GrowthInvest has been created for Advisers like you

We are continuing to build an even bigger range of tools and resources to help you offer your clients the best service in tax efficient investment. Register now for free to create your own secure account and begin using our unique adviser dashboards.

We are online and ready to help you get set up.


BENEFITS OF USING GROWTHINVEST

GrowthInvest provides an efficient online solution for advisors to manage and monitor client tax efficient investments.

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CHOICE

Wide range of investment offers. Own and industry funds available

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CONTROL

Introduce relevant investments and funds. Adviser controlled access and investments

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CENTRALISE

Consolidate any tax efficient and private investments. All HNW and sophisticated clients in one place.

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REPORT & MONITORING

Full portfolio account for each investor. Monitor and review the “Watchlist” and pledge investments.

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INTRODUCE

Clients, Adviser Firms –become part of your network. Entrepreneurs and Business also.

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SUPPORT

Online help & guides. Dedicated intermediary client services team.

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MONETISE

Initial and Introducer fees – advised or non-advised. On-going annual chargeable services for clients. Introduce businesses and proposals

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EVENTS

Industry Investment Events. Roundtables. Pitch Events.

How It Works

Register here. Complete the registration form and questionnaire, ensuring you supply full company details, and confirm whether your company has an existing account with us.

Due Diligence

At GrowthInvest we offer businesses the ability to select from various levels of due diligence in order to increase their chances of a successful fundraise. This enables investors to feel comfortable with the level of scrutiny a business has received.
In addition, the tiers enable advisors and their clients to easily filter and select only those investment propositions that meet their compliance requirements. All businesses have, as a minimum requirement, been risk-assessed by a panel of analysts and have confirmed SEIS/EIS eligibility by HMRC. Investors are able to request that a business undergoes a higher level of due diligence by selecting the appropriate option under the pledge button.
Please ensure that the before reviewing any Due Diligence report you are aware of the potential limitations of such reports as set out in the Risk Warning and the Investor terms and conditions and the notices contained in each report.
For further information or examples of the below Due Diligence tiers please contact a member of the GrowthInvest team.
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Platform Listings

Once a business has successfully answered the business profile and due diligence questionnaires, and provided related information , we will place the business onto the Listings tier.
This allows the business to be visible to investors, however investments cannot be received until a further level of due diligence has been completed in accordance with one of the tiers below.

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Bronze Tier: Initial Due Diligence

The Bronze tier is designed to confirm that the investment strategy is in compliance with HMRC rules for SEIS or EIS eligibility , test the rationale of the business proposition and also includes a third party check on the creditworthiness of the business and its directors. The GrowthInvest in-house analyst will review the business plan and financial projections and collect a list of statutory and business related documents related to the companies good standing and the investment proposition.
This is the minimum stage of due diligence that must be completed for a business to become live on our platform in order to receive investments.

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Silver Tier: Analyst Report

The Silver tier requires the provision of information in accordance with the Bronze tier and for the business to provide a report prepared by a business analyst appointed by us. The Analyst Report is designed to provide additional information and the businesses response to key characteristics and potential risks and opportunities contained within the investment proposal.

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Gold Tier: Independent Report

The Gold tier requires the provision of information in accordance with the Bronze tier and for the investment opportunity to be subjected to an independent third party review and reporting process. The Gold Tier report will be written by an independent leading analyst and will contain a review of the efficacy of the investment proposition relative to others in the market, while also identifying key factors that will impact upon the successful outcome of the investment. Overall the Gold Tier report is designed to provide investors and advisers with high quality research to allow them to make informed decisions with greater confidence and reassurance.

Tax Efficient Investments

The majority of our investment opportunities are eligible for the Enterprise Investment Scheme (EIS) or Seed Enterprise Investment Scheme (SEIS). Most qualifying investments in early stage venture capital utilise these schemes.

Investors receive tax relief on their initial investment and may qualify for additional tax relief if the company that they have invested in fails. We work with businesses to ensure qualification for these schemes and gain Advance Assurance of this prior to launching an investment round. Full details can be found here.

Pitch Events

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We hold regular live pitching events where some of the latest businesses listed on our platform have the chance to present in front of our investors and intermediaries. The events are held in Central London, the format is usually 5 short pitches followed by investor questions.

Thereafter there are drinks and networking for the rest of the evening. We ask the investors to provide immediate feedback on the night, this is then relayed directly to the businesses on the evening.

For those unable to attend these events, we provide videos which are available in the secure areas of our site.

Throughout our site you will find links to external websites. Although we make every effort to ensure these links are accurate, up to date and relevant, we cannot take responsibility for pages maintained by external providers.

View all Investment Opportunities here