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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.

scenario iconModel

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.

SPVs iconSPVs

Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

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The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
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Save time with Vestd Lite

Did you know that the average CFO loses eight hours every week to inefficiencies?

So how can CFOs and FDs like you gain valuable time back, save money, and still be compliant?

Well, with Vestd Lite, you can track ownership, maintain accurate records, and keep HMRC (and your clients) happy. 

Join us to learn how you can use Vestd Lite for FREE for 6 months. Exclusively for members of the CFO Centre.

Date: Tuesday, 15 August
Time: 4:30 PM
Vest webinar exclusively for The CFO Centre

 

About your host

Guy Kaufman

Equity Consultant

Guy's goal is to help

Guy's background is mainly in the financial advisory sector. He has spent years working with clients and advising them on growth strategies.

Guy-Kaufman

What I’ll cover

  • How to easily digitise your share scheme.
  • How to use CoSec tools to save time, money, and energy spent on compliance and governance.
  • Building a single source of truth with a digital cap table and scenario modelling functionality.
  • A step-by-step guide on to get set up on Vestd Lite.

Who should attend

This webinar is exclusively for CFO Centre members. Vestd shares the CFO Centre's commitment towards helping business owners maximise their growth and efficiency. Learn how talented FDs and CFOs like you can leverage the Vestd Lite platform for free for six months.

The platform itself allows you to manage all aspects of share and option management concisely in one place. The automations and integrations save you time. But while the platform is great, it is the team that makes Vestd stand out. From pre-sales to onboarding and the ever-helpful support team - not only do they support on the platform but provide excellent knowledge in this area.
Jenny James
Jenny James
Chief Operating Officer, Findr
Great platform. The team always provide brilliant support. I would definitely recommend using Vestd to anyone who needs to set up and administer an EMI scheme.
Sarah T.
Sarah T.
Director
Straight forward and structured approach - so good for founders and also FD/CFO/advisor who is looking to get share capital and share option schemes in place.
Ciaran O.
Ciaran O.
Founder
A fantastic platform. The price is fixed. The customer support is fantastic and readily available. They have held our hand right through the whole process.
Tim S.
Tim S.
Investor
I love Vestd and I wish I had found it sooner. It makes the whole process of issuing shares whether they're growth shares or ordinary shares incredibly simple.
James B.
James B.
Co-Founder
Amazing shift from Excel to Vestd. The support team were amazing and did a great job of completing our setup and we have been very pleased at being able to better manage our governance over time.
Dan W.
Dan W.
Co-Founder & CEO
 

Why Vestd?

A truly real-time, 100% accurate digital cap table.

Full, two-way Companies House integration.

Forecast future scenarios and the impact of investment rounds.

Get a clear and simple dashboard for all your cap table needs.

Authorise your share pool and issue share certificates.

Stay compliant with guided setup and ongoing support.

Automate HMRC notifications.

Access safe, fast & accurate equity reports.

Instantly issues shares and options.

No chaos, just a clean and tidy cap table.

Get your questions answered faster

Schedule a free, 1-2-1 equity consultation and get on the fast track to launching your own growth share scheme.

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