The value of investments can fall as well as rise. Investors may get back less than they invested. Past performance is not a reliable indicator of future results. Capital at Risk.

The value of investments can fall as well as rise. Investors may get back less than they invested. Past performance is not a reliable indicator of future results. Capital at Risk.

PRIVATE VENTURES

Experience paired with an agile approach is hugely important in the early stages of a start-up. With personal experience in setting up and successfully exiting several businesses, our team is well placed to offer full life cycle fundraising and advisory services. We connect your private business with the right investors to help you grow.

APPROACH

Oberon Private Ventures has extensive experience in the SaaS (‘Software as a Service’) and AI sectors. While our primary focus is on these industries, we may consider other sectors where we see compelling opportunities. We seek driven founders of early-stage private companies, primarily UK-based, with the potential to scale globally within their industry. Many of these businesses qualify for SEIS or EIS tax incentives.

Our team has facilitated numerous successful exits for others and has also navigated the process themselves with their own businesses. This hands-on experience differentiates us from many peers and provides valuable insights to navigate investment risks.

We are very selective in who we choose to represent, and we work hard to become their trusted partner. Therefore, we limit the number of corporate clients that we take on. This highly filtered approach benefits the investor as well as ensuring that we have the time to help management teams when they really need it.

JAMES PHILLIPS

PRIVATE VENTURES FOUNDER

CORNERSTONES OF OUR APPROACH

WE WANT TO BE JUDGED BY OUR RESULTS

Whether you are an investor or a founder, we are very clear in establishing your desired outcomes from the outset.

We are not just here to raise capital for founders, our goal is to position their business for success. Time and again, founders have highlighted the immense value of this support, often exceeding their highest expectations.

Our philosophy is that if the founder is supported and aided by our team and happy with the outcome of our efforts, our investors will be best placed to benefit too.

We empower exceptional founders from their first fundraise through to an exit
EDWARD BLAIR

HEAD OF PRIVATE MARKETS

OUR PORTFOLIO

Below are some of the companies we’ve worked with

You may be a private client wanting to grow your wealth through investments. You may need to raise funds to grow a business. You may want to plan for retirement.
You can accomplish all of these goals with Oberon and do so knowing you will receive the same character driven advice and personal service that is our calling card.

SERVICES FOR FOUNDERS LOOKING TO RAISE MONEY

If you are a Founder, our commitment is to actively support your business throughout its journey.  We have built carefully curated ecosystems which we open up to our client companies. As well as our investor network, we connect you with our network of founders and industry experts, enabling you to support and communicate with each other. Our wider ecosystem provides access to trusted partners who can help with the fundamentals of a business such as HR, finance, legal and sales and marketing.

HOW DO WE HELP BUSINESSES

ACCELERATE

  • Introductions to support ecosystem (i.e. HR, legal, finance, sales)
  • Growth strategy planning
  • Idea validation
  • Recruitment

BUILD

  • Founder guidance
  • Growth strategy planning
  • Idea validation
  • Recruitment
  • Operations guidance

FUNDRAISE

  • Value add private investors
  • Family offices
  • IFAs
  • VCs
  • EIS funds

SERVICES FOR INVESTORS

Deal-by-deal Investments We offer access to fundraises in private companies with market capitalisations ranging from £5m-100m. We do so on a deal-by-deal basis and our investor base reflects a combination of private investors, family offices, VC and PE funds.

EIS Fund The Oberon Investment Management team also manage an EIS Fund internally, with each investor in the Fund having multiple entrepreneurial, EIS/ SEIS Qualifying Companies in their portfolio, across a range of sectors.

WHAT IS EIS?

The Enterprise Investment Scheme (EIS) is designed to help smaller trading companies raise finance by offering a range of tax reliefs to investors who purchase new shares in those companies. Since the Enterprise Investment Scheme (EIS) was launched in 1994, over 36,000 individual companies have received investment and over £30 billion of funds have been raised.

Tax efficient EIS benefits Investment into EIS-Qualifying companies, either through our deal-by-deal offering or through our EIS Fund is seen as a valuable addition to funding a future pension. The Oberon EIS Fund has a focus on capital appreciation, tax mitigation and risk management, with each Investor in the Fund having access to at least five entrepreneurial, EIS Qualifying Companies in their portfolio.

The Oberon EIS Fund takes advantage of the generous tax incentives currently offered by the Treasury and HM Revenue & Customs for investment in smaller UK companies. These tax benefits have the ability to enhance the return on your investment.

We invest our time in relationships. Not just our relationship with you, we make sure we know the people behind the companies we invest in.