The mechanics of UK angel investing, written plainly: tax reliefs, registry filings, and how to check a startup properly. Everything sourced, nothing hyped.
EIS and SEIS money raised, angel cheque sizes, and what 894,494 companies' filings say about valuations. One sourced figure per line.
Six ways to track EIS and SEIS relief, certificates and clocks, compared on what they notice without you typing: Tero, Haatch's EIS Traaker, SeedLegals, AngelTrack, a spreadsheet and your accountant.
Seven due diligence tools UK angels use before a cheque, scored on the four checks that matter: the filed round, the founders, the market, and whether every figure cites its source.
Eight ways UK angels use Tero: the free check before the call, the full report before the cheque, the pitch link, monitoring every holding, the EIS tracker, the calculator, the register data, and the analyst in the sidebar.
What a UK angel needs from software: every holding tracked, due diligence run, EIS and SEIS reliefs kept, founders reachable. Seven tools scored against those four jobs.
A working column-by-column template for tracking EIS and SEIS investments (dates, certificates, clocks and claims) and an honest account of the three places every such spreadsheet fails.
Certificates, UIRs, dates, amounts, claims, disposals: the records an EIS investor actually needs, the ones HMRC asks for in an enquiry, and a filing system that survives a ten-position portfolio.
When an EIS company dies, part of the loss comes back at your marginal tax rate, if you claim. The triggers, the arithmetic, the deadlines, and why most angels find out about failures too late.
You cannot claim EIS or SEIS relief without the EIS3 or SEIS3 certificate. What they are, what one looks like, how long companies really take, how to chase one that never came, and what happens if the company dissolves first.
Current EIS and SEIS caps, relief rates, CGT mechanics and claim deadlines, plus what the April 2026 Business Relief cap actually does to EIS shares, verified against the official record.
A practical, staged process for verifying a UK startup against the public record (filings, valuations, founders and the claims in the deck) before money moves.
The five-year claim window, the three-year clawback, and the certificate you have to chase. These are the deadlines that quietly cost UK angels real money.
The registers and databases a thorough UK angel should check before writing a cheque, what each one tells you, and what it costs (mostly nothing).
Every UK share issue must be filed at Companies House on form SH01, with the real price per share. Here's how to read one, and what it tells you that the press release doesn't.
A £10,000 SEIS cheque doesn't risk £10,000. The arithmetic of income-tax relief and loss relief, and what it means for portfolio construction.