How it works

Connecting a disconnected marketplace

The investment process for private market assets is outdated; access to investments is limited, the application process is time consuming and reporting is variable.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, wealth managers and fund managers through one digital solution.

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A SMART product selection process

Evaluating thousands of private market investment opportunities is not feasible for individual investors or discretionary managers. All opportunities presented on the CoInvestor platform have been scrutinised through our SMART selection process.

We analyse the entire market and prioritise funds and companies that are sector experts with a track record in high growth areas.

We spend time getting to know the fund manager, their background, track record and their skill set before we engage with them.

We think it is important that fund managers have a vested interest in the fund’s success. We make sure their interests and our investors’ interest are aligned.

We assess the potential financial returns as well as the sustainability and societal impact of an investment in a fund or company.

We analyse the manager's investment thesis including; industry and geographic focus, portfolio construction and governance, deal sourcing, investment cycles and exit strategy.

Reduced investment minimums

We democratise access to private market investments through CoInvestor’s unique Pooled Investment (PI) structure. Individuals can diversify their private market investment portfolio by allocating across multiple opportunities from a range of sectors.

1) CoInvestor markets and collates investor demand. 2) Multiple investors are pooled through a single nominee structure with the custodian. 3) fund managers receives investment. 4) Ongoing reporting provided through CoInvestor platform.

Digitally simple investment process

From investor onboarding to reporting, our digital investment process is simple and seamless. We have an account and tech support team on hand to assist as and when required.

Digital onboardingInvestors can set up an investment account, self-certify, review opportunities and be ready to invest in just minutes.

Product marketing pagesInvestors can review the key aspects of any live opportunity, download supporting docs or contact the investee company through the platform.

Digital applicationsApplications are digital, including electronic signatures and witnessing. Plus, stored data will pre-populate across future investment applications.

Portfolio monitoringReporting is provided through the platform including access to secure documents and graphic representation of performance and holdings.

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.

Will CoInvestor ever ask for my money?

CoInvestor will never request your bank details or ask you to transfer funds to a CoInvestor account. When making an investment through CoInvestor, all digital application forms are completed through the platform after logging in and will never be arranged outside of the platform.