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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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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