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Knowledge base

Help, the moment you need it

Plain-English answers to the questions founders bring us most often. Search for an answer, or filter by topic below.

Top articles

My tickets are not being answered

Haven't received a response to your support ticket? Check your spam folder, learn how to view tickets directly on FounderCatalyst, or reach our help team.

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Forgot/change your password

Locked out of FounderCatalyst or need to update your login details? Learn how to instantly reset a forgotten password or change your security settings.

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Onboarding guide

New to FounderCatalyst? Read our complete UK founder onboarding guide to seamlessly verify your business details, allocate initial shares, and start your round.

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Guide to completing a funding round

Close your investment smoothly. Read our ultimate step-by-step guide to defining funding round specifics, inviting investors, signing legal documents, and closing.

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Managing your Intelligent Data Room (IDR)

Set up a professional investor data room for your funding round. Learn how to manage user permissions, structure sensitive files, and streamline due diligence.

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Cap table maths & dilution: The impact of different funding rounds, discounting & options pool

Master cap table maths. Learn how startup funding rounds calculate dilution, the formula for pre vs post money valuations, and option pool impacts.

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Agile funding rounds

Avoid common fundraising traps. Learn how to launch an Agile funding round on FounderCatalyst to accept rolling investments as they come in.

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The Boost feature

Promote your investment round professionally. Learn how to create a company-branded fundraising landing page, host your pitch deck, and track investor views.

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SEIS income tax relief for investors

Master SEIS income tax relief. Learn how to claim your 50% tax break, utilise the SEIS carry-back rule, and time your startup investments across tax years.

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The investor experience

Step-by-step onboarding guide for angel investors. Learn how to accept invitations, verify FCA compliance, sign NDAs, and sign the round term sheet.

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How to notify HMRC about an EMI option grant

Learn how to notify HMRC about an EMI option grant. Step-by-step guide to using the ERS portal, downloading your platform spreadsheet, and meeting key deadlines.

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Change / update details; Account, People, Cap table, Company

Need to modify your profile data? Learn how to instantly edit account details, update director and shareholder profiles, amend your cap table, or sync company data.

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Further reading

"All documents that require your signature are already complete"

Most often you will see "All documents that require your signature are already complete", because the company is authorising a funding round or option scheme or similar....

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A founder’s guide to Directors’ Loans

Learn how Director’s Loans work, when they may be preferable to founder equity, and what investors expect during fundraising. This guide explains the advantages and disadvantages of Director’s Loans, SEIS/EIS considerations, tax implications, disclosure requirements, and best practices for founders.

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Adding new share classes

See how to add a new share class (for example, non-voting shares) to structure specific rights for founders, employees, or investors on FounderCatalyst.

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Calendar Reminder Feature

Learn how to use the Calendar Reminder feature to keep track of important filing deadlines and compliance tasks. This guide explains how to access your reminders, manage and complete tasks, view your schedule in different formats, and sync reminders with your preferred calendar.

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Can I skip elements of an investors onboarding?

It is possible to drop one or more of the following onboarding steps on a per-investor basis:...

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Can my family invest under SEIS/EIS?

Find out which family members can invest under the SEIS and EIS schemes while remaining eligible for tax relief. This guide explains HMRC’s rules on family relationships, substantial interest, director eligibility, and answers common questions about friends and family investments.

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Can you raise more than your SEIS/EIS Advance Assurance covers you for?

If you initially applied for SEIS/EIS advance assurance (AA) with a specific fundraising target and later decide to raise a different amount, you may wonder whether this impacts your ability to raise funds under SEIS/EIS. Here’s what startup founders need to know....

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Control in startups: Understanding the stakeholders & voting rights

Founders considering external funding sources often worry about the impact of investment, particularly the potential loss of control over a business they have spent years building....

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Converting documents from PDF to word format

All Documents on FounderCatalyst are produced in PDF format, however, we do understand that you may be required to provide copies in Word format; there are a couple of ways you can do this....

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