Shareholder dashboards
Recipients can track the value of their equity and model future scenarios, to figure out what their pot could be worth.
Share schemes & equity management for startups, scaleups and established UK companies.
With two-way Companies House integration, the platform is fast, accurate and powerful.
Manage your portfolio with ease and evaluate potential investments.
The platform is fully synced with Companies House, to provide you with accurate, real-time insight.
Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.
Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.
Explore future value scenarios based on various growth trajectories, to figure out potential payouts.
Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.
Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.
Schedule a free call and get your equity questions answered.
Tell us about your company structure and goals, so we can help you explore:
Choose a good time to chat and let's lock something in. >>>
Recipients can track the value of their equity and model future scenarios, to figure out what their pot could be worth.
Other providers don't seem to think this matters, but we do. Your equity is your most valuable asset, after all.
You’ll pay a fraction of what accountants and lawyers typically charge to set up share schemes and manage your equity.
The platform itself allows you to manage all aspects of share and option management concisely in one place. The automations and integrations save you time. But while the platform is great, it is the team that makes Vestd stand out. From pre-sales to onboarding and the ever-helpful support team - not only do they support on the platform but provide excellent knowledge in this area.
Great platform. The team always provide brilliant support. I would definitely recommend using Vestd to anyone who needs to set up and administer an EMI scheme.
Straight forward and structured approach - so good for founders and also FD/CFO/advisor who is looking to get share capital and share option schemes in place.
A fantastic platform. The price is fixed. The customer support is fantastic and readily available. They have held our hand right through the whole process.
I love Vestd and I wish I had found it sooner. It makes the whole process of issuing shares whether they're growth shares or ordinary shares incredibly simple.
Amazing shift from Excel to Vestd. The support team were amazing and did a great job of completing our setup and we have been very pleased at being able to better manage our governance over time.
To fast track your scheme simply book a discovery call. We will help you explore tax-efficiency, how to protect existing shareholders, what happens if people leave, and costs.
30 min FREE discovery call
This is one of the first questions you will face. Three things to figure out:
When you award options to employees they don’t become available to them immediately. Instead, the options go through a ‘vesting’ period, and become available over time. No prizes for guessing where our brand name comes from!
Real shares are granted immediately, but options are subject to vesting, and that comes in two distinct forms: exit-only or exercisable. We are huge fans of the latter for all sorts of reasons, but most companies choose the former.
Some schemes can be conditional... and you decide what the conditions are.
Options schemes are usually aligned to time-based vesting over a period of years, but you can also set performance milestones.
EMI option schemes and Agile Partnerships are both perfect vehicles for conditional equity rewards.
This depends on how you want to distribute equity (e.g real shares, growth shares, or options). There are tax implications for each of these methods.
For EMI options schemes you have a choice to make: you can allow employees to exercise the options at the nominal value, or at an agreed actual market value. The former incurs income tax, whereas there is no tax owed on the latter. Or perhaps the exercise price will be somewhere in between these two values?
This can be a lot to get your head around, so if you want to talk it through then just schedule a no-obligation call with one of our equity experts.
As a business owner you have plenty of protection in the event that an individual leaves or doesn’t deliver, so long as the right conditions are in place.
However, it’s important for the equity to create the desired impact and incentive. That means the recipient also needs to feel that the criteria is fair.