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

Sam Jeans

Founder vesting your startup's safety net

5 min read

Founder vesting: Your startup's safety net

We’ve all heard that most startups don’t make it in the long run, but the real question is, why not?

Read More
UK startup essentials business insurance explained

7 min read

UK Startup Essentials: Business insurance explained

Last updated: 1 May 2024. Starting a company from scratch? Welcome to UK Startup Essentials, where we cover business basics such as bank accounts,...

Read More
UK startup essentials: how to register for tax

7 min read

UK Startup Essentials: How to register for tax

Last updated: 1 May 2024. Welcome to UK Startup Essentials, where we focus on the key tasks and tedious admin that (like it or not) you need to take...

Read More
UK startup essentials: business bank accounts explained

8 min read

UK Startup Essentials: Business bank accounts explained

Last updated: 1 May 2024. Welcome to UK Startup Essentials, where we cover business basics and key topics like taxes, insurance and more. All the...

Read More
Startup valuation methods explained

8 min read

Startup valuation methods explained

Last updated: 29 April 2024. Valuing businesses is an art, not a science. And it’s often considered a dark art at that - there’s no magic formula....

Read More
How UK startups can give US employees stock options

5 min read

How UK startups can give US employees stock options

Stock option schemes (or what we tend to call share option schemes in the UK) are a surefire method of uniting teams towards business growth - and...

Read More
409A valuations what you need to know

5 min read

409A valuations: what you need to know

We live in a globalised business world where cross-border collaboration has become the norm.

Read More
Exit strategies explained

7 min read

Exit strategies explained

Startups – what are they heading for? Startup founders often plan for an exit, such as a merger and acquisition (M&A) or initial public offering...

Read More
Raising capital: how not to reach out to VCs

5 min read

Raising capital: how not to reach out to VCs

Venture capitalists (VCs) are pivotal to the global startup ecosystem.

Read More