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

Term Sheet

A Term Sheet is normally used as a first step to indicate serious intent between you and the investors to proceed with an investment and lays out the key terms involved, but without being legally binding.

It serves as a foundation for negotiations and sets the framework for the final Investment Agreement. It helps both parties understand what they're getting into and aims to minimise any misunderstandings later on.

For investors, it provides a snapshot of the investment opportunity, while for the company seeking investment, it lays out the terms under which they'll receive funding.

Download the Term Sheet