WHY ALLOCATE TO PRIVATE COMPANIES?
We believe that private companies are an essential asset class that can add diversity and create greater value to a broader portfolio. As returns on traditional assets have been squeezed, alternatives such as property, infrastructure and private equity have attracted increasing investor support. Private companies offer attractive returns with low correlation to traditional asset classes.
WHY CHOOSE ROCKPOOL?
FOCUS ON GROWTH
We focus on profitable and growing companies that are still under the radar of mainstream private equity funds.
CHOICE OF SERVICES
We make it easy to build a portfolio of private companies through our Private Equity and Private Debt Portfolio services.
FLEXIBLE
We’re flexible in our approach and work with financial advisers, wealth managers, family offices and directly with our network of investors.
ABOUT ROCKPOOL
ABOUT ROCKPOOL
Managing Partner Matt Taylor and Head of Investment Andrew Green Introduce Rockpool
KEY BENEFITS
ACCESSIBILITY
We offer a choice of lending or equity and tax-efficient ways to invest. You can also use a SIPP or a SSAS or a family investment company to access private company investments.
WEALTH PLANNING
Private companies offer unique opportunities for inter-generational wealth planning. The whole of your private company portfolio can be exempt from inheritance tax, with the freedom to pass on wealth in your own time.
TRANSPARENCY
We provide quarterly reports on each company for investors – offering an unusual level of insight. This ensures a more engaging relationship with your money.
OUR STRATEGY
OUR STRATEGY
We seek out profitable and growing businesses which offer great value for investors without the risk level of start-ups. Every transaction undergoes thorough due diligence, delving into every detail of the business.
To become part of our portfolio, a company must have a proven business model, an experienced management team and annual revenues of £5m-£30m. Not large enough to attract traditional private equity funds or strategic buyers, these companies are ready to embark on the journey to get there. They just need patient capital and some help to professionalise.
We seek out profitable and growing businesses which offer great value for investors without the risk level of start-ups. Every transaction undergoes thorough due diligence, delving into every detail of the business.
To become part of our portfolio, a company must have a proven business model, an experienced management team and annual revenues of £5m-£30m. Not large enough to attract traditional private equity funds or strategic buyers, these companies are ready to embark on the journey to get there. They just need patient capital and some help to professionalise.
£675m+
INVESTED
£605m+
TOTAL RETURNED
£330m+
UNDER MANAGEMENT
RISK WARNING
Your capital will be at risk and there is no guarantee of any investment return. The value of investments may go down and you could lose all of your investment. Private company investments are not listed on any market, and this means that you may not be able to sell them when you want to do so. This sort of investment does not provide a reliable source of income. The tax benefits of private company investing depend on your personal circumstances and on compliance with the relevant rules. Past performance is not a reliable indicator of future results. We do not provide investment, tax or legal advice.
ACCESS INVESTMENTS
Join our growing network of investors who enjoy the benefits of investing in private companies with the support of a professional partner.