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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

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Turbocharge investment in your startup with EIS and SEIS
Turning a bright idea into a successful company requires more than just hard work and determination – it needs capital....
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Celebrating Vestd's achievements (with an eye to the future)
What does it take to stand out in the fintech and equity management world? It’s a question we often ask ourselves. We...
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Solving the UK recruitment crisis: How share schemes can help
All is not well in the employment landscape. The persistent twin challenges of recruitment and retention are casting a...
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AMA: Cherish Reardon, founder of Popsy Clothing
More than a clothing company, Popsy Clothing is a body-positive brand adored by a loyal community. We asked co-founder...
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Rebrands gone wrong: When companies miss the mark
Whether spurred by a desire to stay relevant in a changing market or to distance themselves from a tarnished...
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AMA: Lee Chambers, founder of Essentialise
Changemaker, director, founder, keynote speaker...There's little that Lee Chambers can't do. Lee tells us more about...