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From £25G2 4.7 · 63 reviews

UK companies setting up or running an EMI or growth share scheme that want guided, human support.

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Quick overview

Pricing
From £25/month (Essentials); Starter from £220/month
Plans
UK prices (as of October 2026, excluding VAT, 12-month minimum term that auto-renews, two months free on annual billing): Essentials from £25/month (cap table, share movements, share classes, Companies House filings). Starter from £220/month (self-serve, for zero-value companies; unapproved options and growth shares for up to five recipients; shareholder dashboards up to 100). Guided service from £420/month (scheme design support, EMI, growth shares, unapproved options, CSOP, phantom shares, unlimited HMRC valuations, scenario modelling, HR integrations). Enterprise custom for 200+ stakeholders (fully managed administration, IFRS 2 and HMRC reporting support). Add-ons: InVestd Raise £150/month, 409A valuations from £700, live HMRC submission support +£25/month, nominee structure from £50/month.
G2 rating
4.7 / 5.0
Comparisons
Featured in 2 comparisons

Key features

  • EMI, growth shares, CSOP, unapproved options and phantom shares
  • Two-way Companies House integration on every plan
  • Unlimited EMI, CSOP and growth share valuations on Guided
  • HMRC ERS notification assistance with prefilled data
  • InVestd Raise for S/EIS Advance Assurance and fundraising prep

Pros

  • Built for UK share schemes and HMRC workflows
  • Unlimited HMRC valuations on Guided
  • Specialist support for scheme design
  • Low-cost Essentials plan before you need a scheme

Cons

  • No free plan and a 12-month minimum term
  • EMI requires the Guided plan (from £420/month)
  • Poor fit for US C-corps

Vestd in our comparisons

Accounting & Finance

Best Cap Table Software

Carta is the best cap table software for most startups: free up to 25 stakeholders and $1M raised, and it scales to 409As and ASC 718. Pick Cake Equity if you want published prices.

+1
Emily RodriguezUpdated October 2026
Accounting & Finance

Carta alternatives

Pick Cake Equity if you are a US startup leaving Carta over price: published plans, free migration and two 409As a year on Team. Pick Ledgy if you are in the UK or Europe. Stay on Carta if you want one vendor for everything up to IPO.

+2
Emily RodriguezUpdated October 2026