Investors

Building the AI-native accountancy platform.

Ledger is the first platform from General Intelligence Holdings. We are acquiring and partnering with independent UK accountancy and bookkeeping firms, then applying AI, technology and operational support to build a stronger, more scalable group. This is a real-economy AI opportunity: established revenue, trusted customer relationships and clear scope for operational transformation.

The Opportunity

Accountancy is fragmented, trusted and ready for transformation.

The UK accountancy market contains thousands of independent firms serving SME clients. This creates an attractive acquisition and partnership opportunity.

The Thesis

Buy the workflow. Install intelligence. Build the platform.

Most AI companies sell tools to firms and wait for adoption. Ledger takes a different approach. We acquire or partner with firms directly, giving us the ability to improve workflows from the inside.

01

Acquire or partner with high-quality independent firms

Established revenue, loyal clients and clear scope for operational improvement.

02

Preserve client relationships and staff continuity

The value of each firm is protected through transition.

03

Install AI and operational support

Workflow tools and shared infrastructure deployed from the inside.

04

Improve service quality, capacity and margins

Better economics and a better client experience, compounding over time.

05

Use the network to expand capabilities

Shared talent, technology and services across partner firms.

06

Build the trusted SME finance platform over time

A durable, AI-native group at the centre of SME financial life.

Why Accountancy First

Accountants sit at the centre of SME finance.

Accountants know their clients’ financial reality — revenue, profit, cash flow, tax obligations, payroll, funding needs, business performance, owner succession and financial risk.

That makes accountancy a powerful entry point into broader SME financial services.

Over time, Ledger can expand into

AI CFO services Payroll Advisory Tax planning Lending introductions Insurance Pensions M&A & succession support Private credit origination

Why Now

The market is moving.

Consolidators have validated the sector

Large consolidators have proven appetite and value in UK accountancy.

AI makes transformation achievable

Operational transformation is now practical, not theoretical.

Owners are looking for succession

A generation of firm owners is planning the next stage.

SMEs expect faster, digital service

Client expectations have shifted decisively toward speed and clarity.

Talent shortages force a rethink

Firms must change how work is delivered to keep up.

The timing is right

A new platform built around AI, long-term ownership and independent firm identity.

Funding Strategy

A staged funding model.

Ledger is designed to fund growth in stages.

Stage 01

Formation & search capital

Used to build the acquisition pipeline, recruit operators, complete diligence and reach the first transaction.

Stage 02

Software capital

Used to build the AI workflow tools that support partner firms.

Stage 03

Acquisition SPVs

Used to fund specific transactions, supported by seller financing, deferred consideration and conservative debt where appropriate.

Stage 04

Platform growth capital

Raised after proof of model to accelerate acquisitions, central operations and technology deployment.

Investor Fit

Who we want to work with

We are looking for investors who understand long-term ownership and the building of operating platforms.

We are not building a short-term trade. We are building an operating platform.

Long-term ownership SME acquisitions Search funds Independent sponsors Vertical software AI transformation Accounting & professional services Fintech & SME finance Roll-up platforms Family office capital

Invest in the AI-native future of accountancy

If you are interested in the General Intelligence Holdings or Ledger strategy, we would be happy to speak.