Investing in businesses can often feel like more of an art than a science - we look to change this.
Opportunity Sourcing
Investor Thesis
The building of your Investor Thesis will help us understand the type of business you want to invest in - from stage of growth to industry and from personality type to risk appetite.
Vetting Opportunities
We will only present you with those opportunities that you are likely to get excited about, disregarding those that don't suit your profile or those that will produce uninteresting returns.
Pitch Presentations
We will sit in the pitch presentations on your side of the table, making sure that we understand the opportunity and that the correct questions are being asked.
Investment Appraisal
Financial Study
Assess the founder(s) and the company's financial history and health to ensure investment into a financially sound vehicle. This will be carried out by a qualified ACA accountant.
Financial Model
Assess the cashflow projections of the opportunity over the next three to five years, this model will assess company valuation, growth potential and projected investor returns.
Investment Summary
We will detail our findings and outline our recommendations, detailing the key strengths, weaknesses, opportunities and threats of the target company.
Contract Closing
Financial Instruments
We will advise you on the financial instruments available to make your investment, giving you guidance on which is most suitable to your investment style and goals as an investor.
Tax Structuring
We will ensure fair and efficient tax structuring for your investment, making sure that you are left with no surprises. This will be carried out by a qualified ACA accountant.
Favourable Terms
We will help you to negotiate your investment contracts, ensuring that you walk away with the most favourable terms, all while respecting your culture and vision as an investor.
Portfolio Optimisation
Accounting Services
We are a registered accounting body and can provide your invested companies with a boutique, tailored team, issuing monthly reports to review and project monthly progress.
KPI Tracking
We will work with your portfolio, building targets designed to push their businesses. We will track their progress in real-time, setting actions where necessary to achieve those goals.
Process Automation
We will automate their back-office processes using new tech and deliver a valuable chart of metrics that you can use to keep a pulse on the health of your portfolio of businesses.
Want to learn more?
Book in a consultation to discuss how we can grow your portfolio.
