Your holdings, without the hassle.

Manage your private investments without sacrificing accuracy or ease of use. With SharesHeld, get the data you need, when you need it, in a platform built for efficiency.

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Unlock your private equity portfolio

Unlock new growth opportunities and make the most of your portfolio with clear, actionable insights

Easily monitor your private equity portfolio in real-time. Stay ahead by keeping tabs on your invested companies.

Built for private equity investors.

Holdings, tax relief, and certificates in one place — so you spend less time chasing paperwork and more time on your portfolio.

Holdings

See every private shareholding in one clear ledger.

Track cost, share count, acquisition date, and platform source for each company you back — so your Crowdcube imports and direct deals live in the same place.

Tax relief

EIS and SEIS totals ready for self-assessment.

Break relief down by tax year, spot missing certificates, and see estimated income tax relief without rebuilding spreadsheets every April.

Documents

Keep EIS, SEIS, and share certificates together.

Upload ownership and relief certificates against each holding, filter what’s verified or missing, and stay audit-ready when HMRC or your accountant asks.

Get started today

Unlock full control over your financial records with our intuitive software, empowering you to track your investments efficiently.

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A recipe for success

Timeless investment insights with SharesHeld innovation

    • What entrepreneurs crave in investors is conviction.

      Naval Ravikant
      Founder of AngelList

    • Innovation doesn't come from the big company. It never has and never will. Innovation is something new that looks crazy at first glance.

      Marc Andreessen
      Co-founder of Andreessen Horowitz

    • All the returns in venture are in the long tail, therefore you have to let your winners run.

      Ben Horowitz
      Co-founder of Andreessen Horowitz

    • Startups don't win by attacking. They win by transcending.

      Paul Graham
      Co-Founder of Y Combinator

    • Buy into a company because you want to own it, not because you want the stock to go up.

      Warren Buffett
      CEO of Berkshire Hathaway

    • Ideas are cheap. Execution is everything.

      Chris Sacca
      Venture Investor

Simple pricing, for everyone.

Flexible solutions for every portfolio, no matter the size.

Monthly

Unlock your portfolio - no strings attached.

£10 + VAT

  • Import and sync investments from Crowdcube and other platforms
  • Securely upload and categorise your investment documents
  • Step-by-step guide for claiming EIS tax relief
  • Direct access to our support team for quick assistance
  • Advanced reporting for investment insights
Get started

Yearly

The same great features, with 2 months free.

£100 + VAT

  • Import and sync investments from Crowdcube and other platforms
  • Securely upload and categorise your investment documents
  • Step-by-step guide for claiming EIS tax relief
  • Direct access to our support team for quick assistance
  • Advanced reporting for investment insights
Get started

Enterprise

Accountant or financial advisor? SharesHeld can help manage your client portfolios.

Contact us

  • Import and sync investments from Crowdcube and other platforms
  • Securely upload and categorise your investment documents
  • Step-by-step guide for claiming EIS tax relief
  • Direct access to our support team for quick assistance
  • Advanced reporting for investment insights
Get started

Frequently asked questions

Can’t find what you’re looking for? Email our support team - we’re here to help and will get back to you as soon as possible.

    • What is SharesHeld?

      SharesHeld is a portfolio management platform specifically designed for private equity investors. It provides real-time tracking, analytics, and reporting capabilities to give you full control over your investments.

    • How do I import data from other platforms like Crowdcube?

      You can directly import your investment records from platforms such as Crowdcube for comprehensive reporting and analysis. Just go to the 'Imports' section and follow the instructions.

    • What types of tax relief calculations does the app support?

      The app supports automated calculations for both EIS (Enterprise Investment Scheme) and SEIS (Seed Enterprise Investment Scheme) tax reliefs across multiple tax years.

    • Is my data secure?

      Absolutely. We employ robust encryption and data validation algorithms to ensure the integrity and security of your data.

    • Is there a mobile version of the platform?

      We offer a fully responsive mobile version, allowing you to manage your investments on the go.

    • Is there customer support available?

      Yes, we offer 24/7 email customer support. You can reach out to us anytime for assistance.

    • What reporting features are available?

      SharesHeld offers detailed reporting capabilities, including the ability to generate EIS tax year breakdowns. While we're working on providing real-time updates, our platform currently offers periodic updates to ensure you have accurate and up-to-date information on your portfolio's performance.

    • Will I be able to invite my financial advisor or accountant to collaborate within the platform?

      This feature is coming soon. We are actively developing collaboration tools that will allow you to securely invite your Financial Advisor or accountant to access your SharesHeld portfolio.

    • I lost my password, how do I get into my account?

      Forgot your password? No worries. Navigate to the login page and click on the "Forgot Password?" link. Follow the on-screen instructions to reset your password and regain access to your account.