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Manage your portfolio with ease and evaluate potential investments.

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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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Pete Martin

How to find SEIS and EIS investors

3 min read

How to find SEIS and EIS investors

So, you've identified the Seed Enterprise Investment Scheme (SEIS) and the Enterprise Investment Scheme (EIS) as fantastic ways to get funding for your business.

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Founders: this is what your cap table says about you

3 min read

Founders: this is what your cap table says about you

Your cap table is so much more than just a breakdown of who owns your company and how much they own. It tells a story of how your company is being...

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The seven essentials for impressing angel investors

3 min read

The seven essentials that will impress angel investors

We’ve all seen it on Dragons Den, I’m sure. Watched behind our fingers as an overconfident founder has their fuzzy figures torn apart by the...

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what do investors look for in a cap table

3 min read

What do investors actively look for in a cap table?

Capitlisation tables (cap tables) demonstrate much more to potential investors than just a snapshot of your company’s equity - they also tell a story...

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What questions should I ask a potential co-founder

3 min read

What questions should I ask a potential co-founder?

Co-founder disputes are among the most common causes of early-stage startup failure, so your choice here is among the most important you’ll ever make.

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The dos and don'ts of founding a business with your best friend

3 min read

The dos and don'ts of founding a business with your best friend

If you are an entrepreneur (or a budding one) there’s a good chance some of your friends are too.

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Iconic departures all founders can learn from

3 min read

Iconic departures all founders can learn from

JD Rockefeller. Henry Ford. Walt Disney. Bill Gates. Steve Jobs. Mark Zuckerberg. Elon Musk. The image of the CEO and founder may be central to...

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Why now is actually the perfect time to launch a UK startup

2 min read

Why now is actually the perfect time to launch a UK startup

General Motors in 1892. Hewlett-Packard in 1939. Microsoft in 1975. What do these companies all have in common?

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3 min read

Co-founder conflict: the pitfalls and how to avoid them

Together with cash flow issues and insufficient market need, co-founder conflict is one of THE biggest contributors to startup failure. And yet it...

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