Equity Management

Don’t delay setting up your equity governance on a platform. Start to incorporate its value, transparency and ease of management into your strategy. We’re Partners of Vestd (UK) and Ledgy (EU/USA) and can onboard, guide, support, and offer exclusive trial deals, to make this one of the best decisions you as an owner, entrepreneur or investor can make.

Traditional to New

Traditional methods like spreadsheets often introduce errors and inconsistencies in cap tables and share registers, making administration complex and time-consuming. Frequent regulatory filings add to the burden, while manual processes limit transparency and delay critical information sharing among founders, employees, and investors. These legal, accounting, and administrative tasks can also be costly, diverting valuable resources away from growth and innovation.

Address these and other problems by creating:

1. Centralized Data and Workflows: All share and equity-related information is stored in one secure, cloud-based platform, eliminating duplicate records and ensuring data consistency.
2. Built-In Compliance and Automated Filings: Integrate directly with regulatory bodies for filings, reducing the risks of late submissions or incomplete documents.
3. Real-Time Dashboards and Analytics: Shareholders, employees, and investors have immediate insight into ownership structures, share valuations, and potential returns.
4. Guided Legal and Tax Frameworks: Ready-made templates and expert guidance simplify setting up compliant share schemes and obtaining necessary tax reliefs (e.g., SEIS/EIS in the UK).
5. Scalable Solutions: Startups and enterprises alike can easily add new investors, launch new share classes, or expand operations without a proportionate increase in administrative burden.

Common Use Cases

Use Case	What It is	How it Helps
Cap Table Management	Managing cap tables, share classes, and ownership percentages in real-time.	Managing cap tables, share classes, and ownership percentages in real time.
Share Schemes (Employee Incentives)	Setting up and administering employee share option plans (e.g., EMI in the UK), restricted stock units, or phantom shares.	Attracts and retains talent by offering transparent, tangible equity stakes in the business.
Company Valuations	Tools to estimate and update company valuations for fundraising, investor relations, or strategic planning.	Streamlines negotiations with investors and provides clarity on share pricing and potential returns.
Shareowner Dashboards	Individualised portals where each stakeholder (e.g., founder, employee, investor) can view current holdings and potential equity growth.	Increases transparency and reduces administrative overhead by centralizing communications and data sharing.
Scheme Compliance e.g. UK, SEIS/EIS	Guidance and automation to help companies apply for Seed Enterprise Investment Scheme (SEIS) or Enterprise Investment Scheme (EIS) relief.	Makes it easier to secure tax benefits for investors, boosting the likelihood of successful funding rounds.
UK, Companies House integration	Direct filing and synchronization with the UK’s official business registry. All reports automatically completed and filed.	Ensures all share issuances and updates are accurately reported in real-time, maintaining consistent records.