An Important Message From
Modwenna Rees-Mogg
Angel News
LAUNCHING SOON!
An Exclusive Private Members Club & Portfolio Management Service for Experienced Angel Investors
Pre-Register Your Interest Today
Dear Fellow Angel
I am delighted to announce the imminent launch of a new and very exclusive home for the UK’s top angel investors.
As you are a follower of Angel News I wanted you to be the first to learn about this exciting project and whether you could benefit from applying for membership.
This new service has been created to provide a bespoke suite of tools and resources for the most accomplished angels investing in the UK.
We all know that If you have built a £1 million+ property portfolio we wouldn’t think twice about investing a small % in maintaining the building.
But when it comes to our unquoted investment portfolio, we usually let it sit there without similar due care about its upkeep.
If you have reached a point on your angel journey where your portfolio has grown to a size that demands a higher level of tracking and management, then you should take a closer look at how you could benefit from our exciting new service.
Of course, angels are already well-served through various networks and clubs with the deal flow.
But chances are your problem is not deal flow, but doing the legwork that’s needed to get into the best deals.
Ideally, you’d have your own trusted person Friday to do the heavy to do all the heavy lifting for you.
And that’s why I am delighted to give you an advanced heads-up about this exclusive new service that will finally offer the high-level analysis, monitoring and support infrastructure successful serial angels have been waiting for.
Think of it as a private member’s club, concierge service and portfolio monitoring resource all rolled into one.
As a new member, you will be assigned your own advisor who will work with you to understand your specific needs and goals. They will assist you to identify, collate and organise your unquoted investments.
We are still finalising more exclusive member benefits, but here’s a taster of the services you could take advantage of:
- Due Diligence: you can instruct our in-house due diligence team to create a comprehensive report on any new investments you are considering
- Founder Check: on your behalf, we will conduct a discrete but deep search of the founders of any new companies you are assessing
- Concierge Service: access experts on tax, DD, Estate Planning, Valuation and more. You can also enjoy discounted services including R&D Tax Credit claims for portfolio companies
- Valuation On-Demand: you can request snap valuations of your portfolio investments, allowing you to make better informed decisions
- Annual Portfolio Report: each year, on a date of your choosing, send you a portfolio report (including valuations) for your tax return plus chasing EIS certificates
- Templates: Access to up to date legal and other important template documents
- Workspace: this is a members-only online community where you can share ideas, experiences and forge profitable relationships with other distinguished angels.
- Shareholder Connect: Curated discussion groups for shareholders in the same deal so you can discuss matters with each other easily and confidentially
- Talent Directory: if you need help you identify and recruit new board members, you can access to our large database and find the perfect hire
- Funding Network: we will help you with a commission-free search for investors in new funding rounds of your portfolio companies.
- Legacy Planning: work with you, your heirs and executors under your direction to prepare your portfolio for the future
- Intelligence Briefings: join our regular online (and offline when Covid rules allow) presentations from top experts across a wide range of topics that are relevant to members
- Annual Dinner: with Covid restrictions easing, we can finally get back to proper social events. We will hold an annual dinner - a chance to connect with your fellow members, Club advisors and invited experts.
As I mentioned, there are more benefits we are finalising right now, but I hope that gives you a clear idea of how valuable becoming a member could be to you.
Obviously, given the level of support and member benefits, this won’t be for everyone.
In fact, it will only appeal if your portfolio has reached a level that it requires professional (but discrete) support in all aspects of running and monitoring their portfolio.
The level of one-to-one support would be most valuable for portfolios with at least 5 individual deals and more likely 10-20+.
So rather than waste your time, I have created a priority waiting list.