Turn ESOP advisory into recurring revenue
Help your clients manage employee ownership with Vestd India’s technology platform. Expand your accounting services, strengthen client relationships, and unlock a new recurring revenue stream.
Trusted by thousands of startups and fast-scaling businesses just like you
The challenge and the opportunity with Vestd India
For many accounting firms, ESOP engagement begins with scheme implementation and ends once the paperwork is complete. Our partnership lets you extend advisory services beyond implementation, without investing in your own technology platform.
One platform, from implementation to ongoing administration
Instead of managing multiple spreadsheets and documents, Vestd India supports both your firm and your clients in one place.
ESOP scheme setup & lifecycle management
Support clients from scheme creation through grants, vesting, exercises and ongoing administration.
Real-time cap table tracking
Maintain accurate ownership records and monitor equity changes as companies grow.
Compliance workflows & documentation
Reduce manual administration with structured workflows and documentation support.
Employee dashboard
Give employees complete visibility into their equity, vesting schedules and ownership, all in one place.
How the partnership works
Built around your existing client relationships. Whether you are advising startups, growth companies or established businesses, Vestd India works alongside your practice, not instead of it.
You manage the client relationship
Continue providing trusted accounting, compliance and advisory services
Vestd India powers the technology
We provide the ESOP platform, implementation expertise and lifecycle management tools
Choose the partnership model that suits you
Refer clients to Vestd India, or bundle our platform into your own service offering
Grow together
Receive ongoing support from the Vestd India team while expanding your advisory relationship with clients
What partners are seeing
Disclaimer: actual outcomes vary depending on client size and engagement model.
Built for firms that want to grow with their clients
Create recurring revenue
Turn one-time ESOP projects into long-term advisory relationships.
Strengthen client relationships
Stay involved well beyond scheme implementation.
Reduce manual administration
Replace spreadsheets with an automated platform.
No technology investment required
Offer a tech-enabled solution without building your own software.
Scalable service offering
Support more clients without significantly increasing operational overhead.
Dedicated partner support
Work with a team that supports you throughout every client engagement.
More than a technology vendor
- ✓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, no generic support queues or 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 with white-glove onboarding and end-to-end migration support.
- ✓A platform that evolves with your needs, built alongside customer feedback with continuous improvements.
Ready to grow your accounting practice?
Help your clients build better employee ownership programmes while creating a scalable, recurring revenue stream for your firm. Become a Vestd India Partner today and start offering technology-powered ESOP services with confidence.
Book a partner demoFrequently asked questions
Why should accounting firms offer ESOP advisory services?
Employee ownership is becoming an increasingly important part of startup compensation. By offering ESOP support, accounting firms can extend their advisory services beyond compliance and build long-term client relationships.
Do we need to build or manage the technology?
No. Vestd India provides the complete ESOP platform while your firm continues managing the client relationship and advisory services.
Can we continue advising our clients?
Absolutely. The partnership is designed so you remain the trusted advisor while Vestd India powers the technology and operational workflows.
How does Vestd India simplify ESOP administration?
Vestd India brings together scheme management, cap tables, employee dashboards, documentation and compliance workflows into a single platform, reducing manual administration and spreadsheet dependency.
What partnership models are available?
You can choose a referral model or bundle Vestd India into your existing advisory services, depending on how you want to engage with clients.
Which companies are best suited for this partnership?
The partnership is ideal for firms supporting startups, venture-backed companies and growing private businesses looking to implement or manage employee ownership schemes.
Why partner with Vestd India instead of building our own solution?
Building and maintaining ESOP technology requires significant investment. Vestd India gives you an established platform, implementation expertise and ongoing support, allowing you to expand your service offering without the cost and complexity of developing software.