Save time and money with Vestd
Competitors like to say that Vestd is expensive but the reality is that we provide so much value, with about twice as many features as the next best platform and 80+ equity specialists to guide you. Vestd is the only digital equity management platform that is a genuinely full-service solution.
VALUE ELEMENT | WHAT IS IT? | WHY DOES IT MATTER? | IF IT'S NOT INCLUDED? |
---|---|---|---|
Share scheme specialists |
Having dedicated experts to speak to. People who focus on all aspects of equity every day. |
You need to speak to people who understand the ins and outs to feel secure to make decisions. |
Some lawyers and accountants charge mega money - ££££s in some cases. |
In-house valuations |
Valuations for share schemes which are needed to set them up. Including HMRC-approved valuations. |
You want to give recipients tax certainty. Dealing with one company to supply this information makes sense. |
Hire a specialist valuer/accountant and pay up to £10K per valuation. (You may need several). |
Share scheme designer |
Something that guides you through all the key commercial decisions when designing a scheme. |
It's crucial to design your scheme(s) thoughtfully for the best possible upside for the company and recipients. |
Hire a specialist consultancy or lawyer and pay £2,000-£3,000 for this sort of support. |
Share scheme documentation |
The legal agreements that frame and implement the scheme. |
Without these, there is no scheme. |
Hire a lawyer or specialist accountant and pay £2,000-£10,000. |
HMRC notification support |
Remembering (and knowing how) to submit initial and ongoing annual notifications to HMRC for your scheme. |
If this isn't done, your scheme is not valid with HMRC, which has consequences. |
Pay an accountant £500-£1,000 per year to do this for you, whenever it needs to be done. |
Companies House integration |
An ability to issue shares, pass resolutions, do company updates and send all relevant documents at the push of a button to Companies House. |
Directors have legal obligations to send all relevant company documents to Companies House, typically within 20 days. |
Remember to do it yourself, and have the hassle of preparing and submitting documents, or pay your accountant £500-£1,000 per year. |
Recipient portal |
A digital portal that allows scheme members to accept and then see their conditional equity, vesting, and value all in one place. |
To maximise impact, it's vital that recipients have sight (and are reminded) of its value and how this grows over time. |
There's no real alternative - just a static paper agreement which will probably be filed away in a drawer and forgotten about. |
Shareholder portal |
A dashboard that allows shareholders to accept and then track their equity and receive and approve comms. |
Engaging with your shareholders in a modern way. Minimises paperwork and improves visibility for all. |
Same as above. Emails, spreadsheets and paper share certificates are not it! Likely to be misplaced and not front of mind. |
Future scenario modelling |
The ability to look at returns to shareholders in diluted or non-diluted scenarios and under differing exit and investment scenarios. |
As the business grows, so does the complexity of its cap table, keeping track of the value returns for shareholders is crucial. |
Headache-inducing, sprawling spreadsheets prone to rounding errors and human error. |
To learn more, book a demo or free equity consultation.