Exits and track record

Typically when investing in private companies, you should expect to hold your investment for five to 10 years. The majority of Wealth Club’s 92 single-company investments have been made since 2017. Since 2017, more than £9 million has been returned to investors. 

To date:

• 8 deals have had full cash exits (9%) 
• 2 deals have had partial exits (2%) where investors elected not to fully exit investments
• 74 deals are active (80%)
• 8 deals have failed (9%)

EIS exit: Datamaran – 3.4x realised return

In 2019 Wealth Club investors participated in the Series A round of Datamaran, an ESG risk management software platform. They were given the opportunity to exit in 2022 at a 3.4x multiple of the entry share price.

EIS exit: Titan Storage Poole – 1.24x realised return

In 2018 Wealth Club investors invested £871,000 into a self-storage business. The company was sold in 2023 giving Wealth Club investors a 1.24x return.

EIS exit: Titan Storage Sidcup – 1.77x realised return

In 2017 Wealth Club investors invested c.£1 million into a self-storage business. The company was sold in 2024 giving Wealth Club investors a 1.77x return (excluding EIS tax reliefs).

Early EIS exit: Flagstone – 1.87x realised return (36% IRR)

In 2022, Wealth Club investors invested £2.5 million in Flagstone, a cash deposit platform which offers consumers and businesses easy access to some of the most competitive savings rates in the market. Investors were given the opportunity to partially exit in 2024 at a 1.87x multiple of the entry share price as part of a £108 million deal with a US private equity investor. Many investors opted to stay in full.  The deal is due to complete in 2024, subject to receiving required regulatory approvals.

Commercial property exit: 4-acre supermarket and car park site 1.2x realised return

In September 2020 Wealth Club investors participated in a deal to buy a 4-acre supermarket and car park site let to Tesco under a 25-year inflation-protected lease. The site was sold less than two years later for a return of 1.2x.

MBO exit: Project Blackout 1.65x realised return

In 2019, Wealth Club investors participated in the confidential and undisclosed MBO of Project Blackout, a leading wholesaler of textiles. The funding was intended to help the founders expand the team and the company’s global customer base. Despite lockdown the Company performed well. Investors’ subscriptions comprised secured loan notes targeting a yield of 10% p.a. plus 30% equity interest. In August 2022 the business was successfully refinanced and Wealth Club investors received full repayment of the loan and interest, whilst the equity remained invested. In early 2024, the sale of the business was agreed. Total proceeds of the deal will give Wealth Club investors a 1.65x return net of all fees and 16% IRR.

Key Statistics