The product
Everything in RoundRaise
Everything in RoundRaise runs off one live cap table. You can branch it, zoom into it and change it with a sentence, and the data room, advance assurance and filings all read from the same numbers.
Tell your cap table what to change
Add someone to the option pool, issue shares, record a transfer, set up an employee share scheme or send an investor their data room link. Describe it, attach the paperwork, and the agent does it. Ask a question and it answers from your live table, with the working shown.
Agent
Option grants
Pool 125,000
| Holder | Options | Vesting |
|---|---|---|
| Priya Shah | 5,000 | 4-yr · 1-yr cliff |
Branches, diffs and merges for your equity
Open a branch for any round, grant or restructure you're weighing up. Every branch is a full copy of your cap table, so ownership, vesting and the exit waterfall all recalculate on it. Compare any two branches line by line, merge the one you go with, and roll back if you need to. The live table only changes when you merge.
- Branch from main or from another branch
- Side-by-side diff by holder and share class
- Merge into main when the round closes
- Full history, so you can see what the table looked like on any date
main ← seed-£750k
Ready to merge| Holder | main | branch | Δ |
|---|---|---|---|
| Founders | 80.0% | 66.4% | −13.6 |
| Angels | 10.0% | 8.3% | −1.7 |
| Option pool | 10.0% | 10.0% | 0.0 |
| SAFE (£200k) | – | 4.2% | +4.2 |
| New money | – | 11.1% | +11.1 |
£750k at £6m pre · pool to 10%
From the board-level split to a single grant
Start with fully diluted ownership. Click into a share class, then a holder, then one grant and its vesting schedule. Run an exit at any valuation and follow each pound down to the person who receives it. Risks get flagged at every level.
Company · ownership and dilution
Fully diluted
By share class
- Founders 62.2%
- Series A 15.8%
- Seed 10.4%
- SAFE 3.4%
- Option pool 8.2%
As each round lands
Every SAFE, round and grant shows up the moment it lands.
Holder · vesting and risk
Vesting schedules
Alex Chen·Founder
62%vested
Jordan Lee·Founder
41%vested
Team pool·Employees
28%vested
Risks flagged
Dead equity
Departed co-founder holds 10% with no vesting agreement in place
Unvested founder
38% still to vest over the next 2.5 years
Advisor grant
2% issued with no cliff or vesting schedule
Cliffs, leavers and dead equity, flagged before an investor finds them.
Exit · every pound to every holder
Run an exit
Exit valuation
£25m
Where every pound goes
1× non-participating preference
Series A preferred takes their liquidation preference first
£4.2m
Preferred
Remaining proceeds
What's left after preference is paid
£20.8m
To distribute
Down to each holder
The £20.8m split pro-rata across common and option holders
- Founders£15.0m
- Employees (options)£2.5m
- Converted SAFE£3.3m
A 1× preference on a £25m exit, followed down to each holder.
Two structures, two branches
Set a raise amount, valuation and option pool on a branch, with SAFEs and ASAs converting as they will at close. Open a second branch for the alternative and compare them side by side.
Set the terms
Compare branches
seed-£5m-post
£500k at £5m post · 10% pool
You keep
80.0%
- Founders 80%
- New money 10%
- Pool 10%
seed-£7m-post
£500k at £7m post · 10% pool
You keep
82.9%
- Founders 82.9%
- New money 7.1%
- Pool 10%
The same £500k on two branches. Merge the one you go with.
Advance assurance, drafted from your cap table
RoundRaise checks eligibility and pre-fills the SEIS/EIS Advance Assurance pack from your cap table. You get a pre-filled pack to review and submit to HMRC, yourself or with your adviser. Drafting takes about 15 minutes.
SEIS/EIS Advance Assurance · Acme Inc
Draft ready for your review
~15 min
to draft
Eligibility checks
- Passed: Trading for under 3 years
- Passed: UK permanent establishment
- Passed: Qualifying trade
- Passed: Gross assets under £350k
- Passed: Fewer than 25 employees
- Passed: Ordinary shares, no preferential rights
Application sections
- 1Filled
Company details
Acme Inc · incorporated Apr 2024
- 2Filled
Share capital
Pulled from your live cap table
- 3Filled
Amount sought
SEIS £150k · EIS £350k
- 4Filled
Use of funds
Hiring, product, 18-month runway
- 5Filled
Supporting documents
Articles, accounts, business plan
We pre-fill the pack. You review it and submit to HMRC.
A data room per investor, on your terms
Every investor gets their own link. Put it behind an NDA, watermark every page with their name, set it to expire, and revoke it in one click. You see who opened which document and for how long. Investors can ask questions privately or publicly, and the ones that keep coming up become an FAQ on the front page.
One link per investor
Blue Horizon Capital
Lead investor
Northsy Ventures
Prospective
Priya Shah
Angel
What they see
Financial model · FY27
Blue Horizon Capital · j.reed@bluehorizon.vc
Audit log
Blue Horizon spent 6m 40s on Financial model·2m ago
Northsy signed the NDA and opened Pitch deck·1h ago
Blue Horizon asked privately about Customer churn·3h ago
You revoked access for Priya Shah·1d ago
CS01 and SH01, straight from your cap table
When shares are issued or your confirmation statement is due, RoundRaise builds the filing pack from the live table, with a step-by-step guide for WebFiling. No retyping share capital into a government form.
SH01
Return of allotment of shares
- Allotted
- 250,000 Seed Preferred
- Price paid
- £4.00 per share · £1,000,000
- Date of allotment
- From your merged round
- Statement of capital
- 1,250,000 shares
Step-by-step WebFiling guide included
CS01
Confirmation statement
- Shareholders
- 3, with holdings
- Ordinary
- 1,000,000
- Seed Preferred
- 250,000
- PSCs
- Alex Chen, Jordan Lee
Step-by-step WebFiling guide included
Import your cap table, keep it safe
Bring your cap table in from SeedLegals, Carta, Vestd or a spreadsheet, with no manual re-entry. Most founders are set up in under an hour, and white-glove onboarding checks everything has come across.
- Encrypted
- At rest and in transit
- UK infrastructure
- Built for UK GDPR and the Data Protection Act 2018
- Yours to delete
- Close your account and your data goes, in one action
Branch your next round before an investor sees it
Import your cap table, open a branch, and see exactly what moves.
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