Advent Calendar 2025 - GrowthInvest

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4

“Our platform supports advisers with later-life planning, reducing risk through diversification, liquidity planning, and reporting.”

Ellie Clark, Head of Client Engagement

3

“Our platform is built and maintained by our own experts, ensuring security, resilience, and rapid innovation.”

David Willdig, Engineering Manager

11

“Our VCT Maturity Report and secondary sales process deliver liquidity solutions, in a simple digital way.”

Ben Blanchard, Research Analyst

6

“A single upload brings all your clients onto the platform, making onboarding and investment planning simple.”

Chris Gosling, Operations Manager

22

“Our EIS portfolio view lets you see individual investee details for more granular, meaningful analysis.”

Callum Peake, Client Services Associate

23

“The Investments report is a hidden gem – allowing intermediary users to analyse and pivot across all clients.”

Ben Gladstone, Head of Operations

21

“No more juggling of multiple portals, clients can access all tax-efficient and private markets in one place.”

George Denning, Software Developer

1

“Our partnership with Allfunds opens doors to private market funds, bringing institutional-quality investments to advisers and their clients.”

Daniel Rodwell, Chief Executive

18

“Our Dematerialisation Service takes care of all paper share certificates, bringing legacy investments into the modern era.”

Laura-Ann Martens, Head of Business Development

2

“Consolidate dividends into one account for easy reinvestment, reporting, or automatic monthly client payments.”

Silvia Iagar, Operations Executive

5

“The Knowledge Centre is a great go-to hub for platform and industry insights; training videos, factsheets, podcasts and more.”

Louisa Phillips, Head of Client Services

13

“The growing range of integrations with the platform has worked wonders, delivering flexible, effective solutions for our clients.”

David Lovell, Chief Operating Officer

20

“Our Proposals Kanban shows what’s happening behind the automated application process: track client investments and key dates easily.”

Nathan Collett, Business Development Manager

16

“Our Offers page provides whole-of-market access, so you can review, filter, and research all products in one place.”

Martin Cosgrove, Chief Investment Officer

24

“Prepare with confidence for each client: The Shortlist area lets you “book-build”, complete with fully automated fee illustrations.”

Melissa Griffiths, Head of Sales

17

“Our Automated and digital fee illustrations that show a complete view of adviser, platform and product fees, all at the click of a button.”

Luke Durr, Investment Analyst

7

“Security is our priority: MFA, AWS architecture, and rigorous testing safeguard your data every day.”

Aled Treharne, Chief Technical Officer

10

“VCT Buyback Calendar and Maturity Report give advisers clarity and bring liquidity to the VCT space.”

Steve Dobson, Head of Investments

9

“Our detailed, easy-to-filter transaction history makes finding answers on older investments quick and simple.”

Richard Jones, Software Developer

14

“From new investments to failures and claims, our Tax Year Reports keep advisers ready for self-assessment.”

Suprajak Petchdee, Operations Analyst

12

“The use of machine-learning accelerated document processing, reduced our portfolio onboarding time by over 2/3rds.”

Sean Sabbage, Staff Engineer

8

“Track cash and fees easily, our dedicated page highlights current, future costs and excess cash in accounts.”

Samantha Davies, Chief Finance Officer

15

“Giving accountants direct, secure access saves advisers time and eases pressure at self-assessment and TYE deadlines.”

Sinead Mullan, Events & Marketing Manager

19

“Our client portal is central to GrowthInvest, providing seamless access to all information and functionality.”

Alun Morgan, UX Design & Project Manager

“Wishing all of our clients, partners and friends a very Merry Christmas and a happy and prosperous New Year! Thank you for being an essential part of our journey. Here’s to continued success and shared achievements in the year ahead!

Daniel Rodwell, Chief Executive Officer

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GrowthInvest is a trading name of EIS Platforms Limited. EIS Platforms Limited (FRN: 694945) is an appointed representative of Sapphire Capital Partners LLP (FRN:565716) which is authorised and regulated by the Financial Conduct Authority in the UK. EIS Platforms Limited is a limited company registered in England and Wales (No. 08018312).

All rights reserved © GrowthInvest 2024

RISK WARNING

The investments and products that are referred to on this website and made available via the GrowthInvest platform are not suitable for everyone. They are generally higher risk and require a longer investment term. Many of the investments are in alternative and tax efficient products this involves additional risks, including illiquidity, lack of dividends, loss of investment and dilution. It should be done only as part of a diversified portfolio. There is no assurance that the investment objectives of any investment opportunity will be achieved or that the strategies and methods described herein will be successful. Please consult our full risk warning on our site for more information. Investments should only be made by investors who understand these risks.

Platform accounts are limited to investment professionals, such as financial advisers and wealth managers, and their advised clients, as well as individuals in the UK who must self-certify as Restricted Investors, Sophisticated Investors, High Net Worth Individuals, or Professional Investors before considering investment in any featured products.

EIS Platforms Limited (Trading as “GrowthInvest”), Sapphire Capital Partners LLP, and their affiliates do not offer financial, legal, or tax advice regarding investments. Prior to making any commitments, investors are strongly advised to seek independent financial guidance, especially if they have concerns about the suitability of an investment for their unique circumstances. It’s important to note that investments made may not be covered by the Financial Services Compensation Scheme (FSCS). For more information, please consult the FSCS website: https://www.fscs.org.uk.

While every effort is made to maintain the accuracy of the information on this website, we cannot guarantee its accuracy. The content reflects our understanding of current products and tax regulations, subject to potential changes in the future. This information is provided for general informational purposes only and should not be construed as an offer or solicitation to buy or sell securities, or as investment or tax advice. If you have any doubts about the suitability of the products for your situation, we recommend seeking financial or tax advice. EIS Platforms Limited and Sapphire Capital Partners LLP is not responsible for the content of external third party material featured on our website. The website is not directed at or intended for publication or distribution to any person (natural or legal) in any jurisdiction where doing so would result in contravention of any applicable laws or regulations.

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Sign Up to GrowthInvest

Thank you for your interest in GrowthInvest. We offer GrowthInvest platform accounts to certain private investors as well as to their financial advisers and wealth managers. Because different regulations apply, please choose the correct sign up option below.

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If you are an industry professional

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If you would like to leave us a message or register your interest in the GrowthInvest platform, please leave a few details outlining how we can help and we will get back to you very soon.

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Request VCT Buy-Back Calendar Link

If you would like to see our VCT Buy-Back Calendar, please register your interest and a few additional details and we will get back to you very soon with a link to view the calendar.

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The market download is a regular weekly newsletter for financial advisers, wealth managers and industry contacts. If you would like to receive it, please submit a subscription request below, and our team will review and come back to you with any questions. Please note this newsletter is only intended for industry professionals and connected parties.

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Please fill in the details below to find out more or to enquire about making a donation to the Global Returns Project.

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