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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.

We work with start-ups, entrepreneurs and bigger business to help ambitious business owners who want to scale faster, increase valuation or realise the value of their business.

You crystalise your ambitious business goals and we build and deliver the financial plan to make it actually happen. Over the past two decades we have sold 4,000 companies, raised over £8bn in funding and scaled over 10,000 businesses. Our network of over 750 CFOs across the globe give you valuable contacts for expansion and new markets.

As the world’s number one provider we have the top 1% of FDs & CFOs, who typically work with clients for 2-4 days a month.

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.