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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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Coda

$1,000 in Credits

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of applications into a single new canvas.

Perk Details

1. $1000 in Coda credit applied to any paid plan (lasts startups 1.6 years on average!)

2. Exclusive Coda templates, docs, and packs made specifically to supercharge startups

3. Access to exclusive support and Discord community dedicated to startups using Coda

Eligibility criteria apply.

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