GrowthInvest Portfolio Service

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.

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

• You meet the FCA’s definition of a professional investor.
• You meet the FCA’s definition of a certified high net worth investor.
• You meet the FCA’s definition of a self-certified sophisticated investor.
• You meet the FCA’s definition of a self-certified restricted investor.
• You are a client of an FCA authorised firm that will provide advice on the suitability of the product in question.

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.