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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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Early-stage startups of up to 10 people usually want to talk about...


Company formation

Company structure
Articles of association 
Assigning directors
Share classses

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Founder equity splits

How to slice the pie fairly
Founder vesting
Setting conditions
Good / bad leaver clauses

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Launching a funding round

S/EIS Advance Assurance
Building a data room
Preparing your pitch deck
Issuing investor shares

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Issuing shares to people

Employee share schemes
Shares for non-employees
Authorising share pools
Updating Companies House

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