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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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manage iconManage

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.

streamline iconStreamline

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.
Get the guide

Honest pricing & no hidden fees 

Pricing is based on the level of support and number of scheme members.
All plans include Essentials, our unique integration with Companies House.
The minimum term is 12 months.
Billed monthly
Billed annually

Full Service

The works: hands-free equity management

Enquire for pricing

Enquire for pricing

Everything in all other plans plus:
Share scheme design, implementation & management
Complete support and a dedicated account manager
HMRC notification assistance
Briefing for your team

Learn more

Most popular

Guided

All share schemes & guided support

from

£390 / month

£3,900 / year

Essentials & Standard plus:
Scheme design help
Cap table healthcheck
Multiple valuations
S/EIS advance assurance
New share classes
CSOP & phantom shares

Learn more

Standard

Core share schemes & video support

from

£280 / month

£2,800 / year

Essentials & Self-Serve plus:
Unlimited shareholders
EMI & Unapproved Options
Scheme designer
Legal docs included
HMRC notifications
Share buybacks

Learn more

Self-Serve

Self-service equity for small businesses

just

£150 / month

£1,500 / year

Essentials plus:
Conditional equity for up to five recipients
EMI Schemes, Growth Shares & Unapproved Options
Investment tools
One company valuation included per year

Learn more

New!

Essentials

£25 / month

Or £250 if paid annually
Get started with our self-service essentials:
- Digital cap table management
- Tools to help you raise investment
- Company secretarial functionality
- Full Companies House integration
- Issue shares (but no conditional equity)

Get started

essentials plan
Select an option below:
  • Companies
  • Investors
  • Accountants

Stuck? See our FAQs

 

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Guided Standard Self-Serve Essentials
Equity management
Two-way Companies House integration
We automatically file documents with Companies House when required We’re also the only platform that pulls data from Companies House, which saves time when joining. Learn more.
Company incorporation
Our guided workflow lets you incorporate a new company, create ordinary share classes, add directors and shareholders, and split the share capital. We’ll then send everything to Companies House.
Articles of Association
Articles of Association govern a company's internal affairs and management. We offer articles support with Companies House filings, and you can adopt the Vestd Articles for the ability to issue growth shares. Learn more.
Issue shares
Issue shares directly to new and existing shareholders and Vestd will take care of Companies House filings and generate share certificates for you to issue.
Share certificates (branded)
All share issuances come with a share certificate for the shareholder. You can even customise them with your branding.
Share authorisations
Automatically send the required resolutions to directors and shareholders to gain the authorisation to issue shares, options and growth shares.
Digital cap table
Whenever any share capital activity takes place on Vestd, your digital cap table will be automatically updated accordingly. You can also simulate different views and download the data for investors.
Secure data room
Upload documents, financial reports and investor prospectus to share with key stakeholders. Only those invited to each room will have access.
Up to three
Scenario modelling
Use our modelling tools and calculators to see how your share capital will look after investment rounds, option grants and other scenarios. In some cases this will require a share movement History upload process in order to model future value.
Shareholder dashboards
All shareholders and option holders invited to Vestd get their own dashboard where they can project the current and future value of their equity. Handy tax calculators show their potential profit too.
Unlimited
Unlimited
Up to 100
Up to 25
Business & legal documents
We provide complimentary document templates such as Advance Subscription Agreements, NDAs and Shareholders’ Agreements to help you streamline business procedures.
Company secretarial tools
All resolutions, confirmation statements and other company governance documents are stored on Vestd and sent to Companies House when required, making Co-Sec tasks much easier and virtually paperwork free.
Shareholder register
Vestd can be used as your legal shareholder register, granted all shareholders’ addresses are added and all share movement history is uploaded. Please note that only transactions made since joining the platform will have accurate dates. A share movement history upload may be required in some cases.
Confirmation Statements
Confirmation statements need to be submitted to Companies House each year. Vestd does pretty much all of it for you – we even pay the filing fee!
Digital signing
All resolutions and other documents generated by the platform can be digitally signed via DocuSign. No printing, no faff. You can also upload your own documents for signing (up to the monthly limit).
Up to 100 per month
Up to 100 per month
Up to 30 per month
Up to 5 per month
Subdivide existing shares
Subdivisions (or share splits) create more shares in the company without diluting existing shareholders, making your share capital easier to distribute. Our subdivision tool basically does it all for you, answer a few questions and you’re done.
Board and shareholder resolutions
When board/shareholder authorisation is needed, Vestd automatically generates the resolution and sends it to the appropriate people to sign, then files it with Companies House. You can also create bespoke resolutions for other business matters.
Add & change director details
Any changes to your company’s directors are automatically filed with Companies House.
Change the company name
Company name changes are automatically filed with Companies House.
Update PSCs
Stock transfers
A stock transfer is used to manage the sale or gifting of shares between shareholders. Vestd generates the Share Purchase Agreement and Stock Transfer Form for the relevant people to sign, then updates Companies House.
Share buybacks
Companies can buy back shares from shareholders via Vestd, and we’ll update Companies House with the required paperwork and let you know whether Stamp Duty is due.
New share classes
You can create additional share classes for investment rounds or share schemes. Vestd takes out all the guesswork and files the required documents with Companies House.
From £250
From £250
From £250
SEIS/EIS advance assurance
SEIS/EIS advance assurance makes your business more attractive to investors. Apply through Vestd and take out all the guesswork. Learn more.
+£350
+£350
+£350
Share schemes
Company valuations (per year)
Our in-house Valuation team provides valuations to ensure maximum tax certainty for your option holders.
Up to 4
1
1
Share scheme design
Answer a few simple questions in guided workflow and create a bespoke share scheme that aligns with your company’s goals.
Share scheme legal docs
You can use Vestd’s agreements for your option and growth share schemes. Each agreement is customised to the unique needs and goals of each share scheme.
Guided scheme design
Our Customer Success team can help you design a share scheme based on your company’s goals.
HMRC notification support
We’ll help you file the notifications to HMRC to keep your share schemes compliant.
Conditional equity
Set time or performance-based conditions people must meet to earn their equity.
For up to 5 recipients
Co-founder vesting
Co-founder vesting schedules reward people for what they deliver while protecting them when someone fails to deliver.
Co-founder prenups
Also known as an Agile Partnership. It aligns founders with key targets they must meet to earn their equity and ensures everyone’s best interests are protected.
Initial equity consultation
Discuss your business goals with our Equity Consultants and they’ll recommend the best conditions to add to your share schemes to achieve them.
Second equity consultation
A deeper dive into your company and its share capital.
Scheme types
Enterprise Management Incentives (EMI)
The most popular and tax advantageous share scheme for UK businesses. Learn more.
Growth shares
The flexible way to reward virtually anyone for their help in growing your business. Learn more.
Unapproved options
The flexible way to grant options to virtually anyone. Set time or performance-based conditions recipients must meet for their options to vest. Learn more.
Agile Partnerships
Co-founder equity splits and prenups to protect the interests of founders and their business.
Ordinary shares
You can easily issue shares to new and existing shareholders, with all the paperwork taken care of.
CSOP
Company Share Option Plans are a tax efficient way to motivate, retain and reward employees.
Phantom shares
Phantom shares are a form of conditional equity, but instead of shares being issued upfront, the recipient receives a cash bonus equal to the value of the shares.
Options over shareholder shares
Granting options over a shareholders’ shares avoids dilution. The process is usually complex, but incredibly simple with Vestd.
Customer support level
Self serve
Email
Scheduled video & phone support
Scheme design & management support
Add ons
Additional valuations
A company valuation is needed when granting shares/options and is typically valid for up to 90 days. If you use up your valuations for the year, you can get another for a one-off fee.
From £500
From £500
From £1,000
409A valuations
A type of valuation that’s essential when granting options to US taxpayers. This fee can be split into monthly payments.
From £1,200
From £1,200
From £1,200
From £1,200
Existing scheme digitisation
Upload existing share schemes to Vestd for a one-off fee and eliminate paperwork and HMRC filing headaches. All shareholders and option holders invited to Vestd will get their own dashboard too. Learn more.
From £250
From £250
From £250
Live HMRC submission support
We know how confusing and nervous it can be submitting things to HMRC. So our experts can guide you through the entire process over video call.
+£25 / mo
+£25 / mo
New share classes
You can create additional share classes for investment rounds or share schemes. Vestd takes out all the guesswork and files the required documents with Companies House.
From £250
From £250
From £250
SEIS / EIS advance assurance
Advance assurance is the first step to landing SEIS/EIS investment, and our guided workflow takes out all the guesswork so you know you’re on the right track. We even submit everything to HMRC on your behalf.
£350
£350
£350
Companies House reconciliations
We’ll provide solutions for incorrect filings and other Companies House discrepancies so your Vestd account and cap table is all correct.
From £25 / mo
From £25 / mo
From £25 / mo
Bespoke option agreement digitisation
If you want to use your own option agreement template rather than Vestd’s option agreement, we can upload it to the platform ready for you to use.
From £25 / mo
From £25 / mo
Share movement history
Relevant if any activity has taken place since incorporation and before joining the platform. Our team will send you a data capture file for completion. Once received we will import your full cap table history into the platform. This will enable the share register and scenario modelling features to function fully.
From £250
From £250
From £250
From £250

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We'd love to learn about your business and goals, and demonstrate how our platform will transform the way you share, manage and track ownership. 

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Frequently asked questions