Migration

Vestd VS Spreadsheets

Ownership data deserves better than spreadsheets

Spreadsheets got you started. Vestd takes you further. Manage cap tables, ESOPs, shareholders, fundraising and governance in one connected platform, with the visibility, automation and control to scale ownership with confidence.

Trusted by thousands of startups and fast-scaling businesses just like you
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THE PROBLEM

The spreadsheet trap

Most companies start with spreadsheets because they're familiar and flexible. Then the business grows. More shareholders, more funding rounds, more employee grants, more approvals, more reporting requirements, more people needing access. Before long, ownership data exists across multiple files, inboxes and systems, creating unnecessary risk and operational overhead.

 

 

Excellent Experience with the Vestd Team

My overall experience with the Vestd team has been extremely positive. The team demonstrated a high level of professionalism, collaboration, and commitment throughout the engagement. They were proactive in their approach, responsive to requirements, and ensured smooth coordination at every stage. 

 

Anshul

Deputy Manager HR in India Information Technology & Services

Bharat and finny long

EVERY STAKEHOLDER

Ownership is a team sport

One of the biggest limitations of spreadsheets is that ownership data becomes locked within one team. Vestd gives every stakeholder the information they need, without creating additional admin work.

 

The VESTD INDIA PLATFORM

Less admin, more confidence
in your equity

What you can do with Vestd

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Equity plans & grants

Launch, manage and grow employee ownership programmes with built-in support for ESOPs and SARs, grant issuance, vesting schedules and digital grant acceptance.

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Exercises, buybacks & liquidity

Manage employee exercises, exercise windows, exercise guardrails, buybacks, share transfers and liquidity events from one connected platform.

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Employee lifecycle automation

Reduce manual administration with bulk uploads, employee onboarding and offboarding workflows, and HRMS integrations that keep ownership records up to date.

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Governance & documentation

Keep ownership operations compliant with digitally signed documents, approval workflows, secure document management and complete audit trails.

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Reporting & ownership intelligence

Generate accurate reports, track ownership changes in real time, monitor stakeholder activity and gain visibility into your ownership structure.

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Stakeholder collaboration

Bring founders, finance teams, HR leaders, employees, shareholders and advisors together on one platform with shared access and streamlined communication.

The difference

Save time, reduce errors

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

TOOLS PLUS PEOPLE

What makes Vestd India different

No more navigating complex equity processes alone. Work with a dedicated customer success team that partners with you long after implementation.

Get answers from real equity experts, fast. Skip the generic support queues and endless back-and-forth.

Onboarding that actually gets teams up and running. Tailored training for admins, HR, finance teams and employees.

Avoid painful migrations and manual setup. Benefit from white-glove onboarding and end-to-end migration support.

A platform that evolves with your needs. Built alongside customer feedback, with continuous product improvements and enhancements.

India Team - CS copy

Frequently asked questions

What is equity management software?

Equity management software helps companies manage cap tables, ESOPs, SARs, shareholder records, grants, exercises, transactions, reporting, and ownership workflows in one centralised platform.

Why should I use Vestd instead of spreadsheets?

Spreadsheets can become difficult to maintain as ownership structures grow. Vestd centralises ownership data, automates key workflows, provides controlled access, and creates a clear audit trail across equity operations. 

What can I manage on Vestd?

 You can manage cap tables, ESOPs and SARs, employee grants, vesting, exercises, buybacks, share transfers, fundraising and dilution modelling, shareholder records, governance workflows, reporting, and ownership documentation. 

Can Vestd manage employee equity programmes?

Yes. Vestd supports ESOP and SAR programmes, including grant issuance, vesting schedules, digital grant acceptance, employee dashboards, exercises, and lifecycle management. 

Can multiple teams and stakeholders access Vestd?

 Yes. Vestd provides role-based access so founders, finance, HR, employees, investors, company secretaries, and advisors can access the ownership information and workflows relevant to them. 

Can Vestd integrate with our existing HR systems?

Yes. Vestd supports HRMS integrations and employee lifecycle workflows to help keep ownership records aligned with employee onboarding and offboarding. 

Can Vestd help with fundraising and dilution modelling?

Yes. Vestd allows companies to model fundraising scenarios, ownership changes, and potential dilution, helping stakeholders understand how transactions may affect the ownership structure. Please note: Vestd is a digital equity management platform, not an investment fund or venture capital firm. 

Can Vestd manage shareholder records and transactions?

Yes. Vestd supports shareholder management alongside ownership transactions such as share transfers, share splits, buybacks, and other changes to the ownership structure. 

ISO 27001 certified No commitment to start

Ready to get started?

Whether you're managing your first ESOP scheme, preparing for fundraising, supporting employees or managing complex shareholder structures, Vestd gives you one connected platform to manage ownership with confidence.

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

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