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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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manage iconManage

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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Tracey Blake
“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
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CircleLoop

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CircleLoop is a cloud-based business phone system that works via powerful desktop and mobile apps. It’s easy to set-up, easy to use with flexible pay-as-you-grow pricing plans. Our mission is to enable Small Businesses and Start-Ups to communicate better. We do this by taking the complexity out of telecoms, with modern day business communications that can be set up within a matter of minutes, with no contracts or tie in. Our app-based system has all the features you expect from a business phone system and more!

Perk Details

Vestd customers get 20% off.

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