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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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Chris Nash

Six key steps to maximise success ahead of a funding round

3 min read

Six key steps to maximise success ahead of a funding round

Picture of Chris Nash Chris Nash: 15 November 2024

Raising capital can feel like a mountain to climb, but being prepared makes all the difference. Here are six things we have selected that will help you start your fundraising journey with confidence.

Investment Startups SEIS/EIS
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