Single Company Investments

All the single-company deals here have been carefully reviewed by us or by reputable and established counterparties.

We see around 600 deals a year. From these, only a handful – around 2% – progress into our more detailed review process. This covers many strands, such as management, commercial and financial. Read more on our screening process »

Many of our Single Company Investments qualify for EIS tax relief – this is stated clearly in the above listings. These tend to be younger companies, from pre-revenue to scale-ups. Tax rules can change and benefits depend on circumstances.

Some investments don't qualify for EIS tax relief. This is typically because they are later-stage (e.g. MBOs of longer-established, often profitable businesses) or because of their structure (e.g. convertible loan notes). 

We don’t focus on any particular sector. We are selective and aim to only introduce high-quality, high-potential companies to our investors, although as with all early-stage companies, these are high-risk investments.

To date, our clients have invested in c.100 different companies: predominantly EIS qualifying, usually with proprietary technology or intellectual property, at different stages, from pre-revenue to scale ups. See a selection of previous investments »

It is still early days: we started offering Single Company Investments in 2017 and most of the investments were from tax year 2019/20.

That said, the progress appears encouraging. Several of our portfolio companies have now achieved profitable exits and returned capital to investors. Past performance is not a guide to the future; as expected, there have also been failures. 

Read more on the Single Company Investments exits and track record »

As a rule of thumb, you should expect to hold these investments for five years or more. 

The returns you can expect vary. In our reviews, whenever possible, we make it clear what the target return is, based on the companies' forecasts, although this is not guaranteed. 

Generally, the earlier the stage of the company you invest in, the greater the potential return and risk. Remember, these are high-risk single-company investments without diversification: you could lose what you invest. 

After you invest, we aim to provide you with regular updates on the company's progress. Usually, you should receive two shareholder updates a year, covering trading, financial and fundraising progress. In addition, you will receive information on any corporate actions (e.g. shareholder resolutions). 

Wealth Club has board observer rights on many of the companies we have raised capital for. We aim to have a close working relationship with the company and provide input to strategy and exit planning. Our aim is to help deliver profitable returns for Wealth Club members – not guaranteed.