A CRM for EIS & SEIS fundraising — manage investor pipelines, run AML and sophisticated/high-net-worth checks, track allocations and subscriptions, issue documents, and keep every interaction on one auditable record.
Commitments, soft-circles and paperwork scattered across files and inboxes.
Every investor is a structured record — status, commitment, documents and full interaction history.
AML and sophisticated/HNW categorisation handled in separate tools, disconnected from the deal.
Run AML and capture investor self-certification in one place, with an append-only audit log.
Hard to see how much is committed versus target.
Track subscriptions and allocations against the round so you always know where the raise stands.
Distribute, work and recycle investor leads with rules — soft-circle to signed.
Due diligence plus sophisticated-investor and high-net-worth self-certification, audited.
Track commitments and allocations against the target, with a live view of the round.
Issue and store information memorandums, application forms and share certificates.
Take subscription payments and reconcile them on the investor record.
Calls, SMS, WhatsApp and email in one inbox on the investor.
Brief on the raise, draft investor follow-ups and book calls — on your instruction.
See pipeline, conversion and committed capital across the round.
Every other platform is generic — you bend it, customise it and bolt tools on until it half-fits. There has never been a system built for fundraising from the inside out. Selllution is. It’s built by people who have actually run these desks: our founders and operators bring over 25 years of direct, high-level experience selling in these markets — so the fields, workflows and compliance are already right, on day one.
See Selllution running an EIS/SEIS fundraising desk — book a walkthrough or explore the live demo.
