Plan Type | Fundraiser * | Young Startup ** | Established Startup † |
Setup Fee | Free | Free or from £250 ** | Free or from £250 † |
Monthly Fee | £10 / month | £25 / month | £40 / month |
Deep Companies House Integration | |||
Companies House Submissions | |||
Share Certificate Generation |
(PDF template only)
|
(automated PDF generator)
|
(automated PDF generator)
|
Maximum Number of Shareholders |
(up to 5)
|
(unlimited)
|
(unlimited)
|
Unlimited 'Potential Investor' Logins | |||
Unlimited 'Investor Lite' Logins | N/A * | ||
Company Management Logins |
(up to 1)
|
(up to 2)
|
(up to 3)
|
Company Advisor Logins |
(up to 1)
|
(up to 2)
|
(up to 3)
|
View Historical Full Cap Tables | |||
Share Classes Dashboard | |||
(S)EIS Tracking & Exports | |||
Operational KPI Dashboards | |||
Share Options Dashboard | |||
Unlimited 'Optionholder' Logins | |||
Share Warrants Dashboard | |||
Growth Shares Module | |||
Register | Register | Register |
Fundraiser *
Free
£10 / month
Deep Companies House Integration
Companies House Submissions
Share Certificate Generation (PDF template only)
Maximum Number of Shareholders (up to 5)
Unlimited 'Potential Investor' Logins
Company Management Logins (up to 1)
Company Advisor Logins (up to 1)
Young Startup **
Free or from £250 **
£25 / month
Deep Companies House Integration
Companies House Submissions
Share Certificate Generation (automated PDF generator)
Maximum Number of Shareholders (unlimited)
Unlimited 'Potential Investor' Logins
Unlimited 'Investor Lite' Logins
Company Management Logins (up to 2)
Company Advisor Logins (up to 2)
View Historical Full Cap Tables
Share Classes Dashboard
(S)EIS Tracking & Exports
Operational KPI Dashboards
Established Startup †
Free or from £250 †
£40 / month
Deep Companies House Integration
Companies House Submissions
Share Certificate Generation (automated PDF generator)
Maximum Number of Shareholders (unlimited)
Unlimited 'Potential Investor' Logins
Unlimited 'Investor Lite' Logins
Company Management Logins (up to 3)
Company Advisor Logins (up to 3)
View Historical Full Cap Tables
Share Classes Dashboard
(S)EIS Tracking & Exports
Operational KPI Dashboards
Share Options Dashboard
Unlimited 'Optionholder' Logins
Share Warrants Dashboard
Growth Shares Module
Plan Type | Investor Lite * | Premium Investor † | Institutional Investor †† |
Setup Fee | Free | POA | POA |
Monthly Fee | Free | £5 per co./month | POA |
Deep Companies House Integration | |||
Portfolio View | |||
View Current Full / Summary Cap Tables | |||
Investor Advisor Logins |
(up to 2)
|
(up to 5)
|
|
Transaction Report | |||
Shareholder Report | |||
Portfolio-Level KPI Metrics | |||
View and Download Current and Historical Full Cap Tables | |||
Register | Register | Register |
Investor Lite *
Free
Free
Deep Companies House Integration
Portfolio View
View Current Full / Summary Cap Tables
Premium Investor †
POA
£5 per co./month
Deep Companies House Integration
Portfolio View
View Current Full / Summary Cap Tables
Investor Advisor Logins (up to 2)
Transaction Report
Shareholder Report
Portfolio-Level KPI Metrics
Institutional Investor ††
POA
POA
Deep Companies House Integration
Portfolio View
View Current Full / Summary Cap Tables
Investor Advisor Logins (up to 5)
Transaction Report
Shareholder Report
Portfolio-Level KPI Metrics
View and Download Current and Historical Full Cap Tables