Stop fighting with client spreadsheets and ingest clean data.
Vest acts as a secure bridge. Clients use our platform to organize and verify their equity documents. This means you only receive perfectly reconciled, 102-compliant data.
Explore IntegrationThe Difference
The Old Way
Broken Excel files from every client.
Each company sends data in a different format. Missing fields, wrong columns, and inconsistent naming.
Manual data entry eats your week.
Re-keying grant details from PDFs into your system leaves you one typo away from a compliance issue.
Endless back-and-forth to fix errors.
Weeks of email chains asking clients to correct discrepancies before you can process a single grant.
The Vest Way
Pre-validated data from every client.
Clients use Vest to clean and reconcile their equity data before it reaches your desk. No more garbage in.
Built-in compliance health check.
Every grant is checked for 102 trustee compliance, signature completeness, and vesting logic before submission.
Secure bridge between company and trustee.
Approved grant details and documents are transmitted directly. Structured, validated, and ready to process.
How It Works
Chaos in. Verified database out.
Vest reads your equity documents, automatically reconciles them and creates your Source of Truth.
Common Questions
Answered.
How do we map our specific data fields to Vest?
Does this replace our internal system?
How does the platform validate data against our reports?
What if a company's data doesn't match our records?
How much does it cost?
Can I try it before committing?
The Facts
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