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

3 min read

Bring on the dogs! National Bring Your Dog to Work Day 2021

It’s National Bring Your Dog to Work Day which means that offices up and down the nation will be that bit more joyous over the next eight hours. And of course, if you work from home and have a mutt, every day is Bring Your Dog to Work Day.

Read More

4 min read

8 reasons why it is important to plan your business exit strategy now

Guest post written by John Courtney, Founder and Chief Executive of BoardroomAdvisors.

Read More

1 min read

Free business diagnostic tool!

Anybody who’s run a growing business knows that keeping things on track is like spinning a dinner service’s worth of plates.

Read More

3 min read

AMA: Laura Thomson, founder of Need

Over the past year, Laura Thomson’s design practice has grown from a solo enterprise to a fully-fledged team.

Read More

2 min read

AMA: Craig de Souza, founder of Creative Industry Association

We all need a little help every now and then, and sometimes we need a sounding board for our ideas.

Read More

4 min read

AMA: Faye Tomson, founder of Tomson Consulting

We love to be nosey about what makes founders tick, and yesterday, we met up with Faye Tomson for a very energising interview indeed!

Read More

4 min read

Six mistakes to avoid when building your board

Guest post: Rob Alderson from Nurole tells us what to avoid when bringing in new board members.

Read More

4 min read

AMA: Ben Austin, founder of Absolute Digital Media

Starting a new business can often be a gamble, but with a lot of hard work and perseverance, some founders have managed to beat the odds and win.

Read More

2 min read

AMA: Chris Sykes, founder & CEO of Volume.ai

The human touch of technology grows by the day, and companies on the forefront of developing those sensory experiences are set for enormous growth...

Read More

3 min read

AMA: Lucy Flinter, founder of Zero Procure.

They say that necessity is the mother of invention, and throughout the pandemic, we've seen numerous businesses spring up to meet newly realised...

Read More