Guiding our clients through the investment journey, from prefundraise to investment exit
Helping you on every step of the
investment journey
Woodside is authorised by the Financial Conduct Authority to provide safe custody and fund administration services to funds and companies predominantly operating within the alternative investment industry. We work with a wide range of clients large and small, with particular expertise in the EIS, SEIS, VCT, BPR and SITR markets.
We can take care of the back-office investment operations including processing applications, allocating investments, fund administration, investor reporting and administering tax reliefs, leaving our clients to focus on what they do best.
Pre-fundraise
Due to our wealth of experience in the tax efficient investment market, we can help guide you through the process to ensure the most appropriate and efficient structures are being used.
Fundraising
We will manage the subscription process and handling of client money in a compliant manner. Our clients value our swift payment and reporting actions, from allocating investments to paying adviser charges and other fees.
Investment
We offer our clients a range of solutions to ensure that corporate actions are administered in the most efficient way possible.
From holding investor’s assets under a single nominee vehicle, acting as Registrar and Investor Reporting, we aim to streamline the investment process and simplify the administration of investments, leaving Fund Managers and Companies to focus on what they do best.
EIS Administration
Where investments qualify under (S)EIS, we know that investors expect their (S)EIS3 certificates without delay. We handle the entire process from start to end, removing the administrative burden from the Company.
Fund Administration
We offer a full Fund Administration service and other outsourced functions, including Accounting, Payroll, Corporate Tax and Company Secretarial functions.
Exit
The process of distributing investment proceeds to investors or winding up a fund can be complex and time-consuming.
We will guide you through the process step-by-step, calculating fees and investor distributions in accordance with the terms of investment.
Pre-fundraise
Due to our wealth of experience in the tax efficient investment market, we can help guide you through the process to ensure the most appropriate and efficient structures are being used.
Fundraising
We will manage the subscription process and handling of client money in a compliant manner. Our clients value our swift payment and reporting actions, from allocating investments to paying adviser charges and other fees.
Investment
We offer our clients a range of solutions to ensure that corporate actions are administered in the most efficient way possible.
From holding investor’s assets under a single nominee vehicle, acting as Registrar and Investor Reporting, we aim to streamline the investment process and simplify the administration of investments, leaving Fund Managers and Companies to focus on what they do best.
EIS Administration
Where investments qualify under (S)EIS, we know that investors expect their (S)EIS3 certificates without delay. We handle the entire process from start to end, removing the administrative burden from the Company.
Fund Administration
We offer a full Fund Administration service and other outsourced functions, including Accounting, Payroll, Corporate Tax and Company Secretarial functions.
Exit
The process of distributing investment proceeds to investors or winding up a fund can be complex and time-consuming.
We will guide you through the process step-by-step, calculating fees and investor distributions in accordance with the terms of investment.
