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

Jo Rushton

4 min read

How to choose the right co-working space for you

Remote working is the future of a flexible working pattern. According to the Office of National Statistics, at least half of workers in the UK will be doing some type of home working by the end of 2020. But what if you’re not into the idea of...

Read More

4 min read

Should your startup be using a challenger bank?

Challenger banks in the UK are big news. They’re at the forefront of the fourth industrial revolution and are disrupting markets at home as well as...

Read More

4 min read

How to spot and prevent executive burnout

Growing the business that you’ve started from scratch with your own idea is possibly the best job in the world. You’ve made something from the very...

Read More

3 min read

Why gamification in the workplace is a smart idea

Gamification in the office isn’t about letting your staff play PUBG at their desks. The concept is pretty new but there are plenty of academics...

Read More
How to create core values for the workplace

4 min read

How to create core values for the workplace

One minute you’ve got an idea for a business and the guts to go with it, then suddenly you’re three years in, have an office full of employees and a...

Read More