Growth equity

Build a portfolio of equity investments in established and growing companies

Our Investors provided equity and loan funding to Boston MFO, an Isle of Man based trust and fiduciary services business


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.

TAx benefits 

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.

The tax benefits of investing in private companies depend on your personal circumstances, on the circumstances of each company and on rules and regulations. All of these could change, removing tax benefits you expected to enjoy.

routes to equity investment

Private 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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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 which may be subject to change. Past performance is not a reliable indicator of future results. We do not provide investment, tax or legal advice.

Key benefits


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


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


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.


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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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