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Growth equity

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.

routes to equity investment

equity portfolio service

We build a diverse portfolio for you.

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Rockpool sipp

Enhance your pension returns.

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selfselect service

Choose investments one by one.

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Key benefits

Returns

Aim is to deliver capital gains of c.300% over a 5-year period.

Tax-efficient

Invest via the Rockpool SIPP or benefit from other tax reliefs.

Diversity

Build a diverse equity portfolio using our AutoSelect or SelfSelect service.

A transformer in action

Airedale installs commercial kitchens in schools, restaurants and similar properties. Rockpool investors provided EIS qualifying funds to support rapid growth as part of a £3m funding package.

The target return for investors was set at £3.64 for every 70p of net invested cost after 30% tax relief.

REGISTER WITH ROCKPOOL

Join our growing network of investors who enjoy the benefits of investing in private companies with the support of a professional.

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