The best ways to use Tero for angel investors: eight workflows, from first check to tax return
Tero team
The team behind Tero
4 min read
Updated 10 September 2026
ToolsDue diligence
Key takeaways
- Start free, in seconds. The company checker reads the register for any UK company without a sign-up. Most first questions end there.
- The full report is the decision tool. Nine AI agents over the register, the courts, the market and the web, with every figure cited, in about fifteen minutes. Export the memo and send it to your co-investors.
- After the cheque, let the register do the noticing. Add the holding to monitoring and upload your EIS spreadsheet. Filings, news and clocks arrive without you typing.
Tero for angel investors
Let AI do the checking, then keep watching
- Run due diligence on any UK company. Nine AI agents read the registers, the courts and the founders' histories. Every figure cited.
- Add a holding to monitoring. Every filing on it, the week it lands, with what it means for your stake.
- Upload your EIS and SEIS spreadsheet. Export it as CSV. Tero maps the columns, starts every clock and chases the certificates.
Companies HouseFCAGazetteCourtsSanctions
Check a company free First report free, then plans from £10 a month. Descriptive verdicts, never a recommendation.
Tero does three jobs for a UK angel: due diligence before the cheque, monitoring after it, and the EIS and SEIS relief paperwork alongside. Most people arrive for one of them and find the other two on the way. These are the eight workflows that get the most out of it, in the order an investment actually happens. Every step below describes the product as it stands in September 2026.
1. Check a company before the first call
The free company checker reads the register for any UK company in seconds, with no sign-up: Companies House status, directors and their disqualification flags, ownership, filing health and the latest allotment. Run it on every deck that lands. Most first questions end here, and the ones that survive deserve the full report.
2. Run the full report before the cheque
Give Tero a company name, a website or a deck. It builds an evidence pack from Companies House, the FCA register, sanctions lists, The Gazette, court judgments, Semrush traffic and search data, and the live web. Nine AI research agents run over it in parallel, one per module, then a second agent challenges each claim before the report states it. Every figure links to its source.
Read the round first. The report prices the last allotment from the SH01 and sets it against the deck. Then the founders: other companies, disqualifications, court records. Then the market: traffic, search demand, the competitors' presence. The verdict is descriptive throughout. About fifteen minutes from start to finish. The first report is free, then £10 a report or plans from £10 a month. See an example report.
Read the round first. The report prices the last allotment from the SH01 and sets it against the deck. Then the founders: other companies, disqualifications, court records. Then the market: traffic, search demand, the competitors' presence. The verdict is descriptive throughout. About fifteen minutes from start to finish. The first report is free, then £10 a report or plans from £10 a month. See an example report.
3. Send the memo to your co-investors
One click exports the report as a Tero-branded PDF with every chart and check. Send it to the syndicate before the call. A memo with the filed round and the founders' histories in it changes the questions people ask.
4. Put your pitch link in your signature
Every account has a pitch link. Founders who use it land in your Deal inbox, pre-triaged by the checker, one click from the register read and one from the full report. It stops decks arriving as attachments in six threads, and it keeps the founder's first contact on record.
5. Add every holding to monitoring
Add the companies you hold. Tero watches every filing on each one, the week it lands, with what it means for your stake: a priced allotment becomes your new percentage, a strike-off notice becomes a loss-relief deadline. It reads the press and the digital traffic as well. Every Monday the brief arrives with portfolio performance, an AI-written read on the week and the news behind it. The free plan watches one company. Paid plans watch ten, twenty or an unlimited number.
6. Upload your EIS spreadsheet and let the clocks run
Export your tracking sheet as CSV and upload it in the relief tracker. Tero maps the columns, shows you the rows before anything is saved, then starts every clock per holding: claim-by, three-year clawback, two-year inheritance tax, the capital-gains windows. Certificate stages get a chase flag when the EIS3 or SEIS3 has not arrived after the shares are issued. At year end the accountant pack goes out with the certificates attached. For a direct holding you can also add the company by name and Tero reads your shares and percentage from the confirmation statement. Nominee holdings you type in. The tracker sits in the paid plans, from £10 a month.
7. Size the cheque with the calculator
Before you commit, run the numbers in the EIS and SEIS calculator: the relief on the way in, the real downside if the company fails, the position after three years if it works. It is free and needs no account.
8. Read the market from the register
Tero publishes what it reads. The company pages carry priced funding histories by sector. The Register Risers list the companies climbing the filed record. The Class of 2023 report reads every company born that year. The statistics page gives the market numbers with their sources. Use them to place a deal in context before the call, and to find the next one.
And ask
Every report has an analyst in the sidebar, grounded in the company's record and extended by live search. Ask what the cap table implies, what the SH01 says the last round was worth, what you should put to the founders. Ten questions per report on the free plan, unlimited on paid plans.
What Tero does not do
It does not send founder updates or run a communication channel: the pitch link receives, it does not broadcast. It reads UK companies only. And it never recommends. A clean report is a finding, and the decision stays yours. Information, not investment or tax advice.
From the register
See it on a real filing history
Three UK companies whose priced rounds Tero has read from Companies House, with implied valuation at each allotment.
Questions this guide answers
- What can I do on Tero without paying?
- Check any UK company with the free checker, run one full due diligence report, watch one company, get the Monday brief, ask the analyst ten questions per report, and export the memo as a PDF. The EIS and SEIS tracker sits in the paid plans, from £10 a month.
- How long does a Tero report take?
- About fifteen minutes. Tero builds an evidence pack from Companies House, the FCA register, sanctions lists, The Gazette, court judgments, Semrush data and the live web. Nine research agents run over it in parallel. A second agent then challenges each claim before the report states it.
- Does Tero tell me whether to invest?
- No. Every verdict is descriptive: what the record shows, where it contradicts the pitch, what to ask the founders. The decision is yours. Information, never investment advice.
- Can I bring my existing EIS spreadsheet into Tero?
- Yes. Export it as CSV and upload it in the relief tracker. Tero maps the columns, shows you the rows before anything is saved, then starts the clocks and the certificate chasing for each holding.
Tero runs these checks automatically.
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