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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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“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
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Investment round calculator

How does your equity change through multiple investment rounds? Learn more about how to use the calculator before you get started.

1 Current shareholders

Name
Ownership
Number of shares
 
Name
Ownership –
Number of shares
Remove
Name
Ownership –
Number of shares
Remove
Name
Ownership –
Number of shares
Remove
Add shareholder
Total ownership –
Total number of shares –
 

2 Investment rounds

 
Pre-money issuance
Number of shares
£ per share
Amount raised
 
#1
Pre-money issuance
%
Number of shares –
£ per share
£
Amount raised –
Remove
–
Pre-money issuance
%
Number of shares –
£ per share
£
Amount raised –
Remove
Add investment
Total number of shares –
Total amount raised –
 

3 Final ownership

Name
Final %
Number of shares
Amount raised
Name –
Final % –
Number of shares –
Amount raised –
Name –
Final % –
Number of shares –
Amount raised –
Name –
Final % –
Number of shares –
Amount raised –
Name –
Final % –
Number of shares –
Amount raised –
 
Total final % –
Total number of shares –
Total amount raised –
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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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