Build a portfolio of equity investments in established and growing companies
Our investors provided equity and loan funding to Smyle, an award-winning events agency.
WHY invest in growth equity?
Invest directly in the equity of well-established and profitable UK private companies aiming to grow rapidly. Our target is to multiply capital by three times or more over a 5-year period.
We invest in companies that typically have annual revenues of £5m-£30m – not large enough to attract traditional private equity funds or strategic buyers, but well-positioned to get there. Unlike high-risk startup investments, these transformer companies can offer a highly attractive return on capital with a lower level of risk.
Private company equity investment qualifies for a range of tax reliefs depending on the age and size of the business. Investors’ Relief offers a reduced 10% rate of capital gains tax on gains if shares are held for three years. Business Relief offers inheritance tax mitigation on shares held for two years. Some investments may qualify for EIS tax reliefs, including 30% income tax relief, CGT deferral and CGT exemption on exit. Equity investment can also be made via the Rockpool SIPP.
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.