A guide explaining how loans interact with SEIS and EIS relief, including loan conversions, repayment using SEIS or EIS funds, founder loans, third-party loans, and the safest ways to avoid relief issues.

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Make custom changes to documents

Primarily, you can amend the documents on the platform using the optionality in Step 1 of the funding round. See the guidance on defining your round here. Specifically, you should avoid changes things like the company nominal value, the number of agile shares, the share classes and similar - all of these changes should be made through the platform interface....

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Making use of SEIS in a new company by transferring existing IP from another company

This situation often arises when a company no longer qualifies for the Seed Enterprise Investment Scheme (SEIS) because it has been trading for over three years. To regain SEIS benefits, companies may consider incorporating a new entity. However, HMRC does not permit companies to simply "reset the clock" by forming a new company....

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Managing ASAs (and other convertible instruments)

A comprehensive guide to managing Advanced Subscription Agreements (ASAs) and other convertible instruments on the platform, including how to issue ASAs, handle conversions in funding rounds or at longstop, manage off-platform agreements, and understand the investor journey.

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Managing Investor Expectations

It is important to understand that every investors approach to a funding round will differ....

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Pitch deck

Learn how to create an effective pitch deck for investors and HMRC, including what to include, what to avoid, and how to structure your presentation. This guide covers best practices for investor pitches, HMRC Advance Assurance requirements, common pitfalls, and tips to improve your chances of securing investment and SEIS/EIS approval.

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Pre-emption rights: what founders & investors need to know

A detailed guide explaining statutory pre-emption rights under UK company law, how they apply during share issuances, when they are typically waived, key exceptions, and how pre-emption rights are handled on the FounderCatalyst platform.

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Raising tranche-based investments

This guide provides a comprehensive framework for structuring a successful tranche-based investment strategy, enabling companies to secure tailored, milestone-aligned funding while optimising valuation growth and capital use. Jump to needed section:...

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