# Vestd Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Vestd the right Equity Management solution for you? Explore 97 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/207791/Vestd/reviews --- Vestd 4.9 (97) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of Vestd Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews CF Carla F Finance DirectorComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “Vestd also helps the company stay compliant by sending reminders and facilitating statutory declarations.“ September 3, 2024 JL James L CFOInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years. “It is quite expensive as a product, but i rationalise that by the support team that sits around the software itself“ October 31, 2024 CF Carla F Finance DirectorComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “A wide range of tools and informative material to help manage employee equity.“ September 3, 2024 SH Sarah H Chief Operating OfficerManagement Consulting, 51 - 200 employeesUsed the software for: More than 2 years. “Reporting to HMRC and the steps required are not intuitive and because they aren't done frequently are hard to remember.“ January 31, 2024 AM Andreia M Quality ManagerFinancial Services, 51 - 200 employeesUsed the software for: Less than 6 months. “Navigating the platform is incredibly straightforward, and the Vestd team is highly responsive and supportive.“ June 24, 2024 PM Punit M CeoRetail, 2 - 10 employeesUsed the software for: Less than 6 months. “Can't see a document once you've signed it (or it's hard to find)“ March 16, 2024 JR Juliette R CFOComputer Software, 2 - 10 employeesUsed the software for: More than 2 years. “Vestd has so many capabilities across Company filings, share capital, share issues etc.“ January 16, 2024 JS Julita S CEOAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “Expensive for some early startups as they can not afford it“ April 15, 2024 ## Showing most helpful reviews Showing 1-25 of 97 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Thomas P. Managing Director Leisure, Travel & Tourism Used the software for: 1-2 years ### "Peace of mind & ease of use" September 22, 2020 5.0 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. Review Source VR Verified Reviewer Co-founder Industrial Automation Used the software for: 6-12 months ### "\[sensitive content hidden\] was very helpful." October 31, 2024 5.0 Using Vestd saves us thousands on accounting fees. I have just processed some options for our board and employees. \[sensitive content hidden\] from customer service helped me with this process and made it feel effortless! Pros Vestd makes our equity management very easy. It helps our staff to see how many shares they have and what they are worth. Cons Some of the data input is very manual - it would be great if more of the forms could be auto-populated. Review Source NF Nicola F. Finance Director Telecommunications Used the software for: 1-2 years ### "EMI option grants" April 4, 2024 4.0 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 Review Source Anna K. Founder Entertainment Used the software for: 6-12 months ### "Great platform for equity management" April 10, 2024 5.0 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. Review Source Christopher A. Principal Legal Services Used the software for: 6-12 months ### "A very smart way to manage equity" September 1, 2020 5.0 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 Review Source Jo W. EA to Global President and CFO Hospitality Used the software for: Less than 6 months ### "Ben Rogers is a star" March 19, 2024 5.0 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 Review Source Andy G. Co-Founder Health, Wellness and Fitness Used the software for: 6-12 months ### "Great product " March 16, 2022 5.0 Pros Extremely easy to use, intuitive and great support. Cons More document templates would be nice, but this is a minor qualm. Review Source Paul J. Exec Chairman Internet Used the software for: Less than 6 months ### "Excellent Platform" January 28, 2022 5.0 Pros The ability to have everything managed in one place and not to have to use expensive lawyers Cons Not much I did not like, I am a new user so yet to really get to know the platform Review Source Mitali K. Finance and Business Consultant Accounting Used the software for: 6-12 months ### "Great customer service and platform for Start ups" September 22, 2020 5.0 Ifty is very helpful, supportive and knowledgeable Pros Amount of transactions a start up can do in a year Easy to see the value of shares by shareholder and visualise growth Cons I haven't encountered anything so far to add to this Review Source Kelly M. Founder Health, Wellness and Fitness Used the software for: Less than 6 months ### "Every start-up founder should know about Vestd from Day 1" September 2, 2020 5.0 \[SENSITIVE CONTENT HIDDEN\] has been brilliant at not only on -boarding us onto Vestd but also educating us about the various processes involved in the company set up and ways in which we may wish to manage our equity in the future. It was important to us to be able to issue dynamic equity and ensure everyone is rewarded fairly for their contribution - Vestd makes this easy through their agile partnerships function. Pros Vestd makes it easy for founders with limited knowledge of how to manage the equity within their business to perform what can feel like complicated tasks, with ease. It reduces the need to go through accountants to file changes at companies house and enables you to publish, share and sign board/shareholder resolutions immediately. Cons Too early to say at this stage as we are new users to the platform. Review Source CM Cari M. BD Support Manager Marketing and Advertising Used the software for: Less than 6 months ### "Great experience" July 10, 2024 5.0 From start to finish Vestd has supported and guided us to set up our EMI scheme. \[sensitive content hidden\] has been patient and responsive at all times. We didn't have the easiest set up but this didn't deter \[sensitive content hidden\] and we wouldn't have been able to do it without him. Pros The system is very user friendly and easy to find your way around. \[sensitive content hidden\], our account manager, was fast to respond and always able to answer our query with ease. Cons None. Review Source BM Bill M. Managing Director Information Technology and Services Used the software for: 2+ years ### "Great service - people are so helpful" February 3, 2024 5.0 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. Review Source GD Geoffrey D. Founder and CEO Import and Export Used the software for: 2+ years ### "Great Support as always" June 17, 2024 5.0 Pros Such a pleasure to work with \[sensitive content hidden\] and his colleagues. Highly knowledgeable taking what can be a confusing project into something quite seamless. Terrific resources - all round a great tool! Cons A few features still required but in fairness this are fairly specific requests and believe they are on the roadmap Review Source MB Megan B. Financial Manager Computer Software Used the software for: 1-2 years ### "Great Product and Service" August 25, 2023 5.0 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 Review Source AM Andreia M. Quality Manager Financial Services Used the software for: Less than 6 months ### "Exceptional experience with Vestd: user-friendly platform and outstanding support" June 24, 2024 5.0 My overall experience with Vestd has been excellent. The platform is exceptionally easy to navigate, making it user-friendly for both beginners and experienced users. Pros Navigating the platform is incredibly straightforward, and the Vestd team is highly responsive and supportive. Cons There's nothing I dislike about Vestd; my experience has been entirely positive. Review Source NT Natasha T. CEO Information Technology and Services Used the software for: Less than 6 months ### "Excellent company" August 10, 2022 5.0 Pros \[SENSITIVE CONTENT\] in particular was great in helping us understand how to use Vestd and the onboarding process was great. The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work. Great work team. Cons Some of the UX could be improved and there are other useful features they can add (such as more extensive cap table modelling). Undoubtedly this is to come. Reason for choosing Vestd Direct integration. Good team to work with. Review Source EH Emily H. People Manager Financial Services Used the software for: Less than 6 months ### "Great onboarding" July 20, 2023 5.0 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. Review Source AM Andrea M. Fractional CFO Computer Software Used the software for: 6-12 months ### "Amazing software, amazing team. You're in good hands. " May 1, 2024 5.0 Pros \- Equity Management can get messy and overwhelming to track - Vestd makes all these procedural steps less frustrating and streamlined - Even if you're lost, the team is so knowledgable and reactive, you will never feel like you need an internal expert to ensure you're doing things the right way Special shoutout to \[sensitive content hidden\] Cons Nothing I can think of at the moment? I couldn't imagine going back without it Review Source LH Lindy H. Finance Director Consumer Goods Used the software for: 1-2 years ### "Great customer care " April 4, 2024 5.0 Pros Very speedy and knowledgeable replies to my EMI queries Cons Nothing that I have seen yet The platform is very user friendly Review Source AG Andy G. M.D. Professional Training & Coaching Used the software for: Less than 6 months ### "Complexity made simple through great service" November 19, 2023 5.0 Top class, seamless, supportive. I could not have asked for better service. Highly recommended! Pros The onboarding with fantastic customer service - caring, attentive, supportive, understanding, going at my pace, and educating all the way. The platform; whilst initially daunting became easy to use through the great onboarding/screen-sharing support. It can do so much and save so much time, I am looking forward to using it more & more. Cons Nothing. I have no criticism at all. Everyone thing and everyone was spot on. Review Source HD Harry D. Finance Director Building Materials Used the software for: 6-12 months ### "Good product and service " March 20, 2024 5.0 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 Review Source DM Deirdre M. CEO Marketing and Advertising Used the software for: 2+ years ### "Wonderful customer support from friendly and helpful people" April 4, 2024 5.0 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 :) Review Source DH DAVID H. CEO, Director Hospital & Health Care Used the software for: 1-2 years ### "Thank you \[sensitive content hidden\] and team" February 8, 2024 5.0 Pros Great support from the team. I can rely on them. Cons Not much to speak about here. I like vestd. Review Source JS Jonny S. COO Staffing and Recruiting Used the software for: 6-12 months ### "Super Helpful" August 8, 2023 5.0 \[sensitive content hidden\] has been a real help, incredibly patient and supportive throughout the time we have worked together. Pros Response and willingness from \[sensitive content hidden\] to support with getting things correct. Cons Help/Support guides are good but would probably prefer video walkthroughsWhen there is some complexities around particular existing/historic Schemes the scheme builder doesn't always flow and make a tonne of sense - would be good to have an import historic scheme option. Review Source PS Paul S. Chief Operating Officer Information Technology and Services Used the software for: 1-2 years ### "Simple to use and excellent customer support" October 14, 2020 5.0 We are very satisfied with the platform and it does exactly what we need. The support we have received from the Vestd team has been excellent, and this has extended way beyond the product into how we manage our shares and company filings. Pros It is simple to use but at the same time offers a comprehensive management platform, plus the automated reporting is really useful. Cons Occasionally it can be tricky to find the exact admin screen needed as it isn't always obvious from the menu system, but the support team are always quick to point us in the right direction. Reason for choosing Vestd On recommendation from an existing Vestd customer. 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