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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.

scenario iconModel

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 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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Yaroslav Kinebas

2 min read

Calculate how many shares to give the team with our free tool

Picture of Yaroslav Kinebas Yaroslav Kinebas: 15 July 2022

We’ve devised a new calculator to help you calculate how many shares to issue to employees, key players, basically, anyone who helps your business grow and succeed.

Tools
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when would you want a low business valuation

4 min read

When would you want a low business valuation?

Picture of Yaroslav Kinebas Yaroslav Kinebas: 24 September 2020

There are numerous reasons why you might want to determine the value of your business, and in each scenario, there will be a different outcome that...

Valuations
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