Skip to the main content.

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.

Request a demo

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.

Platform
Use cases
Tracey Blake
“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
Read more reviews >
capterra rating
Learn
Support
guide-thumbnail
The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
Get the guide
 

Focused for Business

Gain focus for your funding round and get all your funding questions answered.

Our free online workshops help you reflect on where you are in your fundraising journey and give you clarity and focus on what to do next to secure funding.

Perk Details

In this interactive session we'll demystify the investment process and break down investor jargon, giving you the information you need to speed up your fundraising journey.

Whether you’re raising investment for the first time or going for your second round, our workshop will help you overcome challenges you might face and provide you with valuable insights on:

  • When to raise investment
  • How to determine the right amount to raise
  • How to reach out to investors

You'll also discover resources that speed up the process of raising investment.

Enter your email address below to request redemption details.