Complete Platform Features
Everything you need to build, manage, and maintain shareholder agreements all in one powerful platform
Core Platform Features
The Essential Tool Every Company Needs
Your Central Command Center
Start every day with a complete overview of your company. See key metrics at a glance including total shareholders, shares issued, current valuation, and agreement status.
Track action items like pending share transfers, signature requests, and upcoming compliance dates.
Access quick actions to add shareholders, amend terms, transfer shares, calculate dividends, model exits, or download your agreement.
- ✓Four key stat cards showing critical company metrics
- ✓Action items prioritized by urgency and deadline
- ✓Six quick action cards for common workflows
- ✓Recent activity feed with real-time updates
Key Terms at a Glance
Understand your entire shareholder agreement in seconds. See all critical terms displayed in plain English—voting rights structure, special resolution thresholds, pre-emption rights windows, drag-along and tag-along thresholds, transfer restrictions, and good leaver/bad leaver definitions.
Each term shows your specific configuration with clear visual indicators showing what's active.
- ✓Plain English summaries of complex legal clauses
- ✓Green checkmarks show active provisions
- ✓Specific thresholds and timeframes highlighted
- ✓Click any term for detailed legal explanations
Visual Ownership Distribution
See who owns what at a glance with beautiful interactive visualizations. The ownership donut chart shows the split between founders, Series A investors, employees, and option pool.
Hover over any segment to see detailed breakdowns. Track how ownership has evolved over time and model how future fundraising rounds will affect the distribution.
- ✓Interactive donut chart with color-coded segments
- ✓Legend shows precise percentages for each group
- ✓Group by investor type, share class, or custom tags
- ✓Historical snapshots showing ownership changes
Complete Cap Table Management
Maintain your comprehensive cap table with every detail tracked. See authorised shares, issued shares, option pool availability, and fully diluted share counts at the top.
Below, each shareholder gets a full row showing their name, role, share type (ordinary/preference/options), number of shares, ownership percentage, fully diluted percentage, initial investment, current value with ROI, voting rights, and quick edit actions.
- ✓Full shareholder directory with contact information
- ✓Color-coded badges for different share types
- ✓Real-time valuation updates showing current worth
- ✓Export to Excel with one click for investors
AI Dispute Risk Assessment
Get proactive risk analysis powered by AI trained on thousands of shareholder agreements and real dispute cases. See your overall risk level (Low/Medium/High) prominently displayed.
Below that, view a detailed breakdown of specific risk factors—deadlock provisions, exit rights documentation, transfer restrictions enforceability, and any pending items requiring attention. Each factor shows a checkmark or warning icon.
- ✓Overall risk score with confidence level
- ✓Individual factor analysis with pass/warning indicators
- ✓Trained on thousands of agreements and dispute cases
- ✓Actionable recommendations to reduce risk
AI-Powered Intelligence
Let AI Handle the Complex Legal Work.
AI Recommendations for You
Your AI assistant doesn't wait to be asked—it proactively monitors your company's activity and upcoming events to surface important recommendations.
Get alerts about your AGM due in 52 days with an offer to help prepare the notice and agenda. Receive risk analysis when your drag-along threshold (51%) is lower than 89% of similar companies.
Below the recommendations, access four AI-powered quick actions: Amendment Helper (describe a change, AI drafts it), Term Explainer (understand complex clauses), Risk Analyzer (spot potential issues), and Ask AI Anything (chat with your legal AI).
- ✓Monitors company activity for proactive insights
- ✓Deadline alerts with actionable help buttons
- ✓Market comparison warnings with percentile data
- ✓Four specialized AI tools always available
Chat With Your Legal AI
Have a conversation with an AI that understands UK corporate law and your specific company context. Ask questions in plain English like "What happens if a founder leaves?" or "Can I transfer my shares?" and get instant, accurate answers.
The AI knows your entire agreement, cap table, and company history, so it provides context-aware responses.
It can explain complex legal concepts in simple terms, compare your terms to market standards, and even draft amendments in proper legal language.
- ✓Natural conversation—no legal jargon required
- ✓Context-aware—knows your agreement and history
- ✓Explains legal terms in plain English
- ✓Auto-drafts legal documents in correct format
AI Market Benchmarking
Compare your terms against thousands of real agreements from similar companies. The AI analyzes your drag-along thresholds, vesting schedules, liquidation preferences, and other key terms, then shows you exactly how you compare to market standards.
Get specific recommendations on terms that might be too lenient or too restrictive, backed by data from our database of 10,000+ agreements.
- ✓Compare each term to industry benchmarks
- ✓See percentile rankings for your thresholds
- ✓Understand risk implications of being outlier
- ✓One-click amendment generation for improvements
Advanced Capabilities
Powerful Tools For Complex Scenarios
Exit Scenario Modeling
Model different exit scenarios (trade sale, IPO, acquire) at various valuations. See exact distribution to each shareholder considering liquidation preferences, drag-along thresholds, and option pools.
Version Control
Every version of your shareholder agreement stored with full change tracking. See what changed, who changed it, when, and collect e-signatures with progress tracking.
Compliance Calendar
Never miss a deadline with automated tracking of AGMs, Companies House filings, vesting events, and board meetings. Email and in-app reminders keep you on track.
Vesting Schedules
Track employee and founder vesting schedules with automatic milestone notifications. See exactly how many shares vest on each date and update cap table accordingly.
Team Collaboration
Invite team members, advisors, and investors with granular permissions. Everyone sees live updates, and you control exactly what each person can view or edit.
AI Smart Search
Search your agreement using natural language. Ask "What happens if a founder leaves?" and AI finds relevant clauses, not just keyword matches.
Ready to Transform Your Shareholder Management?
Join companies that have eliminated legal complexity with Clause