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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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Tracey Blake
“The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work.”
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Streamline fund management

Simplify the way you verify and validate your stakeholdings.

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Sign all equity-related documents digitally via the platform using DocuSign.

docusign

Automatically store each company's documents in one secure place.

secure data room

View shareholder communications sent out by the company to you.

view shareholder communications

Features

Digital cap tables

Shareholder records

Scenario modelling

Full Companies House integration

Portfolio view

Secure digital data room

Company secretarial tools

Share scheme design & set up

Talk to a specialist

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We'd love to learn about your business and goals, and demonstrate how our platform will transform the way you share, manage and track ownership. 

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