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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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Lumo Health

10% discount on 3-month trial plan, including expert therapy sessions and exclusive on-demand content

Lumo Health is the all-in-one mental wellbeing platform for businesses… for anyone, anywhere, any time. In a few simple clicks, your people can access on-demand content from experts for any mental wellbeing area or book sessions with the right therapist.

Lumo Health has the highest quality therapists and widest range of +20 therapies for any need, rather than only counselling or cognitive behavioural therapy typically provided.

Instead of hurdles and waiting times, people can use their RightMatch TM service to find the right therapist and book same day appointments anytime.

Anywhere they are, they can watch on-demand webinars from expert therapists or get simple advice and tools through videos and articles.

Included with the plan, there is also a monthly live webinar on any topic your business wants and expert therapist support for your line managers so they can better help your teams with their mental wellbeing and fitness. Every month, leaders and people teams also get aggregated, anonymised SMART data & insights for lifting mental wellbeing and business performance.

Perk Details

10% discount on 3-month trial plan, including expert therapy sessions and exclusive on-demand content.

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