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Manage your portfolio with ease and evaluate potential investments.

The platform is fully synced with Companies House, to provide you with accurate, real-time insight.

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Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.

organise iconOrganise

Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.

scenario iconModel

Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

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Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

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Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

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The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
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Welcome IFA members!

Help your clients to manage employee share schemes, EMI option schemes, and other equity-based agreements.

Vestd is the most advanced platform of its kind - everything is done digitally and in the cloud. Become a partner and extend your service offering… you’ll love working with us.

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Grow your practice

Vestd is used by firms that already offer EMI schemes and other types of employee share scheme, as well as practices that don’t currently provide these services.

We will help you to grow your advisory offering: generate additional fees, build stronger client relationships, and cross sell other services.

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Products and services

Employee share schemes

We’ll help you design and launch a bespoke share scheme, or you can digitise an existing scheme. Our team will help you choose the best fit for your business.

Learn more

EMI schemes

The most tax-efficient way of giving employees shares, both for the business and the recipient. Vestd makes EMI scheme administration easy.

Learn more

Growth shares

Growth shares are a hidden gem. They’re used to reward employees and non-employees in a way that minimises dilution for existing shareholders.

Learn more

Eliminate client management chaos

Accounting practices that use Vestd greatly reduce the pain of extracting important information from clients, which can be a real challenge as those key HMRC deadlines approach.

Our platform tracks client activity as it happens and gathers the data automatically, to close the loop. You can:

  • Download a pre-filled spreadsheet for client annual HMRC notifications.
  • Stop retrospectively amending forms.
  • Make audit chaos a thing of the past.
  • Ensure that client schemes remain compliant and avoid damaging your firm’s reputation.
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Manage and expand client share schemes

Digitise existing schemes to make its management and expansion much simpler.

Migrate an existing scheme

Upload and digitise existing scheme documents and allow shareholders to interact via their own portal.

Say hello, wave goodbye

Bring new people onboard and easily manage leavers and option exercise/cancellation.

Digitise the creation of new docs

Future documents will be created - and signed - within the platform.

Don’t miss any important deadlines

Vestd will generate the initial and annual HMRC notifications, and let you know when they’re due.

More features, less risk

Vestd is the only equity platform with full, two-way Companies House and HMRC integration. We’re FCA-authorised and regulated too.

Real time cap table

An accurate, real time view of issued and outstanding capital.

Share certificates

Generate certificates digitally and store them securely.

Scenario modelling

Model the impact of option pools and future investment rounds on existing shareholders

Eliminate compliance headaches

Around half of all existing EMI schemes are non-compliant. Make sure your client stays compliant.

Issue shares and options instantly

Compliantly execute all share transactions and grant options.

Accurate legal register

Every UK company has to have a Legal Share Register, Directors Register and a PSC Register.

How we help IFA members

We’ll help your team to become Vestd superusers, to efficiently manage client share schemes.

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Dedicated account manager

Somebody you can call on when you need help.

Priority expert support

Rapid response from the UK’s equity specialists.

Face to face technical help

Our specialists will guide you down the best path for your clients.

Assisted onboarding

Digitising large schemes can be a pain, but we have the tools to help.

 

IFA members discount

Pass on value to your clients, in the form of a 10% discount for the first 12 months.

Ready to explore setting up a share scheme for a client?

Schedule a free discovery call with one of our equity consultants to get on the fast track. We will discuss:

  • Your client's business structure and goals
  • Who to reward / motivate with equity
  • The best scheme type to use
  • How to set conditions in your equity agreements
  • Costs and tax efficiency

Choose a good time and fill in the form with some information about your client's business. Your client is welcome to join the call!

 
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