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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.

organise iconOrganise

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

Equity management

Employee ownership: what are the choices?

5 min read

Employee ownership: what are the choices?

Business ownership in the UK has gone through a period of rapid diversification. More businesses are deciding to give their employees a slice of the...

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3 min read

Simplify share scheme management for your clients

Last updated: 19 April 2024

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Slicing Pie - a tasty way to share equity

5 min read

Slicing Pie: A tasty way to share equity?

Last updated: 16 April 2024

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1 min read

Calculate how multiple investment rounds will impact your equity

Usually, at some point in your business’ life, you will be after investment. It can mean an exciting step forward for your business, and your team....

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Shared ownership calculator: how many shares should you give to your team?

Some of us struggle with the maths when trying to work out exactly how many shares (or options) to give to a member of the team so that they end up...

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2 min read

Three things for a founder to watch out for with shareholder agreements

When companies get seed investment from a crowdfunding raise or individual investors, it is often the case that a shareholder agreement (SHA) will be...

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