Equity management for company secretaries

Trusted by UK companies

THE PROBLEM TODAY

Compliance shouldn't mean chasing

Between share issues, resolutions, PSC updates and HMRC notifications, a company secretary is tracking a dozen deadlines across systems that don't talk to each other. Miss one, and it's your name against it.

× Key dates and obligations tracked across separate systems and spreadsheets

× Chasing signatures for resolutions that should take minutes, not days

× Reconciling records after the fact, instead of trusting them as you go

WHY COMPANY SECRETARIES CHOOSE VESTD

Everything obligation, one place to manage it

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File on time

Share issues must be reported to Companies House within 20 days. Confirmation statements, PSC updates and director changes are generated, reminded and filed automatically, so a deadline doesn't depend on someone remembering it.

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Your statutory books, kept properly

The share register, board and shareholder resolutions, and the PSC register are held accurately in one place, viewable and downloadable whenever you need them.

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Use your own precedents (or ours)

Upload agreements prepared by legal or accounting, or use Vestd's industry-standard document templates, whichever fits how your company already works.

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Full control and audit trail

Issuing shares, adding a share class, generating a certificate and filing the paperwork stay within the same platform, with a complete record of what happened and when.

Customer voice

Trusted by the people who keep records straight

"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."

Naghza Alam

Financial Director · Orthoson

"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

Our specialists help you determine which share schemes suit your needs or talk through your existing scheme to understand the challenges you face.

Step 02

Onboarding

Set up a fresh scheme through our guided workflow, or bring an existing one across through our straightforward migration process.

Step 03

Management

Equity admin never really ends, but most of the manual work disappears once it's on Vestd, thanks to smart workflows, integrations and syncs.

Already have a scheme

Migrate to Vestd

Running a scheme with spreadsheets or another provider? We'll bring your existing share plan across accurately, without adding to your workload.

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 →

Frequently asked questions

Does Vestd file SH01s automatically?

Once shares are issued on the platform, the SH01 is filed within the statutory 20-day window without anyone needing to track it manually, and the share certificate generates at the same time.

Can Vestd hold our entire statutory books?

In most cases, yes, provided the underlying shareholder, share movement, PSC and board minute data is complete and kept up to date. This doesn't apply if your company has registered charges or a formally appointed company secretary of its own. Learn more.

Can we use our own documents, or do we have to use Vestd's?

Either. Upload agreements and precedents prepared by your lawyer or accountant, or use Vestd's own scheme and resolution templates.

What happens if we stop wanting Vestd to manage Companies House filings for us?

This can be switched off if you'd rather manage shareholder and company secretarial matters through your own process, though Vestd will still file an SH01 for any option exercise completed on the platform, and once switched off, it currently can't be turned back on. Learn more.

Does Vestd remind us about HMRC notification deadlines?

Yes. You'll get reminders ahead of statutory HMRC notifications for your share schemes, along with a pre-filled export of the relevant information when it's time to submit.

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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