RoundRaise
Cap table · Data room · SEIS/EIS

Raise your round without the spreadsheet chaos.

A cap table, data room and SEIS/EIS platform for UK startups. Branch your cap table to test a round without touching the real one, zoom from the headline split down to a single vesting tranche, and tell the agent what to change.

Acme Inc

Cap Table

Overview

Executive snapshot of company ownership and valuation.

Pre-money valuation

£4.5M

Post-money valuation

£5.5M

Price per share

£4.00

Fully diluted shares

1,375,000

Founders 72.7%Investor 18.2%Option pool 9.1%

Your dilution this round

18.2%

£1M new money at £5.5M post

Founder retention post-round

72.7%

above typical seed threshold

Unallocated option pool

8.7%

120,000 options for future hires

Ownership breakdown

HolderValue%Shares
Founders£4.0M72.7%1,000,000
Investor£1.0M18.2%250,000
Option pool£0.5M9.1%125,000

Recent activity

Branch seed-£1m merged into main3h ago
Option grant issued: 5,000 options1d ago
Cap table synced with data room4d ago

One table, every level

Zoom out for the board. Zoom in for the detail.

Most cap tables give you one flat view that someone updates when they remember to. RoundRaise starts at the ownership split and lets you click into a share class, then a holder, then a single grant and its vesting schedule.

Risk gets flagged at every level: unvested founder equity, a departed co-founder with no leaver terms, a pool that won't last to Series A. The numbers are the same all the way down, because there's only one table.

Fully diluted ownership

1,375,000 shares · £5.5M post

  • Ordinary72.7%
  • Seed Preferred18.2%
  • Option pool9.1%

Risk flag: Unallocated pool is 8.7%. Tight for a Series A hiring plan.

Branches

Branch your cap table like code.

Spin up a branch for the round you're considering, run it, and see the diff against your live table line by line: founder dilution, pool top-up, SAFE conversions, exit payout. Merge the branch into main once the round closes, or bin it. Your real cap table doesn't move until you say so.

Think of it as Cursor for fundraising.

main

main ← seed-£750k

Ready to merge
Fully diluted ownership on main compared with seed-£750k
HoldermainbranchΔ
Founders80.0%66.4%−13.6
Angels10.0%8.3%−1.7
Option pool10.0%10.0%0.0
SAFE (£200k)–4.2%+4.2
New money–11.1%+11.1

£750k at £6m pre · pool to 10%

Built for fundraising

Full visibility, before, during, and after your raise

Raise £750kPost £6.75mPool 10%
Founders66.4%
Option pool10.0%
New money11.1%

Before you raise

Branch your cap table, run the round on the branch, and compare it against your live table before an investor sees a number.

rr.co/r/seed-8f2a
NDAExpires 14dWatermark
Opened2m ago

While you raise

Per-investor data room links with NDA, expiry and watermark. You see who opened what.

SAFE converted at £4m cap
Your ownership100.0% → 83.5%
CS01 · SH01 ready for WebFiling
AskOption grant from pool

After you close

Merge the round branch, conversions update the table, and your CS01 and SH01 packs come off the same numbers.

The Comparison

What changes when you switch

Cap table, data room, SEIS/EIS and Companies House filings run off one set of numbers, for one price.

SEIS/EIS Advance Assurance

5 days

Average SEIS/EIS drafting time

Modelling a round

2–3 hrs

Run it on a branch, see the diff

Cap table & data room admin

~4 hrs / month

Tell the agent, it updates the table

Where it differs

Cap table

Roundraise

Live table with branches, diffs and merges, plus the agent

Other platforms

A static record you update by hand

Depth

Roundraise

Drill from company to share class to a single grant, risk flagged at each level

Other platforms

One summary view, detail in exports

Changes

Roundraise

Tell the agent, attach the paperwork, done

Other platforms

Step-by-step forms

SEIS/EIS

Roundraise

Advance assurance draft from the same numbers (founder submits to HMRC)

Other platforms

Often a separate paid add-on

Data room

Roundraise

Per-investor links, NDA, expiry, watermark, investor Q&A

Other platforms

Extra tool or shared Drive

Companies House

Roundraise

CS01 / SH01 packs from the live table

Other platforms

Manual copy into WebFiling

Price

Roundraise

£70/month, or £672/year

Other platforms

Costs add up across tools

Example: £672/year on RoundRaise Standard annual (£840 paying monthly), advance assurance included, vs ~£1,148/year on a typical toolset (access plan £649 + advance assurance add-on £499). Public pricing checked 29 September 2026, ex VAT.

Full comparison with SeedLegals, Carta and Vestd →

How It Works

From messy spreadsheet to investor-ready, in three steps

Most founders are set up in under an hour.

01
Connect your cap table
Import from SeedLegals, Carta, Vestd or a spreadsheet. No manual re-entry.
02
Branch your round
Open a branch and ask what happens if you raise £750k at £6m pre with a 10% pool. You see what moved before your real table does.
03
Share when you're ready
Send each investor their own data room link, behind an NDA, watermarked, with an expiry date. You see who opened what.

Blue Horizon Capital

Access granted

131 founders

use RoundRaise to run their cap table and raise. Built in York, used by founders across the UK.

Pricing

Pick the plan for where you are

Clarity

For founders who want a simple investor data room before they're deep in a raise.

Free

  • 250 MB data room storage
  • 1 investor share link
  • Customisable data room
  • Shareable data rooms
  • Custom document viewer
Get started
Milan Bilimoria

Milan Bilimoria

Founder, RoundRaise

Built this because I was tired of spreadsheet chaos myself.

FAQ

Questions founders ask us

Still working through the details? Here's what founders ask us most before they start.

Contact usSee all questions and how we compare →

Tell the agent what to change on your cap table or data room (add someone to the option pool, issue shares, record a transfer, share the data room with an investor) and it's done. Open a branch to test a round, diff it against your live table and merge it when the round closes. Plus a pre-filled SEIS/EIS advance assurance draft and CS01/SH01 filings: one platform instead of five disconnected tools.

No. RoundRaise doesn't match founders with investors or make introductions. It's a cap table, data room and SEIS/EIS advance assurance platform, so when you've found your investors, your round is modelled on a branch, your advance assurance is in hand, and your data room is ready to share.

The spreadsheet-and-lawyer patchwork most founders start with, and it does what Carta or SeedLegals do, built from the ground up around live conversation with your data instead of static records and forms.

A bolted-on chatbot answers questions about static records. RoundRaise's agent acts on them. Tell it to add someone to the option pool or issue shares, attach the paperwork, and your cap table updates. Ask what happens if you raise £500k at a £5m post and it opens a branch, runs the round on your actual table and shows you the diff, rather than retrieving a stored answer. It works the same way on your data room: create share links, email an investor their link, move documents into folders.

Cap table branches and SAFEs work for companies anywhere; SEIS/EIS specifically is UK-only, since that's a UK tax scheme by definition.

Import your existing cap table directly (see How It Works above), with no manual re-entry needed. Vestd, SeedLegals and Carta exports all import, and Standard includes white-glove onboarding from your previous provider to check everything has come across.

Monthly plans run to the end of the current month. The annual plan is paid upfront and runs for 12 months. No cancellation penalty either way.

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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