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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.

SPVs iconSPVs

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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Join our partner programme

There are many benefits to becoming a Vestd partner, both for you and the people you point our way.

The more customers you refer, the better things get!

 

Become a partner

Our partners

We’re here to make life easier - and more rewarding - for you and the people you know.

Customers

Our customers often become brand ambassadors after experiencing the joys of Vestd first hand. Recommend your friends and peers to help them share ownership easily and safely.

Accountants

We make life easy for accounting firms and will ensure that your clients have the best possible share scheme. Our platform allows you to save time, reduce risk, and avoid the paperwork.

Lawyers

Allow clients to digitise and manage their growing share schemes. They can upload existing options, and create new ones digitally using your drafted documents as a template.

Professional networks

Become a Vestd champion and pass on tangible benefits to your members. We’ll help your members understand how to safely manage and share equity, in a tax-efficient manner.

VCs and investors

Around half of all EMI schemes are not compliant, which can cost millions on exit. Vestd will provide a compliance healthcheck for your portfolio companies, so you don’t need to worry.

Publishers

If your audience is made up of lots of founders, CEOs and CFOs/FDs in fast-growing UK limited companies then we should definitely explore ways of working together. Get in touch!

Partner benefits

Refer your peers and extend your business by joining our partner programme. Partner benefits can include the following...

Dedicated account manager

Somebody you can call on when you need help.

Event sponsorship

We often sponsor events run by our Gold and Platinum partners.

Priority expert support

Rapid response from the UK’s equity specialists.

Case studies

We will shine a light on you / your clients via a case study on Vestd.

Face to face technical help

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

Content opportunities

We love involving our partners in research and blog posts.

Assisted onboarding *

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

Exclusive client workshops

We educate partners and customers on share scheme best practice.

Discounted Vestd subscription**

Use our platform to share ownership with your own team, for free.

Speaker opportunities

We regularly run events and welcome interesting speakers.

* Bulk upload is available for customers on the Guided plan.

** The Self-Serve plan (up to 10 scheme members) for Gold partners.

Your team = superusers!

Accountants and lawyers can more easily manage multiple client share schemes via Vestd, which will save you a lot of time, while maintaining compliance.

Our experts will provide all the training you need to master the Vestd platform, so you can scale up your equity management services using your existing team.

 

Become a partner today

Ready to start referring people? Let’s have a chat and we’ll get you set up...

 

Talk to us