Data Room
Securely manage and share key business documents with investors.
Description
💲The smart finance app that integrates all your assets💲
Funding Ask
We are seeking £2.5 million in seed/Series A funding to scale Yeeld. Funds will be allocated as follows: 40% Product development (AI, mobile app, integrations, multi-currency accounts). 25% Marketing and customer acquisition. 20% Regulatory, compliance, and operational setup. 15% Key hires (data science, product, growth, and customer support).
Legal Structure
Yeeld operates as a Private Limited Company (Ltd) incorporated in the UK. Yeeld Technologies Ltd is the parent company. Yeeld Financial Services Ltd and Yeeld Investments Ltd are wholly owned subsidiaries. Payment services are provided through a licensed partner (Transact Payments Ltd). Investment services are provided via Yeeld Investments Ltd, an appointed representative of WealthKernel Ltd, regulated by the FCA.
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The Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) provide significant tax reliefs to investors in qualifying early-stage companies, making your startup more attractive to potential investors.
SEIS (Seed Enterprise)
For companies under 3 years old with gross assets under £350k
EIS (Enterprise Investment)
For established companies seeking growth capital
Income Tax Relief
On the amount you invest per tax year.
Maximum: £200,000
Capital Gains Exemption
No CGT on share disposal after 3 years.
Maximum: On SEIS shares
CGT Re-investment Relief
Reduce CGT liability from other assets.
Maximum: On reinvested gains
Loss Relief
Offset losses against income tax.
Maximum: On net loss
Income Tax Relief
Relief on shares purchased annually
Maximum: £1,000,000
Capital Gains Tax Relief
No CGT on disposal after 3 years
Maximum: Unlimited
Loss Relief
Tax relief against income/gains
Maximum: On losses
Inheritance Tax Relief
Business Property Relief
Maximum: After 2 years