Daniel Rodwell, GrowthInvest EIS Platforms Limited
GrowthInvest works closely with entrepreneurs, assisting with investment readiness, structuring of investment rounds and HMRC compliance. We aim to build strong relationships with the platform businesses, supporting them throughout their journey in order to generate the best possible outcome for the GrowthInvest investors. The platform technology provides the investors on our platform with full transparency on the underlying investments alongside efficient regular reporting at company level.
From our experience at GrowthInvest, the Fund has been designed to consist of three sub-funds, each with a separate investment policy. The first will target Investee Companies which qualify for SEIS Reliefs only. The second will target Investee Companies which qualify for EIS Reliefs only and the third will be a mixed investment policy which will target Investee Companies which qualify for SEIS Reliefs and / or EIS Reliefs. You will be able to choose how much of your subscription to allocate to each of these three sub-funds. The Fund is aiming to exit investments after three to seven years.
Key Individuals - Daniel Rodwell is the Managing Director of GrowthInvest. Prior to co-founding GrowthInvest Daniel worked in finance for nearly 20 years, managing institutional and private funds focusing on equities and derivatives. Daniel has been an angel investor for over ten years, he mentors growth businesses and sits on numerous panels assessing such businesses. He is passionate about increasing efficiency in the alternative investment sector.
Daniel is supported by a team of experienced investment professionals with backgrounds in venture capital, private equity and entrepreneurship.
High / Adventurous
Early stage companies
2x return after five years
Not a reliable indicator of future income.
CURRENT STATUS - OPEN
Open to new investors. Fund is Evergreen. The minimum investment is £10,000 and in multiples of £1,000 thereafter.
The GrowthInvest Portfolio Service seeks to invest in and provide support for early stage companies. The Fund will be assisted by the Investment Adviser, EIS Platforms Limited (“GrowthInvest”), who are a team with extensive start up experience, and it is this team (headed by Daniel Rodwell) that will identify the Investee Companies. GrowthInvest will also act as the Company Mentor to the Investee Companies, in which the Fund invests. GrowthInvest will also include on its adviser team individuals who have considerable experience in sourcing, evaluating and monitoring early stage companies. Individuals include three external advisers, being Stuart Jeffrey, Mark Brownridge and Graeme Stenson.
Where possible, GrowthInvest will act as a Company Mentor and look to assist Investee Companies with the following types of services:
A cloud based real-time search engine that identifies actionable breaking information and is able to intelligently search over 60,000 sources globally combining advanced algorithmic processing with human insights.
Recyclabox aims to be the only self-service machine that allows consumers to conveniently sell their unwanted electronics.
|Full initial charge||2%|
|Annual management charge||1.05%|
|Annual management charge||1.5%|
Please check the fees section of the Information Memorandum for full details. All fees and charges are stated exclusive of VAT, which may be applicable in some cases. Any fees and charges payable by the investee companies or the underlying businesses do not directly come out of your investment. However, they will effectively reduce the returns generated by investee companies and therefore directly impact your investment.
To invest, you must be an eligible investor. To be an eligible investor, you must be qualifying as one or more of the following:
Important information for private investors – Reliance on the information provided here to engage in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested. Your attention is drawn to the risk section contained within the Information Memorandum. Investments are typically in unquoted shares in small companies, the value of which can be volatile and are often difficult to sell. Nothing on this website constitutes investment, tax, financial, legal, regulatory, or other advice by Sapphire Capital Partners LLP.
The value of an investment may go down as well as up, and you may not get back the full amount invested, and you may therefore lose some or all of your investment.
If you are unsure of the suitability of any investment for your circumstances, please contact your independent financial advisor or other professional advisor authorised under the Financial Services and Markets Act 2000 (FSMA) who specialises in advising on investments of this type. Tax reliefs depend on individual circumstances. There is no guarantee however that the tax reliefs (such as EIS reliefs, CGT reliefs or IHT relief) will be available on any investment made or that if it is initially available, it will not be subsequently withdrawn. Any references to tax laws or rates are based on current legislation, all of which are subject to change and are provided as a guide only. Prospective investors are advised to take their own investment and taxation advice and should consult their own professional advisors on the implications of investing.
Investments made in investee companies via funds managed by Sapphire Capital Partners LLP are not covered by the Financial Services Compensation Scheme (FSCS). For more details, please contact us or refer to their website: https://www.fscs.org.uk
Past performance is not a guide to future returns.