Discover if this is a suitable investor for your startup. If they are we'll make a warm introduction for free. Otherwise, we'll connect you with matching investors.
Cloisters Ventures is an independently-owned private investment firm founded in 2014 and based in London, England. The firm operates primarily as a tax-efficient investment platform, catering to institutions, family offices, and high net worth individuals. Cloisters Ventures provides independent placement agent and strategic advisory services, assisting alternative investment managers and corporate entities in raising institutional capital.
Since its inception, Cloisters Ventures has focused on creating bespoke investment portfolios for its clients. The firm emphasizes curated, asset-backed private investments, primarily utilizing UK EIS (Enterprise Investment Scheme) structures. This approach allows clients to benefit from significant tax reliefs while investing alongside a team of experts. Cloisters Ventures does not charge management fees to investors; instead, fees are paid by the investee companies.
Located at 41 Devonshire Street, London, W1G 7AJ, Cloisters Ventures operates with a commitment to providing tailored investment solutions. The firm has established itself as a key player in the private investment sector, focusing on tax-efficient strategies that align with the financial goals of its diverse clientele.
Cloisters Ventures emphasizes private investments that are tax-efficient, allowing clients to build bespoke portfolios while investing alongside a team of experts. The firm caters to a diverse clientele, including private individuals and institutional investors, who can invest through various vehicles such as corporates, trusts, and pension schemes. This flexibility in investment vehicles enables clients to optimize their tax positions while accessing curated investment opportunities.
The firm’s investment strategy centers around providing tax-efficient opportunities through curated, asset-backed private investments. Cloisters Ventures primarily utilizes UK EIS structures, which offer significant tax reliefs, including inheritance tax, capital gains tax, and income tax relief. This focus on tax efficiency is a cornerstone of their investment thesis, allowing clients to maximize returns while minimizing tax liabilities.
In addition to its investment focus, Cloisters Ventures supports institutional capital raising for alternative investment managers. This dual approach enhances the firm's ability to provide tailored investment solutions that meet the unique needs of its clients, ensuring that they can navigate the complexities of private investments effectively.
Jack Sheehan - CEO. Jack has extensive experience in private investments and has been instrumental in shaping the firm's strategic direction since its founding in 2014. He focuses on tax-efficient investment strategies and client relationship management.
Robert Mason - Advisor. Robert brings a wealth of knowledge in alternative investments and strategic advisory services, assisting the firm in identifying curated investment opportunities for clients.
Paula Steele - Assessment Committee Member. Paula plays a critical role in evaluating potential investment opportunities, ensuring that they align with the firm's focus on tax efficiency and asset-backed investments.
To pitch to Cloisters Ventures, founders should reach out via email at jack@cloistersventures.com. It is essential to include a comprehensive overview of the investment opportunity, highlighting its alignment with tax-efficient strategies and asset-backed characteristics. A well-structured pitch deck that outlines the business model, financial projections, and potential tax benefits will enhance the chances of a favorable response.
Response times may vary, but founders should expect to receive feedback within a few weeks. Warm introductions are preferred, as they can facilitate a more favorable review process.
What are Cloisters Ventures' investment criteria?
Cloisters Ventures focuses on tax-efficient private investments, primarily utilizing UK EIS structures. They seek curated, asset-backed opportunities that align with the financial goals of their clients, which include institutions, family offices, and high net worth individuals.
How can I apply or pitch to Cloisters Ventures?
Interested parties can reach out via email at jack@cloistersventures.com. It is advisable to provide a detailed overview of the investment opportunity, including its alignment with tax-efficient strategies and asset-backed characteristics.
What makes Cloisters Ventures different from other investment firms?
Cloisters Ventures does not charge management fees to investors; instead, fees are paid by the investee companies. This model allows clients to invest without incurring additional costs, making it an attractive option for those seeking tax-efficient investment strategies.
What is the geographic scope of Cloisters Ventures?
The firm primarily operates in the United Kingdom and Europe, focusing on private investments that leverage local tax-efficient structures.
What is the firm's approach to post-investment involvement?
Cloisters Ventures provides ongoing support to its clients by offering access to curated investment opportunities and strategic advisory services, ensuring that clients can optimize their investment portfolios effectively.
What types of clients does Cloisters Ventures serve?
The firm serves a diverse range of clients, including private individuals, family offices, and institutional investors, allowing them to build bespoke portfolios tailored to their specific financial objectives.
All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, trademarks, and brands does not imply endorsement.