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

Jemma King

4 min read

Employee Benefits Index: Who offers the best benefits?

With many industries now offering more flexible working options, it’s never been more important to offer a competitive benefits package.

Read More
AMA: Nick Root, founder of Intergiro

4 min read

AMA: Nick Root, founder of Intergiro

We caught up with Nick Root, the founder of Intergiro, a super simple fintech that aims to bring corporate banking 'out of the Stone Age'.

Read More
UK Business Investment Report: Which industries are selling?

4 min read

UK Business Investment Report: Which industries are selling?

It has been a difficult year for business owners and these challenges have been felt across all industries.

Read More
how startups can be more female-friendly

2 min read

Leaning in: how startups can be more female-friendly

The tech industry is a dynamic and ever-evolving field, offering immense opportunities for innovation and growth. However, it's no secret that the...

Read More

2 min read

#CofounderPrenups and why they matter: The Friend

Tom* and James had been in the same circle for years so starting a business together was a no-brainer. They set out with the best of intentions and...

Read More

3 min read

#CofounderPrenups and why they matter: The Mysterious Stranger

Everything he touched had turned to gold in the first dot.com boom. And on account of his unbroken winning streak, Mark’s* defences were down when he...

Read More

1 min read

#CofounderPrenups and why they matter: Ben's story

Based in Brighton, Second Voice Pro builds startup sales teams for early-stage businesses. In addition to providing stellar outbound sales resources,...

Read More
#CofounderPrenups and why they matter: Giancarlo's story

2 min read

#CofounderPrenups and why they matter: Giancarlo's story

Inspired by an unmemorable dog sitting van (!), Words.tel offers companies a fresh way to stand out from the crowd. Described as a ‘What Three Words...

Read More

2 min read

Exit readiness part two: starting with the end in sight

Having considered triggers and drivers for your exit in Part One of my exit series, you might now be thinking about how to formulate your plan? Where...

Read More