Streamline fund management
Simplify the way you verify and validate your stakeholdings.
Sign all equity-related documents digitally via the platform using DocuSign.
Automatically store each company's documents in one secure place.
View shareholder communications sent out by the company to you.
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.