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

Nicola Curtis

AMA: Oana Jinga, co-founder of Dexory

4 min read

AMA: Oana Jinga, co-founder of Dexory

We talked to Oana Jinga, the Chief Commercial Officer and co-founder of Dexory, a robotics tech company. Oana speaks candidly about the challenges of being a female founder in the tech space, and why determination is the most important quality of a...

Read More
Bayu Prihandito, founder of Life Architekture

2 min read

AMA: Bayu Prihandito, founder of Life Architekture

Bayu Prihandito established Life Architekture to help people find their individual paths to success and happiness. We sat down with him to discuss...

Read More
FounderMetrics Podcast with Hector Hughes

5 min read

FounderMetrics: Hector Hughes

Joining Ifty Nasir for the final episode of FounderMetrics season one is Hector Hughes, the revolutionary co-founder of Unplugged, a unique business...

Read More
FounderMetrics Podcast with Simon Gardiner

3 min read

FounderMetrics: Simon Gardiner

Joining Ifty Nasir this time is Simon Gardiner, the co-founder and director of Carrington West, an award-winning recruitment company named by The...

Read More
Alejandra de Brunner, founder of the ETHOS Network

2 min read

AMA: Alejandra de Brunner, founder of the ETHOS Network

Alejandra de Brunner is the founder of ETHOS, a network that encourages open and honest conversations.

Read More
FounderMetrics Podcast with Lev Perlman

4 min read

FounderMetrics: Lev Perlman

In this episode of FounderMetrics, Ifty Nasir is joined by Lev Perlman, the founder of tech agency Metamindz.

Read More
Standout swag ideas for your startup event

4 min read

Standout swag ideas for your startup's next event

Nobody particularly enjoys networking. It’s one of those things that makes everyone feel a little awkward and out of place. However, as a startup...

Read More
How startups can support employees through their grief

4 min read

How startups can support employees through their grief

At some point, all of us will lose someone close to us (if we haven't already). We don’t need to explain the sense of sadness and loss that comes...

Read More