Investors check the same things: current books, filed accounts, a forecast they can test, a clean share history and, where individual investors are involved, SEIS or EIS. We prepare the accounting and tax side so you can answer their questions with documents.
In due diligence, an investor's advisers send a list of requests, and every document that has to be rebuilt first adds time to the round.
Most of what they ask for is ordinary accounting kept up to date. The rest is the share history, the tax schemes your investors are relying on, and a forecast that explains itself.
We look at the books, the filings at Companies House and HMRC, and the share register, and tell you what needs fixing before anyone else looks.
Books reconciled, late filings dealt with, and the register of members, the register of people with significant control and the confirmation statement put in agreement.
A monthly cashflow and profit forecast tied to your actual figures so far, with the assumptions written down and a cautious case alongside the main one.
Founder shares, vesting and section 431 elections where they apply, then advance assurance before you pitch to individual investors.
The documents above in one place, named so an investor's advisers can find them, and kept current while the round runs.
The SEIS or EIS compliance statement and investor certificates, the share allotment filed at Companies House, and regular reporting to your new investors.
An illustrative company: incorporated eight months ago, two founders, trading for five months, and planning to raise £150,000 from four individual investors under SEIS.
The published prices in this example come to £1,848 + VAT. Business Pulse builds the budget and 12-month cash flow forecast from a £750 + VAT set-up, and bringing the books up to date is quoted once we have seen them.
Illustrative figures. Your company and your round will differ.
Funding work is priced separately from your monthly fee and quoted in writing before we start. The fee is the same whatever you raise, and lenders and investors make their own decisions.
List a raise of £100,000 to £2 million with a plan, a deck and a short video, and let investors make the first approach.
For professional investors, certified high net worth individuals and self-certified sophisticated investors. Run by Founder Capital LLP. Founders pay a monthly fee to list.
How listing worksPrivate equity for accountancy, legal, financial advice and compliance firms with £500,000 to £5 million of recurring fees, and Found Credit loans of £100,000 to £2 million to limited companies and LLPs, backed by assets, revenue or guarantees.
Its criteria are set out on its own site.
Founder Capital's criteriaFind Investment and Founder Capital are run by Founder Capital LLP, a separate firm from Buzz Accounting Ltd, the company behind this site. Andy Jackson is a director of Buzz Accounting Ltd and a designated member of Founder Capital LLP. Swoop is an independent company. Each site applies its own criteria and makes its own decisions.
The parts with fixed prices are published: the Business Pulse set-up, which builds your budget and 12-month cash flow forecast, from £750 + VAT, SEIS or EIS advance assurance at £499 + VAT, the compliance statement and investor certificates at £599 + VAT, and a founder share restructure at £750 + VAT. Bringing books, filings and the share register up to date depends on their state, so we quote it in writing after a first look. All of it is priced separately from your monthly fee.
It depends on how current the books and filings are, which we can tell you after a first look. Records that are months behind come first, because everything else reads from them. SEIS and EIS advance assurance adds HMRC's own response time, so apply before you start pitching to individual investors.
Find Investment is a platform where UK companies raising £100,000 to £2 million can list with a plan, a deck and a short video, and investors make the first approach. It is open to professional investors, certified high net worth individuals and self-certified sophisticated investors, and founders pay a monthly fee to list. We prepare the accounting and tax side, so the numbers are ready when an investor asks for them.
If you are raising from individual UK investors, they will usually ask, because their income tax relief depends on the company qualifying and on the shares being issued correctly. If you are raising from companies or funds that do not use the schemes, it matters less. Our SEIS and EIS page sets out the conditions, and SEIS or EIS explains which one applies to you.
We prepare the financial parts of the deck: the forecast, the key numbers and how the money will be used, all tied back to your accounts. Anything that invites people to invest can be a financial promotion, which the law restricts, so take legal advice on the deck and on any investor emails before you send them.
