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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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Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.

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Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.

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Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

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Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

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Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

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The Vestd Blog

Cap table

How to mobilise your cap table

3 min read

How to mobilise your cap table

As a startup, getting investment is key. After all, it takes more than a winning idea to grow a successful business. Unless you plan to fund your...

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Founders: this is what your cap table says about you

3 min read

Founders: this is what your cap table says about you

Your cap table is so much more than just a breakdown of who owns your company and how much they own. It tells a story of how your company is being...

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what do investors look for in a cap table

3 min read

What do investors actively look for in a cap table?

Last updated: 19 April 2024

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3 min read

Cap table mistakes to avoid at all costs

Last updated: 3 May 2024. Every day, we help businesses unlock the power of equity to incentivise employees, reward key players and ultimately, grow....

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Your free cap table template (and why you shouldn’t use it)

5 min read

Your free cap table template (and why you shouldn’t use it)

Last updated: 3 May 2024. When starting a business, some of the more administrative tasks, such as managing your cap table, might not always be front...

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2 min read

You want to set up a share scheme, but is your cap table even ready?

You’ve asked the big questions and you’ve decided that setting up a share scheme is the right decision for your team and the business.

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Investment round or exit ahead? Clean up your cap table

2 min read

Investment round or exit ahead? Clean up your cap table

We spend a lot of time talking to founders, investors, lawyers and accountants who have been involved in numerous major investment rounds and exits....

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