Solution introduction

Evaluate, allocate and monitor alternative assets - all in one place

Digitally connecting financial advisers and sophisticated investors with professionally managed EIS, SEIS, VCT, BR and private equity investment opportunities

CoInvestor is an alternative asset investment platform enabling advisers, paraplanners and sophisticated investors to evaluate, allocate and monitor a diversified portfolio - all in one place. 

Our platform offers a marketplace of tax-efficient and private equity investment opportunities, each detailed with in-depth product and manager information, documentation and a straight-through digital application process. 

All investments on our platform are professionally managed, meaning you benefit from institutional level scrutiny, risk analysis and due diligence. We have a growing number of capital growth and yield investments available and are working with the UK’s leading fund managers to regularly add new opportunities to the platform. 

CoInvestor is free for advisers and easy-to-use without the need for lengthy onboarding or long-term commitment. For larger firms interested in adopting our technology as a firm-wide solution or integrating with a back-office provider, we have a range of upgrade features and services available. 

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