Led · Equity · May 2024

Highland Experience Tours operates chartered trips and coach services and is headquartered on Edinburgh’s Royal Mile. The business has operated since around 2005 and grew from a single vehicle to nearly 30 mini‑buses and small to full‑size coaches. It faced significant downsizing in 2020 due to the pandemic but has since recovered and grown beyond pre‑pandemic levels. The company secured a £2m funding package to upgrade its fleet and supports tourism to Scotland’s rural communities. With the new capital it plans to purchase five Grand Toro coaches and expects to create more than 20 new jobs. Management describes the investment as marking a new chapter for the business.

Led · Equity · May 2024

Wernick Power Solutions is the Wernick Group division that provides and operates battery storage units for clients seeking to cut on-site carbon emissions. It recently purchased 36 battery storage units, bringing its fleet to over 130 units. The company secured a £2.1m investment from Lombard to fund the acquisition. Wernick Power Solutions expects this continued investment to increase staff headcount by up to 15 in 2024. It is part of the wider Wernick Group, which employs more than 800 people and is celebrating 90 years of business in 2024. Lombard and NatWest are cited as financing and banking partners that have supported the group's sustainability planning and equipment financing efforts.

Participated · Seed · Mar 2023

Downsizer (market-facing brand of Block Builder Pty Ltd) develops a SaaS platform at the intersection of fintech, proptech, and insurtech focused on the 50+ downsizer market. Its core product, the Deposit Power Downsizer Bond, lets homeowners use home equity to back a deposit bond and secure a new dwelling without a cash deposit; the product is also available to investors including SMSFs. The platform includes digital content and market insights for lead generation, a national off‑the‑plan property marketplace, and a real-time sales dashboard for developers. Downsizer runs on R3 Corda blockchain technology to enable faster geographic expansion to similar markets. The company targets property developers, agents, financial advisors, mortgage brokers, lenders, insurance brokers, and underwriters engaging Baby Boomers and Gen Xers. Founded in 2019 and based in Sydney, the startup says the new funding will accelerate growth of its technology and commercial partnerships.