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ManageAdd your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.
OrganiseOrganise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.
ModelExplore future value scenarios based on various growth trajectories, to figure out potential payouts.
StreamlineRemove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.
SPVsSet up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.
3 min read
Rebecca Appleton: 11 July 2024
What does it take to stand out in the fintech and equity management world? It’s a question we often ask ourselves. We know that innovative technology is a must. Ditto a strong company culture.
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4 min read
Rebecca Appleton: 26 June 2024
All is not well in the employment landscape. The persistent twin challenges of recruitment and retention are casting a long shadow over business of...
4 min read
Rebecca Appleton: 12 June 2024
Whether spurred by a desire to stay relevant in a changing market or to distance themselves from a tarnished reputation, rebranding can seem like a...
3 min read
Rebecca Appleton: 09 May 2024
Every day, we make decisions. But while some are mundane and ultimately unimportant in the grand scale of things - pizza or sushi tonight? Others can...
2 min read
Rebecca Appleton: 01 May 2024
BADR, short for Business Asset Disposal Relief (try saying that three times fast!) is a type of tax benefit. It’s designed to mitigate Capital Gains...
2 min read
Rebecca Appleton: 08 April 2024
Last updated: 19 April 2024 Congratulations! Your employer wants to award you share options under their Company Share Option Plan (CSOP). While the...
3 min read
Rebecca Appleton: 14 March 2024
In the competitive landscape of small to medium-sized enterprises (SMEs), finding effective ways to attract and retain top talent while fostering...
4 min read
Rebecca Appleton: 06 February 2024
Digitisation. Digital revolution. The digital age. Most of us have read or heard these words so many times that they’ve begun to lose all meaning.