Home/ Equity Management Software/ Vestd/ Reviews
A perfect tool to manage equity
88.9%
6.7%
0%
2.2%
2.2%
Excellent Customer Support, Easy to Use Platform, Comprehensive Equity Management, Seamless Companies House Integration
Limited Functionality for Bespoke Needs, Complexities in Handling Historic Data, Occasional Need for Manual Vestd Intervention, Challenges with Non-Standard Company Structures
Vestd receives positive feedback from users, with many highlighting its user-friendly interface, comprehensive data collection capabilities, and valuable insights. The platform is praised for its ease of use, efficiency, and positive impact on business decisions. Reviewers appreciate the ability to compare multiple SaaS solutions side-by-side, access reliable information, and make informed choices based on Vestd's analysis. However, some suggest improvements in customer support responsiveness and additional data integration options for seamless workflow. Overall, users express satisfaction with Vestd's value, praising its role in streamlining their SaaS comparison and selection processes.
AI-Generated from the text of User Reviews
User-friendly and easy navigation on the tool. It has an excellent and mature system and very good dashboards. This is a very comprehensive solution.
Issue of EIS certificates function is not available.
Equity management
I honestly don't know how we would have coped without Vestd. They helped with our EMI shares as well as 2 funding rounds. Ben Rogers was really helpful with some recent issues. Highly recommend!
There is nothing I dislike about Vestd. They are fabulous
Vestd have solved several problems. They "held my hand" during the EMI process and were always willing to help when we made mistakes or needed an extra hand. They go above & beyond. Ben Rogers was excellent.
Its fair to say that we were a difficult client, with a complicated share capital structure (5 classes of share) and very particular requirements that needed addressing quickly. We wanted to use Vestd for company secretarial services and Companies House integration as well as for setting up and administering a share option scheme. Other platforms that we looked at told us they could not help. Vestd deployed its development team to amend the platform to accomodate our needs, without fuss or charging us more. The onboarding, investment and valuation teams (special thanks to James Schembri, Leo Freschini and Ashley Chambers) were incredibly responsive and attentive. It was great to work with a SaaS product that is willing and able to update and improve its software in a quick and agile manner and provide such personalised support. Thank you Vestd.
Nothing springs to mind at the moment, the plafrorm does what it sets out to do, and provided that Vestd keep adding functionality and refinements, it will be a leader in its field.
Company secretarial software and setting up and administering our employee and advisor share option scheme.
I can't praise the staff enough for their exceptional assistance throughout my journey on this platform. They were always there to lend a hand, providing valuable insights and guidance whenever I needed it. Their knowledge about the platform and subject matter was truly impressive, and they were able to answer all my queries in a prompt, thorough and understandable manner. It was evident that they genuinely cared about me as a client and were dedicated to ensuring that I had the best possible experience.
Moreover, the platform itself is incredibly well-organized. The layout is clean and logical, making it effortless to navigate. The information is presented in a structured manner, making it easy to find what I was looking for. The platform's organization truly enhances the overall user experience and sets it apart from others in the industry. I am immensely grateful for the staff's helpfulness and the platform's organization, which made my time using Vestd truly enjoyable!
Nothing, everythin was perfect. No complaints.
ESOP shares.
The platform is intuitive both from an owner/admin perspective but also for employees, which is vital as this might be the first interaction that people have had with equity products – making sure the process is clear and understood ensures adoption and realisation of the benefit!
Nothing of note - we utilise a good range of features and the platform performs well
The platform is intuitive both from an owner/admin perspective but also for employees which is vital as this might be the first interaction that people have had with equity products - making sure the process is clear and understood ensures adoption and realisation of the benefit for each individual!
The support provided by staff. I have had to ask for help on many occasions and sometimes to go over old ground. It is never a problem.
Honestly, one of the best delivery and support processes I have ever used. From the initial sales process to implementation and to ongoing support everything is first rate. James who has been supporting me recently has the patience of a Saint :-)
Nothing. Everything works perfectly, and the website is laid out in a way that makes sense to even the slowest of I.T- minded people like me
Exit tax free share scheme for staff. They have advised on dilution off setting and EMI.
Very quick support response and generally easy to use and intuitive platform.
Not much I disliked, maybe some video explainers would have helped
I know of nothing better, highly recommended
To be able to manage our share option scheme and improve governance of our business
The folks on the Vestd team have been extremely helpful in getting my team up and running with an EMI scheme. Having no previous experience with or understanding of the scheme, I had an endless stream of questions, which the team handled with an abundance of patience. I especially want to give a shout out to Mark Harrison, who not only handled my non-stop barrage of questions, but also kept me on track when the timing slipped my mind. Thank you!!!
Some things cannot be updated myself without Vestd approval (though this could be a good thing - keeps me from accidentally messing things up). Also, our Articles of Association were previously filed with a different company, and because of this, Vestd is not allowed to look at my Articles to confirm that I'm not doing something wrong. (I understand it would be a significant undertaking when I didn't use Vestd for this, but just thinking of if I could ask for anything, regardless of whether it's reasonable.)
Setting up an EMI scheme for my team.
The team always provide brilliant support to
Some things I am unable to update myself
I would definitely recommend using Vestd to anyone who needs to set up and administer an EMI scheme
The platform helps with a challenging process - simplifying into easy steps setting up an EMI scheme and managing all aspects related to issuing shares and maintaining good corporate governance
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.