Organise your portfolio
Monitor the value of your stakeholdings and get quick access to key information.
Access your portfolio dashboard to track investments and activity.
Group investments by fund, sector, location or other tag.
Access secure data rooms to see key documents, and company updates.
Invite the companies you invest in onto the platform to give them exclusive discounts.
Digital cap tables
Full Companies House integration
Secure digital data room
Company secretarial tools
Share scheme design & set up