From Numbers to Funding: Your Dual-Weapon Approach
Raising capital is more than a pitch deck. It’s about showing investors you’ve nailed your numbers and chosen the right platform. By pairing early CFO guidance with a commission-free investment platform, you’ll not only impress angels, but also keep more equity in your back pocket. Whether you’re new to SEIS/EIS or you’ve seen fundraising fumbles, this guide will show you exactly how to level up.
Ready to see the benefits in action? Explore our commission-free investment platform revolutionising investment opportunities in the UK and discover how combining CFO expertise with Oriel IPO’s model accelerates fundraising.
In this article, we’ll:
– Explain why early CFO insight matters.
– Compare traditional CFO services versus an all-in-one approach.
– Unpack how Oriel IPO’s commission-free EIS marketplace changes the game.
– Provide a simple, step-by-step roadmap to kickstart your funding round.
– Share real founder feedback on merging financial leadership with a cost-effective platform.
Why CFO Insight Matters (Even at Day One)
“Numbers don’t lie” isn’t just a catchphrase. It’s your ticket to credibility. Many first-time founders underestimate:
– Cash flow forecasting.
– Tax compliance under SEIS/EIS.
– Building investor-ready financial models.
A CFO consultant steps in here. They:
– Craft clear budgets and runway projections.
– Flag costly spending traps before they bite.
– Shape pitch decks so investors nod instead of frown.
Imagine showing your lead investor a three-year forecast that actually matches reality. You’ve just turned potential rejection into a handshake. That’s the power of early CFO insight—even before you sell a single share.
And when you’re backed by a commission-free investment platform, you get:
– Zero hidden fees on funds raised.
– A transparent subscription model that scales with you.
– The freedom to reinvest saved fees back into growth.
Together, CFO expertise and a commission-free investment platform make a formidable duo.
Limitations of Traditional CFO Services
Hiring a fractional CFO through firms like Preferred CFO works well for many startups. They bring startup know-how and strategic thinking. But you’ll notice some gaps:
– High hourly rates add up fast.
– No direct link to investor networks or SEIS/EIS marketplaces.
– Fundraising admin still falls on you.
– Potential conflicts with external fundraising platforms that charge commission.
You might save on headcount, but pay more in transaction fees—right when you need cash the most.
By contrast, a platform like Oriel IPO:
– Charges fixed subscription fees.
– Doesn’t take a cut of your investment.
– Bundles educational resources on SEIS/EIS.
– Curates investor-ready startups and matches them with angels.
This combination of in-depth CFO insight and a commission-free investment platform is rare—and it slashes friction at every step.
How Oriel IPO’s Commission-Free EIS Platform Elevates Your Fundraising
Oriel IPO is a UK-based online investment marketplace. Its mission? Streamline fundraising under SEIS/EIS with zero commission. Here’s how it stands out:
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Curated, Vetted Opportunities
Every startup is screened for SEIS/EIS eligibility. Investors see only compliant deals. No more endless due diligence on dodgy pitches. -
Transparent Subscription Model
Instead of commissions, startups pay a clear fee. You know your costs upfront. And you keep every pound investors commit. -
Built-In Educational Resources
Webinars, guides and checklists demystify SEIS/EIS. Founders learn to optimise tax relief. Investors grasp their 30–50% tax breaks. -
Direct Angel Connections
Exclusive access to active UK angels. They’re looking for commission-free deals. You get faster term sheets. -
Seamless Integration with CFO Services
Pair your fractional CFO’s deliverables—financial models, investor decks, compliance reports—with the platform’s workflow. No extra admin.
By leveraging this model, you enjoy the guidance of a seasoned CFO alongside the perks of a commission-free investment platform. It’s fundraising, simplified and supercharged.
Step-by-Step Guide to Kickstarting Your Fundraising
Ready to combine CFO insight and a commission-free investment platform? Follow these steps:
1. Engage a Fractional CFO Early
• Define your financial milestones and runway.
• Clean up accounting records (choose tools like Xero or QuickBooks).
• Map out SEIS/EIS thresholds and timelines.
2. Prepare Investor-Ready Materials
• Budget forecasts for 12–36 months.
• Clear burn-rate analysis and break-even points.
• A concise pitch deck highlighting market opportunity, team and ask.
3. Choose Your Commission-Free Platform
• Sign up with Oriel IPO.
• Upload your financial models and pitch deck.
• Leverage their vetting team to confirm SEIS/EIS compliance.
4. Educate Your Investor Pool
• Share Oriel IPO’s SEIS/EIS guides.
• Host a webinar with your CFO consultant.
• Highlight potential tax relief and equity upside.
5. Launch Your Round
• Set your target voucher size and timeline.
• Track investor interest via the platform’s dashboard.
• Adjust your financial narrative based on live feedback.
6. Close with Confidence
• Finalise term sheets with angels.
• Complete subscription documents under SEIS/EIS rules.
• Celebrate keeping every penny raised—no commission deducted.
At this point, you’ll see why a commission-free investment platform paired with expert CFO guidance is so powerful. Your next bridge round? Much smoother.
If you’re curious to see it in action, Discover how our commission-free investment platform can redefine your fundraising—and start your journey today.
Bringing It All Together: CFO + Commission-Free EIS
When finance meets transparency, founders win. CFO expertise keeps your numbers bulletproof. A commission-free investment platform ensures you don’t lose equity on fees. Oriel IPO sits at that sweet spot, marrying financial leadership with an investor network honed for SEIS/EIS.
Key takeaways:
– Start CFO-led financial planning from day one.
– Avoid commissions with a subscription-based EIS marketplace.
– Benefit from tailored resources that demystify tax relief.
– Build trust with investors through clear, data-driven narratives.
It’s not magic. Just solid strategy backed by the right tools.
What Founders Are Saying
“Working with our fractional CFO and Oriel IPO’s commission-free investment platform cut our fundraising timeline in half. Investors appreciated the clarity and we kept every penny raised.”
— Saira M., SaaS Founder“The SEIS/EIS resources on Oriel IPO saved us weeks of research. Pairing that with CFO-led financial models gave angels confidence. We closed our round at our valuation.”
— Tom R., HealthTech CEO“I was sceptical about subscription fees at first. But once you see zero commission on a £250k raise, it’s a no-brainer. The platform and CFO partnership feel seamless.”
— Fiona C., FinTech Entrepreneur
Ready to Get Started?
Combine CFO insight with a commission-free investment platform and watch your fundraising take off.
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