Investor-Ready Accounts & Due Diligence Support
At a glance: Investors back founders, but they check the numbers. We clean up your books, prepare management accounts and forecasts, build your data-room finance folder and support you through due diligence, so nothing slows your round down. ICAEW/ACCA regulated, led by Waqas Sagar ACA FCCA, 18+ years’ experience and 5,000+ clients served.
Whether you’re raising a pre-seed angel round or a Series A from a VC, investors will ask for the same things: reliable historic accounts, a credible forecast, clear unit economics and a tidy cap table. We get those ready before you start pitching.
Why Investor-Ready Numbers Matter
- Faster rounds – a clean data room answers most finance questions before they are asked.
- Better valuations – reliable figures and well-defined metrics give investors confidence.
- Fewer surprises – we find tax, VAT and payroll issues before an investor’s due-diligence team does.
- Startup specialists – SEIS/EIS, EMI, R&D relief and SaaS metrics are what we do every day.
- Chartered and regulated – led by Waqas Sagar ACA FCCA, regulated by ICAEW and ACCA.
What Our Investor-Ready Service Includes
- Bookkeeping clean-up and catch-up, with every bank and card account reconciled
- Statutory accounts brought up to date at Companies House
- Monthly management accounts: profit and loss, balance sheet and cash flow
- Three-year financial model with clearly stated assumptions
- Burn rate, runway and use-of-funds analysis
- SaaS and startup metrics: MRR/ARR, churn, CAC, LTV and gross margin
- Revenue recognition review for subscriptions and contracts
- Tax health check: corporation tax, VAT, PAYE and R&D claims
- Cap table review and SEIS/EIS and EMI compliance
- Finance folder for your data room and responses to due-diligence questionnaires
How We Get You Ready to Raise
- Health check – we review your books, filings and tax position and list what investors will question.
- Clean-up – we reconcile, correct and bring everything up to date.
- Model and metrics – we build or review your forecast and KPI pack.
- Data room – we prepare the finance section in the format investors expect.
- Due diligence – we answer the investor’s finance and tax questions alongside you.
- After the round – monthly reporting to your board, and a virtual CFO if you need one.
Related: startup accountants, tech accountants, accountants for SaaS businesses and bookkeeping for tech companies.
What We Offer Based on Your Business Structure
Compliance
- Bookkeeping
- Annual /Year End Accounts
- VAT Returns
- Confirmation Statement
- Payroll & PAYE
- Workplace Pensions
- Management Accounts
- Budgeting & Forecasting
Tax Advisory & Automation
- Company Tax Returns
- Personal Tax Returns
- R&D Tax Credits
- EIS/SEIS
- Capital Allowances
- Part Time FD
- Accounting System Automation
- Apps Integrations
Setup & Others
- Company Registration
- PAYE Registration
- VAT Registration
- Personal Tax Registration
- Company Secretarial Services
- Business Advisory Services
- Tax Investigation Insurance
- Business Growth IDeas
- Accounts Receivables
- Accounts Payable
Compliance
- Bookkeeping
- Annual /Year End Accounts
- VAT Returns
- Confirmation Statement
- Payroll & PAYE
- Workplace Pensions
- Management Accounts
Tax Advisory & Automation
- Company Tax Returns
- Personal Tax Returns
Setup & Others
- Company Registration
- PAYE Registration
- VAT Registration
- Personal Tax Registration
- Company Secretarial Services
- Tax Investigation Insurance
Compliance
- Bookkeeping
- Annual /Year End Accounts
- VAT Returns
- Confirmation Statement
- Payroll & PAYE
- Workplace Pensions
- Management Accounts
- Budgeting & Forecasting
Tax Advisory & Automation
- Company Tax Returns
- Personal Tax Returns
- Capital Allowances
- Accounting System Automation
- SPV Tax planning
- SPV Restructuring
Setup & Others
- SPV Registration
- PAYE Registration
- VAT Registration
- Personal Tax Registration
- Company Secretarial Services
- Business Advisory Services
- Tax Investigation Insurance
- Business Growth IDeas
Compliance
- Bookkeeping
- LLP Accounts
- VAT Returns
- Confirmation Statement
- Payroll & PAYE
- Workplace Pensions
- Management Accounts
- Budgeting & Forecasting
- Partnership Tax Return (SA800)
Tax Advisory & Automation
- Self Assessment Returns for Partners
- Capital Allowances
- Accounting System Automation
Setup & Others
- LLP Registration
- PAYE Registration
- VAT Registration
- Personal Tax Registration
- Company Secretarial Services
- Business Advisory Services
- Tax Investigation Insurance
- Business Growth IDeas
Compliance
- Bookkeeping
- Self Employed Accounts
- VAT Returns
- Payroll & PAYE
- Workplace Pensions
- Budgeting & Forecasting
- CIS Returns (if in construction industry)
Advisory & Automation
- Self Employed Tax Returns & Personal Tax Returns
- Capital Allowances
- Accounting System Automation
- Apps Integrations
Setup & Others
- Self Employed Registration
- PAYE Registration
- VAT Registration
- Personal Tax Registration
- Business Advisory Services
- Tax Investigation Insurance
- Business Growth Ideas
- Switching to Ltd company
- MTD - ISTA
Compliance
- Bookkeeping
- Property Accounts
Tax Advisory & Automation
- Personal Tax Returns
- Capital Allowances
- Accounting System Automation
- Apps Integrations
Setup & Others
- Personal Tax Registration
- Tax Investigation Insurance
- Making Tax Digital Setup
Compliance
- Bookkeeping
- Property Accounts
Tax Advisory & Automation
- Personal Tax Returns
- Capital Allowances
- Accounting System Automation
- Apps Integrations
Setup & Others
- Non-Resident Landlord Scheme (NRL) Registration
- Personal Tax Registration
- Tax Investigation Insurance
Compliance
- Bookkeeping
Tax Advisory & Automation
- Personal Tax Returns
- EIS/SEIS Reporting
Setup & Others
- Personal Tax Registration
- Tax Investigation Insurance
Compliance
- Bookkeeping
- Annual /Year End Accounts
- Yearly Statement
- Management Accounts
- Budgeting & Forecasting
Tax Advisory & Automation
- Overseas Entity Tax Returns
Setup & Others
- Register as an Overseas Entity
- Tax Investigation Insurance
- Company Secretarial Services
Compliance
- Bookkeeping
- Partnership Accounts
- VAT Returns
- Payroll & PAYE
- Workplace Pensions
- Management Accounts
- Budgeting & Forecasting
Tax Advisory & Automation
- Partnership Returns
- Personal Tax Returns
- Part Time FD
- Accounting System Automation
- Apps Integrations
Setup & Others
- Partnership Registration
- PAYE Registration
- VAT Registration
- Personal Tax Registration
- Business Advisory Services
- Tax Investigation Insurance
- Business Growth Ideas
- Switching to Ltd company
FAQs – Investor-Ready Accounts
What does "investor-ready accounts" mean?
It means your books are reconciled and up to date, your statutory filings are current, and you have management accounts, a forecast and key metrics that an investor can rely on during due diligence.
How long does it take to get investor-ready?
For a company with up-to-date bookkeeping, usually a few weeks. If records need catching up, it can take longer, so start well before you begin pitching.
Do you build financial models?
Yes. We build three-year models with monthly detail for the first year or two, or review and strengthen a model you have already built.
Which metrics will investors ask for?
It depends on the business, but commonly revenue growth, gross margin, burn rate, runway and, for SaaS, MRR/ARR, churn, CAC and LTV.
Can you help during due diligence?
Yes. We prepare the finance and tax sections of the data room and answer the investor’s questions alongside you.
Do I need audited accounts to raise investment?
Most small companies are exempt from audit and early-stage investors rarely require one. Some larger investors or later rounds may ask for an audit or a review; we can advise.
Can you also handle SEIS/EIS and EMI?
Yes. We prepare SEIS/EIS advance assurance applications and set up EMI share option schemes.
How much does it cost?
It depends on the state of your records and the size of the round. We quote a fixed fee after a free health-check call. Contact us.