The CFO Stack
§ Methodology
The AI Stack

AI-Powered
Eligibility & Assessment.

A dedicated technical layer that interrogates eligibility before capital, time, or credibility is committed to a formal submission.

§ 01
The Tool

Structured eligibility, before the submission.

UK MandateScope: SEIS / EIS Advance Assurance — a UK-only HMRC work mandate.Distinct from the Fractional CFO engagement (EU-wide financial leadership).

Within the UK SEIS / EIS mandate, our proprietary AI assessment runs a structured battery of eligibility tests against the current HMRC framework — SIC code alignment, revenue thresholds, gross asset position, control and independence, and use-of-funds composition. The result is a red/amber/green register of every test, with the rationale and source for each conclusion.

Founders see exactly where their venture passes, where it requires restructuring, and where it would fail at HMRC review — long before any application is filed.

SIC Code TestPass
Revenue StatusPass
Gross Asset TestReview
Independence TestPass
Risk-to-CapitalReview
Use-of-FundsPass
Sample register · illustrative
§ 02
The Workflow

Four steps. One accountable engagement.

  1. 01

    Scope Agreement

    Engagement is defined by written scope: deliverables, decision points, and success criteria. No ambiguity, no scope creep.

  2. 02

    Formal HMRC Appointment

    We are appointed as your authorised agent on file. All correspondence flows through a single accountable channel.

  3. 03

    Technical Assessment

    Our AI eligibility tool runs structured tests across SIC codes, revenue status, and asset count — surfacing risks before submission.

  4. 04

    Submission & Management

    Application is filed with full technical narrative. Ongoing management of HMRC interaction through to advance assurance.