Solutions for accountants | Vestd India, design preview
For accountants & advisors

Smarter equity management for accountants

Help your clients manage ESOPs, cap tables, valuations, shareholder records and investor communications from a single platform. Support startups and scaleups with confidence while expanding your advisory offering.

Curious to see Vestd India in action?

CLIENT PORTFOLIO
Client A, cap tableUp to date
Client B, ESOP pool12% reserved
Client C, fundraiseSeries A tracked
Client D, exitBuyback in progress
1 : N
Multi-client view
One login, every client
✓ Due diligence ready
Shared with clients

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

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Sound familiar?

Is equity becoming harder for your clients to manage?

If any of these challenges sound familiar, you are not alone.

1

Too many spreadsheets, not enough visibility

Managing cap tables, ESOPs, shareholder records and ownership changes across disconnected systems becomes difficult as clients grow and raise capital

2

Clients expect strategic guidance

Founders increasingly rely on accountants and advisors to help navigate ESOPs, dilution, valuations, fundraising and ownership decisions

3

Compliance requirements keep evolving

Managing employee ownership and shareholder records requires navigating multiple regulations, accounting standards and reporting obligations

4

Fundraising and transactions add complexity

Investment rounds, secondary sales, buybacks and employee exits often require significant manual effort to keep ownership records accurate

5

Preparing for due diligence takes too long

Investors, auditors and acquirers expect complete ownership histories, transparent cap tables and organised documentation

6

Collaboration across stakeholders becomes difficult

Managing founders, investors, finance teams, legal advisors and employees through spreadsheets and email chains becomes inefficient

All of this complexity limits the time you can spend delivering strategic advice. The good news? There is a better way to manage ownership.

Four ways to help clients

How accountants use Vestd India

Startup advisory

Support founder equity allocation, ESOP pool creation, cap table management and fundraising preparation.

Accounting services

Support clients with accurate ownership reporting, shareholder records and equity administration as part of ongoing services.

Due diligence support

Prepare clients for fundraising, audits, acquisitions and investor reviews with confidence.

Employee ownership advisory

Help businesses design, communicate and manage ESOP programmes that employees actually understand.

Every stage, one partner

The ownership journey of a growing company

Vestd India helps accountants support clients through every stage of the ownership lifecycle.

1
Incorporation
Issue founder shares
2
Growth
ESOP pools and grants
3
Fundraising
Track dilution and rounds
4
Scale
Valuations and governance
5
Liquidity
Buybacks and exits
Why choose Vestd India

Built for accountants who advise on ownership

Centralised ownership records

Maintain a single source of truth for shareholders, ESOP holders, ownership changes and transactions.

Built for collaboration

Bring founders, finance teams, legal advisors and investors together through shared workflows and reporting.

Better client outcomes

Help clients improve transparency, fundraising readiness and employee ownership engagement.

Expand your advisory offering

Deliver strategic equity and ownership services without increasing operational complexity.

Support the complete ownership lifecycle

From incorporation and ESOP implementation to fundraising and liquidity events.

Structured data, ready for the future

Create ownership records that support reporting, due diligence and modern business workflows.

Become your clients’ most trusted ownership advisor

Book a personalised walkthrough and discover how Vestd India helps accountants and advisors deliver smarter equity management services.

Schedule a guided demo
Common questions

Frequently asked questions

How does Vestd India help accountants?

Vestd India provides a single platform to manage cap tables, ESOPs, shareholder records, ownership changes and equity reporting for clients.

Can accountants manage multiple clients on Vestd India?

Yes. Accountants can manage multiple companies and ownership structures from one platform.

Does Vestd India support employee ownership plans?

Yes. Vestd India helps companies manage ESOP grants, vesting schedules, exercises, employee exits and ownership reporting.

How does Vestd India support fundraising and due diligence?

While Vestd India does not facilitate or provide funding, our platform helps companies prepare for fundraising by keeping ownership records, shareholder information and key documentation organised and readily accessible for investors and due diligence.

Does Vestd India help improve client retention?

Yes. By offering ongoing equity and ownership advisory services, accountants can strengthen client relationships and create additional advisory opportunities.

Why is accurate cap table management important?

A well-maintained cap table provides a clear record of company ownership, helping businesses manage fundraising, employee share schemes, shareholder changes and corporate transactions while reducing the risk of errors and disputes.

What should companies consider before implementing an ESOP?

Before implementing an ESOP, companies should consider factors such as eligibility criteria, vesting schedules, exercise mechanisms, tax implications, valuation requirements and the long-term objectives of the employee ownership programme.