Template
.xlsxCap Table Template
Founder, investor and ESOP rounds with dilution scenarios. The same workbook structure we use with our own clients.
Free templates and resources from a UK ACCA + FMVA + MBA
Practical tools we use with our own clients — watermarked but functional.
IVSC-aligned — IVS 105 valuation approaches applied
HMRC-aware — SVM + EMI s.431 + CGT/IHT scope (calculation only)
Named signatory — Abi Shitta, ACCA · FMVA · MBA
Template
.xlsxDCF Financial Model Skeleton
Five-year three-statement forecast with terminal value, WACC inputs and sensitivity tables.
Template
.xlsxCash Runway Calculator
18-month forecast with downside, base and upside scenarios. Drop in your numbers and read off the runway.
Guide
.pdfValuation Q&A Checklist
30 questions to ask before you commission a valuation — and the answers that separate defensible from indicative.
Guide
.pdf11 Things HMRC Looks for in an EMI Valuation
Compliance checklist for founders preparing an EMI s.431 valuation. AMV vs. UMV, marketability discount, comparables.
Glossary
.pdfSaaS Metrics Glossary
ARR, NRR, CAC, LTV, payback, Rule of 40 — defined the way HMRC SVM and Big-4 valuers actually use them.
Template
.pptxInvestor-Ready Deck — Financial Section
Five-slide financial section template that aligns with what Series-A and B investors expect to see.
Report
.pdf2026 UK Tech Valuation Benchmark Report
Multiples by sector, growth-margin scatter and the underlying public-market peer set. Updated through mid-2026.
Need something specific?
Tell us what would help and we will consider adding it to the library. We respond to all requests within one working day.