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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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Nicki Coe 

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Nicki is a coach for Co-Founders. An expert on the most critical asset in a business: the Co-Founder partnership.

Nicki unites business partners by building an aligned vision and a clear plan for growth, working to resolve tension and master communication.

She also coaches people navigating their way in or out of a business partnership. Helping Founders feel informed and confident about such an important process, supporting them with the resources and experts they need.

So many businesses fail or fall short because their partnership isn’t effective, and Nicki is on a mission to change that.

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