Automate Diligence

Automate equity due diligence and bill for strategy.

Stop manually cross-referencing grant letters. Vest automatically matches client documents to the cap table. It instantly surfaces missing signatures and compliance risks.

Automate Diligence
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

remove

Billable hours wasted on PDF reviews.

Manually cross-referencing grant letters against board resolutions is tedious, error-prone, and expensive for your clients.

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Missing signatures found too late.

Unsigned board resolutions surface during M&A diligence. This creates massive liability exposure.

remove

Unapproved grants hiding in plain sight.

Grants issued without proper board authorization remain invisible until someone audits the full paper trail.

The Vest Way

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Automated document data extraction.

Upload PDFs and Vest parses grant details, board resolutions, and plan documents automatically.

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Instant document integrity checks.

Every document is verified for integrity. Tampered or incomplete files are flagged immediately.

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Perfect board-to-cap-table alignment.

Every granted option is matched against its board resolution. Gaps and orphans are surfaced in seconds.

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.

What specific document types does the extraction engine read?
Vest reads board resolutions, grant letters, option plan documents, and trustee reports. It handles standard PDFs and image scans.
Is the data secure enough for legal privilege?
Yes. Vest is built on enterprise-grade infrastructure with end-to-end encryption. Data is logically separated and strictly permissioned.
Does Vest track Israeli 102 compliance?
Yes. Vest tracks Israeli ESOP compliance section 102.
How does Vest handle multi-jurisdictional compliance?
Vest supports Israeli Section 102, US tax qualifications, and international frameworks. Compliance rules are applied automatically based on each grant's jurisdiction.
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.

Automate Diligence