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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.

Meet with Vestd

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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.

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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.

SPVs iconSPVs

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

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Special purpose vehicles (SPVs)

Launch new SPVs to manage syndicates, pledge funds and managed funds on Vestd. Use our real-time reporting tools to maintain compliance and invite co-investors to fund and participate.

Book a free call

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Trusted by thousands of founders
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Plans for angels, investors and fund managers

Syndicates

For angels

£2,500

Add on our escrow service at 0.25% with a £5k cap

👉 Setup fee + 0.75% of funds invested (capped at £5k)

👉 Pool funds to enhance preemption and voting rights

👉 Earn carried interest and fees

👉 Maintain S/EIS eligibility for investors

Large syndicates

For angels

£4,000

Add on our escrow service at 0.25% with a £5k cap

👉 25+ investors

👉 Pool funds to enhance preemption and voting rights

👉 Earn carried interest and fees

👉 Maintain S/EIS eligibility for investors

Funds

For angels & fund managers

Talk to us

Add on our escrow service at 0.25% with a £5k cap

👉 No need to invest yourself as the Lead

👉 Get prior commitment from investors before beginning deal negotiations

👉 Earn carried interest and fees

👉 Maintain S/EIS eligibility for investors

What’s included

The setup of:

SPV creation

Investor KYC checks

Investor Certifications

3 years of:

Use of Vestd Nominees

Beneficial share transfers

Syndicate voting

Investor Dashboards

Data rooms

Communications portal

Document signing

 

SPVs made easy

Monetise your network and maintain S/EIS eligibility for all investors. 

Launch different types of SPVs, to run syndicates, pledge funds, and managed funds. 

SEIS advance assurance

Streamline SPV formation and management, and easily share key documents with prospective investors.

prepare your company for investment

Validate your target investments via an equity review, and benefit from full Companies House reconciliation.

SEIS advance assurance

Use our real-time reporting tools to gather insight, and maintain compliance.

secure data rooms

Hold all shares via a nominee, then assign beneficial ownership to investors.

authorise and distribute new shares
The platform automations and integrations save you time. But while the platform is great, it is the team that makes Vestd stand out. From pre-sales to onboarding and the ever-helpful support team - not only do they support on the platform but provide excellent knowledge in this area.
Jenny James
Jenny James
Chief Operating Officer, Findr
Great platform. The team always provide brilliant support. I would definitely recommend using Vestd to anyone.
Sarah T.
Sarah T.
Director
A fantastic platform. The price is fixed. The customer support is fantastic and readily available. They have held our hand right through the whole process.
Tim S.
Tim S.
Investor
Amazing shift from Excel to Vestd. The support team were amazing and did a great job of completing our setup and we have been very pleased at being able to better manage our governance over time.
Dan W.
Dan W.
Co-Founder & CEO

Talk to a specialist

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Learn how we can help you track your portfolio by lining up a quick call with us

Book a free call to explore:

  • How to launch different types of SPVs, to run syndicates, pledge funds and managed funds.
  • How to streamline SPV formation and management.
  • How to validate your target investments via an equity review.
  • How to use real-time reporting to maintain compliance.

Simply choose a time and let’s chat...

Meet with Vestd

 

Frequently asked questions