Equity management for CFOs and FDs

Trusted by UK companies

THE PROBLEM TODAY

The numbers should already be right

Board meetings, audits and fundraising all need an accurate picture of ownership. When it comes from three spreadsheets, you're carrying the risk of getting it wrong.

× Uncertainty over whether a scheme still meets HMRC rules

× Reconciling spreadsheets before every board pack

× No live view of dilution across funding rounds

Why CFOs and fds choose Vestd

Run your share scheme with confidence

Here's what that looks like in practice.

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Regulated and synced with the public record

Vestd is directly authorised and regulated by the FCA, with a two-way Companies House integration that keeps your cap table matched to the official record, automatically.

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Reward key people, formally and fairly

Design and launch conditional share schemes that align with your actual retention strategies.

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Model the impact

Run funding round and dilution scenarios, so you walk into every board meeting with the numbers already worked out.

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Compliance and governance, made easier

Documents are filed automatically and your scheme stays compliant, so governance is never something you have to chase.

Customer voice

What finance teams say, once they've made the switch.

"The equivalent of Xero finance, Vestd is that sort of cap table player.”

Freddie Talberg

Founder & CEO · EMSOL

"We were looking at a few other platforms, but Vestd was so dramatically better."

Svetlana Tarnagurskaja

CEO & Co-founder · The Dot Collective

"Vestd allows you to effectively set up a business that's like a big business, without big business costs."

David Vine

Chief Revenue Officer · Fresh Financials

Platform plus people

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.

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Step 01

Free consultation

We work out what you actually need, so you're not guessing which plan is right, and lay out next steps for speedy onboarding.

Step 02

Customise

Choose vesting schedules, conditions and leaver provisions for share incentives that match company goals and motivate your team.

Step 03

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.

Already have a scheme

Migrate to Vestd

Running a scheme on spreadsheets, email threads, or another platform? We'll digitise your existing equity and move it across cleanly.

Migrate to Vestd →

New to share schemes

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.

Book a call →

Everything in one place

Dependable, defensible data

Here's how we help CFOs & FDs succeed.

Full audit trail

Every grant, signature and change is timestamped against the record it relates to.

Forecasting

Model dilution, funding rounds and prepare for investment with InVestd Raise.

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

Does Vestd support deed execution with witness signatures?

Yes, for agreements that legally need to be executed as a deed rather than digitally accepted. All four required signatures, company, company witness, recipient and recipient witness, are captured and stored against the document, rather than something your team has to manage manually outside the platform.

Can we use our own share option agreement templates?

Yes. Most equity platforms only support their own agreement wording, Vestd doesn't. Send us your existing agreements, including any bespoke clauses, and we'll convert them into a Vestd template that auto-populates recipient names, grant dates and other variables for every future grant.

How does Vestd handle Companies House and HMRC?

Vestd's two-way integration with Companies House keeps your cap table updated in real time, automates routine filings (like confirmation statements and SH01s), and reduces the risk of errors. For HMRC, you can submit annual notifications and request EMI/CSOP valuations directly through the platform. Vestd's team then prepares and submits them for approval.

What happens to signed agreements and audit history?

Everything is stored against your cap table permanently, with a full, exportable audit trail. You'll find these in the Documents area of the app.

Can I migrate my existing cap table or share scheme to Vestd?

Yes. Vestd's migration service moves you from spreadsheets or another provider, and its specialist team validates and reconciles your existing records, including pulling data from Companies House, to ensure accuracy during the switch. You can keep your own legal documents or adopt Vestd's standard templates.

FCA authorised & regulated ISO 27001 certified

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'

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