How it works

Connecting a disconnected marketplace

The investment process for alternative assets is outdated; access to investments is limited, the application process is time consuming and reporting is variable. We’re changing that by connecting sophisticated investors, financial advisers and fund managers through one digital investment platform.

Get started

How to invest

1. Create an account

Registration is free, simple and secure. Get access to investments in minutes.

2. Review investments

Search and discover investments by strategy, type, manager or sector.

3. Digitally invest

Save time with digital applications that securely prepopulate with stored data.

4. Monitor

Easily monitor portfolio performance and access documents directly in the platform.

Investments offered

EIS

The Enterprise Investment Scheme (EIS) is a government scheme designed to encourage investment into smaller and younger UK companies. Investing in EIS gives you shares in the underlying companies and can offer a range of generous tax reliefs.

SEIS

Similar to EIS, the Seed Enterprise Investment Scheme (SEIS) is designed by the government to encourage investment into young UK companies, however its target is early-stage businesses, who are typically just starting to trade. To reflect the additional risks associated with these investments, SEIS tax reliefs are greater than with EIS.

VCT

Venture Capital Trusts (VCTs) are investment companies that are listed on the London Stock Exchange. VCTs raise money and use this to invest into a diversified portfolio of young, small and privately-owned companies. When investing in a VCT, you become a shareholder of the trust, not of the individual companies in which the trust invests.

BR

Business Relief (BR) formally Business Property Relief (BPR) is in an investment incentive that was established as part of the inheritance tax legislation in 1976. It allows shares in qualified companies to be passed on free from inheritance tax, providing the shares have been held for a minimum of 2 years at the time of death. A variety of products, schemes and services have been set up to offer this possibility.

Private equity

Private equity (“PE”) is medium to long-term finance provided in return for an equity stake in potentially high-growth unquoted companies. Individuals own a portion of a company that is not publicly owned, quoted or traded on a stock exchange.

Venture capital

Venture capital is a type of PE financing that investors provide to start-up companies and small businesses; often tech companies, that are growing rapidly and believed to have strong potential. Venture capital generally comes from high net worth individuals (HNWIs), investment banks and any other financial institutions.

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Frequently asked questions

Who can make an investment on the platform?

The platform can be used by financial advisers, paraplanners and individual investors. If you are a paraplanner, you will need to be linked to a registered individual in order to make an investment for a client. Go to the help centre to see how this is done or contact support@coinvestor.co.uk. Individual investors will need to certify as professional, high net worth or sophisticated investor during the registration process.

What if I can’t find the investment I’m looking for?

We are in ongoing conversations with leading fund managers and will regularly add new investments and investment types to the platform. If there is a particular investment opportunity you have in mind that isn’t available, please get in touch with us at support@coinvestor.co.uk and we will look into getting the product listed.

Do you accept digital signatures?

Yes, our technology is designed to support digital signatures and we are currently working with both fund managers and custodians to accept these. Whether or not a digital signature is accepted on a particular application will be clearly noted in the final stages of the application process. If a digital signature is not accepted, then the digital application will generate a PDF which will need to be printed and posted to the manager.

What happens once I’ve submitted an application?

Once your application has been received and reviewed by the manager they will either accept or reject it directly in the platform and you will be notified by email.

How will I receive up-to-date portfolio valuations?

The CoInvestor platform has been designed for fund managers to easily update valuations and upload documents directly and securely into the platform. We are working directly with fund managers to facilitate this process and ensure the timing is in-line with the managers’ reporting schedule.

Can I import past investment data into the platform?

We have the ability to import historical data into the platform and will charge a technical and consulting fee to do so. The costs and timeline will be dependent on the amount, quality and format of the data.

Are there fees for an investor?

Setting up a CoInvestor account, making an investment and receiving valuations is all free of charge for Investors. We charge the Fund Manager a small fee to list investment opportunities and receive investments.

Are there fees for an adviser?

Setting up a CoInvestor account, adding clients, making investments and receiving valuations is all free of charge for advisers and their clients. We do offer bespoke technology solutions so please get in contact with us at support@coinvestor.co.uk if you’d like to learn more.

Is personal information secure on the platform?

Your privacy is important to us and we take serious precautionary measures to ensure that your personal and/or your clients’ details are held in absolute confidence. All data is encrypted and stored on secure servers, independent security tests are conducted and advanced security features such as two-factor-authentication can be enabled.

Is CoInvestor regulated?

We are FCA regulated and maintain market leading security processes with enterprise grade data storage and security. Our systems and processes have been designed to remain compliant with changing legislation including GDPR and MiFID II.