Unearthing Private Equity

Truffle Invest is a solutions provider for wealth managers, financial advisers and other intermediaries in the UK and Ireland, enabling them to provide their clients with access to private markets funds. Contact info@truffleinvest.com to find out more.

Private Equity Private Debt Venture Register

Solutions Provider

Traditionally, only institutional investors who can invest in excess of €10m per fund have had access to the private markets. Individual investors and have not been able to participate. Truffle has developed bespoke technology that allows intermediaries to offer their investors access to private markets funds with low minimum investment amounts of just €5,000. Investments made through the Truffle platform can be held in an investor’s SIPP, subject to the investor meeting certain criteria. Truffle believes the opportunity for individuals to hold institutional quality private markets fund investments in SIPPs is an industry first.

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Source: BVCA Private and Venture Capital Performance Measurement Survey 2016. Performance data covers the period to 31 December 2016. Private Equity performance represents the Internal Rate of Return ("IRR") and is reported net of fund fees. FTSE All Share performance is the time weighted return and is reported gross of fees.

Private Markets Coverage

Whilst the most well-known, Private Equity is not the only Private Markets investment strategy. Large institutional investors, such as sovereign wealth funds and corporate pension funds, have been investing in Private Markets for decades, benefiting from the unique risk-return characteristics of each strategy type.

  • Private Equity

    Capital Growth

    Private Equity funds seek to generate capital growth for their investors by buying established busin...

    Private Equity funds seek to generate capital growth for their investors by buying established businesses and improving them, before selling to strategic buyers or floating on the stock market.

    Target Returns typically 12-15%*

  • Private Debt

    Yield

    Private Debt funds do what banks used to do before the financial crisis; lending to high quality bus...

    Private Debt funds do what banks used to do before the financial crisis; lending to high quality businesses. Investors look to Private Debt funds to earn more attractive yields than available from liquid bonds.

    Target Returns typically 8-10%*

  • Venture

    Growth Potential

    Venture funds seek to identify the most promising emerging businesses, and provide them with the cap...

    Venture funds seek to identify the most promising emerging businesses, and provide them with the capital they need to realise their potential. Many household names (Uber, Deliveroo etc.) were backed by venture capital funds.

    Target Returns typically 15%+*

*Target returns are not guaranteed

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About Truffle Invest

Experienced Investors

Truffle was formed by a group of private market fund investors with a simple objective; to allow individual investors to participate in the same private markets funds they had spent their careers working with on behalf of institutional investors. Truffle’s founders combined their own experience in Private Markets with market leading firms to provide the required technology and legal input to build and operate the platform.

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How Truffle Invest Works

Customised Technology

Truffle’s technology and investment structures allows intermediaries to offer their clients access to private markets funds, with low minimum investment amounts. Truffle provides a full end-to-end service, including access to leading funds, due diligence, execution & aggregation, and performance reporting.

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Key Stats

  • 15%

    Performance - Long term annual return of European Private Equity funds

  • $5.2t

    Size - Global Private Markets AUM

  • $158m

    Quality - Average size of Private Equity buyout in 2017

  • 23%

    Institutional - Average allocation of large European pension funds to alternatives

Past Performance is not indicative of future returns. Source: Performance; Bain & Company and Cambridge Associates. Performance data covers the 20 year period to 30 June 2017. Size & Quality; McKinsey Global Private Markets Review 2018, as at 31 December 2017. Institutional; Pension plans >€2.5bn, Mercer European Asset Survey 2017

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