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What is Vestd?

Equity schemes for exceptional teams Our platform simplifies the digital management and distribution of equity among your team members. Crafted by experts in UK share schemes, it offers features like instant issuance of shares and options, a real-time cap table, legal documentation, a scheme designer, and dashboards for shareholders. Vestd stands out as the UK's premier regulated digital scheme platform, pioneering in its field. We provide comprehensive support from start to finish, assisting hundreds of UK SMEs weekly in creating tax-efficient share schemes. With seamless integration with Companies House, Vestd minimizes the need for paperwork, allowing for a completely digital process, eliminating the necessity for accountants and legal advisors. Our dedicated in-house team ensures that all legal documents are readily available as part of our package. Outstanding teams can truly reap the rewards of our innovative share schemes, enhancing their engagement and commitment to the company's growth. By using our platform, you empower your team while simplifying your equity management.

What is Shareflo?

Shareflo provides an all-encompassing solution for managing cap tables and share schemes specifically designed for UK-based companies. By integrating shares, options, vesting schedules, and associated documentation into a centralized record, it offers self-service portals that benefit both employees and investors alike. This platform adeptly handles EMI schemes comprehensively, featuring pre-prepared rules and award agreements, as well as streamlined processes for grants, vesting, exercises, and managing departures. Automatic generation of essential filings like SH01s, ERS returns, and share conversions from the consolidated record ensures compliance with Companies House and HMRC standards. Each award is accompanied by its unique approval history and related documents, which are recorded in real-time, thus eliminating the burdensome need for extensive reconstruction during due diligence processes. Finance, HR, and legal departments gain from distinct logins that offer role-specific access for improved security measures. The intelligent AI agent, Flo, is available to assist with inquiries related to share schemes and compliance, and can perform tasks upon receiving your consent. Moreover, an MCP connector facilitates effortless querying and updating of the cap table via Claude. The platform accommodates up to 20 stakeholders at no charge, with no minimum engagement requirements, and allows for complete data export at any time, even if you decide to cease using the service. This level of flexibility guarantees that companies maintain ownership and control of their data throughout their interaction with Shareflo, ensuring they can adapt to future needs without compromise.

Media

Media

Integrations Supported

Claude
Claude Code

Integrations Supported

Claude
Claude Code

API Availability

Has API

API Availability

Has API

Pricing Information

$130 per month
Free Version
Free Trial Offered?

Pricing Information

£5
per stakeholder per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vestd

Date Founded

2015

Company Location

United Kingdom

Company Website

vestd.com

Company Facts

Organization Name

Shareflo

Date Founded

2025

Company Location

United Kingdom

Company Website

www.shareflo.co.uk

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

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