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

Yaroslav Kinebas

2 min read

Calculate how many shares to give the team with our free tool

We’ve devised a new calculator to help you calculate how many shares to issue to employees, key players, basically, anyone who helps your business grow and succeed.

Read More
when would you want a low business valuation

5 min read

When would you want a low business valuation?

Last updated: 29 April 2024.

Read More