The Evaluation Engine
Tell us where you are. We'll map your route in minutes.
Send us what you have. The engine reads it, tells you what's required and maps the exact route — the front door to everything we do. The intelligence is felt through speed; a named expert always owns the answer.
STEP 1
Send what you have
Plan, deck, fund details — or nothing yet.
STEP 2
We check what's required
Your position against the actual rules.
STEP 3
We test the route
Qualification, the vehicle and the path.
STEP 4
We draft the pack
Prepared to land first time.
STEP 5
We monitor
Qualification and obligations kept current.
A named expert owns every ruling and signature. The engine does the labour — which is exactly why we're faster.
Three worked routes
The same flow, tuned to where you are.
SEIS / EIS
You send
Incorporation details, structure and use of funds.
We test
Qualifying trade, gross-asset limits and timing.
You get back
An advance-assurance application prepared to land first time.
Fund
You send
Strategy, track record and target investors.
We diagnose
The right shelf and vehicle, then the same flow.
You get back
A structure and a matched host ACD/AFM. See the shelves →
Appointed Representative
You send
Your activity, individuals and timeline.
We assemble
The pack, matched to the right principal.
You get back
AR status, submitted fast — the quickest route to market.
Start your diagnostic.
A few structured questions and an optional upload. You'll see your likely route — and a specialist takes it from there.
Start a diagnostic
Urgent? Call 020 7164 1040