Investing with us

Overview

Connection Capital clients are able to consider each of our private equity investments in detail before deciding whether or not to participate. Opportunities are presented in the form of an Investment Proposal (“IP”) which covers all aspects of the deal including the investment terms, the financial structure, the potential risks and the targeted returns including exit strategy and timescale.

Our IPs are concise, thorough and presented in a standard format. Many of our clients make a decision to invest, or not, entirely on the basis of the information presented in the IP. Others have questions or require additional information. We are, therefore, always available to discuss the investment in more detail or answer any questions in person or by telephone.

Each investment is available to clients in tranches of £25,000. Each tranche usually acquires a combination of Ordinary Shares and either Preference Shares or Loan Notes, often with a coupon or yield attached.

Clients may choose to invest using a variety of vehicles including corporates, trusts and pension schemes.

Once the investment is complete our clients receive an Investment Review and Portfolio Valuation Statement on a half yearly basis. We are, however, always available to discuss our clients’ portfolios should they prefer more regular updates.

All of our investments are fully managed by us on the syndicate’s behalf, including the exit process. In this way, our clients benefit from the extensive experience of the Connection Capital team in sourcing, completing, managing and exiting private company investments.

Next page: Investment Focus & Process