MIGRATE TO VESTD INDIA

Move your equity without losing its history

Vestd runs a structured migration for companies in India. We move your cap table, employee stock option plans (ESOPs) and shareholder records from spreadsheets or another platform.

Speak with our team See how it works

ISO 27001 certified

Zero data loss

Most migrations complete in a week

Support from day one

How migration works

You get dedicated migration support, from the first call to go-live. You keep running your business, we do the heavy lifting.

India Team - CS copy

Step 01

Discovery call

Our dedicated migration team learns how your equity is set up today, then agrees a plan and timeline with you.

Step 02

Import and verification

We map every grant, holding and document into Vestd, then reconcile it against your source data.

Step 03

Go live

You’re ready to go. Launch your equity management, keep everything up to date, and give everyone a clearer view of ownership.

YOUR HISTORY

What stays exactly the same

Every grant date, vesting schedule and line of shareholder history carries over unchanged. Your team sees the same equity they had yesterday, just in one place.

Book a discovery call

BEFORE YOU START

What to have ready

Your current cap table, ESOP grant letters and board resolutions. Don't worry if they're messy, that's what verification is for.

Read the FAQs

ONE PLACE, COMPLETE CONTROL

From spreadsheets to a single source of truth

Most companies start managing equity in spreadsheets or a mix of tools. As your team grows and funding rounds add complexity, those records get harder to trust.

Reliable cap table management

Structured ESOP administration

Secure equity documentation

Clean records for audits and fundraising

Clear visibility for shareholders and investors

The difference

Save time, reduce errors

[Placeholder stat, e.g. "Teams typically save X hours a month on manual reconciliation". Needs a real number before this ships.]

FEATURES		Spreadsheets	Vestd India
Platform & access One system with controlled multi-user access, so every stakeholder sees exactly what's relevant to them.	Centralised ownership platform, Multi-user access, Role-based permissions	Included	Included
Employee equity programmes Run ESOP and SAR programmes end to end, with employees able to track their own grants directly.	ESOP management, SAR management, Employee dashboards	Included	Included
Forecasting & modelling Model grant value, funding rounds and dilution before you commit to anything.	Forecast grant value, Fundraising modelling, Dilution forecasting	Included	Included
Ownership transactions Share splits, buybacks, exits and shareholder records update automatically as transactions happen.	Share split activity, Buybacks and exits, Shareholder management	Included	Included
Governance & compliance A full audit trail, digital signatures and governance workflows, built into the platform itself.	Audit trails, Digital signatures, Governance workflows	Included	Included
Reporting & dashboards Build the dashboards and reports your team actually needs, shaped around the way you work.	Custom dashboards, Custom reporting	Included	Included
Setup & scale Bring in existing data through bulk uploads, sync with your HR system, and support multiple currencies as you grow.	Bulk uploads, HRMS integrations, Multi-currency support	Included	Included

See how migration works

data rooms

DATA ROOMS

Secure data rooms for your documents

Your documents sit right next to your cap table and equity transactions, so nothing gets lost between systems.

Control who sees what

Store and organise equity documents

Keep records linked to each transaction

Clean records for audits and fundraising

Share securely with investors and advisors

ONGOING SUPPORT

Real people on hand long after go-live

Migration is only the start. Our customer success team helps you run your equity well as your company takes on more people and investors.

Onboarding and platform setup

Help with ESOP administration

Ongoing platform guidance

Responsive customer success team

Bharat and Finny 2

Frequently asked questions

Can I migrate my equity data from another platform to Vestd?

Yes. Vestd can support migrations from other equity management platforms, helping you move your existing cap table, shareholder and employee equity data into one connected platform.

Can Vestd migrate data from spreadsheets?

Yes. If your equity data currently lives across Excel or Google Sheets, we can help structure and migrate it into Vestd, so you can move away from manual tracking without starting from scratch.

Will my existing ESOP and shareholder data be preserved during migration?

The aim is to bring your existing ownership data, grants, holdings and relevant records across accurately, with migration support to help identify and resolve data gaps or inconsistencies before you go live.

How long does it take to migrate to Vestd?

It takes roughly 1-2 weeks depending on the size, complexity and quality of your existing data. Vestd’s team works with you through the migration process, from data preparation and validation to final setup and go-live.

Can Vestd migrate data from multiple spreadsheets or sources?

Yes. If your equity data is spread across multiple spreadsheets, files or systems, Vestd can help consolidate and organise it as part of the migration process.

Do I need to clean up my data before migrating to Vestd?

Not necessarily. Vestd can help identify missing, duplicated or inconsistent data during the migration process, so you have a clear view of what needs to be addressed before going live.

Can I migrate without disrupting our existing equity administration?

Yes. Migration can be planned around your existing processes to minimise disruption and give your team a clear transition from your current platform or spreadsheets to Vestd.

Will my team get support during the migration?

Yes. Vestd provides hands-on migration support, helping with data preparation, validation and setup so your team isn't left to figure out the transition alone.

ISO 27001 certified No commitment to start

Get started on your migration plan

Tell us about your current setup. We'll walk you through how your cap table, ESOPs and records move across, with answers specific to your company.

Share with Vestd - The WSB Awards 'Share Scheme Provider of the Year'

ratings-badges-2026

‌