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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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Portfolio dashboards

Our tools help you track the value of your investments and model future scenarios, without the need for manual input.

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Total visibility of your shareholdings, with accurate data pulled down from Companies House.


Validate and verify your shareholdings, to be assured that you have the correct stake.


Value companies and model future scenarios, to view potential payouts by portfolio or entity.


Receive company updates and notifications, to stay in the loop with key developments.


Store, share and view key documents, in a secure data room with custom access permissions.


Value your portfolio at a glance

portfolio view


Digital cap tables

Shareholder records

Scenario modelling

Full Companies House integration

Portfolio view

Secure digital data room

Company secretarial tools

Share scheme design & set up

Meet with Guy

Learn how we can help you track your portfolio by lining up a quick call with Guy Kaufman, our Equity Consultant & Startups Lead.

Book a call