Axis Partners

One shared view of every deal, every contribution and every decision your partnership makes.

  • Shared portfolios
  • Deal pipeline
  • Partner reports

What Axis Partners keeps in one place

One portfolio, every partner

Shared holdings, committed capital and current positions on a single screen. Every partner opens the app and reads the same numbers.

Deal pipeline by stage

Sourced, in review, due diligence, signed, passed. Move a deal a stage and everyone with access sees the change and who made it.

Contributions and splits

Who put in what, on what date, and what each partner's share of a deal is. No more reconciling two versions of the same spreadsheet.

Conversation attached to the deal

Partner-to-partner threads live on the deal itself, so the term sheet, the question about it and the answer sit together.

Partnership reports

Generate a period report of positions, movements and partner shares, and export it to send to your accountant or a silent partner.

Roles and access

Full partners, limited partners and advisors each see what they should. Access is set per deal, not per person's memory.

Partnerships don't break over strategy. They break over versions.

Two or three people go into a deal together and the record of it scatters immediately. The pipeline is in one partner's notebook. The capital table is a spreadsheet that gets re-sent every time a figure changes. The reasoning behind a decision is halfway down a group chat, somewhere between a lunch plan and a photograph of a document.

None of that is a tooling problem until the moment it matters — a partner asks what their share of the third deal actually is, an accountant asks for the year's movements, a new investor asks what you passed on and why. Then the answer takes three days to assemble and two of the partners disagree with it.

Axis Partners exists for that moment. It is built for small groups who invest and transact together: business partners, family capital, informal syndicates, a handful of people with real money between them and no back office. Deals, contributions, positions and the conversation around them stay in one structure that every partner can open, on their own phone, without asking anyone to re-send anything.

How groups come on board

Tell us which one sounds like your partnership and we will show you that setup specifically.

Most asked for

Partner Group

For two to five partners running deals together as one book.

  • Shared portfolio and capital table
  • Deal pipeline with stages
  • Partner threads on every deal
  • Period report export

Investment Club

For a wider group where not everyone is in every deal.

  • Per-deal access and roles
  • Individual partner share views
  • Limited-partner read-only access
  • Reports per member or per deal

Guided rollout

For groups with existing deals and spreadsheets to bring across.

  • We structure your current deals with you
  • Contribution history brought in
  • Reporting set up to your period
  • Walkthrough session for all partners

We scope and quote after the walkthrough, based on the number of partners and how your deals are structured.

How working with us goes

  1. Send an enquiry

    Tell us how many partners you are and roughly how your deals are structured. Two lines is enough to start.

  2. Walkthrough on your own deal flow

    We take one of your real deals and build it out live, so you see the pipeline, the split and the report with your own numbers in them rather than a demo account.

  3. Setup with your partners in the room

    We structure your existing deals and contribution history together, set the roles, and agree what each partner should and should not see.

  4. Your group runs it

    Every partner installs the app and opens the same book. You leave with a working pipeline, a capital table that reconciles, and a report you can generate yourself.

What you end up holding

At the end of setup a partnership has four things it did not have before, and all four belong to the group rather than to whichever partner keeps the files.

Axis Partners is a record and communication tool for people who already make their own investment decisions. It does not advise, recommend or execute — it makes sure all of you are looking at the same thing when you decide.

Talk to us about your partnership

Leave your name and email and we will arrange a walkthrough built around one of your real deals.

  • A member of the Axis Partners team reads every enquiry personally.
  • We reply by email with two or three questions and a time to talk.
  • The first session is a walkthrough, not a sales call — nothing to install beforehand.

One book. Every partner. Same numbers.

See Axis Partners running on one of your own deals before you decide anything.

Request a walkthrough