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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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Ifty Nasir

2 min read

You want to set up a share scheme, but is your cap table even ready?

You’ve asked the big questions and you’ve decided that setting up a share scheme is the right decision for your team and the business.

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Should I use EMI options or growth shares

2 min read

Should I use EMI options or growth shares?

Last updated: 23 November 2023. There are many different ways to share ownership. EMI options are the most tax-efficient for your employees. Growth...

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Shared ownership calculator: how many shares should you give to your team?

Some of us struggle with the maths when trying to work out exactly how many shares (or options) to give to a member of the team so that they end up...

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5 min read

The five mistakes UK businesses make when it comes to their equity

For many private businesses, their equity is like the drawer in the kitchen you’re a bit scared to open. You’re sure there are many useful things in...

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