Contact us
Contact us
Contact us

Don’t invest unless you’re prepared to lose all the money you invest. This is a high‑risk investment and you are unlikely to be protected if something goes wrong. Take 2 minutes to learn more.

Popular Searches

Build your
portfolio

Our experienced Investment Team sources a flow of high-quality investment opportunities in well-managed UK businesses poised for the next stage of growth. We expect to source 6-8 opportunities per year.

Download brochure

Set your strategy

The simplest and most effective way to build a portfolio with Rockpool is to set your Portfolio Strategy for each investment account. This gives you a priority allocation into each new investment opportunity as it becomes available.

Most of our investors choose to set their Portfolio Strategy for each account they hold with us. It helps to build a diverse portfolio of investments over time — and you remain in control throughout.

How it works
  • 01

    Transparent

    We attend every board meeting and report quarterly on every portfolio company, including summary financial reporting. Your dedicated Relationship Manager gives you a clear, up-to-date picture of how your portfolio is performing — with full online access to your investment account and a complete transaction history.

  • 02

    Simple

    Setting your Portfolio Strategy gives you a priority allocation into each new investment as it becomes available. You review the full investment details for each company, veto any deal you choose not to proceed with, and funds are only called when an opportunity is ready. Your Relationship Manager is on hand to answer any questions you may have.

Building your portfolio

Rockpool’s Head of Relationships, Nick Shephard, introduces how you can build your portfolio with Rockpool

Play the video

The process

How it works

  • Decide your amount

    Set your Portfolio Strategy and decide how much you would like to invest per opportunity, selecting Private Equity and/or Private Debt.

  • Receive a priority allocation for each deal

    You will receive a a priority allocation email upon the launch of each new opportunity.

  • Review the full investment details

    Our detailed blueprints provide information about the investee company, a summary of our due diligence reports, the investment thesis, target returns, deal structure and management information.

  • Funds called deal-by-deal

    Capital is requested upon the launch of each new opportunity, and you can veto an investment if you decide not to proceed.

  • Build a diverse portfolio over time

    Our current portfolio includes companies across a wide range of sectors and industries, including technology, healthcare, business services, and industrials.

“My Relationship Manager is helpful, knowledgeable and informative, and I never feel any pressure to make a decision.”David – Investment professional, investor since 2016

What you get

Key benefits

  • Diversity

    Build a diverse portfolio across a variety of UK business sectors — healthcare, tech, industrials and more.

  • Returns

    Aim to deliver attractive returns over a five-year period. Request our Performance Pack for full information on our historical performance.

  • Value

    We do not charge fees to investors. Our income comes from fees paid by investee companies.

Information icon

Know the risks

When investing in private companies your capital is at risk and you could lose all the money you invest. Past performance is not a reliable guide to future results.

Routes to invest

Get started

Contact us

Join our growing network of investors who enjoy the benefits of investing in private companies with the support of a professional partner

Contact us