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.
- There is no fee for joining the Co-Investor Circle, and there is never any obligation to invest in the opportunities we share with our members.
- Members leverage our expertise, institutional quality deal flow and due diligence to build their own portfolio from a curated set of investment opportunities.
- Members invest on the same institutional investment terms as Oxford Capital and other VCs in the round.
- Members receive regular reporting and bi-annual valuations to help monitor their investment progress
- Before joining, members must declare that they are a sophisticated investor and/or high net worth individual (see Information Memorandum download section for details). Please also view our Target Market Assessment before downloading the Information Memorandum.
- 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.
- 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.