Close Your Round Without the Chaos
Step-by-step closing checklist, investor tracking, document collection, and wire reconciliation — from term sheet to money in the bank.
Everything You Need to Close a Round
Stop juggling spreadsheets, email threads, and Slack messages. One dashboard for your entire closing process.
Step-by-Step Checklist
Pre-built closing checklists for SEIS/EIS rounds, SAFE notes, priced rounds, and convertible notes. Customise steps to match your specific deal.
Investor Pipeline Tracker
Track each investor through the closing pipeline — committed, documents sent, signed, wired. See the whole round status at a glance.
Document Collection
Collect subscription agreements, ID verification, accreditation letters, and source of funds documentation. Auto-assign documents per investor.
Automated Reminders
Set reminders for investors with outstanding documents or signatures. Automatic follow-ups reduce the admin burden of chasing stragglers.
Wire Tracking
Log expected wire amounts and dates. Mark wires as received and reconcile against commitments. See total raised vs. target in real time.
Post-Close Filing
Checklist for Companies House filings (SH01, AP01), HMRC notifications, and cap table updates. Don't miss a statutory filing deadline.
How It Works
Create a Round
Set the round type, target amount, and key terms. The system generates the appropriate closing checklist automatically.
Add Investors
Add each participating investor with their commitment amount. The tracker creates a per-investor checklist of required documents and actions.
Collect Documents
Send subscription agreements for e-signature, collect ID verification, and track which investors have completed each step.
Track Wires
Log expected wire amounts and dates. Mark as received when funds land. See total raised vs. target in real time.
Complete Post-Close
File with Companies House, notify HMRC, update your cap table, and issue share certificates — all from the closing checklist.
Perfect For
First-Time Founders
Never closed a round before? The step-by-step checklist guides you through every legal, financial, and administrative step.
Multi-Investor Rounds
Tracking 10+ investors with different documents and timelines? The per-investor tracker keeps everyone organised.
Rolling Closes
Closing investors at different times? Track who has signed, who has wired, and who still needs chasing — all in one view.
Frequently Asked Questions
Close your round faster with less admin
Step-by-step closing checklist, investor tracking, and wire reconciliation — all included in Pro.