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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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Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.

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Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.

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Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

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Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

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Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

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The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
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Resources

Learn everything you need to know about aligning and motivating your team with some skin in the game.

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Free guides

 

Read and learn

4 min read
AMA: Isabella Lee, founder of Let's Fearlessly Grow
Isabella Lee shares how Let’s Fearlessly Grow was founded to help companies reach customers and scale with impact....
4 min read
The investment thesis explained: everything you need to know
You've poured your heart and soul into your startup. Now you're ready to take the next big leap – securing venture...
6 min read
Valuation horror stories and how to avoid them
Building a startup is a rollercoaster ride, but nothing quite compares to the ups and downs of company valuation. Just...
5 min read
AMA: Stuart Davis, co-founder of Dubs
Recently named 'Manufacturing & Engineering StartUp of the Year' at the 2024 UK StartUp Awards, Dubs make fun, stylish...
2 min read
Vestd crowned Scheme Provider of the Year at the WSB Awards
We’re proud to reveal that Vestd has been named the Share Scheme Provider of the Year at the Workplace Savings &...
4 min read
AMA: Chris Tingley, founder of EVware
Serial entrepreneur, tech investor and CEO Chris Tingley shares the story behind one of his exciting ventures, EVware....