity management & adminGovernance, admin & filings
Fundraising - InVestd RaiseApply for S/EIS & structure your round
PISCES / secondary marketsDeploy into regulated secondary trading
2 min read
Rebecca Appleton
:
Updated on August 29, 2024
Commitment issues? We get it. But we're convinced that equity management software like ours makes life simpler.
But we'll let you be the judge...
One of the standout features of the Free Plan is the digital cap table, making it more convenient to track and manage ownership stakes.
Traditionally, cap tables have been managed using spreadsheets - and who enjoys working with spreadsheets?
Not only are they cumbersome, but they’re prone to errors and require constant manual updates. Ownership structures evolve so keeping track is crucial.
Vestd’s digital cap table, however, pulls data directly from Companies House, ensuring that ownership information is always accurate and up-to-date.
A real-time picture of company ownership.
To unlock automatic updates, simply follow the steps in the app to upgrade your plan (or contact our Customer Success team). You'll need to do this to reflect any new share movements.
But what else? Well...
For businesses hoping to attract investment, a secure data room is a must-have. And with the Free Plan, you get one.
From financial records to intellectual property documents, market analyses to product roadmaps, the data room ensures that all pertinent details are easily accessible and well-presented.
This not only facilitates smoother due diligence processes but also demonstrates a company’s maturity and preparedness, building investor confidence.
Impress investors with a well-organised data room.
Speaking of investments, understanding the impact of future funding rounds and employee equity distributions is essential for strategic planning.
Our scenario modelling tools allow businesses to experiment with different scenarios and see how various funding rounds and equity allocations might play out.
See how different decisions could shape the company's future.
Effective communication is critical in any business, especially when it comes to managing equity.
That’s why our Free Plan also includes features that make it easy to send updates to existing shareholders. By using saved email addresses, you can quickly and efficiently keep them informed.
Last but certainly not least, you can use our share scheme designer to create a scheme perfectly suited to your company's needs. Whether you want to reward employees, advisors, or other stakeholders, this tool seriously simplifies the process.
And as it's there ready and waiting, when the time comes to motivate key people with equity, you can upgrade to launch the scheme and manage every aspect of it on Vestd.
While the Free Plan offers an impressive array of features, we can give you more - such as options for users to upgrade and unlock the full range of capabilities.
To make changes at Companies House, update your cap table to reflect new share movements, issue shares instantly, or launch company share schemes, the upgrade path provides even greater flexibility and functionality.
Vestd’s new Free Plan is a game-changer for businesses looking to leverage the power of equity for the first time.
By offering a suite of sophisticated tools at no cost, we’re proud to be sticking to our mission to make equity management more accessible than ever before!
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