Vestd
The share scheme & equity management platform for growth.
Executive Summary
Vestd is a UK-based equity management platform that helps companies of all sizes manage employee share schemes, cap tables, and Companies House filings. It streamlines equity distribution, automates compliance, and provides tools for managing ownership and rewarding teams with share options. Vestd targets founders, CFOs, HR teams, accountants, and investors looking for a user-friendly and efficient way to manage equity. Its differentiation lies in its UK-specific focus, comprehensive legal document automation, and direct Companies House integration.
Use Cases
- Setting up and administering employee share schemes (EMI, CSOP, Growth Shares, Unapproved Options).
- Automated cap table management and shareholder record-keeping.
- Executing funding rounds and obtaining S/EIS advance assurance.
- Managing company secretarial tasks, including Companies House filings and resolutions.
- Conducting company valuations for compliance and strategic planning.
- Investor portfolio management and modelling future investment scenarios.
Features
Visibility
- Real-time Cap Table Management: Centralizes ownership data and automatically updates the cap table with every share issuance or transfer, ensuring audit-ready accuracy.
- Portfolio & Shareholder Dashboards: Provides comprehensive dashboards for companies and investors to monitor all share schemes, equity holdings, and investment performance.
- Companies House Integration: Offers full integration with Companies House for real-time data, automated filings, and accurate record-keeping.
- Investment Modelling & Scenario Planning: Allows users to add investment rounds and set valuations to visualize future scenarios and potential equity dilution.
Intelligence
- Intelligent Automations & Alerts: Transforms ownership management with intelligent automations and alerts to save time and ensure timely actions.
- Automated Legal Document Generation: Automatically generates compliant option agreements and other legal documents, saving legal costs and ensuring accuracy.
- Guided Scheme Design: Offers a fully guided service for designing share schemes, helping companies determine the right scheme type and conditions.
- In-house Company Valuations: Provides company valuations, including HMRC-approved EMI valuations, performed by an in-house team of analysts.
Support
- Expert Guidance & Responsive Support: Provides exceptional, responsive support with expert guidance and personalized help for managing ownership.
- Comprehensive Help Centre & Resources: Offers a detailed Help Centre, key questions, guides, ebooks, and a resource library for self-service support.
- Platform Demo & Consultations: Users can book guided platform demos and free equity consultations to explore the product and discuss specific needs.
Technical Specifications
- Architecture
- Cloud-native SaaS, Multi-tenant cloud
- Deployment
- Cloud/SaaS
- Authentication
- Two-factor authentication (2FA) via authenticator app, passwords hashed with bcrypt. Staff access via Google Workspace.
- API Available
- No
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- Machine Learning
Integrations
- Companies House
- HMRC
- Xero
Security & Compliance
Certifications: ISO 27001, GDPR
Encryption: AES-256 at rest for sensitive data, 256-bit encryption and TLS 1.3 (HSTS) in transit.
Data Residency: United Kingdom
Pricing
- Model
- Tiered subscription (Self-Serve, Standard, Guided)
- Starting Price
- Starting at £1,500 per year (Self-Serve)
- Target Customer
- SMB to Enterprise (Startups, Scaleups & SMEs, Larger companies)
- Contract Type
- Annual (monthly available)
- Free Trial
- Yes, Not specified (guided demo and 'try for free' available) (credit card required)
About Vestd
Vestd is a UK-based B2B software company that provides an equity management platform. Its main products and services include share scheme administration, equity management, cap table management, company valuations, and fundraising tools. Vestd targets startups, scaleups, SMEs, founders, CFOs, HR teams, and investors, aiming to simplify equity sharing and ownership management.