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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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Unapproved Options vs Growth Shares calculator

What's the best option to give shares to your team? Learn more about how to use the calculator before you get started.

The calculations below are based on a few assumptions.

  • No other shares have been issued
  • Current shareholders have paid nothing for their shares (and will be subject to CGT at 20% on sale)
  • Unapproved Options are exercised at current share price, only on exit (and will be subject to Income Tax at 40%)
  • Growth Shares are issued at a hurdle above current share price

1 Business valuation

Current valuation
Assumed exit valuation
Current valuation
£
Assumed exit valuation
£
 

2 Current shares

Total shares issued
Current share price
Hope premium
Marginal uplift on valuation of shares at the time of issue, to help HMRC be comfortable that no tangible value has been transferred without being taxed. Typically 5-20%.
Hurdle price
Total shares issued
Current share price –
Hope premium
Marginal uplift on valuation of shares at the time of issue, to help HMRC be comfortable that no tangible value has been transferred without being taxed. Typically 5-20%.
%
Hurdle price –
 

3 Current shareholders

Name
Ownership
Number of shares
 
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Add shareholder
Total ownership –
Total number of shares –
 

4 Future shareholders

Name
Ownership
Number of shares
 
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Name
Ownership
%
Number of shares –
Remove
Add option holder
Total ownership –
Total number of shares –
 

5 Out-turn on exit

 
With Unapproved Options
With Growth Shares
Name
Net benefit
%
Net benefit
%
Name –
With Unapproved Options – Net benefit –
With Unapproved Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
Name –
With Unapproved Options – Net benefit –
With Unapproved Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
Name –
With Unapproved Options – Net benefit –
With Unapproved Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
Name –
With Unapproved Options – Net benefit –
With Unapproved Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
Name –
With Unapproved Options – Net benefit –
With Unapproved Options – % –
With Growth Shares – Net benefit –
With Growth Shares – % –
 
With Unapproved Options – Total net benefit –
With Unapproved Options – Total % –
With Growth Shares – Total net benefit –
With Growth Shares – Total % –
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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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