FAQS

The FCA guidelines are very clear when it comes to the persons we can introduce to the companies we represent. You will need to be able to sign a form that comes with the application pack as either:

 1)     A Self Certified Sophisticated Investor, where at least one of the following applies;

a) the Applicant is a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;

b) the Applicant has made more than one investment in an unlisted company in the two years prior to the date below;

c) the Applicant is working, or has worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;

d) the Applicant is, or has been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

 2)     A Certfiied High Net Worth Investor, where at least one of the following applies;

a) the Applicant had, during the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;

b) the Applicant had, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes exclude the Applicant’s primary residence, qualifying contracts of insurance, pensions and any other benefits payable on death or retirement.

Note that you can qualify as a Self Certified Sophisticated Investor by joining our network.

Simply fill in the form on our website and a member of our team will get in touch.

Private Companies can be a great way of diversifying investment portfolios by hedging against market movements and inflation. The upside potential of alternative investments can also dwarf many traditional investments available in the markets.

Our key phrase ‘Transparency is Key’ means that should you show an interest in a particular company and decide to invest, all monies go directly to that company in the form of a cheque along with the application form.

If you were to invest your money goes directly where it should, to buying shares in the company. There are no commissions for you to pay and you don’t pay us a penny.

We earn a small commission, a finders fee if you like, directly from the company we are raising funds for.

The company that you invest in will have an appointed share registrar who will issue the share certificates.

We only deal with British companies. All of the businesses we work with are UK based.

We only deal with companies that offer an open-door policy to their shareholders whether that be over the phone or face to face.

Our role to keep you informed on the company you have invested in continues right up until exit. We will keep you posted on all fronts. Of course you will still receive updates directly from the company in the form of shareholder letters but we will call you with any important developments as they happen.

We tend to focus on companies that are projecting an exit strategy within 18 to 24 months. If the company is EIS approved then we advise to hold the position for the three-year period allowing the various tax breaks to be taken advantage of.

Exit strategies vary from company to company. We tend to focus on companies that look like real acquisition targets as the present market illiquidity makes it difficult to gain market listings.  Some companies are structured to pay a dividend whilst they position themselves for a liquidity event others are EIS approved and as such you can receive 30% of your investment back in the early stages.