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"Alex advised us during the negotiation of an advisory agreement with a young company. We are new to the start-up funding world and appreciated that Alex explained the issues clearly and helped us develop a strategy that worked for us. His extensive experience in early-stage investing was particularly helpful and reassuring. We found Alex to be very responsive and empathetic to our concerns and would highly recommend him."

P.M.Pelken, Director, P+ Studio and Consulting

Our services

Investment opportunities

Providing access to pre-screened investment opportunities in line with your investment appetite.

Due diligence

Running a structured due diligence for you, or co-ordinating the activities of engaged investor syndicates.

Investment monitoring

Overseeing the progress of the investment through ongoing dialogue with management and taking board seats if appropriate.

Recent work includes: 

Leading the due diligence processes for four investments in early stage fintech companies by an investor network​

Protecting investor interests as Investor Director on an investee company’s board

Engaging established small businesses on potential conflict of interest and investor communications

Currently reviewing over 20 business plans and investment opportunities per week

For investors

What makes SMEs and early-stage companies exciting?

  • Nimble SMEs have the potential to grow earnings faster than most larger companies

  • Large early-stage portfolios are estimated to return 2.5x cost ( - Kauffman Foundation)

  • Attractive tax incentives in the UK thanks to the government’s enterprise investment schemes (EIS/SEIS):

    • Large income tax relief of 30-50%;

    • No capital gains tax on gains and capital gains reinvestment relief

    • Other incentives include loss relief and inheritance tax relief


We help high net worth investors and sophisticated investors explore the potential of SME and start-up opportunities.

Contact us to discuss how you might benefit from investing in this exciting market.

Not to be relied upon by retail investors. Venture Capital Trust (VCT) and Enterprise Investment Scheme (EIS) investments are not suitable for everyone. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. This communication does not constitute advice on investments, legal matters, taxation, or any other matters.

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