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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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Larger companies with more than 100 employees usually want to talk about...


Issuing shares to people

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

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Digitising a share scheme

Cap table healthcheck
Uploading documents
New digital templates 
Regular valuations

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Streamlining ownership

Managing shareholders
Compliance tools
ESOP process optimisation 
Scenario modelling 

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