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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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The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
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Rebecca Appleton

Rebrands gone wrong: When companies miss the mark

4 min read

Rebrands gone wrong: When companies miss the mark

Picture of Rebecca Appleton Rebecca Appleton: 12 June 2024

Whether spurred by a desire to stay relevant in a changing market or to distance themselves from a tarnished reputation, rebranding can seem like a simple solution for companies craving change.

Startups
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Investor magnet: the appeal of the data room

3 min read

Investor magnet: the appeal of the data room

Picture of Rebecca Appleton Rebecca Appleton: 09 May 2024

Every day, we make decisions. But while some are mundane and ultimately unimportant in the grand scale of things - pizza or sushi tonight? Others can...

Investment
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Do shares qualify for Business Asset Disposal Relief?

2 min read

Do shares qualify for Business Asset Disposal Relief?

Picture of Rebecca Appleton Rebecca Appleton: 01 May 2024

Last updated: 1 November 2024. BADR, short for Business Asset Disposal Relief (try saying that three times fast!) is a type of tax benefit. It’s...

Enterprise Management Incentive Growth shares
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CSOP: The three-year rule explained

2 min read

CSOP: The three-year rule explained

Picture of Rebecca Appleton Rebecca Appleton: 08 April 2024

Last updated: 19 April 2024 Congratulations! Your employer wants to award you share options under their Company Share Option Plan (CSOP). While the...

Company Share Option Plan
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Entrepreneurs explain why they set up an EMI scheme

3 min read

Entrepreneurs explain why they set up an EMI scheme

Picture of Rebecca Appleton Rebecca Appleton: 14 March 2024

In the competitive landscape of small to medium-sized enterprises (SMEs), finding effective ways to attract and retain top talent while fostering...

Enterprise Management Incentive Case study
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Unlocking efficiency: the digital revolution in HR and beyond

5 min read

Unlocking efficiency: the digital revolution in HR and beyond

Picture of Rebecca Appleton Rebecca Appleton: 06 February 2024

Last updated: 1 October 2024. Digitisation. Digital revolution. The digital age. Most of us have read or heard these words so many times that they’ve...

Tech Recruitment
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