Equity management for COOs

Trusted by UK companies

THE PROBLEM TODAY

Equity admin needs an owner

Operationally, equity sits between finance, HR and legal, so often no one owns it end to end. That gap shows up as slow approvals, manual handoffs and risk that grows as the team expands.

× No single owner of equity data across departments

× Manual processes that don't scale with headcount

× Ad hoc handling with little oversight

WHY COOS CHOOSE VESTD

One single source of truth

From modelling a grant to keeping every signature and valuation on record, Vestd gives every function one accurate source to work from together, instead of a sprawl of spreadsheets.

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Retain people without relying on salary alone

A well-run share scheme is a genuine retention tool, one that doesn't depend on winning every pay negotiation, and lower turnover means less operational disruption to backfill and retrain around.

governance

Bring equity into your operating rhythm

Approvals and Companies House filings run on a defined process and update automatically as share movements happen, with reminders ahead of every HMRC deadline, so nothing depends on someone remembering to chase it.

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One number everyone reports against

Finance, HR and leadership all work from the same dashboard with a real-time cap table, so no team is reporting a different version of the truth.

scheme designer

Automate the admin that slows teams down

Starter, leaver and vesting changes sync automatically, and scheme designs save as templates for the next joiner, so headcount growth doesn't mean a growing administrative burden.

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Ready for what's next

Accurate ownership data, on demand, whether that's for a board update, a funding round, an acquisition or a liquidity event, rather than a week of reconciliation before you can answer the question.

Customer voice

What teams across the business say

"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

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

A system that scales with you

Here's how we help companies succeed.

Full audit trail

Every share movement and signature is tracked and timestamped, so every stakeholder gets a straight answer.

Role-based permissions

Control exactly who can see and change what, across finance, HR, legal and every other team touching the scheme.

Compliance by design

The first FCA-regulated and ISO 27001-certified equity management platform. Combined with a five-star-rated service.

Forecasting

Model the impact of future funding rounds and equity grants for new hires on dilution. And prepare for investment with InVestd Raise.

Frequently asked questions

How long does it take to get up and running?

Migrating an existing scheme (or cap table spreadsheet) usually takes one to two weeks for a straightforward setup with around 25 members, longer for larger or more complex structures needing reconciliation.

Setting up a new scheme depends on the type. EMI or CSOP takes three to six weeks, since HMRC needs to approve the valuation. Growth shares take one to three weeks for the hurdle rate valuation. Unapproved options, with no statutory valuation required, take one to two weeks.

How much time does this actually save compared to managing it manually?

It varies by company, but the pattern is consistent: manual equity admin scales with headcount, since more people means more grants, leavers and reconciliation.

Automated sync and reusable scheme templates mean that relationship breaks, adding people doesn't add a proportional amount of admin work.

See for yourself with our ROI calculator.

Can approvals happen without leaving Vestd?

Yes. Board and shareholder approvals are circulated and tracked inside the platform.

What happens to signed agreements and audit history?

Everything is stored permanently against your cap table, in a dedicated documents area with a full, exportable audit trail.

For due diligence or a funding round, the same records can sit in a secure data room with access controls you set, rather than being pulled together from scratch when they're needed.

Which other tools does Vestd integrate with?

Vestd supports many HRIS platforms, including but not limited to:

BambooHR
Breathe HR
Cezanne HR
Charlie HR
Freshteam
Hibob
Sage HR
SAP SuccessFactors

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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