EIS/SEIS Advance Assurance Support

Preparation and coordination to strengthen your case, forecasts and documentation.

If you are raising investment under EIS or SEIS, advance assurance can provide useful confidence for investors. The process is often slowed down by unclear documentation, inconsistent narratives, or forecasts that do not stand up to scrutiny.

We support founders by preparing the commercial case and financial model, and coordinating specialist input where needed. The aim is simple: a clear, credible submission that is consistent across the story, the numbers, and the supporting documents.

Who it’s for

Typically when:

  • You are planning an EIS or SEIS raise and want to de-risk the process

  • Your forecasts and assumptions need strengthening or clearer justification

  • You need help translating the growth story into credible numbers

  • You want a joined-up set of documents without gaps or contradictions

  • You have a tax adviser or specialist but need CFO-level support to pull it together

What you get

A credible commercial and financial case

  • Clear assumptions and drivers behind the plan

  • Scenarios and sensitivities showing risks and headroom

  • Forecasts that are consistent with your capacity, hiring, and delivery plan

Submission readiness

  • A coordinated, consistent pack with fewer gaps and contradictions

  • A simple checklist of required inputs and who owns each piece

  • A clear narrative that matches the numbers and supporting evidence

Investor confidence

  • A model and pack that supports investor questions

  • Better preparation for follow-up queries and clarification requests

How we work

  • Clarify: your funding goals, timeline, use of funds, and the growth plan

  • Build: driver-based forecasts with scenarios, sensitivities, and funding requirements

  • Align: narrative and numbers so the story is consistent throughout

  • Coordinate: work alongside your tax adviser or specialist to ensure inputs are complete

  • Prepare: final readiness check and support with follow-up questions as required

What we do and do not do

  • We support preparation and coordination.

  • We do not provide specialist tax advice, and we do not guarantee advance assurance outcomes.

  • Where appropriate, we work alongside your appointed EIS/SEIS adviser and ensure the commercial and financial materials meet the standard investors and reviewers expect.

Typical outputs

  • Driver-based forecast model with scenarios and sensitivities

  • Funding requirement and runway or headroom analysis

  • Consistency check across narrative and forecasts

  • Submission readiness checklist and supporting materials plan

  • Support pack for investor Q&A and follow-up queries

FAQs

  • We support the preparation and coordination. The submission is typically handled by the company and its tax adviser or specialist, with our support to ensure the commercial and financial case is coherent and credible.

  • No. We work alongside tax specialists where required. Our role is CFO-level: strategy, assumptions, forecasting, and documentation consistency.

  • Yes. That is common. We establish a credible baseline, document assumptions, and build scenarios that reflect the real risks and constraints.

  • Yes. We can align the investor deck, narrative, and model so they reinforce each other and reduce confusion in investor conversations.

  • It depends on the starting point, but most projects run 2 to 6 weeks, faster if your data and assumptions are already well formed.

  • No. We work across sectors. The key is having a credible growth story and forecasts that are consistent and defensible.

EIS and SEIS advance assurance support and coordination

If you are planning an EIS or SEIS raise and want to strengthen the commercial case and forecasts, contact us to book an introductory call. We will suggest a practical first step based on where you are now and what you are trying to achieve.

Learn more

  • We support the preparation and coordination. The submission is typically handled by the company and its tax adviser or specialist, with our support to ensure the commercial and financial case is coherent and credible.

  • No. We work alongside tax specialists where required. Our role is CFO-level: strategy, assumptions, forecasting, and documentation consistency.

  • Yes. That is common. We establish a credible baseline, document assumptions, and build scenarios that reflect the real risks and constraints.

  • Yes. We can align the investor deck, narrative, and model so they reinforce each other and reduce confusion in investor conversations.

  • It depends on the starting point, but most projects run 2 to 6 weeks, faster if your data and assumptions are already well formed

  • No. We work across sectors. The key is having a credible growth story and forecasts that are consistent and defensible.