Investment Process

How toInvest.

A straightforward, transparent process designed to give you confidence at every stage. From first conversation to capital deployment, there are no hidden steps, no gatekeepers, and no surprises. Here is exactly how it works.

5
Simple Steps
30
Day Avg. to Deploy
01

Initial Conversation

Register your interest and we'll arrange a confidential call to understand your investment goals, risk appetite, and preferred deal types. This is a two-way conversation -- we want to ensure we're the right fit for each other.

Typical duration: 30 minutes. No commitment required.

02

Due Diligence Pack

Once we've identified a suitable opportunity, you'll receive a comprehensive information memorandum covering the business, financials, management team, market analysis, and our investment thesis.

All materials reviewed by independent legal counsel.

03

Compliance & KYC

Standard anti-money laundering and know-your-customer checks. We also verify your status as a sophisticated or high-net-worth investor in line with FCA guidelines.

Typically completed within 5 business days.

04

Subscription & Deployment

Sign the subscription agreement, transfer funds to the designated escrow account, and your capital is deployed into the investment. All legal documentation is prepared by our appointed solicitors.

Funds held in escrow until deployment conditions are met.

05

Ongoing Reporting

Monthly performance updates, quarterly detailed reports, and an annual review meeting. You'll have a dedicated point of contact and direct access to the team managing your investment.

Investor portal access provided for real-time updates.

Eligibility

Who Can Invest?

High Net Worth Individual

Annual income of £100,000+ or net assets of £250,000+ (excluding primary residence and pension).

Sophisticated Investor

Self-certified as having sufficient knowledge and experience to understand the risks of private market investments.

Professional Investor

Institutional investors, family offices, and investment professionals acting in a professional capacity.

FAQ

Common Questions.

What is the minimum investment?

£10,000 for secured credit notes, £25,000 for private equity SPVs, and £100,000 for co-investments.

How long is my capital locked up?

Typically 6-36 months for debt and 3-5 years for equity, depending on the specific opportunity.

How are returns distributed?

Debt investments pay regular income (monthly or quarterly). Equity returns are realised on exit events.

Is my investment protected?

Debt investments are secured against assets. Equity investments carry standard private equity risk. We invest alongside you.

Can I invest through a company or SIPP?

Yes, we accept investments from individuals, companies, trusts, and SIPP/SSAS pension vehicles.

Start the
Conversation.

No obligation, no pressure. Just a confidential conversation about whether we're the right fit for your capital.