4 min read
What is succession planning and why does it matter?
"You are not serious people".
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.
4 min read
"You are not serious people".
4 min read
Share schemes! You might equate them with the cut and thrust of the tech world but did you know that they are becoming more common across all...
3 min read
Written by John Courtney, founder and Chief Executive of BoardroomAdvisors.co. As Einstein said ‘insanity is doing the same thing over and over and...
4 min read
Written by our brilliant partners over at Fusion Accountants .
4 min read
This blog is more than four years old. Some information may no longer be current. One in four UK-based SMEs now share ownership with some or all of...
3 min read
It’s not enough to have a killer product anymore, no matter how innovative. Customer experience (CX) is set to overtake goods and price as the key...
12 min read
Last updated: 16 April 2024
5 min read
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...