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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

3 min read
ERS reporting: Avoiding late penalties
Every UK business with an employee share scheme is required to file an annual Employment Related Securities (ERS)...
4 min read
Roll-up vehicles: Simplify your cap table & speed up fundraising
We all know that securing investment is essential for business growth. But as your list of investors expands, your cap...
5 min read
Due diligence in investor syndicates: Balancing risk and reward
Due diligence is about verifying an investment, challenging assumptions, and thoroughly assessing the risks and...
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...