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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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“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
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Shared ownership calculator

How many shares do you want to give to your team? Learn more about how to use the calculator and dilution before you get started.

1 Current shareholders

Name
Number of shares
Ownership
 
Name
Number of shares
Ownership –
Remove
Name
Number of shares
Ownership –
Remove
Name
Number of shares
Ownership –
Remove
Add shareholder
Total number of shares –
Total ownership –
 

2 Future shareholders

Name
Number of shares
Ownership
 
Name
Number of shares –
Ownership
%
Remove
Name
Number of shares –
Ownership
%
Remove
Name
Number of shares –
Ownership
%
Remove
Add shareholder
Total number of shares –
Total ownership –
 

3 Final ownership

Name
Number of shares
Final %
Name –
Number of shares –
Final % –
Name –
Number of shares –
Final % –
Name –
Number of shares –
Final % –
Name –
Number of shares –
Final % –
Name –
Number of shares –
Final % –
 
Total number of shares –
Total final % –
Download CSV

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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