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

Steve Lumley

Looking back at successful startups launched in lockdown

2 min read

Looking back at successful startups launched in lockdown

The pandemic lockdown meant that millions of people were forced to stay home, but some of them decided that it was the perfect opportunity to realise long-held business dreams.

Read More

2 min read

How to get SEIS funding for your startup

Last updated: 23 April 2024. Are you looking for a cash injection for your startup? The Seed Enterprise Investment Scheme (SEIS) could be for you.

Read More

3 min read

The Great Resignation: when will it all be over?

It started during the pandemic lockdown when thousands of employees decided they would take the opportunity to start a new business or find a fresh...

Read More

2 min read

A quick guide to seed funding for startups

As a startup founder, you may wonder what seed funding is and how it can benefit your business. This quick read will get you up to speed.

Read More

3 min read

How to do market research for your new business

Last updated: 28 March 2024.

Read More