Raising capital while running the company.
The round takes the CEO out of the business for months.
The CEO disappears into the round for months
Investor follow-ups slip
SAFE terms and SEIS/EIS conditions live in one person’s head
Each one, handed to Erin
Every problem above becomes something Erin does for you, on a schedule or when it happens. Add the ones you want, and build your system as you go.
The CEO disappears into the round for months
Erin drafts the regular investor update from the month's numbers and news.
Spreadsheets
Documents
EmailInvestor follow-ups slip
Erin matches investors to your round, finds warm paths through your network and tracks every conversation.
Network
CRMEmailSAFE terms and SEIS/EIS conditions live in one person’s head
Erin tracks SAFE terms, conversion triggers and the SEIS/EIS conditions and dates that keep investor relief in place.
FilesDocumentsEmailPortfolio and deal-flow view
Inbound deal flow becomes an organised pipeline, and Erin keeps a running brief on each portfolio company.
FilesDocumentsEmailESG commitments
Erin tracks diversity and environmental commitments with owners, actions and evidence.
FilesDocumentsEmailValue-creation plan tracking
Erin tracks each value-creation initiative against its target, owner and date, from the work itself.
FilesDocumentsEmailA raise run alongside the day job
Erin keeps the investor pipeline current, drafts each follow-up and investor update, and tracks the data room checklist, so the CEO spends time in meetings rather than admin.