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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.

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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.

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The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
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Ifty Nasir

2 min read

You want to set up a share scheme, but is your cap table even ready?

Picture of Ifty Nasir Ifty Nasir: 13 December 2017

You’ve asked the big questions and you’ve decided that setting up a share scheme is the right decision for your team and the business.

Cap table
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Should I use EMI options or growth shares

2 min read

Should I use EMI options or growth shares?

Picture of Ifty Nasir Ifty Nasir: 10 November 2017

There are many different ways to share ownership. EMI options are the most tax-efficient for your employees. Growth shares, however, can be a great...

Enterprise Management Incentive Tools Growth shares
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Shared ownership calculator: how many shares should you give to your team?

Picture of Ifty Nasir Ifty Nasir: 22 September 2017

Some of us struggle with the maths when trying to work out exactly how many shares (or options) to give to a member of the team so that they end up...

Equity management Tools
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5 min read

The five mistakes UK businesses make when it comes to their equity

Picture of Ifty Nasir Ifty Nasir: 31 July 2017

For many private businesses, their equity is like the drawer in the kitchen you’re a bit scared to open. You’re sure there are many useful things in...

Equity management SMEs
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