Caseware UK (AP4) 2025.0.111 2025.0.111 2025-12-312025-12-31No description of principal activity2025-01-01false111113truetruefalse 09197997 2025-01-01 2025-12-31 09197997 2024-01-01 2024-12-31 09197997 2025-12-31 09197997 2024-12-31 09197997 c:Director1 2025-01-01 2025-12-31 09197997 d:PlantMachinery 2025-01-01 2025-12-31 09197997 d:PlantMachinery 2025-12-31 09197997 d:PlantMachinery 2024-12-31 09197997 d:PlantMachinery d:OwnedOrFreeholdAssets 2025-01-01 2025-12-31 09197997 d:ComputerEquipment 2025-01-01 2025-12-31 09197997 d:ComputerEquipment 2025-12-31 09197997 d:ComputerEquipment 2024-12-31 09197997 d:ComputerEquipment d:OwnedOrFreeholdAssets 2025-01-01 2025-12-31 09197997 d:OwnedOrFreeholdAssets 2025-01-01 2025-12-31 09197997 d:CurrentFinancialInstruments 2025-12-31 09197997 d:CurrentFinancialInstruments 2024-12-31 09197997 d:Non-currentFinancialInstruments 2025-12-31 09197997 d:Non-currentFinancialInstruments 2024-12-31 09197997 d:CurrentFinancialInstruments d:WithinOneYear 2025-12-31 09197997 d:CurrentFinancialInstruments d:WithinOneYear 2024-12-31 09197997 d:Non-currentFinancialInstruments d:AfterOneYear 2025-12-31 09197997 d:Non-currentFinancialInstruments d:AfterOneYear 2024-12-31 09197997 d:ShareCapital 2025-12-31 09197997 d:ShareCapital 2024-12-31 09197997 d:SharePremium 2025-12-31 09197997 d:SharePremium 2024-12-31 09197997 d:OtherMiscellaneousReserve 2025-12-31 09197997 d:OtherMiscellaneousReserve 2024-12-31 09197997 d:RetainedEarningsAccumulatedLosses 2025-12-31 09197997 d:RetainedEarningsAccumulatedLosses 2024-12-31 09197997 d:FurtherSpecificTypeProvisionContingentLiability1ComponentTotalProvisionsContingentLiabilities 2025-01-01 2025-12-31 09197997 d:FurtherSpecificTypeProvisionContingentLiability1ComponentTotalProvisionsContingentLiabilities 2025-12-31 09197997 c:OrdinaryShareClass1 2025-01-01 2025-12-31 09197997 c:OrdinaryShareClass1 2025-12-31 09197997 c:OrdinaryShareClass1 2024-12-31 09197997 c:OrdinaryShareClass2 2025-01-01 2025-12-31 09197997 c:OrdinaryShareClass2 2025-12-31 09197997 c:OrdinaryShareClass2 2024-12-31 09197997 c:OrdinaryShareClass3 2025-01-01 2025-12-31 09197997 c:OrdinaryShareClass3 2025-12-31 09197997 c:OrdinaryShareClass4 2025-01-01 2025-12-31 09197997 c:OrdinaryShareClass4 2025-12-31 09197997 c:OrdinaryShareClass4 2024-12-31 09197997 c:OrdinaryShareClass5 2025-01-01 2025-12-31 09197997 c:OrdinaryShareClass5 2025-12-31 09197997 c:OrdinaryShareClass5 2024-12-31 09197997 c:FRS102 2025-01-01 2025-12-31 09197997 c:Audited 2025-01-01 2025-12-31 09197997 c:FullAccounts 2025-01-01 2025-12-31 09197997 c:PrivateLimitedCompanyLtd 2025-01-01 2025-12-31 09197997 d:WithinOneYear 2025-12-31 09197997 d:WithinOneYear 2024-12-31 09197997 d:BetweenOneFiveYears 2025-12-31 09197997 d:BetweenOneFiveYears 2024-12-31 09197997 c:SmallCompaniesRegimeForAccounts 2025-01-01 2025-12-31 09197997 e:PoundSterling 2025-01-01 2025-12-31 iso4217:GBP xbrli:shares xbrli:pure

Registered number: 09197997










SOCIAL VALUE PORTAL LIMITED










FINANCIAL STATEMENTS

INFORMATION FOR FILING WITH THE REGISTRAR

FOR THE YEAR ENDED 31 DECEMBER 2025

 
SOCIAL VALUE PORTAL LIMITED
REGISTERED NUMBER: 09197997

BALANCE SHEET
AS AT 31 DECEMBER 2025

2025
2024
Note
£
£

Fixed assets
  

Tangible assets
 4 
24,303
24,067

Current assets
  

Debtors: amounts falling due within one year
 5 
2,445,726
2,897,904

Cash at bank and in hand
 6 
1,434,372
1,891,638

  
3,880,098
4,789,542

Creditors: amounts falling due within one year
 7 
(5,395,498)
(5,965,537)

Net current liabilities
  
 
 
(1,515,400)
 
 
(1,175,995)

Total assets less current liabilities
  
(1,491,097)
(1,151,928)

Creditors: amounts falling due after more than one year
 8 
(434,023)
(524,536)

Provisions for liabilities
  

Other provisions
 9 
(10,000)
-

Net liabilities
  
(1,935,120)
(1,676,464)


Capital and reserves
  

Called up share capital 
 10 
2,094
2,083

Share premium account
  
15,086,993
14,787,006

Share based payment reserve
  
1,899,404
1,251,836

Profit and loss account
  
(18,923,611)
(17,717,389)

  
(1,935,120)
(1,676,464)


The financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime and in accordance with the provisions of FRS 102 Section 1A - small entities.

The financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime.

The Company has opted not to file the profit and loss account in accordance with provisions applicable to companies subject to the small companies' regime.

The financial statements were approved and authorised for issue by the board and were signed on its behalf by: 


Guy Battle
Director

Date: 1 July 2026

The notes on pages 2 to 9 form part of these financial statements.

Page 1

 
SOCIAL VALUE PORTAL LIMITED
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

1.


General information

Social Value Portal Ltd is a private company, limited by shares, registered in England and Wales, registration number 09197997. The registered office and principal place of business is Walworth Town Hall, 151-155 Walworth Road, London, SE17 1RS. 

2.Accounting policies

 
2.1

Basis of preparation of financial statements

The financial statements have been prepared under the historical cost convention unless otherwise specified within these accounting policies and in accordance with Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and the Republic of Ireland and the requirements and the Companies Act 2006 and the requirements of the Statement of Recommended Practice 'Accounting by Limited Liabilities Partnerships'. The disclosure requirements of Section 1A of FRS 102 have been applied other than where additional disclosure is required to show a true and fair view.

The functional and presentational currency is GBP, the amounts included are rounded to the nearest pound.

The following principal accounting policies have been applied:

 
2.2

Going concern

At the balance sheet date, the Company had net liabilities of £1,935,120 (2024: net liabilities of £1,676,464). The Directors have considered the appropriateness of the going concern basis of preparation of the financial statements, considering the following factors:
 
The Company has cash balances of £1,434,372 at the year-end, and;
The Company completed the second tranche of its funding round during the year generating an additional £300,000.

As is common with SaaS businesses, a significant proportion of the Company's liabilities represent deferred future income due to the subscription-based nature of the underlying income streams. At the year end the Company had non-cash deferred income liabilities of £4,586,416 (2024: £5,011,289).

The Directors have concluded that the Company has sufficient financial resources to continue operating as a going concern for the foreseeable future and, accordingly, have concluded that it remains appropriate to prepare the financial statements on a going concern basis. Management have prepared cashflow forecasts to support their assessment, which have been flexed to show various scenarios, and these show the Company having positive cash throughout the period of assessment. 

In reaching this conclusion, the Directors have considered a period of not less than 12 months from the date of approving these financial statements.

Page 2

 
SOCIAL VALUE PORTAL LIMITED
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

2.Accounting policies (continued)

 
2.3

Foreign currency translation

Functional and presentation currency

The Company's functional and presentational currency is GBP.

Transactions and balances

Foreign currency transactions are translated into the functional currency using the spot exchange rates at the dates of the transactions.

At each period end foreign currency monetary items are translated using the closing rate. Non-monetary items measured at historical cost are translated using the exchange rate at the date of the transaction and non-monetary items measured at fair value are measured using the exchange rate when fair value was determined.

Foreign exchange gains and losses resulting from the settlement of transactions and from the translation at period-end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in profit or loss except when deferred in other comprehensive income as qualifying cash flow hedges.

Foreign exchange gains and losses that relate to borrowings and cash and cash equivalents are presented in the Profit and Loss Account within 'finance income or costs'. All other foreign exchange gains and losses are presented in profit or loss within 'other operating income'.

 
2.4

Revenue

Revenue is recognised to the extent that it is probable that the economic benefits will flow to the Company and the revenue can be reliably measured. Revenue is measured as the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes. The following criteria must also be met before revenue is recognised:

Rendering of services

Revenue from a contract to provide services is recognised in the period in which the services are provided in accordance with the stage of completion of the contract when all of the following conditions are satisfied:
the amount of revenue can be measured reliably;
it is probable that the Company will receive the consideration due under the contract;
the stage of completion of the contract at the end of the reporting period can be measured reliably; and
the costs incurred and the costs to complete the contract can be measured reliably.

Page 3

 
SOCIAL VALUE PORTAL LIMITED
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

2.Accounting policies (continued)

 
2.5

Operating leases: the Company as lessee

Rentals paid under operating leases are charged to profit or loss on a straight-line basis over the lease term.

Benefits received and receivable as an incentive to sign an operating lease are recognised on a straight-line basis over the lease term, unless another systematic basis is representative of the time pattern of the lessee's benefit from the use of the leased asset.

 
2.6

Finance costs

Finance costs are charged to profit or loss over the term of the debt using the effective interest method so that the amount charged is at a constant rate on the carrying amount. Issue costs are initially recognised as a reduction in the proceeds of the associated capital instrument.

 
2.7

Pensions

Defined contribution pension plan

The Company operates a defined contribution plan for its employees. A defined contribution plan is a pension plan under which the Company pays fixed contributions into a separate entity. Once the contributions have been paid the Company has no further payment obligations.

The contributions are recognised as an expense in profit or loss when they fall due. Amounts not paid are shown in accruals as a liability in the Balance Sheet. The assets of the plan are held separately from the Company in independently administered funds.

 
2.8

Share-based payments

Where share options are awarded to employees, the fair value of the options at the date of grant is charged to profit or loss over the vesting period. Non-market vesting conditions are taken into account by adjusting the number of equity instruments expected to vest at each balance sheet date so that, ultimately, the cumulative amount recognised over the vesting period is based on the number of options that eventually vest. Market vesting conditions are factored into the fair value of the options granted. The cumulative expense is not adjusted for failure to achieve a market vesting condition.

The fair value of the award also takes into account non-vesting conditions. These are either factors beyond the control of either party (such as a target based on an index) or factors which are within the control of one or other of the parties (such as the Company keeping the scheme open or the employee maintaining any contributions required by the scheme).

Where the terms and conditions of options are modified before they vest, the increase in the fair value of the options, measured immediately before and after the modification, is also charged to profit or loss over the remaining vesting period.

Where equity instruments are granted to persons other than employees, profit or loss is charged with fair value of goods and services received.

Page 4

 
SOCIAL VALUE PORTAL LIMITED
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

2.Accounting policies (continued)

 
2.9

Taxation

Tax is recognised in profit or loss except that a charge attributable to an item of income and expense recognised as other comprehensive income or to an item recognised directly in equity is also recognised in other comprehensive income or directly in equity respectively.

The current income tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the balance sheet date in the countries where the Company operates and generates income.


 
2.10

Tangible fixed assets

Tangible fixed assets under the cost model are stated at historical cost less accumulated depreciation and any accumulated impairment losses. Historical cost includes expenditure that is directly attributable to bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended by management.

Depreciation is charged so as to allocate the cost of assets less their residual value over their estimated useful lives, on a reducing balance basis.

Depreciation is provided on the following basis:

Plant and machinery
-
20%
Computer equipment
-
33.3%

The assets' residual values, useful lives and depreciation methods are reviewed, and adjusted prospectively if appropriate, or if there is an indication of a significant change since the last reporting date.

Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised in profit or loss.

 
2.11

Debtors

Short-term debtors are measured at transaction price, less any impairment. Loans receivable are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method, less any impairment.

 
2.12

Cash and cash equivalents

Cash is represented by cash in hand and deposits with financial institutions repayable without penalty on notice of not more than 24 hours. Cash equivalents are highly liquid investments that mature in no more than three months from the date of acquisition and that are readily convertible to known amounts of cash with insignificant risk of change in value.

 
2.13

Creditors

Short-term creditors are measured at the transaction price. Other financial liabilities, including bank loans, are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method.

Page 5

 
SOCIAL VALUE PORTAL LIMITED
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

2.Accounting policies (continued)

 
2.14

Provisions for liabilities

Provisions are recognised when an event has taken place that gives rise to a legal or constructive obligation, a transfer of economic benefits is probable and a reliable estimate can be made.

Provisions are measured as the best estimate of the amount required to settle the obligation, taking into account the related risks and uncertainties.
 
Increases in provisions are generally charged as an expense to profit or loss.


3.


Employees

The average monthly number of employees, including directors, during the year was 111 (2024 - 113).


4.


Tangible fixed assets


Plant and machinery
Computer equipment
Total

£
£
£



Cost or valuation


At 1 January 2025
27,998
133,461
161,459


Additions
2,250
18,210
20,460


Disposals
(4,087)
(39,085)
(43,172)



At 31 December 2025

26,161
112,586
138,747



Depreciation


At 1 January 2025
25,618
111,774
137,392


Charge for the year 
2,197
17,794
19,991


Disposals
(3,854)
(39,085)
(42,939)



At 31 December 2025

23,961
90,483
114,444



Net book value



At 31 December 2025
2,200
22,103
24,303



At 31 December 2024
2,380
21,687
24,067

Page 6

 
SOCIAL VALUE PORTAL LIMITED
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

5.


Debtors

2025
2024
£
£


Trade debtors
1,796,011
2,559,659

Other debtors
223,899
76,604

Prepayments and accrued income
425,816
261,641

2,445,726
2,897,904



6.


Cash and cash equivalents

2025
2024
£
£

Cash at bank and in hand
1,434,372
1,891,638



7.


Creditors: Amounts falling due within one year

2025
2024
£
£

Trade creditors
100,620
294,377

Other taxation and social security
670,394
606,599

Other creditors
105,291
144,218

Accruals and deferred income
4,519,193
4,920,343

5,395,498
5,965,537



8.


Creditors: Amounts falling due after more than one year

2025
2024
£
£

Accruals and deferred income
434,023
524,536



9.


Provisions





Dilapidation provision

£





Charged to profit or loss
10,000



At 31 December 2025
10,000

Page 7

 
SOCIAL VALUE PORTAL LIMITED
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

10.


Share capital

2025
2024
£
£
Allotted, called up and fully paid



13,167,070 (2024 - 13,167,070) Ordinary shares of £0.00010 each
1,317
1,317
5,906,676 (2024 - 5,906,676) A Ordinary shares of £0.00005 each
295
295
238,208 (2022 - 238,208) Growth shares of £0.00001 each
2
2
3,600,000 (2024 - 3,600,000) B1 Ordinary shares of £0.00005 each
180
180
400,000 (2024 - 400,000) B2 Ordinary shares of £0.00005 each
20
20
1,200,000 (2024 - 1,200,000) B3 Ordinary shares of £0.00005 each
60
60
2,908,084 (2024 - 2,908,084) B4 Ordinary shares of £0.00005 each
145
145
676,691 (2024 - 676,691) C1 Ordinary shares of £0.00005 each
34
34
75,188 (2024 - 75,188) C2 Ordinary shares of £0.00005 each
4
4
323,308 (2024 - 97,745) C3 Ordinary shares of £0.00005 each
16
5
428,571 (2024 - 428,571) C4 Ordinary shares of £0.00005 each
21
21

2,094

2,083


During the year the following share issues occurred:

- 225,563 C3 Ordinary shares with a nominal value of £0.00005 for consideration of £299,999.


11.


Share-based payments

The Company operates an equity-settled share based payment scheme. During the year the Company recognised a share based payment charge of £664,678 (2024: £502,608) which is included within staff costs in administrative expenses. 


12.


Pension commitments

The Company operates a defined contributions pension scheme. The assets of the scheme are held separately from those of the Company in an independently administered fund. The pension cost charge represents contributions payable by the Company to the fund and amounted to £374,832 (2024: £319,834). Contributions totalling £97,390 (2024: £137,142) were payable to the fund at the balance sheet date and are included in creditors.


13.


Commitments under operating leases

At 31 December 2025 the Company had future minimum lease payments due under non-cancellable operating leases for each of the following periods:

2025
2024
£
£


Not later than 1 year
150,918
186,659

Later than 1 year and not later than 5 years
-
9,232

150,918
195,891

Page 8

 
SOCIAL VALUE PORTAL LIMITED
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

14.


Auditors' information

The auditors' report on the financial statements for the year ended 31 December 2025 was unqualified.

The audit report was signed on 2 July 2026 by Jonathan Baillie BA (Hons) ACA FCCA (Senior Statutory Auditor) on behalf of James Cowper Kreston Audit.


Page 9