Our customers are all early-stage or scaling-up technology companies

A typical client comes to us when they have just obtained their first major grants such as a SMART Scotland Grant or an Innovate UK grant. They are looking to grow their company and raise their first investment round.

Xero accounting system

Implementing a Xero accounting system or tidying up your existing Xero system.

Setting up payroll and registering for VAT.

Proper accounting procedures

Getting your accounts in shape and introducing proper accounting procedures and regular management accounts.

Manage your ‘cash runway’

Helping with cashflow forecasts to manage your ‘cash runway’ and show how much time you have before you need investment.

Extend your ‘cash runway’

Assisting with grant applications and claims and R&D tax credit claims — everything needed to extend that runway as far as possible.

We also help with

Building financial projections that allow you to demonstrate you have a sustainable business model which can make a profit, as well as helping to determine how much investment you need, when you need it, and what you need the investment for.

Obtaining EIS Advance Assurance so that your investors know they can obtain tax relief on their investment, and providing EIS1 and EIS3 forms once the investment completes.

Scaling up

Once Seed Investment is raised, we support you at the next stage.

Investor information

Producing regular monthly management accounts and budgets to provide your investors with the information that they require.

Specialist support

Through our network of subcontractors, providing specialist support for any queries on VAT, PAYE, cloud accounting support, share options, patent box, grant audits, etc. Everything that your tech start-up may require.

Series A investment support

Supporting you with further investment rounds, modelling future projections and cap tables, and attending board meetings as required.