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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.

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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Growing and established companies usually want to talk about...

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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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Equity management tools

Managing shareholders
Shareholder comms
ESOP process optimisation 
Scenario modelling 

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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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💰Are you an investor? To discuss SPVs or portfolio management please aim here. 
⭐ Are you already a customer? Get on the fast-track.
🌎 Not based in the UK? Talk to our specialist team.