For CEOs and MDs
Make equity work for your whole team
"We've certainly got that feeling that we're all in this together and we're a more cohesive group as part of it."
THE PROBLEM TODAY
Equity should pull its weight
It's meant to drive growth and retention. But split between stakeholders and scattered across spreadsheets and email chains, it can't do either job properly.
× No clear line between share plans and strategic goals
× Governance risk hiding in outdated company records
× Board reporting that takes weeks to pull together
Why CEOS & MDS CHOOSE VESTD
Full visibility over equity
Equity that does its job
The FCA-regulated platform
Board-ready numbers
See the impact before you commit
Product
Built for CEOs & MDs
Share plan administration
Manage both tax-efficient and flexible incentives, including EMI, CSOP, growth shares and unapproved options.
Cap table & scenario modelling
Board-ready numbers and dilution modelling on demand.
Companies House & HRIS integration
Ownership data stays in sync with the official records in real time.
Share scheme valuations
Tax certainty with defensible valuations for HMRC-backed schemes like EMI.
Shareholder comms
Keep shareholders informed and engaged, without a separate mailing list.
Company secretarial tools
Auto-generated documents, automated filings and statutory record-keeping.
Hear from the people who use it.
"It's easy to see how your cap table is made up and it takes away that worry that you might mistype something in an Excel sheet."
"We were looking at a few other platforms, but Vestd was so dramatically better."
"Vestd allows you to effectively set up a business that's like a big business, without big business costs."
You won't onboard alone.
Getting started is straightforward, and we're with you at every stage that follows. This isn’t just software; it’s software with specialist support should you need it.
Talk it through first
Our specialists help you work out which share schemes suit your needs, including eligibility for tax-friendly options like EMI or CSOP.
Customise it
Choose vesting schedules, conditions and leaver provisions for share incentives that match company goals and motivate your team.
Stay ahead
Grants, leavers, valuations, filings. Equity isn't something to set and forget. Vestd sends timely reminders and helps you keep on top of admin.
Migrate to Vestd
Running a scheme on spreadsheets or another platform? We'll digitise your existing agreements and move them across cleanly, accurately and without disruption.
Considering a scheme?
Not sure where to start? Talk it through with an equity expert. We'll help you work out whether a scheme is right for you and which type fits your goals - no obligation.
Clarity and control
Peace of mind for CEOs & MDs
Full audit trail
Every grant, signature and change is timestamped against the record it relates to.
Specialist support
Seamless migration, guided onboarding and support levels that scale with complexity.
HMRC-friendly
Share scheme documentation and HMRC valuations built to hold up under scrutiny.
Compliance by design
The first FCA-regulated and ISO 27001-certified equity management platform.
Frequently asked questions
How long does it take to get set up on Vestd?
Migrating an existing cap table or scheme usually takes one to two weeks, depending on complexity.
Setting up a new scheme takes one to six weeks, depending on type.
EMI and CSOP take three to six weeks, since they need HMRC valuation approval. Growth shares take one to three weeks for the hurdle rate valuation. Unapproved options, with no statutory valuation required, take one to two weeks.
Either way, you'll start with a call so we can give you a specific timeline.
What level of support do we get once we're set up?
That depends on your plan. Self-serve plans give you guided setup and step-by-step platform support. Guided service adds ongoing scheme design and management support as things change.
Full Service goes further: a dedicated Account Manager handles it hands-off from start to finish, including scheme design calls, HMRC notifications, company secretarial activity and annual update meetings - ideal if you'd rather it was managed for you than managed by you.
What kind of reporting can we get out of Vestd?
You can pull a real-time view of your cap table and ownership breakdown at any point, without waiting on manual reconciliation.
Vestd also supports scenario modelling, so you can see the effect of a funding round, secondary sale or exit on ownership and dilution before it happens, along with a full audit trail of grants, signatures and changes for governance and board reporting.
What does Vestd integrate with?
Vestd has a full two-way integration with Companies House, so share movements and filings stay in sync automatically in both directions.
It also connects with a wide range of HR platforms, including Workday, SAP SuccessFactors, BambooHR, Personio, HiBob, Sage HR, Breathe HR, CIPHR, CharlieHR and others, so employee data flows straight into your equity records without manual re-entry.
If you don't use an HRIS, you can still import employee details via spreadsheet.
What are Vestd's credentials?
Vestd is directly authorised and regulated by the Financial Conduct Authority and holds ISO 27001 certification for information security, making it the first platform of its kind in the UK to hold both. Vestd is also a certified B Corp.
On top of that, Vestd holds exceptional customer service ratings on Capterra and G2, and has won industry recognition including Share Scheme Provider of the Year at the WSB Awards and Best Use of Technology in an Employee Share Scheme at the ESOP Centre Awards.
CROSS-TEAM
Also relevant to your team
Setting up your scheme?
Founders
See how founders use Vestd to grant equity, model dilution and stay investment-ready.
Need board-ready numbers?
CFOs & FDs
See how CFOs and FDs keep an accurate cap table and compliant scheme governance.
Scaling operations?
COOs
See how COOs bring equity admin into a single, repeatable process.
Ready to get started - or not sure which plan fits?
Tell us a bit about your business, and we'll direct you to the right plan and connect you with an Equity Consultant for more information.
Share with Vestd - The WSB Awards 'Share Scheme Provider of the Year'