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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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For scaleups & established SMEs

Advanced equity management software to scale with your growing business, ensuring compliance and clarity.

 

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for scaleups and smes

Use our best-in-class tools to handle complex equity structures and multiple stakeholders.

best in class tools

Generate insights to inform your equity compensation and funding strategies.

generate insights

Provide dashboards to all shareholders so they can monitor and model the value of their stake.

shareholder dashboard

Eliminate friction and errors by managing your equity on a purpose-built digital platform with full two-way Companies House integration.

companies house integration

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

Talk to a specialist

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We'd love to learn about your business and goals, and demonstrate how our platform will transform the way you share, manage and track ownership. 

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