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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

SMEs

What is succession planning and why does it matter

4 min read

What is succession planning and why does it matter?

"You are not serious people".

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4 min read

Fight the top 3 small business challenges with share schemes

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...

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3 min read

Three strategy tools that can help rejuvenate your business growth

Written by John Courtney, founder and Chief Executive of BoardroomAdvisors.co. As Einstein said ‘insanity is doing the same thing over and over and...

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4 min read

How to choose the right accountant for your small business

Written by our brilliant partners over at Fusion Accountants .

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4 min read

One in four UK SMEs motivate employees with equity

One in four UK-based SMEs now share ownership with some or all of their employees, according to an independent study commissioned by Vestd and...

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3 min read

Top customer service metrics for SaaS companies

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...

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12 min read

Employee equity: how much is right for UK SMEs?

Once you’ve made up your mind to create a company share scheme, the first questions that spring to mind may look something like this:

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5 min read

The five mistakes UK businesses make when it comes to their equity

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...

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