Investor Centre

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
  • 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.

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Investor reporting

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.

Mercia News