THE CO-INVESTOR
CIRCLE

Build your own portfolio of high-potential science and technology scaleups by making investments into individual companies. 

Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment.

INTRODUCTION TO THE
CO-INVESTOR CIRCLE

The Oxford Capital Co-Investor Circle (“CIC”) is our network of sophisticated investors, who share our passion for supporting interesting businesses with the potential for rapid value growth. With over £70m invested into more than 30 companies, the Co-Investor Circle is markedly different to other types of investor networks.

The platform enables individuals and family offices access to investments in privately-owned companies that would usually only be open to institutional investors. 

We allow members to build their own portfolio and to invest directly alongside Oxford Capital and other global VC firms into a select group of highly curated investment opportunities, in sectors such as technology, healthcare and sustainability.

0 +

members of the CIC

0

different companies invested in across the portfolio

£ m

total invested by CIC members

£ M

shared exit value

Past performance is not a reliable indicator of future results. Data at June 2022.

BECOMING A
CO-INVESTOR CIRCLE
MEMBER

We created our Co-Investor Circle more than ten years ago, to offer individuals a new way to invest directly in venture capital and other early stage opportunities.

We know that making direct investments into small companies can be very high risk, so we aim to reduce that risk through our philosophy of “leveraging expertise”.

6-8 deals a year

Institutional investment terms

Ability to vote on your own shares

Regular reporting and bi-annual valuations

May qualify for Enterprise Investment Scheme tax reliefs

No fee to join and no obligation to invest

CASE STUDIES

latent

Acquired by Waymo (a Google subsidiary)

red sift logo

Transforming the Cyber Security Sector

moneybox

Hitting 1 Million Customers

SPEAK TO A MEMBER OF OUR TEAM

CALL +44 (0)1865 860 760

REQUEST INFORMATION PACK

Estimated reading time: 2 min

 

Due to the potential for losses, the Financial Conduct Authority (FCA) considers this investment to be high risk.

What are the key risks?

  1. You could lose all the money you invest
    1. If the business you invest in fails, you are likely to lose 100% of the money you invested. Most start-up businesses fail.
  2. You are unlikely to be protected if something goes wrong
    1. Protection from the Financial Services Compensation Scheme (FSCS), in relation to claims against failed regulated firms, does not cover poor investment performance. Try the FSCS investment protection checker here.
    2. Protection from the Financial Ombudsman Service (FOS) does not cover poor investment performance. If you have a complaint against an FCA-regulated firm, FOS may be able to consider it. Learn more about FOS protection here.
  3. You won’t get your money back quickly
    1. Even if the business you invest in is successful, it may take several years to get your money back. You are unlikely to be able to sell your investment early.
    2. The most likely way to get your money back is if the business is bought by another business or lists its shares on an exchange such as the London Stock Exchange. These events are not common.
    3. If you are investing in a start-up business, you should not expect to get your money back through dividends. Start-up businesses rarely pay these.
  4. Don’t put all your eggs in one basket
    1. Putting all your money into a single business or type of investment for example, is risky. Spreading your money across different investments makes you less dependent on any one to do well.
    2. A good rule of thumb is not to invest more than 10% of your money in high-risk investments. https://www.fca.org.uk/investsmart/5-questions-ask-you-invest
  5. The value of your investment can be reduced
    1. The percentage of the business that you own will decrease if the business issues more shares. This could mean that the value of your investment reduces, depending on how much the business grows. Most start-up businesses issue multiple rounds of shares.
    2. These new shares could have additional rights that your shares don’t have, such as the right to receive a fixed dividend, which could further reduce your chances of getting a return on your investment.

 

If you are interested in learning more about how to protect yourself, visit the FCA’s website here.