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

Liquidity events and their relationship with share schemes

6 min read

Liquidity events and their relationship with share schemes

Equity in early startups tends to be highly illiquid, meaning you can’t easily convert investments into cash. It’s tough to know a startup’s true value until someone, or something tells you. Building a startup is similar to building other things –...

Read More
Employee ownership: what are the choices?

5 min read

Employee ownership: what are the choices?

Business ownership in the UK has gone through a period of rapid diversification. More businesses are deciding to give their employees a slice of the...

Read More
Responsible AI: what startups need to know

7 min read

Responsible AI: what startups need to know

Last updated: 12 December 2023.

Read More
The many ways employees can benefit from your EMI scheme

4 min read

The many ways employees can benefit from your EMI scheme

One of the primary advantages of the Enterprise Management Incentive scheme is its flexibility.

Read More
Why it's better to set up a share scheme sooner rather than later

4 min read

Why it's better to set up a share scheme sooner rather than later

Share schemes equip businesses with a means to incentivise employees beyond capital alone.

Read More
What startups need to do to become a B Corp

5 min read

The B Corp trend: what startups need to do to become a B Corp

Meeting environmental, social, and governance (ESG) goals is no longer a box-ticking exercise. Studies show that high ESG-rated businesses often...

Read More
tips to motivate remote teams, boost morale and improve wellbeing

5 min read

Tips to motivate remote teams, boost morale and improve wellbeing

Remote teams are here to stay, and they’re working well for businesses and their employees.

Read More
Talent acquisition tactics to grow remote teams

5 min read

Talent acquisition tactics to grow remote teams

Remote working was pretty much unheard of until the early 2000s.

Read More
What tools to add to your remote team's tech stack

5 min read

What your remote team's tech stack might lack

Remote work is here to stay, but the path to effective remote team working doesn’t always run smoothly. While remote working is becoming increasingly...

Read More
First steps to building a remote team from scratch

4 min read

First steps to building a remote team from scratch

Many businesses are still hesitant about going fully remote, which is understandable.

Read More