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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
Read our free guide to the UK's most tax-efficient share scheme.
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Free business diagnostic tool!

Free business diagnostic tool!

Table of Contents

Anybody who’s run a growing business knows that keeping things on track is like spinning a dinner service’s worth of plates.

Your sales team might be strong, but how’s your marketing strategy? Do you have a plan to reach your target customers? What about your vision and mission? Are they clear not only to you but to your whole team? And how are you measuring growth?

It’s endless, but we can help.

If you want an incisive report that cuts right to the heart of where your strengths and weaknesses lie, we’ve got you covered.

We’ve put together a free diagnostic tool with our partners at Boardroom Advisors to give you a comprehensive steer on the areas you’re acing, and the areas that could do with firming up. 

screenshot report

The diagnostic is a simple survey that takes about ten minutes to complete and after you’ve filled it in, we’ll email you with your personalised prescription for success.

Sold? Access the tool here to get your report…

Take me to the tool!

We hope you find it useful and easy to use. If you’ve got any feedback, let us know by emailing 


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