Equdash

Equdash

About this app

Equdash - Your Complete UK Private Markets Portfolio Tracker

Equdash is the essential app for UK angel investors, startup employees, and advisors to track and manage their private market investments and equity positions in one secure place.

Key Features:

Portfolio Overview
- Track all your SEIS, EIS, EMI options, and advisory equity in one place
- Real-time portfolio valuation and performance metrics
- Visual charts showing equity distribution across companies
- Monitor vesting schedules and exit timelines

AI-Powered Document Extraction
- Simply upload your investment certificates, option grants, or agreements
- Advanced AI automatically extracts key details
- No manual data entry - the app captures company names, amounts, dates, and terms
- Supports PDFs, images, and documents

Tax Relief Tracking
- Monitor your annual SEIS (£200k) and EIS (£1M) allowance usage
- Track eligibility for Business Asset Disposal Relief (BADR)
- Calculate Investors' Relief qualifying periods
- Tax year overview showing available allowances

Security First
- Bank-level encryption for all your documents
- Secure authentication with email verification
- Your data stored securely with Supabase
- GDPR compliant with UK/EU privacy standards

Investment Management
- Track holding periods for tax relief eligibility
- Monitor EMI option exercise windows and vesting cliffs
- Advisory role and director position tracking
- Document storage for share certificates and legal agreements

Perfect for:
- Angel investors managing multiple SEIS/EIS investments
- Startup employees tracking EMI options and vesting schedules
- Advisors monitoring equity compensation across companies
- Anyone building a portfolio of UK private market investments

Why Equdash?
Private market investments are complex, illiquid, and come with specific UK tax implications.

Spreadsheets become unwieldy, documents get lost, and tracking tax relief across multiple investments is challenging. Equdash solves these problems with intelligent document processing and purpose-built tracking for UK investors.

Whether you're an active angel investor maximising SEIS/EIS tax relief, a startup employee managing EMI options, or an advisor with equity across multiple companies, Equdash provides the clarity and organisation you need to manage your private markets portfolio effectively.

Features Coming Soon:
- Exit scenario modeling and tax calculations
- Portfolio sharing with accountants and advisors
- Market valuations and company updates
- Desktop web application

Start taking control of your private investments today. Upload your first document and see how Equdash transforms your portfolio management.

What’s new

Fixed bugs