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

2 min read

Introducing our new option holder dashboard

Introducing our new option holder dashboard

One of the main reasons for sharing ownership with your team is to increase employee engagement and commitment.

Studies have shown that people who have equity in a business are more loyal, more productive and care more about the company’s long term success.

The business case for giving people shares or options is very strong, but how can you best communicate the value of owning a slice of the action to your team?

Real shares give people immediate ownership in a business, but options typically vest over a number of years, so it can be more difficult for options holders to get to grips with their position.

With this in mind we have created a new option holder dashboard, to give people the strongest possible connection with their options, and consequently the company.

The new dashboard

Option holders can quickly see their full vesting schedule, in an easy to digest format. Here’s what it looks like in its simplest form… 

This is what option holders will see when they sign in. It provides them with a clear, visual representation of their current position, what’s been exercised, what’s vested, and what’s coming down the line.

It also allows them to model what the future value might look like…

Option holders can add a projected share price, to see what their piece of the pie could grow to. This will help keep minds focused on growing the business… and their potential prize.

How much information do you want to reveal?

The app will show the dashboard as above, but this can be enhanced in two ways, both of which you control.

Adding a company valuation

If you enter a new company valuation via the valuations icon on your company dashboard then this will immediately flow through into each recipient’s portal, including any commentary you may make about the valuation, and its source (such as ‘Series A investment round’).

Showing a fully diluted view

The app shows a non-diluted view by default, taking into account only the publicly issued shares and the recipient’s own options.

Companies can choose to show a fully diluted view, including all options that have been accepted and are still live, if there is no sensitivity about revealing how many options have been issued.

Option holders will then see the number of outstanding options and the diluted share price to the right of the chart, as well as the effective price of the shares they hold / have options on.

Option holders can continue to access their option agreements and scheme management features, as well as seeing how many shares that they may have, through the link at the bottom right of the graph.

Early feedback among beta testers has been fantastic, and we believe that this is going to help your team feel more engaged, and more interested in the growth of the business.

Memo to company admins…

There are three things you might like to do…

  1. Log in and add a valuation, if that’s something you’re keen to share with the team.
  2. Contact support if you want to show people a fully diluted view, otherwise that information will be omitted.
  3. Make sure that you have entered a company URL in the ‘Company details’ page so that your logo is shown on the user dashboard.

If you want to see what your recipients can see, just go into their option and click on ‘View the recipient dashboard’ link…

This is another step in making Vestd even better, for company admins and scheme recipients. It is very much a first version, so please let us know what you like, don’t like, or how it could be enhanced.

Demystifying investment docs: What investors expect to see

Demystifying investment docs: What investors expect to see

Unless you've got a Scrooge McDuck money pit you can dive into and draw out a couple of million at will, your business will likely need to raise some...

Read More
FounderMetrics: Simon Paine

FounderMetrics: Simon Paine

Joining Ifty Nasir on the latest episode of FounderMetrics is Simon Paine, the trailblazer behind the Rebel Business School.

Read More
A startup's guide to equity compensation

A startup's guide to equity compensation

Working in a startup is like running a marathon with countless hurdles. Getting a piece of the pie motivates potential candidates to join this race...

Read More