Funding & investment
Get funded. Stay compliant.
Raise faster, claim what you're owed and walk into investor meetings ready.
At some point in the life of your business, it will need funding. It's nothing to be ashamed of.
What's included
Everything you need. Nothing you don't.
- EIS/SEIS advance assurance
- EIS1/SEIS1 compliance
- R&D tax relief claims
- Fundraising readiness review
- Investor-ready financial models
- Share schemes & EMI options
- Debt, grant & asset funding via Nexus
- Due diligence support
Investor reporting
Quarterly numbers your investors trust, fund audit requests handled, and one point of contact from day one to Series A and beyond.
Relevant case study: Read the story“Complete HQ has looked after our accounting at Herodotus since 2022. We've raised over US$3 million from international investors, and I work directly with Andy on the financial information they need, including fund audit requests. The team keeps things running smoothly, giving me more time with my co-founder and our team to focus on the product, R&D and engineering.”
Kacper KoziolCo-founder, HerodotusRelevant case study
~£2m
raised across two rounds, with our support
“Accountants that feel like a part of the in-house team.”
Callum and Ollie, Co-founders, WineFi
Read the storyDebt, grants and asset funding
Through our partnership with Nexus, explore loans, grants and asset finance matched to your business.
How it works
Simple, from the first call.
- 1
Readiness check
What to fix before you raise: numbers, cap table, structure.
- 2
Prepare
Model, advance assurance and data room ready to go.
- 3
Raise
We support you through investor questions and due diligence.
- 4
Comply
EIS1/SEIS1 forms, R&D claims and reporting after the round.
~£100k
R&D tax relief claimed
R&D tax relief in practice
Step Exchange: tripled revenue, turned profitable, and ran a leaner finance team doing it
Related story
Mass Balance: from zero to one, with a finance partner who thinks like a founder
Related story
Lighthouse Pools: from growing pains to cash flow you can plan around
“These guys are quick, responsive and think like founders. Would highly recommend.”
Toby CallFounder, Mass BalanceWhat it costs
Fixed prices, agreed upfront.
SEIS or EIS advance assurance
SEIS and EIS combined: £1,450 + VAT
£995 + VAT
SEIS1/EIS1 compliance statements + investor certificates
£595 + VAT per round
Funding Round BundleBest value
Advance assurance + compliance statements + share allotment/SH01 + cap table update
£1,795 + VAT
R&D tax relief claim
Includes claim notification/Additional Information Form, technical narrative, CT600 amendments and HMRC enquiry support (up to a fixed number of hours).
12% of the tax benefit + VAT, minimum £2,500 + VAT
Investor Readiness Pack
No success fee. Financial model, data room set-up, due diligence checklist and readiness review.
From £2,500 + VAT
Debt, grant & asset funding search via our Nexus partnership
Free
All prices exclude VAT. Final fee confirmed after your discovery call.
FAQ
Questions we get asked.
Raising in the next 12 months?
Book a call and we'll tell you what to fix first.