GrowthInvest Portfolio Service

GrowthInvest Portfolio Service

Investing in early stage companies.

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What is the aim of this fund?

"GrowthInvest works closely with entrepreneurs, assisting with investment readiness, structuring of investment rounds and HMRC compliance."

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.

 

DanRodwell-1Key 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.

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At a glance

Investment goal

Growth

Relative risk

High / Adventurous

Risk 7

Invests in

Early stage companies

 


Target Return

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.

Fund Details

Investment Strategy

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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:

  • Recruitment of key executives – for example, management teams with a science and product development background will often require a commercial/sales director to take the company to the next stage. GrowthInvest is well placed to recommend candidates with the requisite industry experience and a proven track-record;
  • Strategic management – GrowthInvest can assist Investee Companies with their branding strategy, marketing approach, expanding abroad and developing close working relationships with key customers and suppliers;
  • Corporate development and governance – GrowthInvest can assist Investee Companies to stay on top of their corporate, legal and regulatory compliance obligations and where necessary recommend appropriate legal and finance advisers;
  • Assist with major contracts and transactions;
  • Provide training and development of key managers and directors in each Investee Company;
  • Assist with further fund raisings; and
  • Provide strategic planning and placement to maximise exit timing and value.

 

Example Prior Fund Investments

Krzana

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.


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Recyclabox

Recyclabox aims to be the only self-service machine that allows consumers to conveniently sell their unwanted electronics.


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DT10 Sports

DT10 Sports was set up to make health more fun and engaging by creating food and drink products specifically for the sports fitness, recreation and exercise market.


Find out more
GrowthInvest Portfolio Service-1

Investor Charges

Full initial charge 2%
Annual management charge 1.05%
Administration charge 0%
Performance fee 25%

 

Investee Company Charge

Initial charge 5%
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.

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GrowthInvest.

 

INVESTOR SUPPORT CENTRE

If you have any questions regarding the GrowthInvest Portfolio Service or the application form - please feel free to contact us.

Important Information

Eligible Investors

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To invest, you must be an eligible investor. To be an eligible investor, you must be qualifying as one or more of the following:

Risk Warning

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. 

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View the EIS Platforms Limited trading as "GrowthInvest" website.