Direct investments

Would you like the opportunity to invest directly into single, privately owned companies?

We provide investors access to venture capital, private equity and debt on a deal-by-deal basis.

You select your own deals, and invest at a level to suit you to build your own bespoke portfolio.

We offer a range of pre-vetted single company deals, typically 25 to 30 a year, including the following:

• Growth capital – early stage, high potential (EIS) and later stage, commercialised (non EIS) 
• Management Buyouts (MBOs) – profitable, established companies with management teams who have been running the business for years
• Convertible loan notes and debt – companies with secure balance sheets and cashflows
• Commercial and light industrial property

Many of our deals are exclusive to Wealth Club members.

If you like the idea of putting together your own portfolio of single companies, but don’t have the time to source and review deals, we could help.

We give investors access to a pre-screened list of startups, as well as scale-ups and later-stage companies seeking funding.

We verify company details and we gather information about the management team. We see around 50 deals each month. Only a handful, around 2%, make it to our website. Read more about our screening process »

We have a highly experienced team with extensive backgrounds in corporate finance, private equity and venture capital.

We often co-invest alongside institutional investors – VCTs, EIS funds or other professional investors. This could help validate the investment merit of the opportunity. It might also make it easier for the company to raise funds in future, if needed, although this is not guaranteed. We then look at the company’s management, their experience, and previous successes (or failures), the market, and the financials.

Finally, we try to make sure the valuation is reasonable, i.e. in line with the wider market and appropriate to the stage the company is at and the risks involved. As ever, the earlier the stage, the higher both the risks and potential returns.

We make the findings of our review available online: as an investor, you still have to decide for yourself whether the opportunity is attractive enough to invest, but we do a lot of the groundwork to save you time (we don’t give personal advice). 

Below are a few company examples - you can see more in our portfolio page.

Remember: these are examples of successful companies, but there have also been failures, as it must be expected when investing in young companies.