My Process

My Investment Process

​Getting Started

You reach out to discuss your investment interests and goals.

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Investor Qualification

We'll confirm you meet FCA requirements as either a Self-Certified Sophisticated Investor or High Net Worth Individual.

Opportunity Presentation

Once qualified, we'll share current investment opportunities that match your criteria and risk profile.

Investment Materials

For projects that interest you, we'll arrange for the company to send you detailed funding proposals and supporting documentation.

Your Due Diligence

You review all materials at your own pace. Our team remains available to address questions and facilitate company meetings where possible – we only work with businesses committed to full transparency.

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Investment Process

When you're ready to proceed, complete the application and send payment directly to the company. Your investment goes entirely to the business with no intermediary fees.

Completion and Ongoing Support

The company will confirm your application, issue share certificates through their registrar, and provide regular progress updates alongside our team through to exit.