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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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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.

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“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
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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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What would you primarily like to discuss?

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Share scheme consultation

Designing a share scheme 
Digitising existing schemes
Costs & tax implications
Company valuations
Equity management

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Launching a funding round

Getting investment-ready
S/EIS Advance Assurance
Cap table healthcheck
Preparing your data room
Issuing shares to investors

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CoSec & incorporation

Company formation
Co-founder equity
Cap table management
Issuing shares & options
Company secretarial

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Vestd for investors

Set up a fund or syndicate
Portfolio management
Scenario modelling
Assurance & compliance
Validating stakeholdings

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