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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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ISQ Crowdfunding

Get 5% off all investment support with ISQ


ISQ is a crowdfunding specialist and private equity funding support partner. ISQ support clients in planning, preparing, launching and running highly successful funding rounds.

ISQ work closely with business leaders, coaching and guiding them on how to to expand, engage and raise investment from their direct and extended networks. ISQ's clients close their rounds either using public equity crowdfunding platforms, or private raise services.

ISQ are sector agnostic, and can support business from pre-seed to series A+, raising anything from £50K to multiple million pound rounds.

Perk Details

5% off all investment support with ISQ.

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