Whether you’re closing a pre-seed round, approaching angels, or preparing for Series A, investors expect financial rigour. Sloppy numbers slow deals down; clean numbers accelerate them.
AccTek’s fundraising support gives founders the financial backbone they need — from building the model that drives your pitch to preparing the data room that survives due diligence.
What We Deliver
Financial Model Building
Three-statement models built to investor standards — revenue assumptions, unit economics, cash runway and sensitivity analysis, all clearly documented.
Investor Data Room
A structured, indexed data room with management accounts, cap table, projections, key contracts and corporate documents — ready before the first meeting.
Due Diligence Preparation
We pre-empt the questions investors and their lawyers will ask: clean accounts, reconciled balances, tax compliance confirmed, nothing left to surprise.
SEIS & EIS Compliance
Advance Assurance applications, share scheme structuring and ongoing compliance — so your investors get the tax relief that makes your round more attractive.
Cap Table Management
Clean cap tables reflecting option pools, convertible notes and previous rounds — modelled forward through the current raise so everyone sees the dilution picture.
Pitch Deck Financials
The financial slides that belong in your deck — revenue trajectory, burn rate, use of funds and key metrics — presented clearly and defensibly.
How We Work with You
A structured process that mirrors the fundraising timeline:
1. Readiness Audit
We review your current financials, cap table and corporate housekeeping to identify gaps before investors do.
2. Model & Materials
Build or refine your financial model, prepare the data room, and ensure your pitch deck financials are defensible.
3. SEIS/EIS Advance Assurance
If eligible, we submit your Advance Assurance application to HMRC so investors have certainty before committing.
4. Live Round Support
During the raise we handle investor queries, update the model as terms evolve, and keep the data room current.
5. Post-Close Compliance
Share allotments filed at Companies House, EIS3 forms issued to investors, and your books updated to reflect the new capital structure.
SEIS & EIS: Making Your Round More Attractive
The Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) give UK investors significant tax relief — making your startup a more compelling proposition.
SEIS
For early-stage companies raising up to £250,000:
50% income tax relief for investors
CGT exemption on SEIS shares
Loss relief if the company fails
CGT reinvestment relief
EIS
For qualifying companies raising up to £5 million per year:
Ideally three to six months before you plan to approach investors. That gives enough time to clean up your accounts, build a robust model and submit an SEIS/EIS Advance Assurance application if applicable.
Do I need SEIS/EIS Advance Assurance before raising?
It is not legally required, but most angel investors and early-stage funds expect it. Advance Assurance gives investors confidence that they will receive their tax relief, which makes your round easier to close.
What goes into an investor data room?
Typically: management accounts, statutory accounts, financial projections, the cap table, articles of association, shareholder agreements, key contracts, IP documentation and tax compliance confirmations. We structure and index everything so investors can self-serve.
Can AccTek build my financial model from scratch?
Yes. We build three-statement models (P&L, balance sheet, cash flow) with clearly documented assumptions, sensitivity tables and scenario analysis. If you already have a model, we can review and strengthen it instead.
What happens after the round closes?
We file the SH01 share allotment at Companies House, issue EIS3 certificates to investors, update your cap table and reflect the new share capital in your accounts. Your books stay clean from day one of the new funding.
Ready to Raise?
Book a free consultation and we’ll assess your fundraise readiness.
AccTek is a member firm of the Institute of Certified Practising Accountants (ICPA). Our accountants have a wide range of qualifications and accreditations from trusted professional bodies such as the AAT, ICPA, and ACCA.
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