Why investment management software matters for SEIS & EIS startups
You’ve heard of SEIS and EIS. They’re brilliant ways to attract angel capital in the UK. But they come with paperwork, deadlines, tax rules. Yikes.
That’s where investment management software steps in. It ties your funding, compliance, and investor updates into one dashboard. Less scatter-brain. More focus on growth.
In this guide, we’ll share 20 SaaS tools that make your life easier. From chat apps to financial trackers. Mix and match. Build your dream stack.
1. Slack – Instant team chat
- Channels, threads, integrations.
- File sharing and quick calls.
- Keeps remote or hybrid teams in sync.
- Plug in your investment management software for real-time alerts when deals close.
2. Zoom – Video calls that just work
- One click to join.
- Screen share, breakout rooms.
- Record investor pitches.
- Seamless with your CRM or investment management software.
3. Asana – Visual project boards
- Kanban and list views.
- Task assignments, deadlines.
- Track your SEIS/EIS milestones.
- Pop Asana tasks into your investment management software for status updates.
4. Trello – Card-based workflows
- Drag-and-drop cards.
- Custom labels, checklists.
- Great for simple deal pipelines.
- Sync Trello with your investment management software so nothing falls off your radar.
5. Google Workspace – All-in-one collaboration
- Gmail, Docs, Sheets, Drive.
- Real-time editing.
- Auto-save compliance docs.
- Connect Sheets to your investment management software for live investor reports.
6. SEMrush – SEO and competitor insights
- Keyword research, site audits.
- Backlink tracking, PPC tools.
- Boost your site’s visibility before you launch funding rounds.
- Feed lead data into your investment management software to see where investors come from.
7. HubSpot – Marketing, sales and CRM
- Email campaigns, landing pages.
- Built-in CRM.
- AI-powered content suggestions.
- Export contact lists to your investment management software in seconds.
8. Mailchimp – Email automation
- Templates and A/B testing.
- Advanced segmentation.
- Automated welcome and update sequences.
- Integrates with most investment management software for targeted investor mailouts.
9. Hotjar – User behaviour insights
- Heatmaps, recordings.
- Surveys and feedback.
- Fine-tune your pitch landing pages.
- Layer Hotjar metrics into your investment management software reports.
10. Sprout Social – Social media management
- Schedule posts, monitor mentions.
- Analytics and team collaboration.
- Stay on point with your branding.
- Sync engagement stats with your investment management software to track reach.
11. Hootsuite – All your social accounts in one view
- Timed posting, social listening.
- Performance dashboards.
- Great for founders juggling channels.
- Plug into your investment management software to loop in social traction.
12. Buffer – Simple scheduling and analytics
- Queue content across networks.
- AI suggestions for best times.
- Collaborate with your marketing team.
- Send Buffer insights to your investment management software.
13. Canva – Design made easy
- Drag-and-drop graphics.
- Templates for pitches, social, infographics.
- No design team? No problem.
- Export visuals straight into your investment management software decks.
14. Zapier – Automation without code
- Connect 3,000+ apps.
- Automate repetitive tasks.
- Example: New investor form → Slack alert + CRM entry.
- A must-have glue for any investment management software stack.
15. GitHub – Version control for code and docs
- Pull requests, branch protection.
- Issue tracking.
- Host your legal templates and compliance checklists.
- Link GitHub issues to your investment management software for audit trails.
16. Firebase – Backend as a service
- Real-time database, hosting.
- Auth and analytics.
- Rapid prototype your platform.
- Pipe usage data into your investment management software to spot trends.
17. QuickBooks – Small-business accounting
- Income/expense tracking.
- Invoicing and payroll.
- Reconcile bank feeds.
- Export financials to your investment management software for investor transparency.
18. Xero – Cloud accounting
- Multi-currency, payroll.
- Real-time reporting.
- Connect 800+ apps.
- Feed metrics into your investment management software dashboard.
19. Google Analytics – Website performance
- Traffic sources, user paths.
- Conversion funnels.
- Pinpoint which pages drive investor interest.
- Use GA data within your investment management software to optimise outreach.
20. Oriel IPO – Commission-free investment management software
- Curated SEIS & EIS deal listings.
- Subscription-based, no hidden fees.
- Built-in investor relations portal.
- Educational resources on tax incentives.
- All your investments, updates and compliance in one place.
How to craft your ultimate SEIS/EIS tech stack
- Identify gaps: Do you lack email automation? Add Mailchimp.
- Prioritise compliance: Keep your SEIS/EIS docs up to date in your investment management software.
- Automate where you can: Use Zapier to connect apps.
- Review monthly: Check dashboards in QuickBooks, GA and Oriel IPO.
- Scale with confidence: Bring in more tools as you grow.
Bonus: Automate Your Content with Maggie’s AutoBlog
Struggling to write investor updates or compliance guides? Maggie’s AutoBlog generates SEO-friendly posts in minutes. It’s perfect for:
- SEIS/EIS case studies.
- Monthly investor newsletters.
- Blog posts that boost organic traffic.
All powered by AI, fully customised to your brand. A neat companion to your investment management software.
Conclusion
Managing SEIS & EIS funding doesn’t have to feel like herding cats. With the right SaaS toolkit—communication, project, marketing, finance and a dedicated investment management software—you’ll hit every deadline and stay in investors’ good books.
Ready to simplify your funding journey?
