Puma Investments

What is Puma Investments?

Puma Investments is an investment firm and part of the Shore Capital Group with a base in London, United Kingdom. The firm invests across a variety of sectors including Software, Energy, IoT (& Wearables), CleanTech, Real Estate (& Construction), and Healthcare (& Wellness).

Puma Investments focuses on offering a range of investment solutions that are designed to be tax-efficient and tailored to help investors reach their financial goals. With an investment philosophy that emphasizes relationship-building, Puma Investments adopts a human-centered approach aimed at amplifying the success of the people, businesses, and projects they support.

Puma Investments provides Venture Capital Trusts (VCTs) intending to invest in established businesses poised for scaling, with experienced management teams and established revenue streams.

Furthermore, the firm offers the Puma Enterprise Investment Scheme (EIS), which aims to deliver long-term value and support for entrepreneurial ventures in various sectors. Puma Investments also provides Inheritance Tax Solutions aiming to qualify for Business Relief (BR) to secure 100% relief from Inheritance Tax (IHT) for investors after two years. These solutions entail investing in both quoted and unquoted trading companies and are geared towards fostering long-term growth while preserving wealth for future generations.

Puma Investments backs companies with strong growth potential across a diverse portfolio, emphasizing stable returns and avoiding the volatility typically associated with startups. With over £150 million in assets, Puma VCT 13 highlights the firm's experience and proven track record, boasting successful exits and a strategy focused on companies transitioning from startup to scale-up.

Puma's approach is based on utilizing strategic, financial levers to propel their portfolio companies forward, thereby driving returns for investors. The firm's investment range usually spans from a minimum to a maximum of £3,060,000 per investment.

What they say:

We are an investment firm that provides private equity and quoted equities services.

What we look for: We invest in property, real estate, and finance services.