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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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Read our free guide to the UK's most tax-efficient share scheme.
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For growing companies

Build your team and reward new hires with equity, to align them to long-range goals.

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Streamline your share allocations and option grants with intuitive tools.

streamline share allocations

Motivate new hires with equity and set custom conditions for each recipient.

motivate new hires

Enhance investor confidence with professional, transparent equity management.

transparent equity management

Access real-time cap table updates and model future value scenarios.

real time cap table updates

Features

Digital cap tables

Shareholder records

Scenario modelling

Full Companies House integration

Portfolio view

Secure digital data room

Company secretarial tools

Share scheme design & set up

Talk to an equity consultant

Book a free call to explore:

  • Your business, goals and motivations
  • The best ways of sharing ownership
  • How to set the right kind of conditions
  • Costs and tax implications
  • Why a digital platform makes life easy

Giving people skin in the game used to be complicated but we’ve made it really straightforward.

Simply choose a time and let’s chat...

 
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