Understanding the Platform

In this category you will find helpful videos that help you understand 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.

Obtaining Client Valuations

The GrowthInvest platform provides one transparent reporting solution across tax efficient and alternative investments. Our secure online portal consolidates reporting across both new investments and any existing portfolios transferred over too, to provide a complete solution for you and your clients. This video will guide you on how to obtain the latest valuations for your client’s investments.

00:00: The GrowthInvest platform provides one transparent reporting solution across tax 00:04: efficient and alternative investments. Are secure online portal 00:08: consolidates reporting across both new investments and any existing portfolios 00:12: transferred over to? Provide a complete solution for you and your clients. 00:17: This video will guide you on how to obtain the latest valuations for your clients investments. 00:23: Begin your journey by selecting the portfolio tab and accessing portfolio details. 00:29: Using the highlighter dropdown select the client who you wish to obtain valuations 00:33: for 00:35: The summary table will open first and will provide you with a top level view of a 00:39: client's Holdings For a more in-depth view per product type select 00:43: the relevant tabs. 00:45: Across each area a clear View of the portfolio is provided including total 00:49: overall investment current portfolio value. 00:52: Total distributions via dividends or exits Alongside a range of 00:56: performance variables. 00:59: By clicking on the arrow next to a portfolio or company name you'll be able to roll 01:03: out the investment and see information on the underlying investment. 01:06: Or information about each purchase such as the Investment date. 01:10: Individual performance and total return 01:14: On the EIS and cease funds tab you will see a detailed view of each portfolio 01:18: a client has invested in. Along with the previously noted metrics 01:23: By clicking the rollout you will then see information on each investee company included in 01:27: the clients will folio. Including purchase cost current value 01:31: and any return metrics 01:34: A key column on the vct table shows clearly the total amount of dividends a client 01:38: has received for each product from the date of purchase. 01:42: Clicking the rollout will show each trance a client invested in for a single vct. 01:47: Providing you with a granular view of all Investments made. 01:51: Wish to view the available data at nav based values rather than the default view. 01:55: Selects the highlighted icon 01:58: On the IHT and a state planning services tab you will see a detailed view of 02:02: each portfolio a client has invested in. 02:04: Along with the previously noted metrics 02:07: Again by clicking the rollout you will then see information on each investee company included 02:12: in the clients portfolio. Allowing you to monitor the clients Investments 02:16: more closely than ever. 02:18: Finally the private market funds table allows you to see each relevant holding 02:23: and the detailed view of the available metrics. 02:25: Such as total commitment cumulative contributions and distributions. 02:31: Each page of portfolio details can be exported as a PDF and Excel 02:35: However, if you are looking for a client-facing document, we would recommend downloading a 02:40: client portfolio report. This can be done by following these steps. 02:45: Click on the reports table 02:47: Select the client portfolio report from the list of available reports. 02:52: Select the client you'd like to obtain a report for 02:55: To download either a PDF or Excel click the highlighted icons 03:00: For further information about the growth invest platform. 03:03: Please review our other educational materials or speak to a member of our team.

Go to app.growthinvest.com

1. Click “Portfolio”

Begin your journey by selecting the “Portfolio” tab and accessing “Portfolio Details”.
Click 'Portfolio'

2. Select a Client

Using the highlighted dropdown, select the client who you wish to obtain valuations for.
Select a Client

3. Summary

The summary tab will open first, and will provide you with a top-level view of a clients holdings. For a more in-depth view, per product type, select the relevant tabs.
Summary

4. Single Company

Across each area, a clear view of the portfolio is provided, including total overall investment, current portfolio value, total distributions via dividends or exits, alongside a range of performance variables.
Single Company

5. Single Company Roll-Out

By clicking on the arrow next to a portfolio or company name, you’ll be able to “roll-out” the investment and see information on the underlying investment , or information about each purchase, such as the investment date, individual performance and total return.
Single Company Roll-Out

6. EIS and SEIS

On the EIS and SEIS Funds tab, you’ll see a detailed view of each portfolio a client has invested in, along with the previously noted metrics.
EIS and SEIS

7. EIS and SEIS Roll-Out

By clicking the “Roll-Out” you will then see information on each investee company included in that client’s portfolio. Including, purchase cost, current value, and any return metrics.
EIS and SEIS Roll-Out

8. Venture Capital Trusts

A key column on the VCT tab shows clearly the total amount of dividends a client has received for each product from the date of purchase.
Venture Capital Trusts

9. Venture Capital Trusts Roll-Out

Clicking the “Roll-Out” will show each tranche a client invested in for a single VCT, providing you with a granular view of all investments made.
Venture Capital Trusts Roll-Out

10. NAV Based Value

Wish to view the available data at NAV based values rather than the default view? Select the highlighted icon.
NAV Based Value

11. IHT and Estate Planning Services

On the IHT and Estate Planning Services tab, you’ll see a detailed view of each portfolio a client has invested in, along with the previously noted metrics.
IHT and Estate Planning Services

12. IHT and Estate Planning Services

Again, by clicking the “Roll-Out” you will then see information on each investee company included in that client’s portfolio. Allowing you to monitor the client’s investments more closely than ever.
IHT and Estate Planning Services

13. Private Market Funds

Finally, the Private Market Funds tab allows you to see each relevant holding and a detailed view of the available metrics, such as, Total Commitment, Cumulative Contributions and Distributions.
Private Market Funds

14. Exporting the Data

Each page of Portfolio Details can be exported as a PDF and Excel. However, if you are looking for a client facing document, we would recommend downloading a Client Portfolio report. This can be done by following these steps.
Exporting the Data

15. Downloading a Client-Facing Report

Click on the “Reports” tab.
Downloading a Client-Facing Report

16. Click “Client Portfolio”

Select the “Client Portfolio” report from the list of available reports.
Click 'Client Portfolio'

17. Select a Client

Select the client you’d like to obtain a report for.
Select a Client

18. Download the Report

To download either a PDF or Excel, click the highlighted icons.
Download the Report
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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