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
 

Freshworks

Up to 90% on the Freshworks suite of products!

Freshworks makes easy-to-use business software. We are a leading provider of modern SaaS solutions that solve multiple, complex business problems.

Perk Details

Startups with up to $4M in total funding get 90% off on their 1st year of Freshworks products. All eligible startups also get 50% off their 2nd year, and 25% off from the 3rd year onwards. The startup should not have raised a Series B round or beyond. Bootstrapped startups are also eligible, provided they meet the other criteria.

Enter your email address below to request redemption details.