CompanyBeacon guide

A defensible SEIS/EIS portfolio-monitoring checklist

A repeatable way to turn public-register changes into review work without overstating what the data proves.

General information only. This is not financial, investment, tax or legal advice. Check the linked official guidance and use a qualified adviser for a claim or decision.

1. Resolve the legal entity

Record the Companies House number, legal name at the time of investment and any later name changes. Website names and trading names are not enough.

2. Separate membership from status

A fund portfolio page can show that an investment was publicly associated with a fund. It does not prove current ownership. Store the membership source and date independently from current Companies House status.

3. Monitor material fields

4. Escalate with evidence

Keep the before-and-after value, timestamp, source URL and filing link. A status change should create a review task, not an automatic tax or investment conclusion.

Next steps

Check a company, explore CompanyBeacon reports, or review the methodology and limitations.

A 37X Ventures portfolio site

Operated by 37x Limited, a Guernsey Non Cellular Company, company number CMP76157, incorporated 18 July 2025.

Registered office: Les Echelons Court, Les Echelons, St. Peter Port, Guernsey, GY1 1AR.

Full company details