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Knowledge base

Help, the moment you need it

Plain-English answers to the questions founders bring us most often. Search for an answer, or filter by topic below.

FounderCatalyst documents

Learn about the legal documents FounderCatalyst generates to support your funding round. This guide explains the purpose of each document, from the Subscription & Shareholders' Agreement and Articles of Association to share certificates, NDAs, and board resolutions, helping you understand how they fit into the investment process.

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Heartbeat Guide - Communicating progress with your investors

Learn how to use Heartbeat to keep your investors informed with regular business updates and key performance metrics. This guide covers setting up KPIs, creating and publishing Heartbeats, uploading supporting files, and what investors see when they receive your updates.

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HMRC login reminder for compliance certificates (S/EIS1)

Learn how to avoid login issues when submitting your SEIS/EIS1 compliance statement.

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How to compare/review changes between documents

Learn how to compare different versions of your FounderCatalyst documents to identify changes. This guide shows you how to use Microsoft Word's document comparison feature to quickly review amendments between two versions of a PDF.

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How to correct a filing mistake on Companies House?

Learn how to correct mistakes made in Companies House filings, including SH01s, SH02s, confirmation statements, and incorporation records. This guide explains when an RP04 form is required, the steps to submit a correction, and what happens once Companies House processes the amended filing.

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How to edit your Cap Table

Learn how to manage and update your FounderCatalyst cap table, including adding, editing, and removing shareholders, updating ownership details, and completing share splits. This guide explains how shareholder invites work, what can be edited before and after allocation, and how to request changes once your cap table is locked.

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How to raise SEIS and EIS in the same round - a dual round

Learn how to structure a funding round that includes both SEIS and EIS investment. This guide explains the different approaches to running a dual round, how to add investors correctly on FounderCatalyst, and the key steps to follow when closing the round to protect SEIS/EIS eligibility.

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Importing your captable or funding round investors

Learn how to import an existing cap table or bulk-upload investors into FounderCatalyst. This guide explains how to prepare your CSV file, import data from FounderCatalyst or SeedLegals, and submit your files for processing to save time when setting up your company or funding round.

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Incorrect nominal share value on SEIS3 certificates

Learn what to do if the nominal share value on your SEIS3 certificates is incorrect. This guide explains how to determine whether HMRC needs to be notified, when corrected SEIS3 certificates can simply be reissued, and includes a template email for contacting HMRC if required.

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