Mercia has developed an award-winning client service portal known as the Investor Centre. The portal provides investors with a wide range of features to enhance the investor experience. This includes:
- Image-based dashboard with portfolio breakdown
- Digital copies of EIS and SEIS tax certificates
- Instant PDF portfolio reports
- Intuitive filing system for Fund documentation
- Detailed portfolio analysis
- A Share Exchange that may offer investors the opportunity to sell shares, providing a degree of liquidity.
In addition, Investment Panel papers are available (redacted where sensitive) for every portfolio company, alongside quarterly Advisory Committee reports.
We believe that keeping investors informed about developments in their investee companies, their prospects and their route to realisation is very important. Investors receive a frequent newsletter, quarterly statements and valuations on their respective portfolio activities. Reports contain a summary of the performance of the Fund and provide information about any acquisitions and disposals during the relevant period.
A selection of Corporate Documents relating to the entire Mercia Group is also available to view here.