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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.

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manage iconManage

Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.

organise iconOrganise

Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.

scenario iconModel

Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

streamline iconStreamline

Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

SPVs iconSPVs

Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

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LIVE SESSION 

Make the most out of Vestd

Have a specific question about how to do something on Vestd? Want to be a Vestd super-user? Just drop by!

Whether you're looking for support with a query or want guidance on getting more out of your Vestd subscription, Vestd Office Hours is the place for you. 

Just send in your questions through the form. 👉 And we'll answer them live in the interactive session. We'll also cover topics like creating agile partnerships, building a data room, and fundraising with Vestd. 

Date: Wednesday, October 18
Time: 12 noon
LL Office Hours - Oct 18

 

About your host

Guy Kaufman

Startup Lead

Guy is the Startup Lead and an equity consultant at Vestd. .

His background is mainly in the financial advisory sector working with UK businesses. He has spent years working with clients and advising them on growth strategies.

Guy-Kaufman

What to expect

  • Live support for your questions 
  • Our best tips and tricks for using the Vestd platform, like how to fundraise on Vestd
  • Walkthroughs of features like shareholder communication, the data room, and more
  • Real-life examples of how others have successfully the Vestd platform

Who should attend

Vestd Lite and Launch users who have questions about how to get something done on the Vestd platform.. or users who want to learn how to make the most out of their subscription. If you want to tap into expert advice, Vestd Office Hours is the place to be! 

 

Want the full experience?

Designed for busy founders and business owners, the Guided plan offers more support and quicker access to experts. 

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