Quickly onboard your team, import your data or connect via accounting API, and start saving time, creating transparency, and generating inclusivity within your startup.
Hyper-growth companies using WE.VESTR
One Platform, Everything You Need
Enjoy the single source of truth where you can plan for future cap table scenarios and transparently keep employees up-to-speed on their equity shares.
Fundraising-Made-Simple
With all of your equity and company performance in a single overview, invite potential investors into your WE.VESTR account to give them a live data room of your company.
Features
Cap Table Set Up
Set up your initial shares and record historical rounds without the need of a formal valuation.
2FA Authentication
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.
Shareholder MGMT
Manage access for each shareholder and control all shareholder rights.
Data Import
Easily import revenue, costs, P&L, and Cash Flow statements with the click of a button.
Document Alerts
Set reminders and schedule updates for company or personal documents.
ESOP Management
Integrate options with your cap table and deliver transparency to employee shareholders.
Scenario Modeling
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 the 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. ”