Our Funds
How to Invest
Our Team
Investment Strategy
Investment Methodology
Company history
Guinness Asset Management
EIS Investment Process
Investment Process
Our formalised internal Investment Process helps to ensure that due care is taken in the identification, selection, execution, monitoring and exit of the Fund's Investments.

Origination Due Diligence Transaction Monitoring Exit
Weekly pipeline meetings:
  • Discuss and prioritise origination leads

Dealflow:
  • Proprietary networks;
  • 3rd party sources
 1. Initial screen:
  • Internal assessment;
  • Short form memo to Investment Committee

2. Full DD:
  • Exclusivity;
  • 3rd party tech and legal;
  • Long form memo to Investment committee;
  • Advance EIS assurance
 Managed internally:
  • Investment Committee sets budget, timeline;
  • 3rd party support from lawyers and accountants
 Board seat on Investee Companies

Live monitoring of generation

Monthly management reports

Quarterly financial statements		 Investment Manager:
  • Actively monitors exit routes

Investment Committee:
  • Initial decision to commence any process;
  • Final decision on any sale