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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.

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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
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Simon Banks

Let's get digital software-only filings at Companies House

3 min read

Let's get digital: software-only filings at Companies House

Picture of Simon Banks Simon Banks: 02 January 2024

Last updated: 18 April 2024

CoSec
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What is succession planning and why does it matter

4 min read

What is succession planning and why does it matter?

Picture of Simon Banks Simon Banks: 14 December 2023

"You are not serious people".

SMEs
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demystifying investment docs what investors expect to see

6 min read

Demystifying investment docs: What investors expect to see

Picture of Simon Banks Simon Banks: 29 November 2023

Unless you've got a Scrooge McDuck money pit you can dive into and draw out a couple of million at will, your business will likely need to raise some...

Investment
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Why the UK's share scheme culture is surging

4 min read

Why the UK's share scheme culture is surging

Picture of Simon Banks Simon Banks: 31 October 2023

Equity has long been a driver of the entrepreneurial spirit in the US. That's not quite the case in the UK, however. At least, it's not at the...

Share schemes
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