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Services

1. FOR FUND MANAGERS

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INDEPENDENT RESEARCH ONE-PAGERS

Concise, independent research on funds and investment services, giving advisers the essential information they need in a clear, professional one-page format.

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BESPOKE RESEARCH ONE-PAGERS

Independent one-page research commissioned around a specific subject, investment theme, market, sector, portfolio issue or investor question.

A quick, credible way to turn complex information into concise, investor-ready independent research.​

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OUTSOURCED FUND & PORTFOLIO SUPPORT

Portfolio monitoring and reporting, company observer duties, investment documentation, contracts and fund operations.

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FUNDRAISING & INVESTOR RELATIONS​

Fund launches, IFA and wealth manager meetings, events, webinars and outsourced investor relations.

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MARKETING & POSITIONING

Investment propositions, presentations, adviser communications, thought leadership and financial promotion support.

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2. FOR FOUNDERS & INDIVIDUAL COMPANIES

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FOUNDER ONE-PAGER

An independent one-page profile of the founder behind the business, covering their background, experience, achievements, expertise and relevance to the investment proposition.

Designed to give prospective investors a concise, credible picture of the person behind the company.

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VALUATION ONE-PAGER

Independent analysis to test and support an early-stage company valuation as part of an SEIS or EIS fundraising round.

A clear one-page assessment of the proposed valuation against the company's stage, traction, market opportunity, financial expectations and relevant valuation evidence.

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COMPANY INVESTMENT ONE-PAGER

Independent investor-facing analysis of the company and investment opportunity.

A single page covering the business, product, market, management, traction, funding round, valuation and principal investment considerations.

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BESPOKE RESEARCH ONE-PAGERS

Independent research into a specific issue relevant to the company or its investors.

This might include market size, competitors, sector trends, technology, commercial opportunity, customer demand, exit market or another important aspect of the investment case.

The research is distilled into a professional one-page document that can be used alongside the company's fundraising materials.

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SEIS/EIS ADVANCE ASSURANCE

Preparation and management of the company's SEIS Advance Assurance application to HMRC, including eligibility review, preparation of supporting information, submission and responses to HMRC queries.

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FUNDRAISING SUPPORT

Advice on valuation, round structure, investment proposition and positioning, together with introductions to appropriate SEIS/EIS funds, angel investors and other potential sources of capital.

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3.BRIXTON ONE-PAGERS

Fund & Service One-Pagers
Founder One-Pagers
Valuation One-Pagers
Company Investment One-Pagers
Bespoke Research One-Pagers

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Independent research. Whatever the question. One pager.

Andrew Irwin 
Co-Founder
 

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