Boardroom Advisors

14/08/2026

Are You Ready For Series A Funding: Learn What To Expect

Going from Seed funding to Series A funding is like moving from high school to university- it’s a different ball game.

This video will help you know what to expect. Anthony Rose, CEO & Founder of SeedLegals brought together Jon Steinberg, Co-founder of Mountside Ventures and John Courtney, CEO & Founder of Boardroom Advisors to map out what to expect, and how to navigate the changes.

By watching this video you will gain expert insight into:

✅ Are you in Series A Funding territory?

✅ What new metrics should you be focusing on?

✅ What should your focus be as a founder?

✅ Learn about the change in investor expectations

✅ Governance shifts you need to be aware of

The key steps to transition from seed to Series A funding—build traction, refine your story and attract institutional investors.

13/08/2026

6 weeks to go until Technology for Marketing 2026!

We’re proud to be part of Technology for Marketing, taking place at Excel London on 23–24 September.

If you’re working in marketing, digital, data or growth, this is where you’ll discover how leading brands are putting creative intelligence into action.

► Discover today’s trends in AI, automation and digital marketing
► Drive revenue with measurable, accountable marketing
► Turn customer data into revenue-driving engagement
► Make smarter tech decisions and gain supplier insights fast

Plus, your free ticket gives you access to eCommerce Expo and Parcel + Post Expo, connecting every stage of the customer journey in one place.

6 weeks. One ticket. Thousands of marketers, brands, innovators and industry experts.

👉 Secure your free ticket today: https://vist.ly/5ep7q

13/08/2026

Want the right to buy out your investors? Here’s why that’s a bad idea

When you raise investment, understanding investor rights is crucial. This article looks into two common requests: founders wanting to buy back shares and investors seeking the right to sell. While seemingly reasonable, these requests pose serious challenges.

Buying Back Shares - A Bad Idea?
🚫 Invalidates SEIS/EIS: Pre-arranged buyback rights can invalidate investor tax relief schemes.
🚫 Can't Use EIS Money: Using investment funds for buybacks may violate HMRC rules, impacting future investment rounds.

Investors Selling Shares - A Complicated Proposition:
🚫 The Ability vs. The Right: Investors already have the ability to sell shares; granting a right obligates the company to find a buyer.
🚫 Put Option Pitfalls: A put option, where an investor has the right to sell shares, can lead to financial strain and contractual breaches.

Learning Points:
💡 Strategic Consideration: Understand the implications of buyback and sell options on SEIS/EIS, company finances, and investor perception.
💡 Legal Review: Before agreeing to investor rights, consult an independent lawyer to navigate potential pitfalls.
💡 Communication is Key: Clearly communicate the rationale behind rejecting certain arrangements to align interests and expectations.

In the complex landscape of startup investments, making informed decisions on investor rights is paramount. Before diving in, ensure you're steering clear of pitfalls and paving the way for a successful funding journey.

The right to buy out your investors later, or giving your investors the right to sell their shares can be problematic. In this post, we explain why.

13/08/2026

11 tips for increasing customer engagement

Here are 5 tips to get you started...

1️⃣ Create an Omnichannel Experience:
Offer seamless interactions across all platforms.
Retain 89% of customers with a well-executed omnichannel strategy.

2️⃣ Leverage Analytics:
Tailor strategies based on customer characteristics.
Gain insights into preferences, likes, and dislikes for effective engagement.

3️⃣ Run Customer Surveys:
Understand customer opinions and satisfaction.
Identify and address specific issues to improve engagement.

4️⃣ Show User-Generated Content (UGC):
Foster trust, credibility, and loyalty.
Authentic UGC builds stronger connections with your audience.

5️⃣ Design a Loyalty Program:
Encourage customer loyalty and recommendations.
Meaningful and valuable rewards motivate customer participation.

Customer engagement strategies encourage businesses to provide a positive experience that will encourage buyers to return by focusing on how you interact

13/08/2026

What It Takes to Thrive During a Crisis

In this podcast episode, consultant Keith Ferrazzi shares the strategies that helped some companies thrive during the Covid-19 pandemic, while others struggled.

Drawing from his survey of over 2,000 executives, Ferrazzi explains how organisations that embraced "radical adaptability" before the crisis were better prepared to navigate uncertainty and emerge stronger.

He outlines the concrete steps leaders can take to build resilience and agility within their teams and businesses.

You'll also gain valuable insights into how to cultivate adaptive leadership, implement effective organisational transformations, encourage collaboration within teams, and build a strategy that ensures long-term resilience.

Ferrazzi’s approach is focused on the importance of agility and flexibility at both the organisational and team levels to stay competitive in an ever-changing business environment.

Consultant Keith Ferrazzi explains how “radical adaptability” at the team and organizational levels helps some companies come out on top.

13/08/2026

Driving company growth with share schemes

In this guest post by the Co-Founder and CEO of Vestd Ifty Nasir outlines what exactly share schemes are and why they can be good for the bottom line.

Our partners at Vestd give their take on why share schemes can be good for the bottom line.

12/08/2026

Future-Proof Your Finances: The Essential Guide to Financial Management for Startups and Scaleups

Effective financial management is the backbone of any thriving startup or scaleup. With 42% of new businesses failing due to insolvency, mastering cash flow, leveraging financial tech, and planning expansion strategically are key to longevity and growth.

This podcast explores essential tips for startups and scaleups to navigate financial challenges.

Key takeaways from the episode:
📌 The importance of cash flow management over turnover in financial health
📌 How financial tech can streamline processes, save costs, and predict cash flow
📌 Strategies for funding expansion while mitigating risks
📌 Real-world examples of startups like Spotify and Uber turning challenges into triumphs

Success in today’s competitive landscape demands more than ambition; it requires strategic financial management tailored to your business goals.

Working on the pre-seed stage, where you crayon strategies and ideas for your dreamed-of future business, is reasonably the honeymoon of your long-term commitment. Here, you calculate how you’ll transform your concept into a reality and, most...

12/08/2026

Modernizing Business Infrastructure with Cloud ERP Solutions: Future-Proofing Your Data & Operations

Is your business infrastructure ready for the future?

As companies grow, legacy on-premises systems can no longer keep up. Modernising with Cloud ERP solutions is key to scaling efficiently, improving security, and staying competitive in a rapidly changing market.

Cloud-based ERP offers flexible, secure, and future-proof capabilities that ensure your business is ready for what's next.

Key Learning Points:
📍 The limitations of legacy on-premises systems and the need for modernisation
📍 The benefits of Cloud ERP: scalability, enhanced security, and future-proofing
📍 Different Cloud ERP deployment models (Public, Private, Hybrid)
📍 How Cloud ERP reduces IT costs and improves collaboration across teams
📍 Why Microsoft Dynamics 365 Business Central stands out in the market

If you’re looking to future-proof your business, Cloud ERP is essential. Find out how this transformation can optimise your operations.

Modernizing business is essential to remain competitive, and a key part of this transformation involves embracing Cloud ERP solutions.

12/08/2026

How to Gain Competitive Advantage Through Employee Re-Engagement

Did you know that there are only ever 20% fully engaged? What if you could dial that up and re-engage your disengaged high performers?

Learn more about what you can do to re-engage people on your team and see what this does to your bottom line.

-engagement

Are your team distracted and lacking engagement? Learn how you can gain competitive advantage through employee re-engagement by conducting a leadership audit.

12/08/2026

Key Performance Indicators Examples for Small Businesses

This is a really comprehensive list of Key Performance Indicators (KPIs) tailored for small businesses.

Key takeaways are:

1. The Role of KPIs in Business:
Understand how KPIs are the compass for achieving business objectives.
Gain insights into your small business's performance to monitor progress effectively.

2. KPI Categories:
Explore quantitative and qualitative KPIs, including leading and lagging indicators.
Learn about input and output KPIs to measure resources and assess business activities.

3. Choosing the Right KPIs:
Tailor KPIs based on your business goals, whether it's customer satisfaction, financial health, or operational efficiency.
Align KPIs with industry standards to ensure relevance and effectiveness.

4. Optimising KPI Data:
Implement strategies for selecting relevant KPIs, ensuring accurate data, and involving employees in the tracking process.
Explore the benefits of technology utilisation, benchmarking, and translating data into actionable insights.

5. Examples of KPIs by Category:
Find lots of curated KPI examples across sales, marketing, operations, finance, customer service, HR, product development, and social media. Gain a deeper understanding of crucial financial metrics such as Net Profit Margin, Gross Profit Margin, and Operating Cash Flow.

6. FAQs: Key Performance Indicators Examples:
Discover insights on what key performance indicator CEOs should prioritise, the significance of the Net Profit Margin, and how often businesses should review their KPIs.

The key performance indicators examples in this article will help you w**d out the KPIs best suited to the needs of your small business.