All Vestd Reviews

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User Profile

Anna

Verified reviewer

Entertainment, 2-10 employees

Used monthly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Great platform for equity management

PROS

I loved the customer support and knowledge sharing offered by the professionals. We spent a lot of time to go through the platform in detail, understand and compare all the different options and select the one that worked the best for us. I felt very supported during the process and found it easy to set up. It has a great UX and UI, very pleasant to use.

CONS

We are totally happy with the platform and the customer support.

stephen

International Trade and Development, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Great platform with available and responsive support team

PROS

Ease of funding round management and Co house integration to ensure statutory records kept up to date. Supportive content for more complex share issues and quick feedback from the support team to help when needed.

CONS

Nothing - the platform and team have brought increased control and efficiency to complex processes

Francesco

Architecture & Planning, 2-10 employees

Used monthly for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2024

A great platform, but it comes with a high price tag

PROS

Vestd helped us in critical moments of our equity round and helped make cap table management much easier.

CONS

The price feels high, especially for very young startup. It would be great to have a pricing linked to company size or maturity

Bill

Information Technology and Services, 51-200 employees

Used monthly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Great service - people are so helpful

Brilliant - the platform helps with admin and compliance. The service team is the best I have ever come across. They make the platform a value add rather than just an admin cost.

PROS

The platform does what it says. It saves maintaining records in an ad hoc manner. More importantly for me is the level of customer service. We can all make mistakes but the service team are second to none in assisting and helping you correct errors etc. I have never dealt with a platform that has such great customer service. It's a clear differentiator. Very happy customer.

CONS

Nothing - I have no complaints about the service.,

Reason for choosing Vestd

Its the best service and I had seen others using it.

Nicola

Telecommunications, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed April 2024

EMI option grants

Helpful support team and always happy to help

PROS

Like it can all be sent electronically and set up templates

CONS

Templates have to wait for vestd support to update however on this occasion [sensitive content hidden] turned around super quick v happy

Deirdre

Marketing and Advertising, 11-50 employees

Used monthly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Wonderful customer support from friendly and helpful people

PROS

Their support team is unparalleled. So friendly, so I always enjoy jumping on a call with them. Really great knowledge of the system and if they don't know an answer they will take it away and come back in a timely manner with the answer

CONS

nothing really about the service, obviously it was free than would be even better :)

Lindy

Consumer Goods, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Great customer care

PROS

Very speedy and knowledgeable replies to my EMI queries

CONS

Nothing that I have seen yet The platform is very user friendly

Adam

Internet, 51-200 employees

Used monthly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Great product and customer support

PROS

The customer service team members. the user interface the continued support and communication.

CONS

Being a digitally lead platform by default it is entirely self managed

Reason for choosing Vestd

Ease of use, professionalism, positive reviews, market leader and affordable for us.

User Profile

Jo

Verified reviewer

Hospitality, 51-200 employees

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2024

Ben Rogers is a star

Knowing I have Ben to lean on is a great comfort. Thanks for your help Ben!

PROS

I recently had some complicated unapproved share options to sort for a number of our American employees. Being new to the platform, I wasn't sure how things worked but he was super helpful in guiding me through the whole process.

CONS

It can be quite confusing if you haven't used it much before, but ben made it very easy for me to understand the platform

Harry

Building Materials, 51-200 employees

Used monthly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

Good product and service

PROS

The ease of use once the products been setup has been brilliant and makes filings alot easier and cheaper than it's alternatives

CONS

The initial product setup was a challenge to bring our structure to the platform, but that's not a Vest'd problem

User Profile

Thomas

Verified reviewer

Leisure, Travel & Tourism, 11-50 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Peace of mind & ease of use

This has been the real positive, the software just does what it needs to and maintains a clean record of our affairs. What has made Vestd such a good choice for us is the very detailed and thoughtful guidance before, during and long after signing up. They have made time and brain available to understand our business, its needs and objectives and given advice on that basis. Never with any pressure or spin. About a year ago I was interviewing someone for a job. She had previously worked in a small company which she'd been in from the get-go. It had sold. I mentioned something about how presumably she'd walked away with some reward from it all. Raw nerve touched. Long story short, the owner had set up EMI shares themselves but hadn't done it correctly. The buyer came in, saw that the shares were incorrectly administered and gave her nothing at all. Moral of the story: if you are going to do this stuff, do it right.

PROS

Like me, it's simple. It takes what is a potentially horrendously complex process and makes it simple and clear. The interface is very clear - that's both for me on the dashboard and for users who log in.

CONS

Not a lot to say on this front, nothing springs to mind. Of course, I'm not someone with deep knowledge of share issues so there are better people to ask out there, somewhere...

Reason for choosing Vestd

Can't remember what the alternatives were called. I was recommended to Vestd by my network of business contacts deriving from Goldman Sachs 10,000 Small Business course. Basically cohorts of fast growing SMEs. We have a shared resource hub where questions are posted, when people asked in the forum who to speak to about managing shares, share options, etc there were various suggestions made but the one which consistently came out most often and always first choice, was Vestd.

Josipa

Computer Software, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Great platform and even better customer support

PROS

I had an amazing experience using this platform! The staff was incredibly helpful and knowledgeable throughout the entire process. From the moment we signed up, they guided us every step of the way, ensuring that we had a seamless experience. Their expertise was evident as they addressed all my questions and concerns promptly and with great detail. It was refreshing to interact with a team that was well-informed about their platform. Additionally, the platform itself is exceptionally well-organized. The layout is intuitive, making it easy to navigate and find exactly what I needed. The categorization and search functionalities are top-notch. Overall, the staff's helpfulness and the platform's organization make this an exceptional platform that I highly recommend.

CONS

No complaints, everything was top notch.

User Profile

Christopher

Verified reviewer

Legal Services, 11-50 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

A very smart way to manage equity

I went to Vestd to help my clients find a cost-effective solution for creating and managing shares and share option schemes. For me, the software does the heavy lifting and leaves a very useable, complete and well-documented interface for clients should they wish to bring the management of their newly-created schemes fully inhouse. I get to do what I enjoy most - helping the clients design their schemes and spending more of my paid-time on what interests the client rather than what is interesting to lawyers. If clients wish me to remain manager of the scheme, the software makes that decision very economic for them. Additionally, the Vestd valuation process (for EMIs) is done in person by Vestd very professionally and cost-effectively, reducing the number of plates spinning during a project.

PROS

It is very easy to follow and its content and output is very high quality. The background material, context and instructions, is very helpful to lay clients as well as a very good ruler for the lawyer to follow. The in-person support is like talking to a knowledgeable and experienced colleague.

CONS

I don't have any reservations. Vestd's mix of software tools with professional in-person support is impressive

Jon

Information Technology and Services, 51-200 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2023

Exceptional customer service which sets this platform ahead of the rest of the pack

PROS

Its fair to say that we were a difficult client, with a complicated share capital structure (5 classes of share) and very particular requirements that needed addressing quickly. We wanted to use Vestd for company secretarial services and Companies House integration as well as for setting up and administering a share option scheme. Other platforms that we looked at told us they could not help. Vestd deployed its development team to amend the platform to accommodate our needs, without fuss or charging us more. The onboarding, investment and valuation teams (special thanks to [sensitive content hidden]) were incredibly responsive and attentive. It was great to work with a SaaS product that is willing and able to update and improve its software in a quick and agile manner and provide such personalised support. Thank you Vestd.

CONS

Nothing springs to mind at the moment, the platform does what it sets out to do, and provided that Vestd keep adding functionality and refinements, it will be a leader in its field.

User Profile

Tom

Verified reviewer

Information Technology and Services, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2023

Trail Blazing Employee Equity

We think it's a great platform and the excellent support from the team continues to ratify our decision to partner with Vestd!

PROS

The platform is intuitive both from an owner/admin perspective but also for employees which is vital as this might be the first interaction that people have had with equity products – making sure the process is clear and understood ensures adoption and realisation of the benefit for each individual!

CONS

Nothing of note - we utilise a good range of features and the platform performs well

Elliot

Entertainment, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

Vestd X Flairbox

Couldn’t recommend the company enough.

PROS

Vestd is honestly one of the most useful products out there when starting a business. Not only do [SENSITIVE CONTENT HIDDEN] and the team guide you through everything and are on hand to answer questions constantly, but the software itself is very easy to use and implements any changes automatically.

CONS

The only minor minor thing is that occasionally it wouldn’t tell you the reason for an error when setting up an EMI scheme template, and you’d have to work out what was wrong by trial and error. But I think that was more user error that be honest!

Reason for choosing Vestd

We use Vestd for everything share related, and Seedlegals for everything contract related.

Emily

Financial Services, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2023

Great onboarding

PROS

Having all our options in one platform is a godsend, timesaving and so much less of a headache than what we were using. It's great to know the link to Companies House will mean we stay on top of all our reporting requirements. We've not long started using the platform and its taken quite a long time to set up given the complexities of our scheme and our admin, but so far so good. Huge shout out to James who has onboarded us. I'm sure he never wants to hear from me again as I've asked him about a billion questions, he's been so patient and has done his utmost to explain things to me so I actually understand things. Wouldn't have been able to do this without him because half the time I genuinely didn't know what I was doing!

CONS

I have not been using it for very long so haven't found many things I don't like and I've not used a similar platform before as a comparator.

Sarah

Management Consulting, 51-200 employees

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

User friendly system that help navigate issuing EMI schemes

Great system and great support / customer service

PROS

The UI is intuitive and enables our employees to see their shares and the share schemes - this increases the value of them and brings them to life. Setting up the emi schemes is much easier and I have confidence they are done correctly and follow all the rules.

CONS

Reporting to HMRC and the steps required are not intuitive and because they aren't done frequently are hard to remember. Vestd helps navigate this, but it still sometimes takes some time to remember where to go and what to do. I don't think another system could do it any better though.

Imen

Marketing and Advertising, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Vestd has the most amazing team I have ever come across

I think Vestd has hired a team of the kindest, understanding, helpful and supportive people. I have personally had the best customer service interactions I've ever experienced. Each member of the team who helped me made me feel as though they worked me and me alone, with one on one support, prior knowledge of the company and coming to calls already knowing some of the things I struggle with. They have made something so complicated so incredibly smooth to do.

PROS

The product itself is so easy to use and you are talked through the way to use (as many times as you need) and you receive incredibly helpful emails with updates/instructions.

CONS

No bad points from me, I personally think the software is 10/10

Pavan

Computer Software, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Vestd

Excellent

PROS

1. User-friendly and easy navigation on the tool. 2. An excellent and mature system for Companies. 3. Very good dashboards. 4. Very comprehensive solution.

CONS

To add the feature for the issue of EIS certificates.

Michael

Information Technology and Services, 201-500 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Easy to use and great customer support

PROS

The ease of use, simple steps and clear guides available. The customer is second to none. Special shout out to [sensitive content hidden] who guided me through multiple new situations this year.

CONS

The initial platform wasn't as clear but since the update it is better and more user friendly/ clearer UX.

Reason for choosing Vestd

I wasn't involved with the purchase/ selection of the platform

Sarah

Computer Software, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2022

Great platform

Vestd have been brilliant from the start. They always respond quickly and no question is a silly questions as far as they are concerned and I've asked a lot of questions! The online help guides are great and our shareholders and employees really appreciate and value the information the platform gives them. I think the product is great value for money.

PROS

It is a very easy to use tool which makes something that is very complicated easy to manage. It is also great for users as well as administrators.

CONS

There are some things you have to get Vestd to do for you but their response times are great so this isn't a big problem.

Megan

Computer Software, 51-200 employees

Used monthly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Great Product and Service

PROS

We signed up with Vestd in April 2022 and they have made our lives so much easier. They have assisted with all our shares issues (including EMI options) and I am incredibly grateful to them for the great service. [sensitive content hidden] has assisted with everything and his help and guidance has been fantastic. [sensitive content hidden] also came to my rescue recently when I made a mistake while issuing a new allotment of shares. Their support staff are exceptional! Great company that I highly recommend.

CONS

I don't dislike anything about Vestd. I have only had good experiences with them.

Reason for choosing Vestd

They were recommended by one of our suppliers

Samm

Staffing and Recruiting, 11-50 employees

Used monthly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

A great platform for your EMI needs

Brilliant - Talented staff, Kudos to [sensitive content hidden] aswell as a really solid product thats easy to use and manage.

PROS

It's exceptionally well built so kudos to the product team. It takes away a load of headache from my perspective as a founder as I can handle all elements of our EMI scheme in one place.

CONS

If you dont know much about the EMI scheme its a bit of a headache to grasp, but Vestd are available to support you through that process. Less of a con about Vestd and more a con of EMI/HMRC as a whole.

Steph

Financial Services, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2024

Customer support is excellent

PROS

Vestd provides a comprehensive platform for equity management and their customer support is excellent - they're always on hand with prompt responses and solutions should any issue arise.

CONS

The UX could be designed to be a little clearer and more user friendly.

Showing 1 - 25 of 73 Reviews