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South West Investment Fund

Lowena House Glenthorne Court, Truro Business Park, Threemilestone, Truro, Cornwall, TR4 9NY, UK

Overview

Commercial finance options and investments for growth-focused SMEs.

Deals · 12mo

1

Links

Website

Stage focus

—

Geographic focus

United Kingdom
United States

Sector focus

—

Investment portfolio

3rounds
NAMEDATESIZE
Luna Pet Healthcare
May 2026Led
$0.95 MOther Equity
Kelpi
Jun 2024Participated
$6 MOther Equity
Revolution-ZERO
Jan 2022Led
$1 MOther Equity
Luna Pet Healthcare
May 2026Led
$0.95 MOther Equity
Kelpi
Jun 2024Participated
$6 MOther Equity
Revolution-ZERO
Jan 2022Led
$1 MOther Equity
3
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Deal Distribution

South West Investment Fund: 3 funding rounds are recorded in the selected participation categories.All available history.
South West Investment Fund: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity21

Monthly Deal Activity

South West Investment Fund: 3 deals are recorded across 58 months.All available history.
South West Investment Fund: 3 deals are recorded across 58 months. All available history
MonthDeals
Jan '221
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '241
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '261
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

South West Investment Fund: Health & Life Sciences is the largest displayed sector by deal count (3 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

South West Investment Fund: Health & Life Sciences is the largest displayed sector by deal count (3 deals). All available history
SectorDeals
Health & Life Sciences3
Manufacturing1
Professional Services1
Clean Energy & Sustainability1
Consumer & Lifestyle1

Deal Size Distribution

South West Investment Fund: 3 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

South West Investment Fund: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M1
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

South West Investment Fund: Europe has the largest recorded deal count among the displayed regions (2 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

South West Investment Fund: Europe has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
Europe2
United States1
South West Investment Fund: 9 co-investors are shown, with Angel Investors Bristol sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

South West Investment Fund: 9 co-investors are shown, with Angel Investors Bristol sharing 1 recorded deals. All available history
Co-investorShared deals
Angel Investors Bristol1
Blackfinch Ventures1
Bristol Private Equity Club1
Evenlode Foundation1
Green Angel Syndicate1
Jenson Funding Partners1
Kadmos Capital1
One Planet Capital1
QantX1

Investment Strategy

South West Investment Fund: Led accounts for 67% and participating for 33% of round participation.All available history.
South West Investment Fund: Led accounts for 67% and participating for 33% of round participation. All available history
CategoryDeals (count)Share (%)
Led267%
Participating133%
South West Investment Fund: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
South West Investment Fund: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead2100%
Co-led00%

Team

Lizzy Upton
Paul Jones