In just a few clicks, add or convert shares. Or, plan the future of the Cap Table with Scenario Modeling.
Equity Management. Simplified.
From cap tables and shareholder reporting, to fundraising datarooms and employee equity plans, WE.VESTR simplifies equity management and gives founders valuable time back in their days.
Hyper-growth companies using WE.VESTR
Effective Employee Equity
Design, manage, and report on ESOPs and employee equity plans in a live and transparent environment.
Seamlessly integrate with your accounting software for effortless and live financial reporting.
Cap Table Set Up
Set up your initial shares and record historical rounds without the need of a formal valuation.
Important company information requires strong security and strict compliance.
Loans & Convertibles
Track all company loans and convertibles, and seamlessly integrate convertibles into your cap table.
Manage access for each shareholder and control all shareholder rights.
Easily import revenue, costs, P&L, and Cash Flow statements with the click of a button.
Set reminders and schedule updates for company or personal documents.
Integrate options with your cap table and deliver transparency to employee shareholders.
Project future scenarios to prepare for fundraising or cap table shifts.
What Founders Say About WE.VESTR
“ We chose to work with WE.VESTR because they make things easy and save us loads of time. With WE.VESTR, we’re able to provide our shareholders with real-time information on our company progress and financials. ”
“ WE.VESTR is a brilliant way to manage your equity matters. WE.VESTR gives shareholders the tools and insights they need at all times, and also keeps our employees engaged via the ESOP feature. ”
“ WE.VESTR provides a clear dashboard overview of our company's cap table and other key metrics, making everything easy to manage and share with external shareholders. It's a no brainer for our company. ”
“ WE.VESTR is the single source of truth for updating my shareholders. Now, I can focus on other needs of my company and know that everyone is aligned. ”
“ WE.VESTR and Slicing Pie made our equity structure clear and simple from Day 1. It also makes keeping shareholders updated simple and fast. ”
“ WE.VESTR helps provide transparency for employee shares, which was especially useful with a remote workforce. I'm excited to check out their ESOP feature as well! ”
“ We use the Slicing Pie feature to keep track of monthly contributions for future equity in our company. Now we have a clear picture of which of our early stakeholders are becoming shareholders, which makes approaching fundraising in the future much clearer. ”
“ We are a young startup, so setting up and projecting our cap table was always pushed forward. However, WE.VESTR makes it so incredibly simple, that it’s fixed within an hour! ”
“ WE.VESTR really allowed us to go beyond our traditional cap table modelling, whilst simultaneously involving our stakeholders in the thought process. ”
Security is our Priority
The security of your data and your privacy are our top priority. We’ve taken multiple technical and organizational measures to ensure the data security, privacy, and compliance of the WE.VESTR platform.
Our onboarding team makes getting started easy.
Securely send us your cap table and agreements.
We review your documents and build your account.
Review and approve your account.
Ready to Go
You’re ready to takeover and invite your team!