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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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The CFO Centre

Break Through £5m Revenue with Powerful Reports and Expert Advice

Over 10,000 entrepreneurs have built their businesses and the lives they want, with part-time CFOs from The CFO Centre.

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All of our team understand the financial pressures on SMEs, and our fractional model enables businesses to access the very best premium CFO skills and experience at a significantly lower cost than a full-time employee.