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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.

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Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

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Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

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Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

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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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