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THE CO-INVESTOR CIRCLE

INVEST DIRECTLY INTO SINGLE COMPANIES

BENEFIT FROM

Leveraged due diligence Larger deals Improved terms VC experience EIS access Portfolio diversification Growth expertise Proven metrics Investor control Ongoing opportunities

THE OXFORD CAPITAL CO-INVESTOR CIRCLE

The Co-Investor Circle is our network of sophisticated investors, who share our passion for supporting and investing in interesting businesses, with the potential for rapid value growth.

 

Through the Co-Investor Circle, individuals and family offices can access investments in privately owned companies that would usually only be open to institutional investors, to build their own venture capital portfolio at their own discretion.

 

When making their investments, members leverage over 50 years of venture capital experience, gaining comfort from Oxford Capital’s due diligence and selection process, and from the same institutional investment terms. After investment, members benefit from our strategic planning and operational value-add to help manage their investment risk and enhance value. Typically we seek to represent investor interests through board seat representation.

An introduction from Richard Roberts

Director – Private Clients

OUR INVESTMENT STRATEGY

When you’re investing in an early stage business, you want to make sure the quality of its management and the industry it’s in give it the greatest chance of success. The Oxford Capital investment team invests in sectors where the UK is considered a world leader, like financial technologies, future of retail, mobility, digital health, online marketplaces, artificial intelligence and machine learning.

 

We back companies that we believe have the potential to grow rapidly and become very valuable. And often we are backing serial entrepreneurs – people who have already shown that they understand what it takes to build and sell a successful company.

HIGHLIGHTS

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members of the CIC
£ 0 m
total invested by CIC members
0
different companies invested in across the portfolio
0
recent deep tech exits (includes Red Sift, February 2022)

Data as at June 2022

OUR PORTFOLIO

We invest in companies operating in industry sectors which lend themselves to rapid growth.

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OUR TEAM

Awards

Co-Investor Circle, Oxford Capital

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://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.