There is a multitude of documents and answers we'll have to pull together to ensure you send in a comprehensive advance assurance application. As best practice, send us:
1 - Investor/ pitch deck
2 - Describe how your business earns it's revenues/provides it's services in your own words
3 - Company UTR number (10 digits)
4 - Send through Articles of Association that have been amended, if any
5 - How much money in total you are looking to raise?
6 - What you are going to use the investment for?
7 - How many full-time employees currently?
8 - How many shareholders currently?
If you are raising above £150k HMRC will likely ask you for a cash flow forecast and how you intend on spending the investment within 2 years, if you have one to hand please send it over, and if not, we have a template to fill in once the engagement starts.