MIGRATE TO VESTD

Switch to Vestd

Real specialists. Real support. Make the move, and we'll handle the rest.

Speak with our team See it in action

ISO 27001 certified

FCA authorised & regulated

Built for due diligence

TOOLS PLUS PEOPLE

How your migration works

You'll have a dedicated migration specialist as your main point of contact throughout.

Alex

Step 01

Discover call

We learn how your equity is set up today and agree a plan and timeline with you.

Step 02

Import and verification

We migrate all relevant ownership data, including share classes, option grants, vesting schedules and scheme documentation. If something looks unusual, we flag it early.

Step 03

Go live

For most companies with around 25 scheme members and a non-complex structure, the whole move takes one to two weeks.

Your data

No data loss. No disruption.

Concerns about data security, timelines and disruption are valid when changing providers, or upgrading from Excel. Our dedicated team transfers your data and documents securely, flags discrepancies right away, and gets you up and running quickly.

Book a discovery call

Before you start

What to have ready

Exports from your current provider, or your existing documentation if you're managing equity manually. We'll let you know exactly what's needed and guide you through it step by step.

Read the FAQs

WHY COMPANIES SWITCH

FCA-regulated platform run by share scheme specialists

Admin under control: Generate, digitally accept and file documents, handle leavers, exercises and more.

Accurate cap table: two-way Companies House sync keeps your records up to date automatically.

A managed move: We migrate everything for you, with no data loss or disruption.

Real help from real people: a five-star rated support team.

The difference

Save time, reduce errors

Here's what changes once your equity lives in one system.

FEATURES	Spreadsheets	Vestd
Two-way Companies House integration	Included	Included
Documents e-signed and submitted directly to Companies House (18+ forms supported)	Included	Included
HMRC-approved valuations for Enterprise Management Incentives (EMIs) & Company Share Option Plans (CSOPs).	Included	Included
Full audit trail of every change	Included	Included
Store documents, agreements and investor due diligence materials in a secure data room.	Included	Included

See how migration works

Trusted by UK companies

Frequently asked questions

How long does migration take?

This depends on the number of share scheme members, the size and complexity of the business, and whether any changes or reconciliations are required. For non-complex org structures with 25 scheme members, the average is 1–2 weeks.

What data will be migrated?

We'll migrate all relevant ownership data, including share classes, employee option grants, vesting schedules, exercises, leavers and scheme documentation. If something looks unusual, we’ll flag it early.

Can you migrate my docs/spreadsheets?

Of course. We will extract all of the necessary information and upload it to the platform so you can enjoy a centralised, holistic view of company ownership.

We will also upload any existing documentation, such as share certificates, agreements and resolutions and add those to your secure data room, so you have everything in one place.

And once we've connected your account to Companies House, your digital cap table will automatically update. Digitise once, sync for good.

What if my current records are incomplete?

That’s more common than you might think! Our specialists review your data as part of the process and help resolve inconsistencies, missing information or historic errors.

Do I need to prepare anything beforehand?

Very little. We’ll let you know exactly what we need (usually exports from your current provider or existing documentation if you manage equity manually), and guide you step-by-step.

What about Companies House & HMRC?

Vestd's two-way Companies House integration is a huge time saver, automating admin and filings and reducing the risk of mistakes.

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.

As for HMRC, you can submit annual notifications via the platform. And request a new or refreshed EMI/CSOP valuation directly. Our team will then prepare and send it to HMRC to get their approval.

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