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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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Tracey Blake
“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
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Notion

$1,000 in Credits - 6 months free

Notion is the connected workspace where better, faster work happens.

Perk Details
  • Must be a non-paying customer
  • Under 50 employees
  • Under $10M funding

Please note

Only one redemption per company, regardless of affiliations with multiple partners.

Enter your email address below to request redemption details.