Equity management software

Frequently asked questions

• What is equity management software?

  Equity management software gives you the tools to keep track of company ownership and share schemes, including share (stock) options, growth shares, ordinary shares and more.

• But what is equity management?

  Equity management involves: 

  • Maintaining an accurate capitalisation table (cap table)
  • Issuing new shares or recording share transfers
  • Setting up fair and compliant share schemes
  • Managing shareholder expectations and communications
  • Updating Companies House with any material changes to ownership
  • Meeting legal and tax obligations (e.g. filings with HMRC and Companies House)
    

   

  Effective equity management is essential, not just to stay compliant with Companies House and HMRC, but also to avoid friction with shareholders and investors.

• Do I need equity management software?

  If your company has more than one shareholder, then equity management software is a smart move.

  As your company grows, keeping on top of your cap table, new share issuances, and compliance becomes increasingly difficult if you're relying on a spreadsheet.

  You could do it yourself or hire a traditional provider like a lawyer or accountant, but their fees can be astronomical. 

  Affordable equity management software like Vestd provides up-to-date, accurate information, streamlines key processes and improves your chances of remaining compliant.

  In short, it’ll save you a lot of admin time and stress!

• How much does equity management software cost?

  You can get basic access to our core equity management software for as little as £25 per month + VAT with our Essentials plan.

  When you're ready, it's easy to upgrade and unlock the full range of features.

• What makes Vestd's equity management software special?

  We were the first to revolutionise this area for UK businesses, well over 10 years ago. Share schemes are our speciality! 

  Our platform helps companies of all shapes and sizes to manage their equity and share schemes, and we believe in doing things the right way:

  • FCA-regulated
  • ISO 27001 certified
  • B Corp status
    
    

  But don't just take our word for it, check out our five-star reviews on G2, Capterra, Google and Trustpilot!