Vestd

RATING:

4.9

(76)

About Vestd

Vestd is a legal document management software that helps businesses manage equity or start a share scheme. The platform enables managers to divide shares with a cofounder and gain real-time insights into the portfolio using a unified interface.

Vestd Pricing

Pricing is based on team size and includes guided setup and ongoing support

Starting price: 

£25.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Vestd dashboard
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Vestd Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Vestd

1 - 5 of 75 Reviews

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.

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.

Caitlin

Retail, 11-50 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

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2022

Great customer service!

This is my first time using an EMI software service and thee customer service from the Vestd team is fantastic. They have taken the time to talk me through the platform, how everything works and even how EMI schemes work.

PROS

I like that it's user friendly and easy to navigate.

CONS

I'm still learning the platform, so nothing I can think of at this stage.

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.

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.