Amersham Investment Management Ltd - Paul Barnes 020 7734 7524

Board Originator Ltd - Dermot Campbell

The one-stop Governance Platform specifically designed for scale-up and early stage firms, to help them grow their businesses. Investors get a concise dashboard of governance and compliance status, deal room and key metrics of their portfolio.


Evelyn Partners Financial Planning - Ewoud Karelse 01344 828 238

Exact Financial Systems Ltd - Alex Dodd

Exact Financial Systems offers its market-leading software-as-a-service, Libris, to tax efficient investment managers, fund managers, custodians, authorised representatives and investment advisers.

Libris is the first and most comprehensive investment management solution trusted by a large number of
industry players across the VCT, EIS/SEIS, AIM, IHT and BIR spectrum. With over £12 billion of combined
tax efficient assets under management across our clients, Libris is by far the industry leading solution.

For managers keen to digitise, Libris offers a complete solution as well as electronic connectivity to trusted
third parties. Implementing a Libris solution will provide immediate capability to process online applications, cash management and facilitation, allotments, reporting as well as on-line portals for investors and advisers, investee companies and an open opportunities portal for online applications. 020 7256 1234

GrowthInvest - Daniel Rodwell

Daniel was a founding investor in GrowthInvest and Chairman of the Investment Committee since 2012. He became Managing Director in late 2014. Prior to this he worked in finance for nearly 20 years, managing institutional and private funds focusing on equities and derivatives. Daniel managed the UK division of Van der Moolen Equities AG and more recently founded the equity derivatives boutique Ten Derivatives LLP

GrowthInvest is a unique, independent platform which provides access to tax efficient investments to a growing network of UK financial advisers, wealth managers and investors. The Platform aims to bring the advantages of early stage investing to a wider audience of investors and advisers, who are in a position to benefit from the higher returns these companies potentially offer and tax efficiency via government sponsored schemes. The purpose-built technology allows clients to consolidate, control and enhance their investment portfolio within a single, secure online portal. Originally founded by financial advisers in 2012 as the Seed EIS Platform, the company rebranded as GrowthInvest in October 2016 in order to better reflect the wider range of products and services available. 020 7071 3945
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