Your cap table, data room and investor CRM, run by an agent.
Tell it what happened in plain English. It updates your shareholdings, models your next round and drafts the paperwork.
Used by 140+ UK founders · Building in York
Acme Ltd
main
Overview
Executive snapshot of company ownership and valuation.
Pre-money valuation
£900k
Post-money valuation
£1M
Price per share
£1.00
Fully diluted shares
1,000,000
Founder ownership
80.0%
fully diluted, before the ASA converts
Unconverted ASA
£50k
£2m cap, long-stop in 4 months
SEIS headroom
£100k
£150k of £250k committed
Ownership breakdown
Recent activity
The agent
Tell it, don't fill forms.
“Issue 5,000 options to Priya.” “Record Tom's transfer to his holding company.” Type what happened, attach the paperwork, and the agent updates the table. You see exactly what changed before anything is saved.
Agent
Option grants
Pool 125,000
| Holder | Options | Vesting |
|---|---|---|
| Priya Shah | 5,000 | 4-yr · 1-yr cliff |
Branches
Ask what if, get a branch.
Ask what £500k at £3m post does to everyone and the agent runs it on a branch of your real cap table, with a line-by-line diff of who moves. Try three versions side by side. Merge only when the money's in.
Think of it as Cursor for fundraising.
main ← seed-£500k
Ready to merge| Holder | main | branch | Δ |
|---|---|---|---|
| Founders | 80.0% | 63.4% | −16.6 |
| Angels | 10.0% | 7.9% | −2.1 |
| Option pool | 10.0% | 10.0% | 0.0 |
| ASA (£50k) | – | 2.0% | +2.0 |
| New money | – | 16.7% | +16.7 |
£500k at £2.5m pre · pool to 10%
Filings
Paperwork drafted from your numbers.
SEIS/EIS advance assurance drafts and SH01 and CS01 packs come straight off the live table, so the numbers always match. You or your adviser reviews and submits.
SH01
Return of allotment of shares
- Allotted
- 250,000 A Ordinary
- Price paid
- £2.00 per share · £500,000
- 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
- A Ordinary
- 250,000
- PSCs
- Alex Chen, Jordan Lee
Step-by-step WebFiling guide included
Data room and CRM
A data room that reports back.
The agent creates a link per investor, tracks who opened what and for how long, and flags who has gone quiet. You decide every follow-up.
Seed round · pipeline
Target · 6
Elm Street Angels
Angel network · SEIS
Not contacted
Fenwick Capital
SEIS/EIS fund · £100k+
Not contacted
Contacted · 4
Tom Ellery
Angel · £10–25k
Link not opened
Priya Shah
Angel · SEIS
Last seen 2d ago
Meeting · 3
Northsy Ventures
VC · £250k+
Last seen 3h ago
Diligence · 2
Blue Horizon Capital
SEIS/EIS fund
Last seen 20m ago
Term sheet · 1
Harrow Family Office
Family office
Last seen 1d ago
Target → Contacted → Meeting → Diligence → Term sheet → Committed, plus Passed
Needs you · 4
Follow-up due today
Send the model to Northsy Ventures after Tuesday's meeting
Suggested move
Blue Horizon read 14 pages of the deck and opened your cap table. Move to Diligence?
Unanswered question
Priya Shah asked about the option pool
Link not opened
Tom Ellery · sent 6 days ago
Engagement without data entry
Link an investor to their data room or cap table link and their visits, documents read, downloads and questions appear on their record, with a heat signal and a last-seen time.
Needs you
Follow-ups that are due, suggested stage moves, unanswered questions and links nobody has opened. You decide; nothing moves on its own.
Bring your own list
Add investors by hand, import a CSV of up to 500, or create them in one click from the data room links you've already sent.
Your own pipeline: RoundRaise doesn't provide investor lists or introductions. Free tracks up to 8 investors and shows when a link was first opened; Standard adds unlimited investors, full engagement and follow-up nudges.
Built for agents, not bolted on.
A chatbot added to an old cap table tool can answer questions about records it can't safely change. RoundRaise was built so the agent works on the live table itself: every action is a change you can review, branch, approve or roll back.
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 · £2.75M post
- Ordinary72.7%
- A Ordinary18.2%
- Option pool9.1%
Risk flag: Unallocated pool is 8.7%. Tight for a Series A hiring plan.
Built for fundraising
Full visibility, before, during, and after your raise
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.
While you raise
Per-investor data room links with NDA, expiry and watermark. You see who opened what.
After you close
Merge the round branch, conversions update the table, and your CS01 and SH01 packs come off the same numbers.
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
Before: 5 days
With RoundRaise: 15 minutes
Average drafting time, pre-filled from your cap table
Modelling a round
Before: 2–3 hrs
With RoundRaise: Instant
Run it on a branch, see the diff
Cap table and data room admin
Before: ~4 hrs / month
With RoundRaise: ~15 min / month
Tell the agent, it updates the table
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
Free to start; Standard £70/month, or £672/year
Other platforms
Costs add up across tools
Standard annual £672 vs about £1,148 for a typical toolset, ex VAT, checked 6 November 2026. Full comparison →
How It Works
From messy spreadsheet to investor-ready, in three steps
Most founders are set up in under an hour.
Pricing
Start free. Switch the agent on when you raise.
Free is the cap table, data room and investor CRM you'd use anyway, and the agent answers 5 questions a day. On Standard it makes the changes too, for you to approve.
Free
Get your cap table straight and your raise organised.
£0
Get straight
- Your real cap table, up to 6 shareholders
- Import from Companies House or CSV
- SEIS/EIS headroom
Start raising
- 1 branch to model a round
- Ask the agent 5 questions a day about your table
- Data room: 250 MB, 1 investor link
- Investor CRM: up to 8 investors
Standard
Everything in Free, without the limits. White-glove onboarding included.
£70/month
When investors come in
- Unlimited shareholders and investor links
- Data room with NDA, watermark and analytics
- CRM that shows who read what and flags who's gone quiet
When you close and file
- The full agent: tell it what changed, approve the diff
- Unlimited branches, side by side, merged when you're ready
- Agent drafts SEIS/EIS advance assurance, SH01 and CS01
Enterprise
For accelerators, incubators, universities and angel networks supporting a portfolio of founders.
Custom
For your programme
- Standard for every founder in your cohort
- One dashboard across your whole portfolio
- Bulk onboarding when a new cohort starts
- SEIS/EIS readiness at a glance for every company
For your team
- Live workshops and founder training sessions
- A named contact and priority support
- Annual invoice billing
Stop paying and nothing is lost: your data stays, and anything over the Free limits becomes read-only.
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 →You tell it what changed and it does the equity admin. It issues shares, grants options, records transfers, models rounds on a branch and merges them once you approve, drafts SEIS/EIS advance assurance and SH01 and CS01 packs from your live numbers, creates investor data room links and flags who has gone quiet. On Free it answers 5 questions a day about your cap table; making changes is on Standard.
No. Nothing moves on its own. The agent drafts the change, you see exactly what moves, and nothing is saved until you approve it.
Yes. Free is your real cap table (up to 6 shareholders), SEIS/EIS headroom, one branch to model a round, the agent answering 5 questions a day, a 250 MB data room with one investor link, and an investor CRM for up to 8 investors. It isn't a trial and doesn't expire. Upgrade to Standard when you add more investors, close a real round or need a filing.
No. RoundRaise handles the equity admin around them and prepares drafts for review. It doesn't give legal, tax or investment advice, and you or your adviser review and submit anything that goes to HMRC or Companies House.
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 investor CRM is for the investors you're already talking to: RoundRaise doesn't provide investor lists.
Keep your real cap table, open a branch to test a round, diff it against your live table and merge it when the round closes. Share a data room, track your own investors in a CRM that shows who opened what, and on Standard tell the agent what to change (add someone to the option pool, issue shares, record a transfer, share the data room with an investor) and it's done. Plus a pre-filled SEIS/EIS advance assurance draft and CS01/SH01 filings: one platform instead of five disconnected tools.
The spreadsheet-and-lawyer patchwork: a cap table in a spreadsheet, round maths over email, and filings pieced together at the deadline.
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, and nothing is lost: your data stays, and anything over the Free limits becomes read-only.
Tell it your next round before an investor sees it.
Put your real cap table in for free, open a branch, and see exactly what moves.
Start freeNot ready yet? Get fundraising insights before you raise.