Portfolio dashboards
Our tools help you track the value of your investments and model future scenarios, without the need for manual input.
Total visibility of your shareholdings, with accurate data pulled down from Companies House.
Validate and verify your shareholdings, to be assured that you have the correct stake.
Value companies and model future scenarios, to view potential payouts by portfolio or entity.
Receive company updates and notifications, to stay in the loop with key developments.
Store, share and view key documents, in a secure data room with custom access permissions.
Value your portfolio at a glance
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
Meet with Guy
Learn how we can help you track your portfolio by lining up a quick call with Guy Kaufman, our Equity Consultant & Startups Lead.