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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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“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
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Organise your portfolio

Monitor the value of your stakeholdings and get quick access to key information.

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Access your portfolio dashboard to track investments and activity.

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Group investments by fund, sector, location or other tag.

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Access secure data rooms to see key documents, and company updates.

access secure data rooms

Invite the companies you invest in onto the platform to give them exclusive discounts.

help the founders you invest in

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

Meet with Guy

Learn how we can help you track your portfolio by lining up a quick call with Guy Kaufman, our Equity Consultant & Startups Lead.

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Guy-Kaufman