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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.

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Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.

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Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

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Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

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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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Nicola Curtis

When should founders start paying themselves a salary

3 min read

When should founders start paying themselves a salary?

Last updated: 18 April 2024

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Big Tech job cuts: what's going on?

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Big Tech job cuts: what's going on?

Over the last year, it seems like all we hear is negative news when it comes to the state of the economy and business outlook. It’s no surprise;...

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Recruitment and retention tips for startups

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Recruitment and retention tips for startups in 2023

We’ve just made it through one of the toughest years for the economy on record, but what does 2023 have in store for us and how will it affect...

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Founder life and family life: how to balance both

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Founder life and family life: how to balance both

You have a dream - you have a great idea for a startup and you want to jump straight in and make it work. I admire your drive.

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Can you recession-proof your startup?

3 min read

Can you recession-proof your startup?

The economy is an unpredictable beast from time to time.

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10 reasons SMEs love the Enterprise Management Incentive

4 min read

10 reasons SMEs love Enterprise Management Incentives

Small and medium-sized enterprises can have a tough time of it.

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Why do companies give employees shares

2 min read

Why do companies give employees shares?

Last updated: 17 April 2024

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How startups can build a memorable employer brand

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How startups can build a memorable employer brand

A brand new business obviously starts from scratch.

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Does your startup really need a company secretary

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Does your startup really need a company secretary?

When you’re trying to grow your startup, time is of the essence, but so are costs. While you want to reach out to as many investors as possible and...

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