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.

capterra rating
The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
Get the guide

GDPR Local

20% off and 1hr free consultancy

Data protection is complicated. Companies are faced with different compliance requirements across the World. After GDPR became a thing on 15th of May 2018, every company needed to comply with these complicated, vague, confusing regulations. Some complied fully, some complied partially, and many didn't do anything! Whatever your situation, we can help.

GDPR Local is a team of data protection experts that provide compliance support for thousands of companies across the globe and understand how GDPR applies to your business.

Failure to comply can result in complaints, requests or even investigation by the ico and other regulators. We are here to help - our strength is that we have work with companies in every sector and understand how Regulators work.

If you need to update your GDPR policies, respond to a client questionnaire, or need help with a difficult SAR, RTE or Data Breach, contact us now!

Perk Details

1. One hour free consultancy to any customer - this can be for new companies that need general advice or established companies that need advice about a complex / risky situation - no payment or other commitment required

2. 20% off documentation and EU/UK Representative services

3. 20% off any GDPR project cost

4. 20% off DPO or Compliance Hub service

Enter your email address below to request redemption details.