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Vestio

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Vest is a strong, modern equity management platform, particularly for companies in Latin America. It's a competitive, more affordable alternative to established players like Carta for startups and scale-ups needing to streamline their cap table and stock plan administration.


An all-in-one platform for private companies to issue, manage, and track equity for their team and investors.

Vest is an equity management platform designed for private companies, from early-stage startups to pre-IPO businesses. It provides a centralized system to replace complex spreadsheets and manual processes for managing capitalization tables, administering stock plans, and running 409A valuations. The software aims to simplify equity for founders, finance departments, and HR teams, ensuring compliance and providing a single source of truth for all equity-related data. For employees and investors, Vest offers a dedicated stakeholder portal where they can view their holdings, accept electronic grants, and understand the value of their equity. The platform supports various financial instruments, including stock options, RSUs, and SAFEs, and includes tools for scenario modeling to help leadership make informed decisions about fundraising and dilution. By streamlining these workflows, Vest helps companies save time and reduce legal costs associated with equity administration.

Pros

  • Strong focus on the Latin American market with localized support.
  • Competitive and transparent pricing for early-stage companies.
  • Comprehensive feature set covering equity, valuations, and compliance.
  • Modern, user-friendly interface.
  • Provides a portal for employees and investors to track their equity.

Cons

  • Fewer third-party integrations compared to market leaders.
  • A newer entrant in a market with established competitors like Carta and Pulley.
  • Primarily focused on the needs of private companies.

Key features

  • Cap Table Management
  • Stock Plan Administration
  • 409A Valuations
  • Stakeholder Portal for employees & investors
  • Financial Scenario Modeling
  • ASC 718 Expense Reporting & Compliance
  • Management of SAFEs, KISS & Convertible Notes
  • Electronic Issuance & Digital Signatures
  • Board & Shareholder Approvals

Target audience

Startups, scale-ups, and pre-IPO companies, primarily targeting founders, CFOs, and HR leaders.


Ratings & Reviews

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Key Metrics

Founded

2020

Headquarters

Mexico City, Mexico

Pricing Tiers

Seed

$99/mo

Growth

Contact for quote

Enterprise

Contact for quote


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