Effective equity management

It’s software that helps you record, manage and keep track of company equity, admin and share schemes in one place. 

You can think of it as a shared system across leadership, as well as your finance and HR functions, and select access rights accordingly.  

If you want to save time and money on share plan administration and minimise errors, then yes! Here are a few ways it helps:

• It replaces manual cap table spreadsheets, which are easy to get wrong and hard to keep up to date as companies grow.

• It automates share admin and Companies House filings, reducing the risk of mistakes.

• It keeps all share records in one place, so nothing gets lost.

• It makes it easy for shareholders and employees to actually see their award, what it may be worth and when.  

• It saves professional fees by cutting down on reworks and corrections.
  

Yes! They’ll get access to their own personalised dashboard, clearly outlining their equity award, including vesting schedule, exercise price, and projected value. They can model future scenarios and find their share agreements and updates in one place. 

We support tons of HRIS platforms, including but not limited to:

• Workday

• SAP SuccessFactors

• Sage HR

• BambooHR

• Breathe HR

• Personio

• CIPHR

• CharlieHR

Enterprise Management Incentives (EMIs), Company Share Option Plans (CSOPs), growth shares, unapproved share options, phantom shares and you can issue plain ordinary shares too.

It certainly can. You can create new share classes and select the share class particulars, such as its rights to capital, voting and dividends.

There are over 18 forms/documents that customers can file directly to Companies House electronically via the Vestd platform. We also take care of 13 post-only filings for our customers.

Yes. Depending on the leaver clauses in the agreement, shares/options can be retained, partially or fully cancelled, in just a few clicks. It’s a huge time saver for customers with lots of scheme members.

Absolutely! Switching is easy with our tailored migration service. 

You can stick with your own legal documents or adopt our gold standard templates. 

Among other things, during onboarding, our specialists will pull and reconcile cap table data from Companies House to validate accuracy and minimise risk.

Companies of all sizes. And a huge range of industries. 

With our Standard plan, you can have unlimited shareholders.

Yes. We use robust security measures, and our ISO-27001 certification means we meet the highest standards.

View our pricing plans here. Pay monthly, or annually for extra savings. 

Select the support level that works best for you; our plans are priced to match. Inside the platform, every workflow includes step-by-step guidance, and our support team is always on hand if you need a helping hand.