Equity management for founders

Trusted by UK companies

THE PROBLEM TODAY

Retention shouldn't cost you a fortune

Equity is one of the best tools you have to keep your team invested for the long haul. But managing it well is costly and a time sink - without Vestd, that is.

× Advisor fees that add up fast for simple tasks

× A cap table that lives in three different spreadsheets

× Hours spent on admin instead of building your business

Why Founders choose Vestd

Equity, but make it effortless

Complete control and full visibility of company ownership.

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Start with solid foundations

A single share class and Model Articles rarely hold up once you're raising or scaling. Use Vestd to shape an ownership structure fit for the future.

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Fair terms between co-founders

Set up co-founder agreements with vesting from the beginning, so equity is earned and you’re not left in the lurch if they leave.

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Motivate your team

Inspire loyalty with tax-friendly share options and flexible share awards for employees, contractors and advisors.

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See how your company could grow

Model future funding rounds and scenarios, so you understand the impact on ownership before you commit to anything.

Customer voice

Real businesses, real results.

"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

"The platform is great because it helps visualise what can otherwise be pretty theorectical."

Adam Hadley

CEO · QuantSpark

"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

Tools 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

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.

Step 02

Customise it

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 or another platform? We'll digitise your existing agreements and move them across cleanly, accurately and without disruption.

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

Practical, reliable, scalable.

Here's how we help companies succeed:

Full audit trail

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

Investment tools

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

What is equity management software, and do I actually need it?

It's software that lets you record, manage, and track company equity, share admin, and share schemes in one place, replacing manual cap table spreadsheets that are easy to get wrong and hard to keep up to date as you grow.

It automates share admin and Companies House filings, keeps all your records in one place, and saves on professional fees by cutting down on reworks and corrections.

What share schemes can I set up on Vestd?

Enterprise Management Incentives (EMIs), Company Share Option Plans (CSOPs), growth shares, unapproved share options, phantom shares, and plain ordinary shares.

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.

How long does it take to set up a share scheme?

It depends on the scheme type. HMRC backed schemes like EMI or CSOP typically take 3 to 6 weeks, since HMRC needs to approve the valuation.

Growth share schemes don't need HMRC sign off but still require a valuation to set the hurdle rate, usually 1 to 3 weeks using Vestd's Model Articles.

Unapproved option schemes don't require a statutory valuation and usually take 1 to 2 weeks.

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.

How can Vestd support my next raise?

InVestd Raise is an add-on, available with a Vestd subscription, that gives you everything you need to prepare for a funding round:

SEIS/EIS Advance Assurance applications, founders agreements with custom vesting schedules, data rooms for sharing documents with investors, and a full suite of investment agreements, including term sheets, ASAs (SAFEs), and convertible loan notes.

It's a flat-fee product, so you don't lose a cut of your raise, and it syncs with Companies House to keep your cap table accurate as your round completes.

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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