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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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Add your investments for complete visibility of your shareholdings. View cap tables and detailed share movements.

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Organise investments by fund, geography or sector, and view your portfolio as a whole or by individual company.

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Explore future value scenarios based on various growth trajectories, to figure out potential payouts.

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Remove friction and save time. Action shareholder resolutions via DocuSign, access data rooms, and get updates from founders.

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Set up and manage new SPVs without leaving the platform, then invite co-investors to fund and participate.

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The Joy of Enterprise Management Incentives
Read our free guide to the UK's most tax-efficient share scheme.
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Resources

Learn everything you need to know about aligning and motivating your team with some skin in the game.

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Free guides

 

Read and learn

3 min read
Six key steps to maximise success ahead of a funding round
Raising capital can feel like a mountain to climb, but being prepared makes all the difference. Here are six things we...
6 min read
When you'll need a business plan (and why they matter today)
Ah, the humble business plan. Far from being an outdated formality, it remains one of the most powerful tools in a...
3 min read
FounderMetrics: Ryan Edwards
On the fourth episode of this second season of FounderMetrics, our CEO Ifty Nasir interviews Ryan Edwards. Ryan is the...
3 min read
FounderMetrics: Biro Florin
From one podcast host to another! Ifty Nasir chatted with Biro Florin, the co-founder of Jexo and the host Misfit...
3 min read
Ready to raise? Essential prep for funding success
We know you’re chomping at the bit to get your business idea off the ground. But hold your horses. Have you thought...
1 min read
Vestd breaks the mould with cost-effective funding rounds
To kick-start the next generation of startups, Vestd has introduced ‘InVestd Raise’ - a package that helps companies...