How it works
The right people, from seed to exit — so success stops being a long shot.
We embed fractional Financial, Investment and Commercial leadership inside your company, backed by product, tech and specialist resource when you need it — and we run every raise end to end. One team, one system, all the way through the journey.
Our North Star: beat the stats
60–80%
Seed to Series A + commercial traction
Complete the rolling seed round, reach Series A and build repeatable commercial momentum.
80%
Series A to next milestone
Progress to a follow-on raise, exit or IPO — the point where capital and the business compound.
Why the stats matter
Most early-stage companies fail because they do not have the right people around them at the right time.
Without financial, commercial and investment leadership working together, founders struggle to become investor ready, commercialise the solution, raise capital efficiently and scale.
We built Soar to fix that. Not with a process deck or a one-off adviser, but with a resourcing system that embeds the three execution seats startups most often miss — ratioed to whatever is the priority of the moment.
We don't take just anyone, either. Every company passes an initial screening — typically an intro call with Andi and Lee — followed by pre-assessments covering the data room, the numbers and the team. If you meet the criteria, we know we can help.
The journey
Two journeys, running in tandem — from seed to exit, and back into the ecosystem.
The graph above is the Investment journey: the capital raised and the company value that rises with every stage. Beneath it sits the Operational journey: the company-building milestones across Financial, Investment, Commercial and Product & tech that make the rising value line possible. One funds; the other executes. Both run together.
Seed
Investment journey
£1m raise
£8m valuation
Friends & family, angels, pre-seed/seed VCs, family offices, angel groups
Operational journey
Investor readiness, a live data room and a validated ICP. First paying customers, an MVP with real usage, and a credible product roadmap.
Series A
Investment journey
£5m raise
£20m valuation
Angels & HNWIs, Series A VCs, family offices, angel groups
Operational journey
Repeatable go-to-market with an institutional anchor investor. Unit economics that hold up in diligence, scalable architecture and KPI discipline.
Series B+
Investment journey
£10m raise
£50m valuation
Growth VCs, low-to-mid market PE
Operational journey
Scale with discipline: new segments and geographies, senior hires, platform hardening, and a path-to-profitability model.
Exit / IPO
Investment journey
£50m raise
£300m valuation
Strategic acquirers, public markets, PE
Operational journey
Exit-grade reporting, vendor diligence, durable revenue quality and documented IP. The business is ready for its liquidity event.
Give back
Investment journey
Success fees recycled
The full circle
Next generation of founders, and Positive Human Impact
Operational journey
Proceeds, playbooks, networks and know-how flow back into the ecosystem — and into our charitable arm, Positive Human Impact.
Positive Human Impact
The journey doesn't end at exit. A share of what Soar earns goes back into the ecosystem to help other businesses on their journey — and into Positive Human Impact, our charitable arm.
Investor-grade financial leadership from day one. We give founders and investors one current, credible view of the numbers, the model and the runway.
- Assessment
- Baseline review of position, structure and needs, plus a full investment assessment scored to our investability framework.
- Modelling
- A model built or rebuilt from the ground up: assumptions, forecasts, scenarios, valuation and a clear use-of-funds breakdown.
- A live data room
- The investment story in the formats investors read — pitch narrative, one-pager, full deck.
- Reporting
- Monthly and quarterly reporting: runway, burn, KPI architecture, budget vs actual.
End-to-end raise execution. We run the round from first investor contact to close, so founders stay focused on the business while capital comes in on the right terms.
- Targeting
- Research and outreach across the spectrum: angels write the early tickets, institutions anchor or close.
- Diligence
- Data room approvals and hands-on support through diligence and negotiation, where most raises stall.
- Closing
- Term sheets, subscription agreements, SHA and articles, cap table management — clean terms, ownership protected.
- Relations
- Investor communications during the round and well beyond the close.
The operating system that turns a product into repeatable revenue — a pipeline and a motion that convert, retain and grow.
- Positioning
- Go-to-market anchored on a defined ICP and value proposition, so the motion points at the right customer.
- Sales
- Sales management and CRM discipline, an instrumented pipeline, and pilots structured to convert.
- Economics
- Pricing and unit economics that hold up under diligence, with revenue optimisation as you scale.
- Growth
- Retention and churn management, strategic partners and KOLs — compounding the base.
Additional resource
The three core seats sit alongside your CEO, CTO and existing advisers — and we bring in extra specialist people around them as priorities shift. We can also source a curated bench of high-calibre strategic advisers, chosen for their experience and relevance to your company's domain. That can include:
- Business development and lead generation
- Account management and customer success
- Marketing, brand and communications
- Technical and product support
- HR, talent and people development
- Operations and finance administration
- High-calibre strategic advisers with relevant domain experience
- Non-executive directors and board support
- Other specialist capacity as the moment demands
Capital on tap
From our own angels to institutions and beyond.
Angels write the early tickets that keep you moving. Institutions write the big ones once traction is proven. And equity isn't always the first or best route.
Soar Angels
An exclusive, vetted community of angels who back the opportunities we bring them. Committed capital with existing relationships — the fastest way to put early tickets on the table and build momentum into a round.
Institutional capital
Tens of thousands of researched, validated institutions, matched to each raise by stage, sector and thesis. We hold direct relationships with partners at many of these firms, so introductions are warm — and one large ticket can anchor or close the round.
Alternative & non-dilutive
Grants, loans, R&D and innovation funding, startup competitions, accelerators and incubators — mapped before you give equity away unnecessarily.
Experience across all capital structures
- Priced equity
- SAFE / ASA
- Convertible loan notes
- Debt
- Mezzanine
- Buyouts
- Secondaries
- Rolling rounds
Tax relief support
We help investors claim relief — and companies qualify for it.
Tax-advantaged schemes can make the difference between a round that moves and one that stalls. We guide companies through the SEIS / EIS process end to end and also support R&D tax relief claims — so the capital you raise is as efficient as it can be.
- SEIS / EIS Advance Assurance
- We prepare the application to HMRC: qualifying trade checks, share-structure review, business plan and forecasts, and the tightly worded covering letter that gives investors confidence before they commit.
- HMRC Compliance Statement
- After the round closes and the qualifying trade has run for the minimum period, we file the SEIS1 / EIS1 declaration — including investor register, issue dates and subscription details — and act as authorised agent where needed.
- Investor certificates
- Once HMRC approves, we complete the SEIS3 / EIS3 certificates and issue them to each investor so they can claim relief on their own tax return.
- R&D tax relief
- We identify qualifying R&D activity, compile the technical narrative and cost breakdown, and support the claim — often a meaningful non-dilutive cash boost for early product and engineering teams.
Thresholds and rates change with the Budget, so we verify current figures on gov.uk before any client-facing materials are finalised.
Spending the raise well
We don't just help you raise — we help you deploy it.
Capital from our investor network is only half the job. We work with you to build a cohesive use-of-funds plan, channel investment into the right resources, and hire wisely as the company scales. That means mapping spend against milestones, bringing in specialist capacity only when it moves the needle, and sourcing high-calibre strategic advisers whose experience is relevant to the company's domain.
- Use-of-funds mapped to milestones
- Right resource at the right time
- Hiring plan tied to growth stage
- Burn and runway managed as you scale
- Operational efficiency built in
- Governance that keeps investors aligned
The Soar Fund · Coming soon
Following the winners into later rounds.
Angels write the early tickets, institutions write the big ones, and the Soar Fund will follow on and co-invest — keeping Soar Angels members in the companies that keep proving themselves. The fund is not yet open; qualified investors can register interest.
A rhythm that keeps momentum and visibility.
- Bi-weekly check-ins
- 30–90 minutes. Priorities, blockers, decisions, next actions.
- Monthly performance reviews
- KPIs, budget vs actual, runway, investor update, data room refresh.
- Rolling three-month planning
- Milestones review on the same clock as the rolling contract.
- Async execution
- Shared taskboard with owners and due dates, data room with version control.
- Ad-hoc reviews
- Whenever something can't wait for the next scheduled session.
Typical timing
~2 weeks
Investment assessment
~4 weeks
Investor ready
~3 months
Initial tickets
~6 months
Round closed
Illustrative. Worst case for a close is around nine months; financial cadence and commercial execution run throughout.
Pricing
A modest retainer, and a success fee only when the raise closes.
Your rate reflects the scope agreed at the outset — breadth of mandate, how much of our time it needs, and the complexity of your business, raise and cap table. Three-month rolling contracts. One monthly invoice covering retainer, expenses and any additional resource. If scope changes, we agree the revised figure before it starts.