Governance
Methodology & versioning
Every marketing claim, benchmark and ranged outcome shown by the tool is traceable to a named published source. Engine versions are logged on every blueprint render to compliance_logs.
Engine versions
| Component | Version | Notes |
|---|---|---|
| Methodology | v2026.1-SWG | Foundational engine. |
| Architecture Matrix | v2026.2-SWG | Dual-regime upgrade (UK Five-Benefit Tax Map + international suppression). |
| Per-company floor table | v2026.2-SWG | |
| Insights disclosure | v6.1-2026-05 | Compliance Review v6.1. |
Sources
- Beauhurst. UK private company position & vintage benchmarks.
- HMRC. EIS scheme statistics, Income Tax & CGT thresholds.
- SyndicateRoom. Retail VC participation distribution.
- EIS Association (EISA). Scheme rules, reliefs and qualifying activities.
- BVCA. UK VC industry returns and pace data.
- Cambridge Associates. Global VC and private equity benchmark indices.
- Preqin. Vintage-year performance and capital deployment cadence.
Review cadence
The Compliance Committee reviews engine outputs and disclaimer wording quarterly. A 10% sample of compliance_logs is reviewed against communications quality per Consumer Duty Outcome 3 (by analogy under FPO regime).
See also: privacy notice, cookies.