Set conditions and milestones for the team
Establish some goals to determine how, when and what quantity of equity is released. People need to contribute fully to earn their maximum allocation of shares.
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
Sometimes you need to reset your business and realign your team. That might mean changing direction and shaking things up with new goals, new people and new terms.
Create Agile Partnerships™ with new or existing management (or anyone else, for that matter) to incentivise performance and delivery with equity.
We’ll help you design bespoke equity-based agreements to safely and gradually release equity to key people, based on what they actually contribute.
Establish some goals to determine how, when and what quantity of equity is released. People need to contribute fully to earn their maximum allocation of shares.
Once the rules of the game have been decided everybody will know what is expected of them, and the size of the prize. Nobody will get hurt along the way.
We will provide insight into how other companies set up Agile Partnerships and share schemes for their team. There are some tried and tested pathways worth following.
You can minimise your tax burden by choosing the best method of distributing equity within your partnership. We’ll outline the various share and option schemes available to you.
Vestd is the only FCA regulated and authorised platform in the UK. We’ve helped 1,000+ businesses figure out how to share ownership in the best possible way.
Set up a 1-2-1 discovery call with one of our equity specialists. We will explore:
We’ll also answer any questions you have about sharing ownership.
Figure out when would be a good time to talk and schedule a video meeting (or contact us to request a phone call).
