Equity management for law firms

Trusted by UK companies

THE PROBLEM TODAY

Client paperwork creates work before you even start

When clients arrive with outdated, incomplete or conflicting documentation, sorting it out takes time before you can advise on what actually matters.

× Redrafting the same clauses and manually reworking terms for every scheme variation

× A client's records say one thing, their cap table and Companies House another

× No easy way to track document versions across a client's history

WHY LAWYERS AND LEGAL ADVISORS CHOOSE VESTD

What that actually looks like

2 compliance

Industry standard Articles

Vestd's Articles of Association are based on UK Private Capital's template, with additional clauses for pre-emption, drag-along and tag-along rights on an exit, a defined good leaver and bad leaver waterfall, and EIS-compliant differential dividends.

documents-1

Essential document templates

Our template library covers the documents most clients need: employment contracts, NDAs, founders' and shareholders' agreements, ASAs, convertible loan notes and more. Already have your own? Upload it, convert it into a template, or adapt one of ours instead.

India cap table

A single source of truth

A real-time cap table, synced with Companies House, removes the spreadsheets and manual errors your clients bring to you. When a figure's queried, there's one record to check, not three versions to reconcile first.

data rooms

Documents kept secure, not scattered

Shareholder registers, share certificates, resolutions and digital acceptance, including deeds with witness signatures, all live together, so you're not switching between separate systems to piece together a client's full history.

Companies

Every client, every collaborator, in one place

Manage every client from a single dashboard, with role-based access so accountants, directors and HR can each see and do what's relevant to them, without you relaying information between people manually.

Customer voice

Real feedback, from every side of the business

"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.

Alex

Step 01

Free consultation

Book a quick, no-obligation consultation with a member of the team. We'll talk through your client base to understand your goals.

Step 02

Get set up

We'll get you authorised as an agent and walk through onboarding your first client, their new or existing share scheme.

Step 03

Stay ahead

Vestd tracks what's due across every client and sends timely reminders, so nothing gets missed as your client base grows.

Already have a scheme

Migrate to Vestd

Running client schemes in spreadsheets or with another provider? Move to Vestd with no disruption. We'll flag anything that doesn't reconcile against your current records.

Migrate to Vestd →

New to share schemes

Considering a scheme?

Not sure where to start? Talk it through with an equity specialist. We'll help you work out which share scheme works best for your client's needs.

Book a call →

Frequently asked questions

Does Vestd give tax or legal advice?

No. Vestd provides software and platform support to help you and your clients stay organised and compliant; it isn't a substitute for your own professional advice, and Vestd is explicit about that boundary in its own guidance.

Is Vestd FCA-regulated?

Yes. Vestd Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under Firm Reference Number (FRN) 685992. Vestd is also certified to ISO 27001.

Can I manage multiple clients from one account?

Yes. In your Vestd dashboard, you can switch between every client company from a single login, rather than maintaining separate accounts or systems per client.

How does Vestd's Companies House integration work?

Vestd's two-way integration keeps the cap table, PSC register and shareholder resolutions in sync with Companies House, files confirmation statements with deadline reminders, and submits SH01s for share allotments.

If a client would rather manage shareholder and company secretarial matters through their own existing process, this can be switched off, 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.

Can Vestd support witness signatures for deeds?

Yes. Where an agreement legally needs to be executed as a deed, all four required signatures, company, company witness, recipient and recipient witness, are captured and stored against the document.

Can we use our existing documentation?

Yes. Upload a PDF of an externally executed deed for record-keeping, convert your own agreement into a Vestd template, or generate one of Vestd's standard agreements and tweak specific clauses.

Does Vestd partner with law firms?

Yes, through the Vestd Partner Programme!

'Refer' is a no-admin option, sending clients to Vestd and earning rewards. 'Support' suits firms already advising on schemes, valuations, filings, document drafting, without running them day-to-day.

'Implement' is for firms who want to self-manage clients' share schemes directly on Vestd, with a unified dashboard across your whole client base.

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'

ratings-badges-2026

‌