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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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For large companies

Enterprise-grade equity management software for streamlined operations, global compliance, and strategic growth.

 

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for large companies

Add and remove employees to your share scheme without the hassle or paperwork.

add employees

Automate the creation of equity agreements, along with exercising options, share issuance, certificates and notifications.

equity agreements

Ensure that your share scheme remains compliant and in good shape.

compliant share scheme

Keep shareholders and investors in the loop with regular company updates and communications.

company updates

Dedicated CSOP flow to support the creation and management of larger schemes.

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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 a specialist

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We'd love to learn about your business and goals, and demonstrate how our platform will transform the way you share, manage and track ownership. 

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