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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 Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
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Digitise your Company Share Option Plan (CSOP) 

Streamline the way you manage your CSOP by using the only purpose-built platform for SMEs, with full Companies House integration. 
No paperwork, no headaches, no hassle!


Book a demo  

 

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Trusted by thousands of companies
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Simplify CSOP admin

The platform does all of the hard work, saving you a ton of time and eliminating human error.

πŸ‘‰ Digitise all existing CSOP agreements, with a fully supported clean up process (about 40% of schemes have fundamental issues that we fix).

πŸ‘‰ Automate agreement creation for new joiners, and include specific conditions for individuals as needed.

πŸ‘‰ Automate the leaver process, when team members move on.

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Keep eyes on the prize 

Put the carrot of ownership right in front of people via our recipient and shareholder dashboards, to allow CSOP members to track the value of their stake.

πŸ‘‰ Our team motivating tools allow recipients to see how their stake may grow in value.

πŸ‘‰ Recipients can view their documents, as well as company updates and new valuations.

πŸ‘‰ CSOP recipients can exercise their options digitally, without needing to fill out any forms.

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Accuracy & compliance

When you join Vestd you'll connect the platform to Companies House, making it your single source of truth for your ownership structure.

πŸ‘‰ Don’t worry about missing important deadlines, as you will be notified if something is due.

πŸ‘‰ Avoid filing docs and paperwork manually. The platform is compliant by design and will do this automatically.

πŸ‘‰ Manage equity and shareholders via the platform. Changes will be reflected at Companies House, to ensure cap table accuracy.

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A one-stop CSOP shop

We've built a platform that our customers love, and our team will help you get started - and provide plenty of guidance along the way. 

πŸ‘‰ Our in-house analysts provide up to four company valuations a year at no extra cost, for submission to HMRC when updating and expanding your CSOP.

πŸ‘‰ Our fully trained onboarding and customer success team will digitise your existing CSOP agreements, fix any errors, and then provide five-star support.

πŸ‘‰ The Vestd platform supports other scheme types, such as Growth Shares, Enterprise Management Incentives and Unapproved Options.

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Save time and money

We know how much effort can go into managing your share scheme. Use our "surprisingly affordable" platform to streamline share scheme administration.

πŸ‘‰ Don’t waste your time filling out forms and filing paperwork manually.  

πŸ‘‰ Save money, and not just on stamps! Time savings are considerable and increase as your team grows. 

πŸ‘‰ CFOs trust Vestd because they know we're big on compliance. Our platform provides a safety net for share scheme admins. Eliminate errors, and the need to fix them!

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100% accurate data

Vestd is the UK’s only CSOP and equity management platform that is fully synced to Companies House with a two-way, read and write connection.

Specialist support

Our team of 70+ equity specialists are on standby to help you digitise and manage your scheme. Book a demo to find out more.

FCA regulated

Unlike most other share scheme and equity management platforms, Vestd is regulated and authorised by the Financial Conduct Authority. 

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

Talk to a CSOP digitisation expert

Our equity consultants will help you understand how to digitise your CSOP.

Book a free call to explore:

  • The digitisation process
  • Automating shareholder comms and HMRC filing
  • How the platform eliminates errors 
  • How to ensure compliance 
  • Costs and tax implications

Choose a time and let’s chat >>>

 
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