Built for UK startups

Virtual Data Room
for Startups Fundraising

Organise, secure, and share everything investors need in one place.
From financials to legal documents, give investors instant access to trusted information and close your round faster.

Data room

Data room

Data room

Data room

Data room

Data room

Data room

Data room

Application workflow

More than a document repository
Always due-diligence ready

NDA & Agreements

Require viewers to sign an NDA before they can open a single file

Link Controls

Per-link expiry, password protection, and email verification

Access Control

Allow or block access by email address or domain

Custom Branding

White-label rooms with your logo, colours, and custom domain

Drag & Drop Upload

Drop in individual files or entire folders in one go

Folder Management

Structure everything into nested folders

Team & Roles

Invite your team with granular, role-based permissions

Page Analytics

See which pages hold attention and where viewers drop off

Viewer Tracking

Know exactly who opened each document and how long they stayed

Download Controls

Restrict downloading and printing on any document

Version History

Every revision tracked, with one-click rollback

Encryption

Documents encrypted in transit and at rest

View more

More than a document repository
Always due-diligence ready

Data Room

Our clients are backed by top investors

Our clients are backed by top investors

Compare us

Built for fundraising, not file storage

Most founders go into due diligence with a Google Drive folder and hope for the best. Undo gives you a structured data room with generated documents, granular access controls, and an AI layer that flags missing information and potential red flags before investors find them first.

Undo Capital
Typical data room
Investor-ready folder structure
Includedble
Manual setup
Granular permissions
Folder & file level
Basic
Activity tracking
Built in
Basic
Integrated with cap table
Yes
No
Integrated with fundraising rounds
Yes
No
Not ready for a dedicated data room? Download our free Due Diligence Checklist
Download free template
Customer Voices

The faster growing
startups use Undo

Hundreds of founders switch to Undo to stay ahead of the competition.

Advance Assurance
Approved on first HMRC review in four days. Undo took us through SEIS Advance Assurance start to finish: structuring, drafting, submission. No back-and-forth, no revisions, no delays.
Advance Assurance
Issued SEIS compliance certificates to twenty-eight investors in a single afternoon. Investor details pulled from the cap table, each certificate generated and ready to send. The same task took our previous accountant three weeks.
Security & Safety

Enterprise-level Security

Built for modern startups. Manage your cap table, run your funding round, and handle SEIS and EIS in one streamlined platform.

GDPR compliant

All data stored in UK/EU data centres. Full audit trail. Right to deletion honoured.

ICO registered

Data controller registration confirmed. We never share your AA content with third parties.

Secure data handling

All data is encrypted at rest with AES-256 and in transit with TLS 1.3, the same encryption standards used by banks and government systems.

FAQs

Your questions answered

1

What is cap table management?

Advance Assurance is a confirmation from HMRC that your company is likely to qualify for SEIS or EIS tax reliefs when it raises investment. It gives investors confidence that their tax benefits will be approved, making fundraising easier and faster.

2

What should a UK cap table include?

HMRC usually takes 4–6 weeks to review and respond to applications, though the timeline can vary depending on their workload and the complexity of your submission. At Undo Capital, we typically process applications within 2–5 working days.

3

How do you manage a cap table during funding rounds?

To apply for SEIS/EIS Advance Assurance, you’ll typically need the following documents:

• A completed HMRC application form

• Your business plan and financial forecasts

• A copy of your company’s memorandum and articles of association

• Details of your trading activitiesInformation about potential investors (if available)

4

What's the difference between a cap table and the register of members?

Key criteria include:

• Your company must have a UK permanent establishment

• You must be carrying out a qualifying tradeYou must meet the asset and employee limits (e.g. gross assets under £350k for SEIS, under £15m for EIS)

• You must raise funds within the scheme’s fundraising limits (£250k under SEIS, £12m under EIS, or £20m for knowledge-intensive companies)

• Money raised must be used for growth and development within a set timeframe

5

Can I import my cap table from Excel or Carta?

No, it is preferable that companies show interest from at least one potential investor. This doesn’t have to be a signed commitment — a simple letter or email from an investor can often be enough.

Built for every stage of growth

Your cap table is just
the beginning

Manage ownership, employee equity, fundraising and investor reporting from a single source of truth.

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Resources

Latest articles

Who qualifies for SEIS & EIS Advance Assurance?

Her story moves between personal experience and the realities of the legal profession: the moment she was excluded from school at age 11 for refusing to remove her religious head covering; returning to the Bar after the premature birth of her son and discovering that the practice she had spent more than a decade building had suddenly disappeared. It highlights the reality that women entering the profession often still have to work harder to be seen as equal contenders. Her Counsel brings together women whose leadership, perspective, and resilience are helping shape what the legal profession looks like today. At a moment when law is evolving through technological change, new commercial realities, and shifting expectations of leadership, we create space to reflect on the journeys behind that progress. In the conversation that follows, Laurie-Anne reflects more deeply on the experiences that shaped her path to the Bar’s highest ranks. Her story is one of conviction, community, and strategic resilience, and is a reminder that progress in law comes from preparation, credibility, and developing the judgment to know when to push and when to wait.

Common reasons HMRC rejects Advance Assurance applications

Her story moves between personal experience and the realities of the legal profession: the moment she was excluded from school at age 11 for refusing to remove her religious head covering; returning to the Bar after the premature birth of her son and discovering that the practice she had spent more than a decade building had suddenly disappeared. It highlights the reality that women entering the profession often still have to work harder to be seen as equal contenders.Her Counsel brings together women whose leadership, perspective, and resilience are helping shape what the legal profession looks like today. At a moment when law is evolving through technological change, new commercial realities, and shifting expectations of leadership, we create space to reflect on the journeys behind that progress. In the conversation that follows, Laurie-Anne reflects more deeply on the experiences that shaped her path to the Bar’s highest ranks. Her story is one of conviction, community, and strategic resilience, and is a reminder that progress in law comes from preparation, credibility, and developing the judgment to know when to push and when to wait.

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