Organise your portfolio
Monitor the value of your stakeholdings and get quick access to key information.
![organise-hero](https://www.vestd.com/hubfs/images/heroes/organise-hero.png)
Access your portfolio dashboard to track investments and activity.
![access your portfolio](https://www.vestd.com/hubfs/images/halfwidth/access-portfolio.png)
Group investments by fund, sector, location or other tag.
![group investments](https://www.vestd.com/hubfs/images/halfwidth/group-investments.png)
Access secure data rooms to see key documents, and company updates.
![access secure data rooms](https://www.vestd.com/hubfs/images/halfwidth/access-secure-data-rooms.png)
Invite the companies you invest in onto the platform to give them exclusive discounts.
![help the founders you invest in](https://www.vestd.com/hubfs/images/halfwidth/help-the-founders.png)
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.
![Guy-Kaufman](https://www.vestd.com/hs-fs/hubfs/Guy-Kaufman.png?width=400&height=400&name=Guy-Kaufman.png)