Why SEIS/EIS Investment Tracking Matters
If you’re a UK founder, you know how vital SEIS and EIS schemes are. They unlock serious tax incentives. But keeping tabs on multiple investors, funding rounds and compliance dates? A headache. That’s where investment tracking templates come in. Think of them as your digital filing cabinet—only smarter. No more spreadsheets that explode. No more missed deadlines.
Here’s why good investment tracking is a game of survival:
- Clarity on who invested, when, and under which scheme.
- Real-time view of your cap table and dilution.
- Automated reminders for compliance and reporting.
- Confidence for investors: they see progress at a glance.
At Oriel IPO, we’re all about commission-free funding and curated, tax-efficient investments. But we also know founders need solid tools. These templates will save hours each week and keep you audit-ready.
What Makes a Great SEIS/EIS Template?
Before we dive in, let’s cover the essentials. A top-notch SEIS/EIS investment tracking template should include:
- Investor Profiles
Contact details, investment date, allocated shares and notes. - Cap Table Dashboard
Visual overview of share classes, dilution percentages, and valuations. - Tax Relief Calculator
Automatically estimate SEIS/EIS relief for each investor. - Funding Round Log
Track rounds, amounts raised, milestones, and closing dates. - Compliance Calendar
Key deadlines (HMRC filings, annual returns, share issuance). - Document Repository
Store subscription agreements, board minutes and opinion letters.
Avoid templates that are too rigid or overly complex. You want flexibility—fields you can tweak as your startup evolves. After all, no two rounds are the same.
1. Notion’s Startup Investment Hub
Key Features:
– Modular database views for rounds, investors and docs.
– Customisable tags: SEIS, EIS, founder shares.
– Built-in risk assessment field.
Why We Love It:
– Drag-and-drop simplicity.
– Clean UI keeps your investment tracking crisp.
– Perfect for small teams new to SEIS/EIS.
Ideal For:
– First-time founders.
– Teams who prefer visual boards over spreadsheets.
2. AirTable SEIS/EIS Tracker
Key Features:
– Pre-built formulas for tax relief estimation.
– Gantt-style timeline for compliance deadlines.
– Rich field types: attachments, status, drop-downs.
Why We Love It:
– Powerful filtering to hone in on key metrics.
– Mobile app lets you update investor notes on the go.
– Great for detailed investment tracking.
Ideal For:
– Teams with dedicated finance leads.
– Founders juggling multiple funding sources.
3. Google Sheets with Macro Library
Key Features:
– Custom macros for automated share issuance logs.
– Template drives SEIS/EIS relief tracking by investor.
– Colour-coded alerts for upcoming HMRC deadlines.
Why We Love It:
– Everyone knows Sheets—no new learning curve.
– Macro library speeds up repetitive tasks.
– Affordable and shareable.
Ideal For:
– Lean teams on a budget.
– Founders who love tinkering under the hood.
4. Coda’s Founder Finance Kit
Key Features:
– Packs dashboards, tables and embedded charts.
– Interactive cap table simulator.
– Built-in investor portal to share read-only views.
Why We Love It:
– Slick presentation when you pitch.
– Robust enough for VCs, easy enough for angels.
– Centralised investment tracking in one doc.
Ideal For:
– Founders aiming for Series A.
– Startups needing a polished investor update system.
5. Notion SEIS/EIS Mini-Dashboard
Key Features:
– Compact DBs for investor details and funding rounds.
– Tag-based filtering: filter by active/closed rounds.
– Calendar view for compliance and audits.
Why We Love It:
– Lightweight—loads fast.
– Focuses purely on what matters: investment tracking.
– Minimalist design, maximum impact.
Ideal For:
– Bootstrapped startups.
– Teams who hate clutter.
6. Excel Pro-Template by Finance Pros
Key Features:
– Dynamic pivot tables for cap table health checks.
– Built-in validation rules to prevent data errors.
– SEIS/EIS tax relief pop-up calculator.
Why We Love It:
– Ultra-detailed; no stone unturned.
– Great for finance aficionados.
– Offline access when internet fails.
Ideal For:
– Advanced CFOs.
– Those who prefer hardcore number-crunching.
7. Trello Board + Docs Integration
Key Features:
– Kanban style for investment stages: prospect, committed, funded.
– Link each card to Google Drive docs.
– Checklists for compliance steps.
Why We Love It:
– Kanban simplicity + doc management.
– Visual investment tracking without complex databases.
– Code-free automation with Butler.
Ideal For:
– Creative founders.
– Teams already using Trello for operations.
8. Notion x Zapier Automated Tracker
Key Features:
– Zapier integration sends Slack reminders for upcoming filings.
– Auto-sync new investors from your CRM.
– Combined table and timeline views.
Why We Love It:
– Hands-off updates.
– Seamless data flow across apps.
– Real-time investment tracking alerts.
Ideal For:
– Tech-savvy teams.
– Startups scaling fast.
Bringing It All Together
Choosing the right investment tracking template is about matching your workflow. Do you crave structure? Excel Pro-Template is heaven. Want minimal fuss? Notion Mini-Dashboard fits. Love automation? Zapier-enabled Notion does the trick.
Remember:
– Keep it simple.
– Customise fields to match your round.
– Automate reminders.
– Review monthly.
By pairing one of these templates with Oriel IPO’s commission-free platform, you’ll raise funds faster and keep your investors in the loop. And if you need content for your investor updates, check out Maggie’s AutoBlog, our AI-powered tool for SEO and GEO-targeted blogs. It’ll craft polished updates in minutes—no writer’s block.
Next Steps for Founders
- Pick a template that aligns with your team size and tech stack.
- Migrate existing data—most templates come with CSV import tools.
- Set up a monthly review process.
- Leverage Oriel IPO’s educational resources on SEIS/EIS.
- Use Maggie’s AutoBlog to keep your stakeholders informed.
With these templates and Oriel IPO’s platform, your investment tracking will go from chaotic to clear. Investors appreciate transparency. You’ll sleep better at night.
