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See the real cap table, not the latest Excel version.

Vest gives board members a transparent, real-time view into portfolio equity. Every number is perfectly reconciled against actual legal documents and trustee data. No more guessing games.

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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 Difference

The Old Way

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Cap tables arrive as stale Excel files.

You are reviewing a spreadsheet. There is no way to know if it matches the actual legal documents.

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Pool utilization is a guessing game.

Founders cannot tell you the exact remaining pool without calling their lawyer first.

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Diligence surprises kill term sheets.

Unapproved grants and missing paperwork are discovered mid-diligence, adding weeks and eroding trust.

The Vest Way

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Real-time verified equity dashboard.

See exact pool utilization, grant status, and compliance. All reconciled against source documents.

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Fully reconciled legal documents.

Every grant has a matching board resolution. Every number is verified. No orphaned records.

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Continuous audit readiness.

Document matching and compliance checks run constantly so the company is diligence-ready on demand.

How It Works

Chaos in. Verified database out.

Vest reads your equity documents, automatically reconciles them and creates your Source of Truth.

Vest
Your Legal Docs
Vest Engine
Extracting document data...
Source of Truth

Common Questions

Answered.

How do portfolio companies grant us access?
Founders or CFOs can invite you as a view-only stakeholder. You get a dedicated dashboard to see exactly where their cap table and ESOP stand.
Can I export the cap table to my internal models?
Yes. You can download clean, verified CSVs of the cap table at any time to feed your internal fund models.
How do we know the data is actually accurate?
Vest does not just display numbers. Our machine engine ingests the source-of-truth legal documents and cross-references them against the ledger and trustee data. It instantly flags any unapproved grants.
Can I see equity data across my entire portfolio?
Yes. Vest provides a portfolio-level dashboard showing cap table health, compliance status, and key metrics for every company that grants you access.
How much does it cost?
Paid plans start at $1,000 per year and scale with the number of grants you manage. Pricing stays fair relative to your company's size - no setup fees, no per-seat pricing traps.
Can I try it before committing?
Absolutely. Our free tier is fully functional for up to 10 grants. Upload your documents, run the extraction engine, and see your equity health check before entering a credit card.

The Facts

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

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

Ready to see it?

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

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