Technology & Media. Scale without the surprises.

Deferred revenue, cohort retention, gross retention and the bridge from booked to billed to recognised — built into a chart of accounts and management pack that holds up to LP scrutiny. We've seen too many SaaS data rooms fall over in diligence on basic rev-rec; we'd rather get yours right from year one.

• ARR, MRR and NRR tracking
• Cohort retention and churn analysis
• CAC, payback and LTV unit economics
• Deferred revenue and contract assets under IFRS 15

EMI schemes, growth shares, unapproved options and the valuation work that has to sit behind them — structured to actually motivate the team rather than just exist on paper. We handle the HMRC valuation, the option documentation and the exercise mechanics on exit.

• EMI scheme design and qualification review
• HMRC valuation agreement (VAL231)
• Option grant, exercise and ERS reporting
• Growth shares for non-qualifying companies

Software R&D claims are under particular HMRC scrutiny. We focus on the genuinely novel technical work, build claims around contemporaneous evidence (commit history, technical write-ups, project logs) and stay well clear of the formulaic approach that's driving HMRC's enquiry stats up.

Place-of-supply for digital services, US-UK structuring, IP holding and the transfer pricing that comes with it — handled before the next round, not after. International expansion gets expensive when the tax follows rather than leads.

Vendor due-diligence, sell-side support and the financial-controls work that turns a 'maybe' diligence outcome into a clean one. We've sat on both sides of the table and know what gets challenged.