Home/Equity Management Software/Vestd
Updated on: October 18, 2021

What is Vestd ?

Vestd

A perfect tool to manage equity
(15 Ratings) Write Review

Vestd Software is the only legitimate cloud-based, FCA-regulated advanced digital share scheme platform for small and medium-sized enterprises in the United Kingdom. This software provides two-way companies house incorporation with a team of valuation analyses and offers legal documents as part of their service. Through Vestd, companies can house integration, issue shares and options in real-time using the platform and promptly view an updated 100% accurate spreadsheet. Depending upon the reward, the software offers multiple skin types: EMI, real shares, and approved options, agile partnerships, and growth shares. All the process is done digitally, including shareholder authorization and signing. This tool ensures to take care of all the valuation that you require for HMRC, which developing companies require at least once per year and offers company standard legal documents properly. Vestd platform single handedly simplifies all the aspects of equity distribution, organization and its management. This software helps private businesses avoid hassle and save time and money by making it possible to deploy equity to help meet businesses' goals.

Vestd Technical details

Support Online Customer Type Large Enterprises Medium Business Small Business
API NA Location / Phone Number London, United Kingdom
Deployment SaaS/Web/Cloud Category Equity Management Software

Vestd Pricing

Pricing ModelSubscription
Starter

For 1-10 Scheme members

£100 per Month billed Yearly

£120 per Month billed Monthly

For new schemes

Features

  • Digital equity management
  • Issue shares & options instantly
  • Real time cap table
  • Vestd’s legal docs
  • Option scheme designer
  • Shareholder dashboards
  • Guided set up
  • Digital support

Based upon the Number of Scheme members, the pricing plan varies.

Standard

For 1-10 Scheme members

£150 per Month billed Yearly

£180 per Month billed Monthly

For new & existing schemes

Features

  • Includes features of Starter plan, plus
  • Initial EMI valuation (for non-complex companies)
  • One annual valuation
  • Phone support

Based upon the Number of Scheme members, the pricing plan varies.

Pro

For 1-10 Scheme members

£250 per Month billed Yearly

£300 per Month billed Monthly

For new, existing & multiple scheme types

Features

  • Includes features of Standard plan, plus
  • Our legal docs or your own agreements
  • Multiple valuations (including complex companies)
  • Share transfers, buybacks & new share classes
  • Investment modelling
  • Concierge support
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Disclaimer: The pricing details were last updated on 11/05/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Vestd pricing.

Vestd FAQs

No, Vestd does not provide API.

Ask the Community View Community

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Vestd Reviews

OVERALL RATING
4.9
Based on 15 Rating(s)
Rating Distribution
  • 93.3 %
  • 6.7 %
  • 0 %
  • 0 %
  • 0 %
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User in Insurance
User in InsuranceSource : g2crowd.com
(Reviewed on 05 March 2020) "Perfect for EMI"

What do you like best?

The platform is very user-friendly and complete. The people that I've interacted with in the course of the last year for setting up the scheme, getting a valuation, admin questions when we were going through a new round, have all been very knowledgeable and quick in their responses. Highly recommend.

What do you dislike?

Some things on the platform I can't do myself, but need to requests from Vestd. I guess that is also to prevent people making mistakes and inform Companies House unintended.

What problems are you solving with the product? What benefits have you realized?

Setting up EMI scheme

...more
James B
James BSource : g2crowd.com
(Reviewed on 26 February 2020) "Brilliant product"

What do you like best?

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. Everything is automated through their platform including submissions to Companies House as well as sending documents to the other directors and shareholders for signing which is all done electronically.

The customer service and knowledge you gain from the Vestd team has been top class and has made the process of creating our account to setting up our growth shares scheme a seamless experience.

What do you dislike?

This is a great platform and business. I can't pick up on anything I dislike yet.

Recommendations to others considering the product:

I would recommend this company without reservation.

If you're an SME that's looking to give equity to an advisor (non-employee) without any risk and retain the ability to keep a hold of that equity if they do not meet the obligations of your arrangement than Vestd is the platform to help you do that.

There are many other features such as EMI Schemes etc. but the growth shares aspect is what I am most impressed by and what I'm currently using it for.

What problems are you solving with the product? What benefits have you realized?

Setting up a growth shares scheme

Sending documentation for electronically signing to directors and shareholders

Up to date cap table

Providing transparency to all stakeholders in the business

...more
Dan W
Dan WSource : g2crowd.com
(Reviewed on 16 September 2019) "Amazing shift from Excel to Vestd"

What do you like best?

We moved from paper/Excel cap table to Vestd and the process wasn't easy. I wish we'd have started with a clean setup in Vestd.

However, 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.

Not cheap, but very worth it.

What do you dislike?

Some of the Vestd standard paperwork (e.g. EMI option agreements) could be better, and uploading bespoke paperwork can be a challenge.

I'd like the EMI scheme integrated into HMRC as well (an HMRC limitation not a Vestd limitation)

I would like to see the cap table with options only to download equity investors as opposed to equity plus option holders

Recommendations to others considering the product:

Start clean - dont move from paper/Excel to Vestd. Just start with Vestd

What problems are you solving with the product? What benefits have you realized?

We're solving the admin problem of managing a cap table

...more
User in Aviation & Aerospace
User in Aviation & AerospaceSource : g2crowd.com
(Reviewed on 07 August 2018) "A must-have for founders to save time and get guidance."

What do you like best?

Phenomenal service from the very beginning - far above what I expected and far above from what they sold on their website. The tool itself is intuitive and thought through. Gets the job done :)

What do you dislike?

I honestly needed to think about this - the only thing I could come up with after a few minutes would be the (non-essential) need for an app.

Recommendations to others considering the product:

The added value to price ratio clearly makes it a good deal and lets you save money AND time in the long term.

What problems are you solving with the product? What benefits have you realized?

Provides oversight on equity management for founders. Enables to take action (while being compliant). Ultimately saves a lot of time.

...more
Tracey B
Tracey BSource : g2crowd.com
(Reviewed on 06 February 2018) "Vestd have helped us prep for investors"

What do you like best?

When I set up the business I didn't seek advice - I just did it. Which meant that I didn't set it up in the best way in terms of the business growing and moving forward. I felt immediately reassured that the Vestd experts could help us restructure things in a fair and efficient way, with an eye on the future.

What do you dislike?

There has been nothing at all I have disliked! Ifty and his team couldn't be more supportive and helpful.

What problems are you solving with the product? What benefits have you realized?

Our share structure was in a bit of a mess and needed updating so that we were ready for investment and had a clear plan going forward. With the help of Vestd we have achieved this and feel confident about the future growth and structure of the business - we now know how things will look up to year 5.

...more
Tom N
Tom NSource : g2crowd.com
(Reviewed on 13 December 2017) "Taking the pain out of equity distribution"

What do you like best?

Vestd have done all the tedious groundwork to give a startup everything it needs to distribute equity using a simple online platform. It's a single place where everything relating to equity in the company is stored. So if a future investor wants to know exactly what our set-up is, we have everything neatly filed and accessible online. The added bonus is that everything is digital so no risk of me losing an important piece of paper.

What do you dislike?

It can be a hassle to get a valuation as an early stage company, which you need to have on Vestd, but the team were great at helping me figure out what needed to be done.

Recommendations to others considering the product:

Drop the team a line to get them to explain everything to you. They can give you some pointers about your specific situation.

What problems are you solving with the product? What benefits have you realized?

The problem is that paying people with equity is fiddly to do. Your company needs to adopt the right Articles of Association to support bringing new shareholders onboard. You need to nail down classes of shares and do legal work on shareholder agreements to attach conditions to the shares. There are tax implications to consider. All of that takes time and has its own costs which a bootstrapping startup cannot afford.

Vestd takes the headache and cost out of allocating equity stakes to anyone helping a company get going.

...more
Ritam G
Ritam GSource : g2crowd.com
(Reviewed on 12 October 2017) "Creating and managing an EMI scheme made easy"

What do you like best?

Vestd doesn't just help you get started, what I really like is how the team has addresses the real challenge of ongoing management of EMI options. For our team, the individual employees are able to view what options they have been awarded by visiting their portal at any time.

What do you dislike?

Even though Vestd make it as simple as possible, setting up a share scheme is still a complicated process to get your head around!

What problems are you solving with the product? What benefits have you realized?

The problem we were trying to solve for when we found Vestd was that the process of giving or receiving shares in a private limited company was extremely cumbersome, expensive and confusing. The "paper based" process that exists today is archaic and is a hindrance for innovative companies operating in the startup ecosystem, when it comes to sharing some of the potential upside with employees and other partners that work with them through their journey.

My experience with Vestd has been really fantastic. They have an amazing digital experience but have also added great "human" customer service to guide you through the process.

...more
Robert L
Robert LSource : g2crowd.com
(Reviewed on 06 October 2017) "The easiest way to set up an EMI scheme"

What do you like best?

Vestd makes the world of options simple. It's a one stop shop for anyone looking to bring other people into their project.

What do you dislike?

The less legalese the better. A few of the contract clauses need a second look to make sure they're as user-friendly as possible.

Recommendations to others considering the product:

Vestd is a great platform for early stage startups to get started with equity incentivisation.

What problems are you solving with the product? What benefits have you realized?

Vestd makes it easy for early stage startups to incentivise employees with equity options without incurring expensive legal fees.

...more
Gail S
Gail SSource : g2crowd.com
(Reviewed on 27 September 2017) "Fantastic platform for Founders"

What do you like best?

The Vestd Team is incredibly helpful and responsive and there is always someone willing to assist - no matter what time of day! I also love that I'm part of the growing Vestd community with like minded Founders who can relate to my journey as an entrepreneur.

What do you dislike?

This is an evolving platform and very user friendly. I can't point to any negatives.

Recommendations to others considering the product:

This is the go-to online platform for Founders & CEOs who have zero time to learn and execute the intricacies of tax and equity distribution law.

What problems are you solving with the product? What benefits have you realized?

Vestd takes care of equity distribution for my business. It takes away the expensive, complicated and time consuming elements of share structuring and equity distribution with simple clicks of buttons. Vestd is FCA regulated which gives me complete peace of mind thus allowing me to focus on developing and running my business!

...more
Hubert B
Hubert BSource : g2crowd.com
(Reviewed on 26 August 2017) "A game-changer for company founders when organising their equity structure "

What do you like best?

The combination of smart online tools and outstanding personal support. This platform makes something which is relatively simple come to back to being simple after the legal profession has overcomplicated matters at no benefit to a company founder.

What do you dislike?

There are no items which I have identified which can be described as ones which I dislike. This is a new platform so there are naturally areas where there is development work that is still taking place but this is too be expected and appreciated as it is clear Vestd wants to become as exhaustive a tool as possible.

Recommendations to others considering the product:

Vestd is the right solution for any company founder wanting to create an effective equity / shareholding structure in their company. From my side it was so unnatural for an online platform to encroach on an area traditionally reserved for pricy lawyers. As it turns this is very natural. If in doubt simply contact the team at Vestd - they are much more than an online platform. They are a group of people committed to make this usually unnecessarily uncomfortable area of company administration what it should be - easy, safe and transparent.

What problems are you solving with the product? What benefits have you realized?

I am organising our shareholding structure with Vestd. Vestd has allowed for this to happen quickly, transparently and at fantastic value for money compared to traditional legal support provided by law firms in this area.

...more
Read All Reviews

Videos on Vestd

Equity Fundamentals: Part 1
Equity Fundamentals: Part 1

Vestd Screenshots

Vestd : EMI screenshot
Vestd : EMI screenshot
Vestd : EMI screenshot

Disclaimer

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