Migrate from spreadsheets to Vestd

Trusted by UK companies

THE PROBLEM TODAY

The spreadsheet trap

Most companies start with spreadsheets because they're familiar and flexible. Then the business grows. More shareholders, more funding rounds, more employee grants, more approvals, more reporting requirements, more people needing access. Before long, ownership data exists across multiple files, inboxes and systems, creating unnecessary risk and operational overhead.

Every stakeholder

Ownership is a team sport

One of the biggest limitations of spreadsheets is that ownership data becomes tied to one person. Vestd gives every stakeholder the information they need, without creating additional admin work.

THE PLATFORM

Every stage of ownership,
managed in one place

Spreadsheets track information.
Vestd helps you run ownership operations.

Equity plans & grants

Launch, manage and scale employee ownership programmes with built-in support for ESOPs, grant issuance, vesting schedules and digital grant acceptance.

Exercises, buybacks & liquidity

Manage employee exercises, exercise windows, exercise guardrails, buybacks, share transfers and liquidity events from one connected platform.

Employee lifecycle automation

Reduce manual administration with bulk uploads, employee onboarding and offboarding workflows, and HMRC integrations that keep ownership records up to date.

Governance & documentation

Keep ownership operations compliant with digitally signed documents, approval workflows, secure document management and complete audit trails.

Reporting & ownership intelligence

Generate accurate reports, track ownership changes in real time, monitor stakeholder activity and gain visibility into your ownership structure.

Stakeholder collaboration

Bring founders, finance teams, HR leaders, employees, shareholders and advisors together on one platform with shared access and streamlined communication.

The difference

Spreadsheets vs Vestd

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

WHAT YOU NEED	Spreadsheets	Vestd
Two-way Companies House integration	Included	Included
Documents e-signed and submitted directly to Companies House (18+ forms supported)	Included	Included
HM Revenue and Customs (HMRC) valuation requests for Enterprise Management Incentive (EMI) and Company Share Option Plan (CSOP) schemes handled for you	Included	Included
Full audit trail of every change	Included	Included
Secure data room linked to your cap table	Included	Included

See how switching works

TOOLS PLUS PEOPLE

What makes Vestd different

No more navigating complex equity processes alone. Work with a dedicated customer success team that partners with you long after implementation.

Get answers from real equity experts, fast. Skip the generic support queues and endless back-and-forth.

Onboarding that actually gets teams up and running. Tailored training for admins, HR, finance teams and employees.

Avoid painful migrations and manual setup. Benefit from white-glove onboarding and end-to-end migration support.

A platform that evolves with your needs. Built alongside customer feedback, with continuous product improvements and enhancements.

GROUP 2

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.

FCA authorised & regulated ISO 27001 certified

Ready to migrate?

Whether you're managing your first ESOP scheme, preparing for fundraising, supporting employees or managing complex shareholder structures, Vestd gives you one connected platform to manage ownership with confidence.

Share with Vestd - The WSB Awards 'Share Scheme Provider of the Year'

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