For your investment decision
The detail behind
the opportunity.
For prospects already in conversation with Bolt, the next step is to understand the portfolio, the economics, the documents and the risks.
Economics
at a glance.
Joining fees, authorised expenses and other applicable costs are governed by the investment terms. Individual circumstances and tax treatment may differ.
Review the investment on its merits
What to understand
before deciding.
The holdings
The LLP’s current asset schedule, share classes, option rights and entitlement to proceeds.
The business evidence
Recent company reporting, contract definitions, customer progress, funding needs and cash conversion.
The valuation basis
How accounting values, last funding-round prices and potential realisation values differ.
The investment economics
Costs, dilution, distribution rights and the effect of different outcomes on your investment.
The risks
to weigh.
Loss and concentration
Total capital loss is possible. Two principal holdings mean performance is highly dependent on individual businesses.
Liquidity and timing
There is no assured market or exit date. An investment may need to be held longer than expected.
Funding and dilution
Further company funding can change ownership percentages and economic outcomes.
Execution and people
Delivery depends on leadership, customers, infrastructure, finance and other operational factors.
Valuation uncertainty
Funding-round prices and illustrative scenarios are not guaranteed sale proceeds. Active involvement does not remove these risks.
Continue your diligence
A considered decision.
A direct conversation.
Discuss your outstanding questions with Steve and take advice appropriate to your circumstances. Commercial qualification does not replace any applicable investor eligibility or identity checks.
Speak with Steve ↗