About Truffle

About Truffle

Truffle’s founders created the company having become increasingly frustrated at their inability, as individual investors, to access the high quality private funds that they had spent their careers working with. Large institutional investors have long enjoyed the advantage of being able to access long term private investments, though minimum investment amounts of $10 million per fund have prevented all but the largest investors from participating. By creating Truffle, we have changed this imbalance and are using technology to open private funds to sophisticated individual investors. 

At Truffle, we believe in empowering individuals to make their own informed investment decisions – the opposite of the “one size fits all” approach that is prevalent in large parts of the market. Consequently, we have built a platform that is designed to provide investors with all the information they require to make a considered investment decision and pick-and choose private markets funds from an evolving fund line-up, curated by Truffle Invest.


Team

Our team combines experience from all parts of the private markets ecosystem (buying businesses, raising capital, fund selection, portfolio construction etc.), paired with expertise in technology from our partners at Calls9.

Jason

Jason Proctor

Prior to co-founding Truffle, Jason spent his career selecting and investing in a range of private markets funds on behalf of some of the world’s largest and most sophisticated institutional investors. Most recently, Jason was a Vice President at StepStone Group, one of the leading private markets firms representing over $135 billion of assets. Jason started his career at Partners Capital, where he also covered private markets investments, having graduated with a degree in Physics from the University of Bristol. Jason is also a Chartered Financial Analyst. 

Adam Roney

Adam is Truffle’s Chief Technology Officer and co-Founder of Calls9, Truffle’s technology partner. Adam co-founded Calls9 in 2011, having previously worked at law firm Eversheds Sutherland LLP. 

Pete Mills

Pete is a Strategic Advisor to Truffle, with a focus on Online Marketing and Communications.  In addition to his work with Truffle, Pete is also Co-Founder of Calls9, Truffle's technology partner. Pete co-founded Calls9 in 2011, having previously worked at law firm Eversheds Sutherland LLP.

Dan Ennis

Dan is a Director of Truffle and Partner at private equity firm Kish Capital. Dan is the former Head of Corporate Finance at Merrion Capital, one of Ireland’s leading advisors and stockbrokers. He has been involved in some of Ireland’s highest profile corporate transactions, including the IPO and defence of Aer Lingus. Dan qualified as a Chartered Accountant with PricewaterhouseCoopers and has a BA in Economics from University College Dublin.

Cathal Sheehy

Cathal is a Strategic Advisor to Truffle and Partner at private equity firm Kish Capital. Prior to Kish, Cathal acquired and operated several businesses on his own behalf, and was Co-Head of European Technology and Communications at BancBoston Capital, a principal private equity investor.  Cathal also previously worked for General Atlantic Partners, Summit Partners and Cowen & Company in New York and Boston.  Cathal has a BComm International from University College Dublin. 

Odi Lahav

Odi is a Strategic Advisor to Truffle. Odi is the CEO of MJ Hudson Allenbridge, and acts as an adviser to a number of pension funds, family offices and charities. Over the past several years he has focused and specialised in alternative investments and their application for institutional investors, but more broadly his career has been centred on investment management, risk and governance. Previously he was a Vice President and Head of the Alternative Investment Group at Moody’s Investors Service in London. Before joining Moody’s, Odi held a number of investment and pension consulting positions, in the UK, Canada and South Africa. Odi is an Actuary and associate of the Institute of Actuaries in the UK, and graduated from the University of the Witwatersrand in South Africa, in Actuarial Science and Mathematical Statistics. 


Strategic Partners

Calls9 is Truffle’s technology partner. Calls9 was founded in 2011 by Pete Mills and Adam Roney. Adam also acts as Truffle’s CTO. Prior to this, Pete and Adam worked together for global law firm Eversheds Sutherland LLP where they kickstarted a ground breaking technology project. Today, Calls9 works in a variety of sectors from Fintech to Education and Legal. The combined market value of the customer base now exceeds over £4billion, all prospering with Calls9 technology.

Fieldfisher is Truffle’s legal partner, providing advice on all structural, regulatory and legal matters. Fieldfisher is a European law firm with market leading practices in many of the world's most dynamic sectors, with a particular focus on technology, finance & financial services, energy & natural resources, life sciences and media. Fieldfisher’s network has more than 1,000 people working across 19 offices globally.

Met Facilities is Truffle’s regulatory host. Met Facilities LLP is authorised and regulated by the Financial Conduct Authority, allowing Truffle to undertake FCA regulated activities as an Appointed Representative of Met Facilities. Met Facilities works with numerous Fintech businesses, providing regulatory, financial and operational services.

Reyker is Truffle’s custodian, handling all investor assets (cash and fund investments) and undertaking Know Your Clients ("KYC") and Anti Money Laundering ("AML") checks on new investors. Reyker was established in 1983 and has a 35 year history of providing bespoke services to a wide range of financial clients, including dealing, management, custody and administration. Reyker’s client base includes a number of private equity funds and fintech platforms.

Your capital is at risk. The value of your investment may go up as well as down. You may lose all your invested capital. Investment made through Truffle Invest Ltd are not covered by the UK Financial Services Compensation Scheme (“FSCS”). Investing in Private Markets involves risks, including loss of capital (as outlined above), illiquidity, absence of control, lack of dividends and dilution, and should be done only as part of a diversified portfolio. Investments should only be made by investors who understand these risks and if in doubt should consult a fully qualified independent financial advisor. Tax treatment depends on individual circumstances and is subject to change in future.

Past performance is not a reliable indicator of future results. Target returns are not guaranteed and actual returns may vary significantly from target returns. We do not give advice or make investment recommendations to you. No communications through this website or any other medium should be construed as such. See Key Risks and Terms and Conditions for further information.

Truffle Invest Ltd is an Appointed Representative (FRN: 816214 ) of Met Facilities LLP. This website has been approved as a financial promotion by Met Facilities LLP which is authorised and regulated by the UK Financial Conduct Authority (FRN: 587084). The investment opportunities listed on this website are not offers to the public in general. Investments can only be made by investors once they have satisfied certain investment criteria. The summary information provided about investment opportunities on this webpage is intended solely to demonstrate the types of investments available on the platform, and any investment decision should be made on the basis of all available information. Where possible, Truffle Invest will provide access to the offering documentation of the underlying fund. When this is not possible, investors should only proceed with an investment if they are satisfied that they have sufficient information to make an informed investment decision. Any person resident outside the United Kingdom should ensure that they are not subject to any local regulations before investing.

Truffle Invest Ltd is registered in England with registered company number 11276896 and registered office at Truffle Invest Ltd, 67 Wingate Square, London, SW4 0AF.

© 2019 Truffle Invest Limited. All rights reserved.