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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.

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Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.

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Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

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Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

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Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

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Investment Agreement

An Investment Agreement is the legally binding point at which the investor is committed to pay you the funds in return for the shares and also lays out all the terms, conditions, covenants and warranties associated with this.

This agreement provides clarity and protection for both parties involved in the investment. It specifies details such as the amount of investment, the purpose of the investment, the ownership stake the investor will receive in exchange for their investment, and any conditions that must be met.

It's important to review the rights and protections afforded to both parties and any warranties, representations, or covenants made by either party, as well as provisions for dispute resolution and termination of the agreement.

This template includes a number of reserved matters in Schedule 4 which may be amended, removed, or expanded, as deemed necessary. Matters requiring investor consent, in Part 1, are those which require the passing of a normal resolution, whilst further matters requiring investor consent, in Part 2, are those which require the passing of a special resolution. Part 3 deals with matters requiring investors director consent, should an investor director be appointed to the Board.

Download the Investment Agreement