Shareholder dashboards & investor reporting

Provide real-time visibility into ownership with secure dashboards and reporting. Keep investors and stakeholders aligned without back-and-forth.

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Trusted by thousands of startups and fast-scaling businesses just like you
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Ownership visibility without spreadsheets

As the cap table grows, stakeholders wish to see

What they own
How their equity changes over time
How funding rounds affect dilution
What their options or shares are worth
SHAREHOLDER DETAILS

View clear, real-time equity holdings across shares, options, and ownership structures.

Recipient Platform

Track ownership changes as new grants, transfers, and funding events happen.

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See how each round impacts ownership, dilution, and share distribution instantly.

RECIPIENT VIEW

Understand the current and potential value of equity based on real-time data.

Controlled access for stakeholders

Different stakeholders require different levels of access.

✓ Accurate shareholder records

✓ Investors access ownership summaries

✓ Employees see their grants and vesting

✓ Finance teams manage full equity records

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Clear reporting for investors and stakeholders

As companies grow, reporting expectations increase. Investors, boards, and finance teams need accurate, structured data without delays or manual effort. Vestd provides real-time reporting directly from your cap table.

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Real-time ownership reporting

Access up-to-date insights

✓ Shareholding structure

✓ ESOP pool and allocation

✓ Ownership changes over time

✓ Dilution across funding rounds

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Support that grows with you

Vestd provides ongoing customer support to help your team manage equity as your company scales.

✓Onboarding and platform setup

✓Assistance with ESOP administration

✓Ongoing platform guidance

✓Responsive support from customer success team

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Frequently asked questions

Take a guided tour of Vestd

See how Vestd manages ESOP grants, vesting schedules, exercises, and cap table updates in one platform. Walk through the product with our team and get answers specific to your business.

Schedule a guided demo