Simplify your clients’ share scheme management
Updated 6 February 2024.
Share schemes & equity management for startups, scaleups and established UK companies.
With two-way Companies House integration, the platform is fast, accurate and powerful.
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.
Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.
Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.
Explore future value scenarios based on various growth trajectories, to figure out potential payouts.
Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.
Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.
Ifty Nasir : 22 September 2017
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 with 5% of the company.
To make it easier, we have generated a really basic shared ownership calculator that does the hard work for you.
Just stick in the existing shareholders (either individually or as a single block) and the number of shares they have.
Then put in the other members of the team and the percentage of the company you want them to end up with.
The calculator does the rest. It’s as simple as that.
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Try out the shared ownership calculator now.
Updated 6 February 2024.
When companies get seed investment from a crowdfunding raise or individual investors, it is often the case that a shareholder agreement (SHA) will be...
Updated 18 September 2023.