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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.

Heartbeat Guide - Communicating progress with your investors

Learn how to use Heartbeat to keep your investors informed with regular business updates and key performance metrics. This guide covers setting up KPIs, creating and publishing Heartbeats, uploading supporting files, and what investors see when they receive your updates.

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HMRC login reminder for compliance certificates (S/EIS1)

Learn how to avoid login issues when submitting your SEIS/EIS1 compliance statement.

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How to compare/review changes between documents

As a shortcut to reviewing changes between documents:...

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How to correct a filing mistake on Companies House?

This guide outlines the steps needed to correct mistakes in different filings, including incorporation certificates, SH01 and SH02 forms, and confirmation statements. Additionally, we will explain how to use the RP04 form to make corrections where applicable. Jump to the needed section here:...

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How to edit your Cap Table

Your cap table on FounderCatalyst is a vital tool for managing ownership and shareholder details....

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How to raise SEIS and EIS in the same round - a dual round

Broadly, if you wish to raise both SEIS and EIS in the same round (a 'dual round'), then you have the choice of either issuing SEIS:...

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Importing your captable or funding round investors

Learn how to import an existing cap table or bulk-upload investors into FounderCatalyst. This guide explains how to prepare your CSV file, import data from FounderCatalyst or SeedLegals, and submit your files for processing to save time when setting up your company or funding round.

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Incorrect nominal share value on SEIS3 certificates

Learn what to do if the nominal share value on your SEIS3 certificates is incorrect. This guide explains how to determine whether HMRC needs to be notified, when corrected SEIS3 certificates can simply be reissued, and includes a template email for contacting HMRC if required.

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Liquidation preference / Priority on Exit

If you want to set up this share class you need to create a new ‘A Ordinary’ share class see our Knowledge Base Article on Creating a new share class and raise a support ticket stating you want to create SEIS-compliant A Ordinary Shares with 1x liquidation priority....

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