Preparing startups for investment with clarity and confidence.
Overview
Commercial and documentation support for SEIS and EIS fundraising.
The Seed Enterprise Investment Scheme, SEIS, and Enterprise Investment Scheme, EIS, can play an important role in helping eligible UK startups attract early stage investment.
Preparing for SEIS or EIS involves more than completing an application. Founders need a credible business proposition, clear commercial evidence, realistic financial forecasts and supporting materials that communicate how the business intends to grow and use investment.
At Instict Advisory, we help founders prepare the commercial and supporting documentation required for their SEIS and EIS journey.
Our support combines market research, business planning, financial forecasting, pitch deck development and Advance Assurance preparation, helping founders present a clear and consistent proposition to HMRC and prospective investors.
How We Help
Building the foundations for a credible SEIS or EIS raise.
Practical support designed around the commercial and documentation requirements of early stage fundraising.
SEIS & EIS Readiness
We review the business and proposed fundraising plans against publicly available HMRC guidance, helping founders identify the information, documentation and areas that may require further consideration or specialist advice.
Market & Commercial Research
We research the target market, customer opportunity, competitive landscape and wider commercial environment to provide evidence supporting the business and its potential for growth.
Business Plan Development
We develop an investor focused business plan covering the business model, market opportunity, commercial strategy, operations, growth plans, funding requirements and proposed use of investment.
Financial Planning & Forecasting
We develop realistic financial forecasts aligned with the business model, operating strategy, growth assumptions and proposed fundraising requirements.
Pitch Deck Development
We develop a professional investor pitch deck that clearly communicates the opportunity, solution, market, business model, competitive positioning, growth strategy, financial outlook and proposed raise.
Advance Assurance Support
We help founders prepare and organise relevant commercial information and supporting documentation for an HMRC Advance Assurance application, including the business plan, financial forecasts, investor materials, fundraising information and proposed use of funds.
Our Approach
A structured path towards SEIS and EIS readiness.
Understand
We begin by understanding the business, its activities, stage of development, commercial model, fundraising objectives and proposed use of investment.
Assess
We consider the proposed raise against publicly available HMRC SEIS and EIS guidance and identify documentation gaps or areas that may require further consideration.
Research
We develop the commercial evidence behind the opportunity through market, customer, competitor and industry research.
Develop
We prepare the core supporting materials, including the business plan, financial forecasts, pitch deck and relevant commercial documentation.
Align
We ensure the market opportunity, business model, financial assumptions, funding requirement, use of funds and growth strategy communicate one consistent investment proposition.
Support
We help founders organise the relevant commercial information and documentation required for the Advance Assurance process and provide further documentation support where appropriate.
Why It Matters
Strong applications begin with strong commercial foundations.
SEIS and EIS fundraising requires founders to clearly communicate what the business does, the opportunity it is pursuing, how it intends to grow and how investment will support that growth.
The business plan should align with the financial forecasts. The funding requirement should align with the proposed use of funds. The pitch deck should communicate the same opportunity presented across the wider supporting documentation.
Bringing these elements together creates a clearer and more credible proposition for both the Advance Assurance process and prospective investor conversations.
Why Instict Advisory
Research, commercial thinking and consistency in every engagement.
Research Led Approach
Our work is informed by market research, competitive analysis and commercial evidence that strengthens the underlying business proposition.
Commercial Focus
We look beyond the documentation to understand the business model, market opportunity, growth strategy and commercial rationale behind the proposed raise.
Integrated Support
Market research, business planning, financial forecasting, pitch deck development and supporting information are developed around one consistent commercial strategy.
Tailored Approach
Every startup has a different market, business model, stage of development and funding requirement. Our support reflects the circumstances and objectives of each business.
Important Information
Clear support with clear boundaries.
SEIS and EIS are subject to statutory requirements relating to the company, its activities, the proposed investment and individual investors.
HMRC determines Advance Assurance based on the information and circumstances presented. Advance Assurance does not constitute an endorsement of a business by HMRC and does not guarantee that an investment or individual investor will ultimately qualify for SEIS or EIS tax relief.
Instict Advisory provides commercial advisory, research, investment readiness and documentation support. We do not provide tax, legal or regulated investment advice. Where specialist tax or legal advice is required, founders should obtain advice from an appropriately qualified professional.
Prepare your startup for SEIS or EIS investment.
Whether you are exploring SEIS or EIS, preparing for Advance Assurance or developing the commercial materials behind your fundraising proposition, we can help you prepare with greater clarity and confidence.