Eligibility review
Consider whether the company, trade and proposed investment may meet scheme conditions.
SEIS, EIS and investment readiness
Prepare the company and its numbers before investors start asking questions.
Support with SEIS/EIS advance assurance, financial models, share-related work and reporting designed to make your funding process more credible and controlled.
What we deliver
Financial preparation for a stronger investment conversation.
Advance assurance
Prepare the financial and supporting information required for an HMRC application.
Financial model
Build forecasts that connect growth assumptions, costs, cash and funding requirements.
Share structure
Review share capital and proposed investment arrangements with relevant advisers.
Investor reporting
Present financial information clearly and consistently throughout the raise.
Compliance support
Maintain records and coordinate post-investment SEIS/EIS compliance work.
Why it matters
Funding readiness is more than completing an application.
Investors need to trust the records, assumptions and structure behind the opportunity. Preparing these elements together reduces delays and conflicting information.
- A coherent forecast and funding requirement
- Clear supporting information for advance assurance
- Cleaner financial due diligence
- Consistent numbers across investor materials
- Ongoing compliance after investment
How it works
A clear process with visible responsibilities.
Understand the current position
We assess your structure, systems, records and immediate priorities.
Put the right process in place
We agree responsibilities, deadlines, information flows and review points.
Use the output to make decisions
We explain what the work shows and identify the next practical actions.
Build a finance story investors can trust.
Start with a practical discussion about what your business needs.