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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

Company Share Option Plan

CSOP: The three-year rule explained

2 min read

CSOP: The three-year rule explained

Last updated: 19 April 2024 Congratulations! Your employer wants to award you share options under their Company Share Option Plan (CSOP). While the...

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