Skip to the main content.

Manage your portfolio with ease and evaluate potential investments.

The platform is fully synced with Companies House, to provide you with accurate, real-time insight.

Request a demo

manage iconManage

Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.

organise iconOrganise

Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.

scenario iconModel

Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

streamline iconStreamline

Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

SPVs iconSPVs

Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

capterra rating
guide-thumbnail
The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
Get the guide

Alyssa Burnette

Tech startups other than fintech that deserve the spotlight

3 min read

Tech startups other than fintech that deserve the spotlight

When tech startups make headlines, we often hear about one specific type: fintech.

Read More
What is a typical option pool size for employees

3 min read

What’s a typical option pool size for employees?

Wouldn’t it be awesome if your office had a pool for employees? You might be surprised to find out that it does! (Although it’s not exactly the kind...

Read More
Company share schemes - a worthy alternative to a pay rise

3 min read

Company share schemes: a worthy alternative to a pay rise?

If you asked employees out of the blue if they'd like a pay rise, it's unlikely that a single one would turn to you and say, "Thanks, but no thanks",...

Read More
What’s an exit plan and why do I need one for my startup?

3 min read

What’s an exit plan and why do I need one for my startup?

When you board a plane to go on holiday, you’re probably thinking about your sunny destination, not where the plane’s emergency exit is. Of course,...

Read More

4 min read

How to pick a product name that stands the test of time

Last updated: 28 March 2024.

Read More
Game-changing startups fuelled by SEIS/EIS funding

2 min read

Game-changing startups fuelled by SEIS/EIS funding

If you’re looking for a way to fund your startup and you’re not sure where to turn, you may want to consider SEIS or EIS funding. In this article,...

Read More
Startups: don’t let bottlenecks hold you back

3 min read

Startups: Don’t let bottlenecks hold you back

Last updated: 28 March 2024.

Read More
Whose job is it to raise funds at a startup

3 min read

Whose job is it to raise funds at a startup?

Startups can be fantastically diverse; from fintech to food services to innovations in medicine that save lives. New businesses pop up all the time...

Read More
Three tell-tale signs of employee satisfaction

4 min read

Three tell-tale signs of employee satisfaction

Googling "are my employees satisfied" kind of sounds like googling "how to know if my partner is cheating on me".

Read More