Making Investments
In this category you will find helpful videos that show you how to make investments using the GrowthInvest Platform.
We are always looking to expand this resource so please let us know if there is anything else you would like to see explained here, or something below that you would like us to explain in more depth.
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.
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.
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.
The highlighted product tabs at the top allow you to focus on each particular 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.
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.
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.
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.
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.
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”.
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.
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”.
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.
For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.
Creating a Proposal
This guide looks at Making an Investment, via the GrowthInvest platform, including creating a “proposal”. This is the term that we use to cover all stages of the investment journey: from the initial application right through to the investment appearing in the client portfolio.
Go to app.growthinvest.com
1. Select a Product
On the Offers page, available via the Investments tab, you are able to review all available offers. To view a specific product’s offer page, click the chosen product’s name.
2. 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.
3. Click “Invest”
If you are ready to invest into the product, please Click the “Invest” button. To note, if the button is greyed out, please make sure all sections are closed and saved.
4. Select an Authorised Investor
The “Investor” dropdown will include a list of your clients who have authorised GrowthInvest accounts. If your client is not listed, their account is not yet marked as authorised meaning either their account is with our custodian for processing, or there is information missing on their account. Either review the client’s Profile page, or speak to a member of our team for further information.
5. Adding the Investment Information
Now we must add the required information about the investment.
6. Has the Client Received Advice?
First note if a client has received advice on the upcoming investment.
7. Enter the Proposed Investment Amount
Click here to record the proposed investment amount.
8. Amount to Be Invested
On the pop-out, note how fees should be charged along with the amount to be invested.
9. Initial Adviser Fees
If relevant, record any initial intermediary fees being charged on the investment, either as a percentage or a monetary figure.
10. Ongoing Adviser Fees
Then, please enter any relevant ongoing intermediary fees due to be applied.
11. Source of Funds
Note the relevant options for source of funds.
12. Additional information
If needed, add any additional information you’d like to include with the application.
13. Click “Create Proposal”
When complete, to save and submit the investment click “Create Proposal”. Application forms will be automatically generated and will be sent for digital signature via DocuSign, first to the adviser and then to the client. To note, our team run automated, as well as manual spot-checks, on applications and proposals. Our team may therefore, reach out during the process to clarify any anomalies or inconsistencies.
14. Next Steps
The application confirmation page can be used to navigate to the Proposal Kanban, where investments can be tracked and monitored. Or, click “Maybe Later” to remain on the offer page.
For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.
Creating and Using Shortlists
This guide looks at the Shortlist feature in GrowthInvest, designed to help those considering a number of investments and those who require detailed fee illustrations prior to investing.This feature allows you to curate and manage potential investments efficiently.
Go to app.growthinvest.com
1. Select a Product
On the Offers page, available via the Investments tab, you are able to review all available offers. To view a specific product’s offer page, click the chosen product’s name.
2. 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.
3. Click “Add to Shortlist”
Once you are ready to
add this investment to your Shortlist, please click the “Add to Shortlist” button. Here you have the option of adding to an Existing Shortlist or Creating a New Shortlist.
add this investment to your Shortlist, please click the “Add to Shortlist” button. Here you have the option of adding to an Existing Shortlist or Creating a New Shortlist.
4. Creating a new “Shortlist”
In this example we are going to create a new Shortlist, by pressing the “plus” button.
5. Select an Investor
Next select the investor you’re looking to create a Shortlist for. All clients added to the GrowthInvest platform will appear in the Shortlist dropdown, even if their account is not yet live, allowing you to plan ahead.
6. Name your Shortlist
Create a memorable name for the Shortlist.
7. Click “Create Shortlist”
Click Create Shortlist to save it.
8. Select the relevant Shortlist
If you have previously created a Shortlist, select this from the available dropdown.
9. Adding the Investment Information
Now we must add the required detailed information about the investment. This is exactly the same process as creating a proposal. Please see our specific tutorial guide on proposals for more information.
10. Click “Add to shortlist”
When all relevant sections of the form are complete, to save press the “Add to Shortlist” button. To note, if the button is greyed out, please make sure all sections are closed and saved.
11. Accessing the Shortlist
Click “View the Shortlist” to be taken to the updated page. Or, if you wish to add further investments, press “Maybe Later” and continue the previous steps on each additional offer page.
12. Click “Shortlists”
To access the Shortlist at any time, click the Investments tab and select Shortlists.
13. Investment Shortlists
On this page, you’ll see all Shortlists visible to your account.
14. Open the Shortlist
Click on the Shortlist to open it.
15. Shortlist Review
All potential investments will be listed here, and as you can see, Shortlist are not restricted by product type.
16. Editing a Shortlist
If you would like to edit a product in your shortlist, please simply press the Edit icon on the right hand side.
17. Editing an Investment
Make any required changes on the pop-up and press the save button. The shortlist will automatically update.
18. Requesting a Fee Illustration
To request a Fee Illustration, press the highlighted Fee Illustration button. Our team will receive this request, and revert via email.
19. Removing a Product
If you would like to remove a product from your shortlist, simply Use the “Trash” button highlighted here.
20. Making an Investment
To invest, select the products you wish to include in the investment.
21. Click “Propose + Invest”
Then, press the “Propose and Invest” button.
22. Reviewing the Investment
For each product selected, a final review page will appear. Review the information, and press “Propose and Invest” to begin the investment process. Now, application forms will be automatically generated and sent for digital signature via DocuSign, first to the adviser and then to the client. To note, our team run automated, as well as manual spot-checks, on applications and proposals. Our team may therefore, reach out during the process to clarify any anomalies or inconsistencies.
For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.
Requesting a Fee Illustration
Fee illustrations, available at the touch of a button via the GrowthInvest platform, provide greater transparency to those making investments in the tax-efficient and alternative investment space. This guide will walk you through how to request these via the platform.
Go to app.growthinvest.com
1. Select the “Shortlists” tab
Begin your journey by accessing the main dashboard. From the Investments tab, select “Shortlists”. Please note that Fee Illustration requests are only available from within a Shortlist.
2. Chose your “Shortlist”
Click on the name of the “Shortlist” you have created previously in order to open the more detailed view, which includes the name of each investment.
3. Click “Fee Illustration”
Click on the “Fee Illustration” button at the top of the shortlist screen to begin your request.
4. Click “Send request”
On the pop-up, add any additional information you’d like the team to consider, and then press the “Send Request” button. Our team will then come back to you with any questions, or simply send your bespoke fee illustration via email.
For further information about the platform or our process, please review our other educational materials available in our Knowledge Centre or speak with a member of our team.
Proposals Kanban
This guide provides an introduction to investment offers on the GrowthInvest platform, including tracking applications in process via the Proposals Kanban. “Proposal” is the term that we use to cover all stages of the investment journey, from the initial application right through to the investment appearing in the client portfolio.
Go to app.growthinvest.com
1. Click “Proposals”
Start by accessing the “Investments” section and selecting “Proposals” from the drop down menu.
2. Proposals Kanban
On the Proposals Kanban, you’re able to view and track all live proposals across your client base. Each tile represents an individual client’s investment into a product, and will move through the Kanban as the investment progresses to completion. This includes an indication in the bottom right hand corner as to whether Funds need to be transferred onto the platform for the particular investment.
3. Chose an Investor
If you wish to view a single client’s active investments, select their name from the highlighted dropdown list.
4. Proposed Explained
Investments in the “Proposed” column either require approval before the investment process begins, or they are held here until the product selected goes live. This allows you to book-build ahead of highly anticipated product launches.
5. In Progress Explained
Investments in the “In Progress” column require an investment application form to be signed. To note, by clicking on the tile you’re able to see who the document is with for signature, when it was sent to them and when it was last viewed.
6. Awaiting Approval Explained
Investments in the “Awaiting Approval” column are where applications have been signed, and now sit with the relevant fund manager for approval. Once our team receive the approval, if the client funds are available, they will automatically be transferred to the relevant custodian.
7. Awaiting Confirmation Explained
Investments in the “Awaiting Confirmation” column sit with the fund manager to confirm the allotment details. Once these details have been confirmed, the investment will be booked onto the client’s Portfolio details, and the corresponding tile will no longer be visible on the Kanban.
8. Investment Proposal Tile
Clicking on a tile will open up the detailed view of the proposal, including details on the application process the exact investment amounts, and all fees that will apply.
9. Application information
On the right hand side, we can see the investment details for the proposal, including the exact investment amounts, and all adviser and platform fees that will be applied.
10. Stages Completed
On the left hand side, you’re able to see a timeline of the events completed to date. For example, here we can see when the application was approved and the date funds were transferred to the custodian.
11. Portfolio Details – Pending Allotment
When an investment is initially made, it may be listed as “Pending Allotment” on the client’s Portfolio for some investment types. The client portfolio is accessed via Portfolio Details, available via the Portfolio tab, where you’ll be able to see an entry for each investment. As you can see, on this particular investment, a large proportion of the data is marked as pending, as prior to allotment this is not available. Once the allotment has been confirmed by the fund manager, the investment will appear in full on the client’s Portfolio Details page.
For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.
