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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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Profyle Card

20% off your initial order

 

Profyle is the modern alternative to traditional paper business cards, giving all your employees a centrally managed digital marketing presence with super-powered networking and lead-generation tools, integrated directly with your CRM too.

Perfect for networking and contact sharing, Profyle enables everyone in your organisation to make a memorable first impression with their very own branded Profyle page.

Add on our physical, custom-printed and sustainable NFC/QR code cards for an even slicker interaction!

 

Perk Details

20% off your initial order, including annual subscriptions and NFC business cards (excluding shipping and handling).

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