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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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Rebecca Appleton

CSOP: The three-year rule explained

2 min read

CSOP: The three-year rule explained

Last updated: 19 April 2024 Congratulations! Your employer wants to award you share options under their Company Share Option Plan (CSOP). While the scheme gives you the chance to purchase company shares at a predetermined price, you want to time it...

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Entrepreneurs explain why they set up an EMI scheme

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Entrepreneurs explain why they set up an EMI scheme

In the competitive landscape of small to medium-sized enterprises (SMEs), finding effective ways to attract and retain top talent while fostering...

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Unlocking efficiency: the digital revolution in HR and beyond

4 min read

Unlocking efficiency: the digital revolution in HR and beyond

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.

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