Investment Offers

This guide provides an introduction to investment offers on the GrowthInvest platform, including accessing the offers table, individual investment offers, and how to progress to next steps.

00:00: This guide provides an introduction to investment offers on the growth invest platform. 00:04: Including accessing the offers table Individual investment offers And 00:08: how to progress to Next Steps 00:11: Start your investment journey by accessing the Investment section. 00:15: And selecting offers from the drop-down menu. 00:18: Here you're able to explore a market wide view of available investment across the tax 00:22: efficient and alternative investment space. Or If in place. 00:26: A panel restricted view The highlighted product Tabs at the top allow you to focus 00:30: on each particular product type. 00:33: One selected The offer table includes product specific information such 00:38: as sector Razor mount Deadlines and close dates of available for 00:42: you to review and filter. 00:44: Once you've reviewed the available offers and decided which one you wish to view in more detail. 00:49: Simply click on the name of the relevant product Which will open the individual offer 00:53: page? 00:54: Comprehensive information on each investment is available on the offer page. 00:58: A detailed summary sits alongside key information in the table on the right hand 01:02: side. As well as all relevant investment documents. 01:06: The information displayed on the offer page is taken from fund manager documentation and 01:11: other third party resources. 01:14: Further information about the investment and the fund manager As well as detailed 01:18: information on fees and all documentation. 01:20: Including kids Are available via the highlighted tabs towards the bottom of 01:24: each offer page? 01:27: Please reach out to the support team via the ask the team box on each offer page 01:31: if you require any further product information. 01:34: Once you have found the correct offer and they're ready to proceed. 01:37: There are two options available. Either to invest Or to add to 01:41: a- shortlist. 01:43: Option 1 If you are ready to invest into the product straight away and send out 01:47: an application form click the invest button. 01:50: Option 2 If you are not ready to send out an application form. 01:54: But would like to consider. Save or request a fee illustration before proceeding. 01:59: Click add to shortlist. 02:01: Please see our specific tutorials on proposals and shortlists for further information 02:05: and the detailed guide on the investment and application process. 02:10: For further information about the growth invest platform. 02:13: Please review our other educational materials or speak to a member of our team.

Go to app.growthinvest.com

1. Click “Investments” & “Offers”

Start your investment journey by accessing the “Investments” section, and selecting “Offers” from the drop down menu.

Click 'Investments' & 'Offers'

2. Filter by a Product Type

Here you are able to explore a market-wide view of available investment across the tax-efficient and alternative investment space, or if in place , a panel restricted view.
The highlighted product tabs at the top allow you to focus on each particular product type.

Filter by a Product Type

3. Use Filters on Offers table

Once selected, the offer table includes product specific information such as sector, raise amount, deadline and close dates available for you to review and filter.

Use Filters on Offers table

4. Select a Product

Once you’ve reviewed the available offers and decided which one you wish to view in more detail, simply click on the name of the relevant product, which will open the individual offer page.

Select a Product

5. Offer Page

Comprehensive information on each investment is available on the offer page. A detailed summary sits alongside Key Information in the table on the right-hand side, as well as all relevant investment documents. The information displayed on the Offer page is taken from fund manager documentation and other 3rd party resources.

Offer Page

6. Additional Information

Further information about the investment and the fund manager, as well as detailed information on fees and all documentation, including KIDS, are available via the highlighted tabs towards the bottom of each offer page.

Additional Information

7. “Ask the Team”

Please reach out to the support team via the “Ask the Team” box on each offer page if you require any further product information.

'Ask the Team'

8. Taking the next step

Once you have found the correct offer and are ready to proceed, there are two options available – either to “Invest”, or to “Add to a Shortlist”.

Taking the next step

9. Click “Invest”

Option 1 – If you are ready to invest into the product straightaway and send out an application form, click the “Invest” button.

Click 'Invest'

10. Click “Add to Shortlist”

Option 2 – If you are not ready to send out an application form, but would like to consider, save or request a fee illustration before proceeding, click “Add to Shortlist”.

Click 'Add to Shortlist'

11. Next steps

Please see our specific tutorials on Proposals and Shortlists for further information and a detailed guide on the investment and application process.

Next steps

For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.
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