What investors examine
Investors and their advisers look closely at the quality of your numbers — clean books, credible forecasts, a defensible cap table and tidy tax positions. Weaknesses here can slow or reduce a round.
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We get your numbers, structure and reporting into the shape investors expect before you raise.
General information to help you understand this area — not personal advice. Rules, thresholds and deadlines can change, so check the latest HMRC guidance or ask us about your circumstances.
Investors and their advisers look closely at the quality of your numbers — clean books, credible forecasts, a defensible cap table and tidy tax positions. Weaknesses here can slow or reduce a round.
During diligence you’ll be asked for a range of financial and legal documents at short notice. Having them prepared and organised in advance keeps the process fast and builds confidence.
Share structures, option schemes such as EMI and the group structure are far easier to get right before investment than to restructure afterwards.
We’ll be happy to answer your questions, take the time to understand your current tax and accounting position, and discuss how we can help you.