Investment Process

  1. Give Us a Call or Fill Out Our Investment Form

    One of our team would be delighted to have a brief discussion about your business. If the proposition is not right for us we will always try to direct you to somewhere else that may be able to help.

  2. Send Preliminary Information

    This should include:

    • A description of your goods/service
    • Market overview
    • Competitive position
    • Barriers to entry
    • Details of any intellectual property
    • Up to date accounts if the business is actively trading
    • Financial projections
    • CVs of key staff

    This information could be in the form of a business plan. See our Business Plan Advice section for help on this.

  3. First Meeting

    The information you provide will be reviewed by the member of our investment team that you have been in contact with and discussed with the wider team including members of the investment committee.

    If the plan meets our general criteria a member of our investment team will request an initial meeting with members of your team.

  4. Subsequent Discussions

    If we are still interested, we are likely to ask for further information and additional meetings involving other members of our team.

    Typically we would expect to hold at least 3 meetings before moving to the next stage.

  5. Outline Proposal

    This will be an indication of the terms under which we will invest, subject to investment committee approval and due diligence. The investment may be tranched subject to the achievement of milestones.

  6. Investment Committee Approval

    Once agreement has been reached on terms, a detailed investment paper will be prepared for consideration by our investment committee. Following approval, a formal offer letter requiring your signature will be issued.

  7. Legal Stages and Due Diligence

    We will finalise the various legal documents required, including Shareholders’ Agreement and Articles of Association, with you.

    We will verify the information you have provided, carry out a detailed review of your financial position and information, and we may wish to talk to your existing or potential customers.

  8. Completion

    All documents are signed with the company and any co-investors, followed by transfer of funds.

  9. Post-Completion Obligations

    There are certain reporting requirements of the fund which must be adhered to. We will be transparent about these from the outset.

    If you have any questions regarding our investment process, please contact us.

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