# 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 March 13th, 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 MD Mark D Director OwnerAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “The system is very detailed and in most part user friendly. Though one of the best things about Vestd. is the customer support and hand holding.“ May 21, 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 GH Gohar H Head of Business OperationsInformation Services, 2 - 10 employeesUsed the software for: 6-12 months. “Overall, the impression from the team is that they are motivated and ready to address all the needs of the customer on the best possible level.“ June 14, 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 Director of Operations Public Policy Used the software for: 1-2 years ### "\[sensitive content hidden\] is great" November 27, 2024 4.0 Getting EMI right is vital to prevent surprises and complications at exit for both employees and the company. The standard package needs to provide a higher level of support given the importance and complexities. Otherwise feel forced to pay more and that the standard package is just a ruse. Pros \[sensitive content hidden\] was great in resolving issues and getting us on track. Really appreciate his help. Cons Generic support inbox vs. specific customer success contact who gets to know you although I believe this is now being changed. 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 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 SD Sabine D. Managing Partner Management Consulting Used the software for: 1-2 years ### "\[sensitive content hidden\] provides outstanding customer service" July 31, 2024 5.0 Pros \[sensitive content hidden\] is a star. The customer service is excellent and the best I have experienced for any platform. Cons The whole process you have to go through in order to register shares with HMRC. However, to be fair that relates more to HMRC than Vestd. Review Source GH Gohar H. Head of Business Operations Information Services Used the software for: 6-12 months ### "Amazing product and outstanding quality of the service" June 14, 2024 5.0 Overall, what I would specifically distinguish is the speed and the patience that Vestd dealt with my requests. I would lover to especially thank \[sensitive content hidden\] for her competence and professionalism demonstrated during the onboarding process, valuation organization. Also, when \[sensitive content hidden\] was off, her team picked up all the queries promptly and efficiently. I would also like to thank \[sensitive content hidden\] for his patience and positive approach during the sales process - It took more than a year to make a deal on this, but it happened. Overall, the impression from the team is that they are motivated and ready to address all the needs of the customer on the best possible level. Pros I liked the product overall. From concept to details. Onboarding was very well organized, with right amount of the info. Setting up an equity program is not an easy task and usually requires vast amount of time spent with legal and HR professionals to set this up. With their organization and easy-to use product they made very complex things doable. The employee self-service part and provision of visibility, notifications and explanation of the complex material is on highest level. Cons Nothing to tell so far. This was one of the best customer experience I had compared to other B2B products. Review Source JG Jo G. Co-Founder Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great experience" September 11, 2024 5.0 Great experience with Vestd so far and has made the process of setting up an EMI scheme very easy Pros Support from the team on calls to guide you through the process Cons confusing paperwork and lots of uploads to do! 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 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 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 LR Lucy R. Operations Lead Aviation & Aerospace Used the software for: 2+ years ### "Great platform with excellent customer support" May 10, 2024 5.0 Pros Customer support is excellent - prompt responses, happy to get on calls to explain, very knowledgeable Cons I wish there was more customisation available in simulating cap tables Review Source SH Sarah H. Chief Operating Officer Management Consulting Used the software for: 2+ years ### "User friendly system that help navigate issuing EMI schemes" January 31, 2024 5.0 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. Review Source PN Pavan N. Finance and Accounts Computer Software Used the software for: 2+ years ### "Vestd " August 30, 2023 5.0 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. Review Source sG stephen G. CFO International Trade and Development Used the software for: 1-2 years ### "Great platform with available and responsive support team" April 8, 2024 5.0 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 Review Source JS Julita S. CEO Accounting Used the software for: 2+ years ### "Good product" April 15, 2024 5.0 Pros It helps to manage complex CAP tables and EMI schemes Cons Expensive for some early startups as they can not afford it 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 TC Thomas C. Director Food & Beverages Used the software for: 1-2 years ### "Would highly recommend" September 27, 2022 5.0 Pros Cap table management and managing the companies house documentation process. Cons The software is a little on the expensive side for a SME. 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 PJ Payal J. FD Information Technology and Services Used the software for: 1-2 years ### "Streamlined and Affordable" January 19, 2024 4.0 Pros Easy to use platform and quick response from support team. Cons Standard only provide one valuation a year. Would be nice to be able to contact support team by telephone. Review Source ML Matti L. CEO Information Technology and Services Used the software for: Less than 6 months ### "Great platform for start-up" April 23, 2024 5.0 Pros Agile partnership and growth share structure Cons Some information/documents difficult to find Review Source BK Bradley K. CEO Marketing and Advertising Used the software for: 6-12 months ### "Easy, cost effective and a total no brainer!" November 5, 2020 5.0 Vestd has been great. The team there is very knowledgeable and has really helped us launch our EMI scheme. Pros In a previous company, I created an EMI scheme with my lawyer. To be honest, doing it this way got very expensive very quickly. I really like how the guys at Vestd have simplified the process and ultimately made it easy to get an EMI in place. Cons There are no cons really. The software is well designed and does exactly what you would expect. 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