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Quantico software stack
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Discussion Notes
I wish I had information on...
Fundraising
Seed
Series A
Series B
Later
Crowdfunding
Debt vs Equity
Ju-Vern See
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Sophie Conaghan
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Accounting standards with clear case studies and actions
Convertible debt (Callsign, Knoma)
Revenue recognition (SaaS, marketplaces etc)
Inventory
Loyalty points (yucoins etc)
Ju-Vern See
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1
Sophie Conaghan
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Companies House
Share issues
Share splits
SH01
After fundraising
Register of members and share certificates
EIS Compliance Statements required after EIS share issues
(must get Agent authority if using an Agent to file, inc Quantico)
Confirmation statement
What could go wrong?
filing it incorrectly and how to fix it

Ju-Vern See
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1
Sophie Conaghan
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IR35 - Practical side for a small business.
BK
Bilal Khurram
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1
Sophie Conaghan
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W8 & W9 forms
Oliver Wimshurst
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Internal
External
How to complete these forms.
Pensions
What contributions benchmarks
What pension provides - pros and cons
Any other tools?
Ju-Vern See
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Grants
What are available
Ju-Vern See
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Oliver Wimshurst
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What would I want to know if I ran a business...
Ways to improve payment runs:
telleroo
Pleo
Oliver Wimshurst
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1
Sophie Conaghan
Internal
External
Problem - Wasting time carrying out multiple payment runs. Solution - Bank provider that allows bulk uploads, Telleroo
International expansion
US - what do I need to worry about
Europe - how to sell, export, import?
Ju-Vern See
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1
Sophie Conaghan
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Issuing share options - how many, tax implications, process
EMI option scheme
Unapproved options
Other (e.g. growth shares)
Ju-Vern See
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Sophie Conaghan
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We should also include a section correct accounting.
Details of Import One Stop Shop - any released from the EU on the process and registration since 30 Sep? What about software we can use to report on VAT?
Oliver Wimshurst
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1
Sophie Conaghan
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https://ec.europa.eu/taxation_customs/business/vat/modernising-vat-cross-border-ecommerce_en
Equity Management tools
Capdesk
Vestd
Oliver Wimshurst
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1
Sophie Conaghan
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What to do to set up a company?
Companies House
HMRC
PAYE
Pensions
Ju-Vern See
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Software to use for expenses
Spendesk
Pleo

Oliver Wimshurst
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What I wish I knew when I started at Quantico...
What top practices with being on top on my work load and being organised? Should I use a notebook, or write notes in Coda, use a Front discussion?
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What training material would help me do my job...
How best to manage finance inboxes on Front depending on when it’s Google or Microsoft Some training materials already in the Internal Traning Doc
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Internal
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Training on Process Street
Ju-Vern See
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Internal
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What makes a good process
Ju-Vern See
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If I was looking for advice from Quantico what would I want to know...
Finance team salary benchmarking
CFOs
Other finance staff
Other staff across the business
Ju-Vern See
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