Thames Valley Berkshire Growth Fund

The Thames Valley Berkshire Growth Fund invests in high growth small and medium sized businesses (smes) and can provide up to £250,000 as an equity investment. This investment must be matched by at least an equal amount of private investment, which the FSE Group can work with the company to source.

Key Features

Amount: £50,000 – £250,000 (excluding matching investment)

Business Location: material part of its operations in Berkshire

The investment will be structured as an equity investment

Security: None

Fees and Charges:

  • Arrangement fee of 3% of the investment value
  • Monitoring fee of 3-4% per annum
  • Legal costs
Eligibility

Investee Companies will be expected to demonstrate the potential for high growth and will typically display the following characteristics at the time the Investment is made:

  • either have headquarters or a material part of the business in Berkshire
  • some existing sales and customers or credible near term prospects for making such sales
  • not be a turnaround
  • a credible business strategy to deliver significant growth
  • a viable product or service with clear market potential
  • a sustainable competitive advantage with supporting intellectual property rights as necessary
  • a committed management team with relevant background
  • financial projections clearly showing application of funds
  • a realistic exit strategy with potential to be achieved within 5 years
  • Ralph Singleton Senior Fund Manager
  • Simon Labahn Fund Manager
  • Julie Silvester Head of Equity Funds
Step 1 Download and complete a Pre-Application form
Click to download
Thames Valley Berkshire Growth Fund
Step 2 Post or email the completed form to:
Thames Valley Berkshire Funding Escalator,
FSE C.I.C.,
Riverside House,
4 Meadows Business Park,
Station Approach,
Blackwater, Camberley,
Surrey, GU17 9AB.
01276 608533
Exclusions: The Fund will only invest in companies which meet the EU definition of an SME.

Refinancing of existing loans or creditors, and the financing of acquisitions or turnarounds are not eligible.

The following sectors are excluded:

land and property development, dealing and investment, financial services, accountancy and legal services, hotels, nursing and residential care homes, international motor transport, agriculture, forestry and timber production horticulture