| Guided | Starter | Essentials | |
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| 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. |
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| 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. |
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| 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. |
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| Share certificates (branded) All share issuances come with a share certificate for the shareholder. You can even customise them with your branding. |
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| Share authorisations Automatically send the required resolutions to directors and shareholders to gain the authorisation to issue shares, options and growth shares. |
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| 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. |
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| Secure data room Upload documents, financial reports and investor prospectus to share with key stakeholders. Only those invited to each room will have access. |
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| 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. |
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| 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. |
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| Business & legal documents We provide complimentary document templates such as Advance Subscription Agreements, NDAs and Shareholders’ Agreements to help you streamline business procedures. |
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| 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. |
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| 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. |
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| 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! |
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| 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). |
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| 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. |
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| 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. |
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| Add & change director details Any changes to your company’s directors are automatically filed with Companies House. |
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| Change the company name Company name changes are automatically filed with Companies House. |
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| 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. |
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| 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. |
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| 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. |
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| Share schemes | |||
| Company valuations (per year) Our in-house Valuation team provides valuations to ensure maximum tax certainty for your option holders. |
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| Share scheme design Answer a few simple questions in guided workflow and create a bespoke share scheme that aligns with your company’s goals. |
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| 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. |
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| Guided scheme design Our Customer Success team can help you design a share scheme based on your company’s goals. |
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| HMRC notification support We’ll help you file the notifications to HMRC to keep your share schemes compliant. |
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| Conditional equity Set time or performance-based conditions people must meet to earn their equity. |
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| Co-founder vesting Co-founder vesting schedules reward people for what they deliver while protecting them when someone fails to deliver. |
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| 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. |
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| 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. |
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| Second equity consultation A deeper dive into your company and its share capital. |
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| Scheme types | |||
| Enterprise Management Incentives (EMI) The most popular and tax advantageous share scheme for UK businesses. Learn more. |
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| Growth shares The flexible way to reward virtually anyone for their help in growing your business. Learn more. |
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| 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. |
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| Agile Partnerships Co-founder equity splits and prenups to protect the interests of founders and their business. |
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| Ordinary shares You can easily issue shares to new and existing shareholders, with all the paperwork taken care of. |
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| CSOP Company Share Option Plans are a tax efficient way to motivate, retain and reward employees. |
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| 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. |
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| Options over shareholder shares Granting options over a shareholders’ shares avoids dilution. The process is usually complex, but incredibly simple with Vestd. |
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| Customer support level | |||
| Self serve | |||
| Scheduled video & phone support | |||
| Scheme design & management support | |||
| Add ons | |||
| 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. |
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| InVestd Raise (fixed fee fundraising, S/EIS advance assurance) Launch and execute funding rounds for just £150 / month. There are no other upfront or completion fees. Includes a funding consultation, S/EIS Advance Assurance, legal docs, data rooms, a pitch deck template, share issuance, and much more. |
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| 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. |
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| 409A valuations A type of valuation that’s essential when granting options to US taxpayers. This fee can be split into monthly payments. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| 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. |
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| Vestd Nominee Structure for up to 50 shareholders | |||
| 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. |
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Founder-friendly plans
Tools to help your startup accelerate growth
Share schemes
Give your team some skin in the game and design co-founder prenups, from £220 / month.
Fundraising
Get investment-ready, then close and execute funding rounds for a fixed fee from just £1,750+VAT.
The Essentials plan
A cap table that is fully connected to Companies House. Issue shares & manage shareholders.
Formation & filings
Set up a limited company and easily manage your cosec requirements, thanks to our dynamic Companies House integration.
Request a demo
Ask us anything about the platform via a free consultation from one of our experts.
Select an option below:
- Companies
- Investors
- Accountants
Share schemes
Pricing is based on the level of support and number of scheme members. Minimum term is 12 months.
Choose annual billing to get two months free.
Billed annually
Billed monthly
Guided
All share schemes & guided support
From £4,200 / year
From £420 / month
Scheme set up support
Unlimited valuations
EMI scheme set up
HMRC notification assistance
CSOP & phantom shares
Starter
Conditional equity for zero-value businesses
From £2,200 / year
From £220 / month
Self-serve plan with two set up calls included
Unapproved Options & Growth Shares for up to five recipients
No valuations
For zero-value companies only
Essentials
Powerful cap table and CoSec tools
From £250 / year
From £25 / month
Cap table management
Share movements
Share class creation
Companies House filings
No share schemes
Fixed fee fundraising
Keep 100% of your investment with InVestd Raise
This £150 / month add-on includes a funding consultation, S/EIS Advance Assurance, legal docs, data rooms, a pitch deck template, share issuance, and then some...
Full Companies House integration is included in all plans.
Ready to explore further?
Frequently asked questions
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Is there a minimum subscription term?
Yes, all plans have a 12 month minimum term. Annual billing gets you two months free!
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Can I switch plans later?
Absolutely. You can upgrade at any time to access more support and features as your business grows.
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What does ‘guided support’ mean?
Guided support includes step-by-step assistance from our team to help you with all things sharetech.
From incorporating your business and preparing and executing funding rounds, to setting up and managing your share schemes, we are here to help you unlock your potential through Vestd. -
Can I run multiple share schemes with your platform?
Yes! You can set up EMI schemes, growth shares, unapproved options, and more. The number of recipients depends on your plan.
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Can the platform handle SEIS/EIS applications?
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What does your Companies House integration mean?
All plans include full two-way Companies House integration. This allows for seamless document signing and filing, so you can stay compliant without the messy paperwork.
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Do your prices include VAT?
VAT is charged in addition.
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How do I know which plan is right for my business?
Our team can help you decide! Book a call, and we can recommend the best option for you.
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Can I pay monthly and leave the platform after setup?
We do require a minimum 12-month commitment, but that's because our platform is designed to give you ongoing support for managing your share schemes.
From admin assistance and secure document signing and storage to automatic HMRC reminders, we’re here to make your life easier every step of the way!