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ManageAdd your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.
OrganiseOrganise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.
ModelExplore future value scenarios based on various growth trajectories, to figure out potential payouts.
StreamlineRemove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.
SPVsSet up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.
3 min read
Robert Mitson: 15 October 2020
I spotted some recent research from HMRC on Tax Advantaged Share Schemes (TASS). The report surveyed the opinions of employers, employees, and...
2 min read
Simon Telling: 15 January 2020
One of the main reasons for sharing ownership with your team is to increase employee engagement and commitment.
1 min read
Simon Telling: 23 August 2019
Our product team works hard to make your life easier and we’ve recently introduced a few new features that you should know about.
1 min read
Naveed Akram: 15 May 2018
Hallelujah! After nearly a 6 week suspension, EMI schemes are back for UK SME’s.
1 min read
Naveed Akram: 06 April 2018
HMRC announced on Wednesday (4th April) that the availability of EMI Options will be temporarily suspended (for new option grants) from the end of...