See It Live

The single source of truth for your company's equity.

You need a flawless cap table and ESOP. Vest turns your equity documents directly into a verified database, eliminating manual data entry. Organize your cap table, reconcile your ESOP, and prep for due diligence without the endless spreadsheets.

See It Live
Enterprise-Grade Infrastructure End-to-End Audit Trail Built for Financial Integrity
Equity Health
Review Needed
SS
Steve Smith
Verified
JD
Johnny Dre
Pending
SJ
Sarah Jones
Verified
Vest verified 3 grants · 1 issue flagged

The Real Problem

Equity management breaks quietly. You only notice at the worst possible time.

Cap tables live in spreadsheets

Manual updates, version conflicts, and no audit trail. One mistake compounds across every round.

Trustee data never matches

Your trustee says one thing, your cap table says another. Reconciliation takes weeks, if it happens at all.

Audit prep is a fire drill

ASC 718 expensing, board resolution gaps, and missing signatures surface days before the deadline.

The Platform

One expert system. Validated without human error.

ESOP Management

Source of truth from legal docsFull grant lifecycle
Core

Cap Table

Clear cap overviewWaterfall analysisFunding scenarios
Core

Docs to Source of Truth

Automated document extractionDiscrepancy flaggingExternal validation
Automatic Engine

HOW IT WORKS

Three things equity teams actually need.

Source of Truth

Your legal documents become a verified, single source of truth.

Upload board resolutions, grant letters, and exercise notices. Vest extracts the data, cross-references it, and flags discrepancies instantly. No manual entry.

ESOP Review
Pool: 500,000 options
GrantResolutionStatus
Grant #1 - S. Smith Matched
Grant #2 - J. Dre Date mismatch
Grant #3 - S. Jones Matched
Grant #4 - M. Chen Price mismatch
Grant #5 - R. Patel Matched
Grant #6 - T. Wilson Matched
Grant #7 - A. Kim Matched
7 grants reviewed · 2 discrepancies found 5/7 verified

Scenario Modeling

See your real cap table with what-if scenarios.

Know exactly how your cap looks at any point. Model any round, exit, or secondary transaction. See the exact dilution impact across every stakeholder instantly.

Series C Waterfall Scenario
Founders
42%
Series A
24%
Series B
18%
ESOP
12%
Series C
4%

Automated Expensing

ASC 718 and IFRS 2 calculations, always current, always audit-ready.

Built-in Black-Scholes calculations, yearly, quarterly and monthly schedules, and auditor-ready reports. Market data is fetched automatically via FRED. No manual calculations required.

Q4 2025 Expense Summary ASC 718
Grant PoolFair ValueQ4 Expense
Engineering, Series B $2.4M $186K
Leadership, Cliff grants $890K $72K
Total $3.3M $258K

The Facts

Compliance Errors
Most cap tables contain compliance errors
40+ Hours
saved per quarter on ASC 718 reporting and trustee reconciliation

"During our last funding round, we found two option grants that were never formally approved by the board. It took us weeks of legal fees to clean up the paperwork. With Vest, that gap is flagged the second it happens."

Michael Davis, VP Finance

Why We Built Vest

“We built Vest because we bled through the same chaos. Scattered cap tables and messy ESOP during due diligence in which a simple Clerical Error led to a $50,000 personal penalty. We are executives who built the exact tool we desperately needed.”

Founders of Vest

Who It's For

See how Vest eliminates your specific headaches.

Ready to see it?

See how Vest turns your equity chaos into a verified database.