Compliantly, professionally, and with your interests at the centre. Below: the full founder process, the full investor process, and the compliance position that runs under both.
Below is what happens from first call to committed capital. Success-only engagement. No retainer. No raise, no fee.
Every engagement starts with a conversation. We take time to understand your business, raise objectives, timeline and the kind of investors you want. If we can add genuine value, we agree terms of engagement on a success-only basis — no retainer.
Before we approach investors, we work with you to make sure your proposition is as strong as it can be. Business plan review, financials, supporting documentation, and a two-page Investment Summary tailored to our investor network. First impressions count.
We do not send your opportunity to a generic list. We match your raise to the right investors from our Private Capital Network — individuals, family offices and institutional investors who are actively deploying capital into opportunities like yours.
We keep you informed throughout. Every introduction, every conversation, every update. You always know where your round stands. We stay close to investor discussions and help you navigate questions, objections and negotiation points as they arise.
When funds are committed, we coordinate through to completion, liaising with legal advisers on both sides where required. Our fee is earned only when you raise. No raise, no fee.
What verified access actually looks like, from initial onboarding through to post-investment relationship.
Every opportunity we present has been through an internal review process. We assess the team, the market, the financials and the growth thesis before bringing an opportunity to our investor network. We do not present everything — only what merits serious consideration.
Before receiving any investment information, all investors are onboarded through our compliance process. This covers self-certification as a High Net Worth or Sophisticated Investor under FSMA 2000 (Financial Promotion) Order 2005, and full KYC and AML verification.
Once onboarded, you receive access to Investment Summaries and supporting materials for opportunities that match your profile. We present information clearly and honestly, including the risks. These are early-stage, illiquid investments and we never suggest otherwise.
When you are ready to commit, the subscription process is straightforward. You receive an Investor Subscription Agreement setting out share class, price per share, rights and any EIS or SEIS provisions. We answer questions, though we always encourage independent legal and financial advice first.
Once your investment completes, the company keeps you updated with regular reporting on business performance and financials. We stay in contact with both you and the company to support the relationship over the long term.
Compliance is not a legal footnote. It is how we keep both sides protected, and it is the reason founders and investors both trust the process.
Many of the opportunities we work with are eligible for Enterprise Investment Scheme (EIS) or Seed Enterprise Investment Scheme (SEIS) tax relief, offering significant income tax and capital gains tax benefits for qualifying investors. Where applicable, we flag this clearly in the investment materials.
We always recommend taking independent tax advice to confirm your eligibility.
To access our investment opportunities, investors confirm that they qualify as a High Net Worth Investor or Sophisticated Investor under the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005. This is a legal requirement and one we take seriously.
All investors complete a full Know Your Customer (KYC) and Anti-Money Laundering (AML) verification before any materials are released. Founder-supplied materials stay gated until those steps are complete.
Clear setup fee. Covers the preparation work: Investment Summary drafting, data-room hygiene, coordinated third-party support.
Fixed service fee. Aligned to the scale of your fundraising activity. No commissions. No hidden percentages.
Success-only engagement. The fee is earned when you raise. No raise, no fee.
Ask about feesA thirty-minute call is usually enough to decide whether a structured fundraise is the right next move.
