Private markets, tracked properly, all in one view
You have the data. We make sense of it.
Share options from an employer, SEIS/EIS investments, shares you hold directly. See everything you own in private companies on a single dashboard. Upload your paperwork and Equdash reads it and works out what you actually hold.
New to share options or SEIS/EIS? Read the plain-English guide→
Your actual dashboard layout, shown here with sample data.
Why Equdash exists
Private equity doesn't come with a dashboard.
Owning a piece of a private company — through options, an SEIS/EIS investment, or a direct stake — is exciting. Keeping track of it is not. There's no brokerage account that shows you everything you hold, so the details end up scattered across inboxes, drives and paper files.
Documents go missing
Share certificates, option agreements and SEIS/EIS certificates end up spread across email, folders and paper — hard to find exactly when you need them.
Deadlines get missed
Vesting cliffs, exercise windows and SEIS/EIS holding periods rarely come with a reminder — and missing one can mean losing value permanently.
No single view
A portfolio spread across several companies and scheme types is hard to see all at once — so it's genuinely difficult to know where you stand.
The rules are complex
EMI, CSOP, SEIS and EIS each carry their own qualifying conditions, tax treatment and holding periods — most holders were never taught any of it.
Equdash was built to fix all four.
Who it's for
You hold the equity
Employees with share options they've never quite understood, founders and management teams holding shares directly, non-executive directors and advisory board members collecting equity across several companies, angel investors with stakes spread across a few more — if you own a piece of a private company, upload what you've got and see it all in one place, with nothing left to forget.
Your advisor
Give your advisor access when you want help. They can see your holdings, documents and dates, and add or fix details on your behalf — but can’t delete anything, and never see your private chat.
What it does
Upload once, we read it
Drop in a certificate or option agreement — Equdash extracts the company, dates, and price for you to confirm.
Never miss a deadline
Vesting cliffs, exercise windows, SEIS/EIS holding periods — tracked and emailed to you ahead of time.
See the whole picture
One portfolio view across every scheme, so you know exactly where you stand — and where you don't.
Ask, don't guess
Ask Dash explains what a term or date means for your specific holding — grounded in your own documents.
Every holding, filterable by type — shown here with sample data.
Ready to stop losing track?
Takes a minute to set up. Upload your first document right after.