Transparency is critical in alternative investing, and GrowthInvest delivers it. Our platform enables advisers to drill down into individual investee companies within EIS portfolios, viewing details such as investment dates, amounts, and performance indicators. This granular insight supports better client conversations and informed decision-making.
Whether you are planning reinvestment, assessing diversification, or preparing for an exit event, these details give you the clarity you need. Multiple investments into the same company are consolidated for ease of reporting, and all data is backed by downloadable reports for compliance.
For clients who want to understand exactly where their money is invested, this feature provides unmatched visibility. It is a level of transparency that sets GrowthInvest apart and helps advisers build trust and confidence with their clients.