Skip to the main content.

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.

Request a demo

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.

Platform
Use cases
Tracey Blake
“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
Read more reviews >
capterra rating
Learn
Support
guide-thumbnail
The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
Get the guide

Director's Service Agreement

A director’s service agreement is very similar to an employment contract, in that it sets out the director’s responsibilities and duties, as well as detailing terms such as pay, termination of the appointment and restrictive covenants. For more information on employment contracts, please see here.

Due to the senior position of a director, the agreement will contain provisions regarding outside interests, such as holding shares in other companies. It will set out what outside interests are permitted and how such interests should be declared. It’s common for the board to be able to approve an interest that otherwise wouldn’t usually be allowed.

Directors have access to a wide range of confidential information, which of course they need to be able to conduct their duties properly. As a result, director’s service agreements should contain stringent confidentiality provisions to ensure such information is adequately protected. Similarly, an intellectual property assignment provision is commonplace to ensure that any intellectual property created by the director is owned by the company and not the individual.

It’s important to note that the template director’s service agreement must be signed as a deed and therefore must be signed in the presence of an independent witness, who will also sign the document and provide their personal details. Witnesses must be 18+ years of age, not related to the signatory, and not involved in the matter at hand.

Download the Director's service agreement