Skip to the main content.

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.

Request a demo

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.

Platform
Use cases
Tracey Blake
“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
Read more reviews >
capterra rating
Learn
Support
guide-thumbnail
The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
Get the guide

EMI and Unapproved Options vs Growth Shares calculator

EMI, Growth Shares and Unapproved Options. How do net returns from different share schemes compare? Learn how to use the calculator before you get started.

The calculations below are based on a few assumptions.

  • No other shares have been issued
  • Current shareholders have paid nothing for their shares (and will be subject to CGT at 20% on sale)
  • EMI Options are exercised at current share price, only on exit (and will be subject to Entrepreneurs' Relief CGT at 10%)
  • Unapproved Options are exercised at current share price, only on exit (and will be subject to Income Tax at 40%)
  • Proceeds from EMI and Unapproved Options exercised are added to exit valuation
  • Growth Shares are issued at a hurdle above current share price (and will be subject to CGT at 20% on sale)

1 Business valuation

Current valuation
Assumed exit valuation
Current valuation
£
Assumed exit valuation
£
 

2 Current shares

Total shares issued
Current share price
Hope premium
Marginal uplift on valuation of shares at the time of issue, to help HMRC be comfortable that no tangible value has been transferred without being taxed. Typically 5-20%.
Hurdle price
Total shares issued
Current share price –
Hope premium
Marginal uplift on valuation of shares at the time of issue, to help HMRC be comfortable that no tangible value has been transferred without being taxed. Typically 5-20%.
%
Hurdle price –
 

3 Current shareholders

Name
Ownership
Number of shares
 
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Add shareholder
Total ownership –
Total number of shares –
 

4 Future shareholders

Name
Ownership
Number of shares
 
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Add shareholder
Total ownership –
Total number of shares –
 

5 Out-turn on exit

Name
EMI Options
Unapproved Options
Growth Shares
Name –
Net benefit for EMI Options –
Net benefit for Unapproved Options –
Net benefit for Growth Shares –
Name –
Net benefit for EMI Options –
Net benefit for Unapproved Options –
Net benefit for Growth Shares –
Name –
Net benefit for EMI Options –
Net benefit for Unapproved Options –
Net benefit for Growth Shares –
Name –
Net benefit for EMI Options –
Net benefit for Unapproved Options –
Net benefit for Growth Shares –
Name –
Net benefit for EMI Options –
Net benefit for Unapproved Options –
Net benefit for Growth Shares –
 
Total net benefit for EMI Options –
Total net benefit for Unapproved Options –
Total net benefit for Growth Shares –
Download CSV
 

Schedule a free, no obligation equity consultation

Get on the fast-track via a call with one of our experts...

 

Talk to an expert