--- title: Apex Financial Technology successfully obtains SEIS/EIS approval and raises investment description: Apex Financial Technology Limited successfully obtains SEIS and EIS advance assurance. Apex Financial Software is a company which provides a suite of software products (known as Finvisage™) to be used by CFOs and treasury managers of corporations. image: https://www.sapphirebusinessadvisers.co.uk/hubfs/Imported_Blog_Media/Apex%20Financial%20Technology-2.jpg --- [![Sapphire Business Advisors](https://www.sapphirebusinessadvisers.co.uk/hubfs/Sapphire%20Adviser%202026%20Assets/Sapphire%20Business%20Advisors.svg)](https://www.sapphirebusinessadvisers.co.uk) [![Sapphire Business Advisors](https://www.sapphirebusinessadvisers.co.uk/hubfs/Sapphire%20Adviser%202026%20Assets/Sapphire%20Business%20Advisors.svg)](https://www.sapphirebusinessadvisers.co.uk) - [About us](https://www.sapphirebusinessadvisers.co.uk#about) - [Services](https://www.sapphirebusinessadvisers.co.uk#services) - [Why Us](https://www.sapphirebusinessadvisers.co.uk#why-us) - [Contact](https://www.sapphirebusinessadvisers.co.uk#contact) - [Pricing](https://www.sapphirebusinessadvisers.co.uk/pricing) - [Blog](https://www.sapphirebusinessadvisers.co.uk/blog) Boyd Carson ###### 14TH October 2026 ![\Apex Financial Technology successfully obtains SEIS/EIS approval and raises investment\](https://www.sapphirebusinessadvisers.co.uk/hs-fs/hubfs/Imported_Blog_Media/Apex%20Financial%20Technology-2.jpg?width=671&height=460&name=Apex%20Financial%20Technology-2.jpg) ![\Apex Financial Technology successfully obtains SEIS/EIS approval and raises investment\](https://www.sapphirebusinessadvisers.co.uk/hs-fs/hubfs/Imported_Blog_Media/Apex%20Financial%20Technology-2.jpg?width=671&height=460&name=Apex%20Financial%20Technology-2.jpg) # Apex Financial Technology successfully obtains SEIS/EIS approval and raises investment Boyd Carson ###### 14TH October 2026 - [![](https://www.sapphirebusinessadvisers.co.uk/hubfs/twitter-black.svg)](https://www.twitter.com/share?url=https%3A%2F%2Fwww.sapphirebusinessadvisers.co.uk%2Fblog%2Fapex_financial_technology_seis-and-eis-advance-assurance) - [![](https://www.sapphirebusinessadvisers.co.uk/hubfs/facebook-black.svg)](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.sapphirebusinessadvisers.co.uk%2Fblog%2Fapex_financial_technology_seis-and-eis-advance-assurance) - [![](https://www.sapphirebusinessadvisers.co.uk/hubfs/linkedin-black.svg)](http://www.linkedin.com/shareArticle?mini=true&url=https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance) ![Apex Financial Technology](https://www.sapphirebusinessadvisers.co.uk/hs-fs/hubfs/Imported_Blog_Media/Apex%20Financial%20Technology-2.jpg?width=200&name=Apex%20Financial%20Technology-2.jpg) > "Boyd was very clear in explaining the process of HMRC assurance. He is very knowledgeable about the process and his advice was invaluable. Boyd took care of the whole process while keeping me updated throughout. I still reach out to him when I have questions about SEIS and EIS and his response is always prompt. I would highly recommend Sapphire for the HMRC assurance process."  Arshdeep Jindal, Apex Financial Technology. ### Description: Apex Financial Technology is a company which provides a suite of software products (known as Finvisage™) to be used by CFOs and treasury managers of corporations. The Company’s market risk management software is a front and back-office technology platform which sits within the client's Treasury department to be used by the CFO, Treasurer and their teams. The Company provides a multi-asset market risk management and pricing system built from a practitioner’s point of view that captures exposures and trades, calculates Mark-To-Market valuations and helps treasury managers make hedging decisions. The Company’s cash forecasting module captures all inputs from sales, accounting and other teams to keep an updated forecasted cash view for the corporate. The platform can be offered completely on the cloud thereby cutting local IT maintenance costs significantly.   ### Sector: Software. ### Classification: SEIS and EIS advance assurance.   [![Vasiliki-1](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/143373057/interactive-489561060578.png)](https://www.sapphirebusinessadvisers.co.uk/hs/cta/wi/redirect?encryptedPayload=AVxigLKT88ofzkUmeMib9vK8PXcUWQeNFakp1e7OL76K11iVZWS31byu7Pxl0cBuywdiaM2mq9aaU4jbatK1O6HkZMjbeRtiPAl3xDNPG0dWkXvBl%2BNhoOdCRNlcIAnlP7%2B791s68WZZWIM%3D&webInteractiveContentId=489561060578&portalId=143373057) [Back to Summary](https://www.sapphirebusinessadvisers.co.uk/blog) × A short, no-obligation conversation about whether launching a fund is the right route for you, and what it would take. We can cover structure, timescales, cost and regulatory requirements. Nothing to prepare in advance. Boyd Carson co-founded Sapphire in 2009 and has since helped launch more than 50 UK venture funds. He is an Honorary Professor of Venture Capital, teaches on Harvard University's graduate venture capital course, and holds Sapphire's FCA compliance oversight role. ![Boyd Carson](https://www.sapphirebusinessadvisers.co.uk/hs-fs/hubfs/Images%20(Old%20Portal)/Boyd%20Carson.jpeg?width=593&height=697&name=Boyd%20Carson.jpeg) Boyd is a co-founder of Sapphire and a leading voice in the venture capital industry, recognised for his expertise in designing, launching, and managing LP/GP, property, BR and SEIS and EIS funds. Over the past three decades, Boyd has helped future investment managers turn their ideas into successful, FCA-compliant venture capital funds. His practical, educational approach has made Sapphire a trusted partner for future fund managers building new investment vehicles and for startups seeking growth capital. When he’s not advising on fund structures or making investments in investee companies, Boyd shares his knowledge as an Honorary Professor of Practice in Venture Capital and as a faculty member at Harvard University, teaching Venture Capital. Boyd Carson CONNECT ### Related Insights EIS , Business Plans , Investor Documents ##### [Tamla Construction obtains EIS approval](https://www.sapphirebusinessadvisers.co.uk/blog/tamla-construction-limited-eis-advance-assurance) EIS ##### [Film production company BristowHouse engages Sapphire](https://www.sapphirebusinessadvisers.co.uk/blog/bristowhouse-productions-limited-eis-advance-assurance) EIS , Investor Documents ##### [Watch manufacturer EIS advance assurance](https://www.sapphirebusinessadvisers.co.uk/blog/duo-watches-uk-eis) ## Let’s talk about what you’re working on. Whether you are preparing for a funding round, considering SEIS or EIS advance assurance, need valuation support or are looking for experienced business advice, we would be happy to start with a conversation. [SPEAK TO AN ADVISER](https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance#contact-us-popup) ![SBA Logo](https://www.sapphirebusinessadvisers.co.uk/hubfs/Sapphire%20Adviser%202026%20Assets/SBA%20Logo.svg) Sapphire Business Advisers provides specialist advisory services to early-stage and growing companies, including SEIS and EIS advance assurance, valuations, consulting and non-executive director support. ## Company [About Us](https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance#about) [Services](https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance#services) [Contact](https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance#contact) ## Services [SEIS & EIS Advance Assurance](https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance#services) [Business Valuations](https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance#services) [Business Consulting](https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance#consulting) [Non-Executive Director Support](https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance#non-executive) ## Contact [Email Us](mailto:boyd@sapphirecapitalpartners.co.uk?subject=Business%20Enquiry%20%E2%80%94%20Sapphire%20Business%20Advisors&body=Hi%20Boyd%2C%0A%0AI%20came%20across%20Sapphire%20Business%20Advisors%20and%20would%20like%20to%20learn%20more%20about%20your%20services.%0A%0AI%20look%20forward%20to%20hearing%20from%20you.%0A%0ABest%20regards%2C%0A%5BName%5D) [Schedule A Call](https://www.sapphirebusinessadvisers.co.uk/blog/apex_financial_technology_seis-and-eis-advance-assurance#contact-us-popup) ## Legal Privacy Policy Terms & Condition © 2026 Sapphire Business Advisers. 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