4 min read
What is succession planning and why does it matter?
"You are not serious people".
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
Fundraising, share schemes & incorporation
For scaleups & SMEsBuild and retain a winning team
For larger companiesStreamline equity management
4 min read
"You are not serious people".
4 min read
Share schemes! You might equate them with the cut and thrust of the tech world but did you know that they are becoming more common across all...
3 min read
Written by John Courtney, founder and Chief Executive of BoardroomAdvisors.co. As Einstein said ‘insanity is doing the same thing over and over and...
4 min read
Written by our brilliant partners over at Fusion Accountants .
4 min read
This blog is more than four years old. Some information may no longer be current. One in four UK-based SMEs now share ownership with some or all of...
3 min read
It’s not enough to have a killer product anymore, no matter how innovative. Customer experience (CX) is set to overtake goods and price as the key...
12 min read
Last updated: 14 August 2025 Once you’ve made up your mind to create a company share scheme, the first questions that spring to mind may look...
5 min read
For many private businesses, their equity is like the drawer in the kitchen you’re a bit scared to open. You’re sure there are many useful things in...