Our Co-Investor Circle lets you build your own Venture Capital portfolio, by investing directly alongside Oxford Capital at your own discretion.

We will share carefully selected investment opportunities with you, and you can decide whether or not you want to participate. If you do choose to invest, you will typically be co-investing into a company with (and on the same terms as) Oxford Capital and other institutional investors.

Any company you invest in will have already been through our investment process, including detailed due diligence and approval by our investment committee. And we always prefer to sit on the board of the companies we invest in, so we can work hard on your behalf to help the company grow.

  • MEMBERSHIP INFORMATION
  • There is no fee for joining the Co-Investor Circle, and there is never any obligation to invest in any of the opportunities we share with you.
  • Before joining, members must declare that they are a sophisticated investor and/or high net worth individual (see Information Memorandum download section for details).
  • Family offices are also welcome to join.

  • TAX RELIEFS
  • Many Co-Investor Circle investments will potentially qualify for tax reliefs through the Enterprise Investment Scheme. Reliefs include income tax relief of 30% of the amount invested and tax-free gains.
  • In some instances, Business Investment Relief may be available to UK resident investors who are not UK domiciled.
  • Tax reliefs depend on personal circumstances and tax legislation is subject to change.

  • RISKS
  • Investing in small companies carries significant risks, and you should not make any investments through the Co-Investor Circle unless you can afford to lose some or all of your investment.
  • Shares in unquoted companies are illiquid. This means you cannot withdraw your investment. You will only receive proceeds if the underlying companies are successfully sold. Not all companies will be sold for a profit.

DOWNLOAD AN INFORMATION MEMORANDUM

Your privacy is important to us. We will never release your personal details to any third party for marketing purposes.

I am a client of an FCA authorised firm that will provide advice on the suitability of the product in question.

I meet the FCA’s definition of a certified high net worth investor

High Net Worth Investor Statement

I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-mainstream pooled investments. The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:

  • I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more;
  • I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include:

    (a) the property which is my primary residence or any money raised through a loan secured on that property;

    (b) any rights of mine under a qualifying contract of insurance; or

    (c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.

 

I meet the FCA’s definition of a self-certified sophisticated investor

Self-Certified Sophisticated Investor Agreement

I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-mainstream pooled investments. I understand that this means:

  • (a)
    • (a)  I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-mainstream pooled investments;
    • (b)  the investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested.

      I am a self-certified sophisticated investor because at least one of the following applies:

  • (b)
    • (a) I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;
    • (b) I have made more than one investment in an unlisted company in the two years prior to the date below;
    • (c) I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
    • (d)  I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.

I am aware that it is open to me seek advice from someone who specialises in advising on non-mainstream pooled investments.

 

I am prepared to sign the FCA’s Restricted Investor Statement

Restricted Investor Statement

I make this statement so that I can receive promotional communications relating to non-readily realisable securities as a restricted investor. I declare that I qualify as a restricted investor because:

(a) in the twelve months preceding today’s date, I have not invested more than 10% of my net assets in non-readily realisable securities; and

(b) I undertake that in the twelve months following today’s date, I will not invest more than 10% of my net assets in non-readily realisable securities.

Net assets for these purposes do not include:

(a) the property which is my primary residence or any money raised through a loan secured on that property;

(b) any rights of mine under a qualifying contract of insurance; or

(c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be entitled.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.

I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-readily realisable securities.

 

I am requesting information on behalf of an FCA authorised firm, accountant or tax adviser and I will only communicate the information to certified sophisticated, high net worth or restricted investors.

Thank you

We have sent you an email with your requested download link.

Richard Roberts

Richard is responsible for managing Oxford Capital’s direct clients.

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Daniel Szabo

Daniel manages Oxford Capital’s direct Private Clients.

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Clarissa McKay

Clarissa provides support to the Wealth Managers & Advisers team.

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TO SPEAK TO A MEMBER OF OUR TEAM CALL +44 (0)1865 860 760

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