Switch from Carta to Vestd
Carta was designed for the US market. Vestd was built for UK businesses from day one.
Fast onboarding. Full support.
Switching takes days, not months.
The smart solution for UK companies
FCA-regulated. UK specialists.
Your equity platform should handle things with care and do them properly. Vestd is FCA-regulated, ISO-certified, and backed by UK share scheme specialists with a five-star track record for customer service. In other words, you're in safe hands.
No data loss. No disruption.
Concerns about data security, timelines, and disruption are valid when changing providers (or upgrading from Excel). Vestd's dedicated team transfers your data and documents securely, flags discrepancies right away, and gets you up and running quickly.
Five-star rated service
From day-to-day administration to complex events, keeping schemes under control as a business scales is a challenge. Vestd's highly rated team of equity and share scheme specialists are real people, ready to help every step of the way.
Automation & Companies House integration
Manual record-keeping and filings introduce risk that compounds as you scale. Vestd automates the essentials: your cap table syncs with Companies House, and you can generate, e-sign, and submit documents, manage leavers, exercises, and more, all in one place.
End-to-end equity management
EMI, CSOP, growth shares, unapproved options...
Vestd was designed around UK legislation. With two-way Companies House integration to speed up filings and keep company records, including cap tables, accurate, always.
We have a straightforward import process, and our team does the heavy lifting. You export your files from Carta and we handle everything from there.
Ready for better?
What to expect
Start
1. Get to know your business
We get under the skin of your scheme. Our people, not just our platform, are at the heart of a successful migration.
2. Plan the transition
We flag any inefficiencies or risks and show you how they can be resolved during the move.
2. Plan the transition
3. Migrate with confidence
We handle the heavy lifting, end to end, including historical data uploads, digitising agreements and notifying recipients.
End
Your dedicated onboarding specialist stays with you from the first call to go-live. Most companies are live on Vestd within a week!
Real human support
Equity specialists, not AI chatbots.
Our customer success team are UK equity experts.
When you have a question about your EMI scheme, HMRC filing, or what happens to options at Series A, you get a real answer from someone who has handled it before.
Operating a larger or more complex scheme? You'll get dedicated account-managed support.
Frequently asked questions
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How long does migration from Carta take?
For most companies, we can have your data imported and reviewed within a few working days.
The export from Carta is straightforward - we will tell you exactly which files to pull. From there, your onboarding specialist handles the import and audit, then walks you through everything before go-live.
More complex cap tables with multiple share classes or a large option pool may take a little longer, but your specialist will give you a clear timeline upfront.
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Do I need Carta's help to migrate?
No. You can export your data from Carta without their involvement. We give you a simple checklist of the files to download, and once you send those to us, we take it from there. You do not need to notify Carta or wait for their assistance.
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What happens to my existing scheme documentation?
You keep your existing documentation. We import your scheme data and map it accurately to your structure.
If you want to move to Vestd's model documents at any point, that is an option - but it is never a requirement.
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Does Vestd support all the scheme types I am using?
Vestd supports EMI, CSOP, growth shares, unapproved options, and ordinary share issuances - all natively built for UK legislation.
If you are using a scheme type that Carta struggled to reflect accurately, there is a good chance Vestd handles it correctly out of the box.
If you have a complex or unusual structure, talk to our team before committing and we will confirm what is possible.
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Will my employees notice the switch?
Your employees get access to Vestd's employee portal, which shows their options, vesting schedule, and projected value in a clean, easy-to-understand format.
Most companies find that their team responds positively to the switch, particularly given Carta's issues with unsolicited director emails.
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Can Vestd handle larger businesses?
Yes. Vestd supports businesses with complex share schemes, multiple stakeholders, and evolving ownership structures.
Whether you're managing equity for dozens of people or thousands, Vestd is built to scale with your business and remain your single source of truth.
Free audit
Every company migrating from Carta gets a free audit of their cap table and HMRC-ready valuation. Our specialists check for errors, gaps, and compliance issues before they become a problem.
If Carta's records are not quite right, we find that now, not at your next fundraise.
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