Portfolio dashboards
Our tools help you track the value of your investments and model future scenarios, without the need for manual input.
![Plucky Young Founder sml](https://www.vestd.com/hs-fs/hubfs/Plucky%20Young%20Founder%20sml.png?width=1000&height=563&name=Plucky%20Young%20Founder%20sml.png)
Total visibility of your shareholdings, with accurate data pulled down from Companies House.
![companies-house-integration](https://www.vestd.com/hs-fs/hubfs/images/halfwidth/companies-house-integration.png?width=1080&height=1080&name=companies-house-integration.png)
Validate and verify your shareholdings, to be assured that you have the correct stake.
![validating](https://www.vestd.com/hs-fs/hubfs/validating.png?width=1125&height=1125&name=validating.png)
Value companies and model future scenarios, to view potential payouts by portfolio or entity.
![potential-growth](https://www.vestd.com/hs-fs/hubfs/potential-growth.png?width=1125&height=925&name=potential-growth.png)
Receive company updates and notifications, to stay in the loop with key developments.
![seis-investment](https://www.vestd.com/hs-fs/hubfs/seis-investment.png?width=1125&height=1125&name=seis-investment.png)
Store, share and view key documents, in a secure data room with custom access permissions.
![secure-data-room](https://www.vestd.com/hs-fs/hubfs/secure-data-room.png?width=1080&height=1080&name=secure-data-room.png)
Value your portfolio at a glance
![portfolio view](https://www.vestd.com/hs-fs/hubfs/portfolio-view-1.png?width=1700&height=894&name=portfolio-view-1.png)
Features
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.
![Guy-Kaufman](https://www.vestd.com/hs-fs/hubfs/Guy-Kaufman.png?width=400&height=400&name=Guy-Kaufman.png)