INSIGHTS

Practical finance guidance for founders.

Clear answers to the finance questions early-stage founders ask.

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Accounting

Startup Accounting Checklist: What UK Founders Need Each Month and Year

A plain-English checklist of the monthly, quarterly and annual accounting work an early-stage UK startup needs to keep under control.

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Reporting & Planning

When Does a Startup Need a Fractional CFO?

How to choose between a structured monthly or quarterly reporting package and a bespoke fractional CFO role.

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R&D Tax Relief

R&D Tax Relief for Startups: What Qualifies and What Evidence Do You Need?

A founder-friendly guide to technical uncertainty, qualifying work, evidence and the current UK R&D tax relief process.

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Financial Modelling

How to Build a Startup Financial Model for Fundraising and Runway

A practical guide to building a startup model that connects hiring, revenue, cash, milestones and a funding round.

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Share Schemes

EMI Valuations and ERS Returns: A Founder's Guide

What founders need to know about EMI valuations, option grants, ERS registration support and annual HMRC returns.

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SEIS / EIS

After SEIS or EIS Investment: Compliance Statements and Investor Certificates

The HMRC steps after a SEIS or EIS round, from the company compliance statement to the certificates investors need.

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Startup Finance

What an Outsourced Finance Team Does for an Early-Stage Startup

How fixed monthly accounting, structured reporting and planning, and standalone services fit together as your startup grows.

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Fundraising & Investors

UK Startup Funding Rebounded in H1 2026 - What It Means for Founders

UK venture funding rebounded sharply in H1 2026, but the headline masks a market concentrated in AI and late-stage megadeals.

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Fundraising & Investors

Investor Readiness Checklist for UK Startups

A practical checklist covering the story, numbers, legal documents and process investors expect during an early-stage raise.

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Fundraising & Investors

How to Approach Investors for Your Startup

Practical guidance for warm introductions, cold outreach, first meetings and disciplined investor follow-up.

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Fundraising & Investors

What Angel Investors Look for in Early-Stage Startups

The commercial, financial and team evidence investors commonly assess before progressing an early-stage opportunity.

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Fundraising & Investors

How to Build a Targeted Startup Investor List

A step-by-step method for turning investor research into a prioritised pipeline rather than an unmanageable spreadsheet.

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Fundraising & Investors

How to Find Angel Investors for Your UK Startup

Learn where to find UK angel investors, how to qualify them and how to turn research into credible fundraising conversations.

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SEIS / EIS

SEIS Advance Assurance Checklist: What You Need to Apply

Prepare the finance, corporate records and investor evidence needed for a clearer SEIS advance assurance application.

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