Funds we manage

We currently manage a range of public and private funds totaling over £1 billion.

Our funds

How big is the fund?

£170.9 million

Where does the money come from?

Finance is provided by the European Regional Development Fund, the Welsh Government, and us.

What are the terms?

  • The Wales Business Fund is for deals between £50,000 and £2 million.
  • Loans, mezzanine finance, and equity investments are available
  • Terms range from one - seven years
  • Businesses are usually required to match our investment with other funds
  • Finance is prioritised for businesses in economically deprived areas of Wales

Who can apply?

Small and medium-sized businesses (those with fewer than 250 employees) based in Wales, or willing to relocate to Wales.

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How big is the fund?

£130 million

Where does the money come from?

The Welsh Government and us.

What are the terms?

  • The Wales Flexible Investment Fund is for deals between £25,000 and £5 million.
  • Loans, mezzanine finance, and equity investments are available
  • We have the flexibility to provide 10 year terms
  • Our ambition is to secure high value co-investment

Who can apply?

Welsh businesses with a maximum number of 1,500 employees.

How big is the fund?

£18 million

Where does the money come from?

The Wales Micro-business Loan Fund is financed entirely by the Welsh Government.

What are the terms?

  • Loans between £1,000 and £50,000 are available
  • Repayment terms range between one to ten years

Who can apply?

Small businesses and sole traders based in Wales, or willing to move here.

How big is the fund?

£20 million

Where does the money come from?

The Wales Technology Seed Fund is financed entirely by the Welsh Government.

What are the terms?

  • Equity investments between £50,000 and £150,000 are available
  • Businesses are usually required to match our investment with other funds

Who can apply?

Welsh tech businesses, and those willing to relocate here, at a proof of concept stage.

How big is the fund?

£9.5 million

Where does the money come from?

The Wales Technology Investment Fund is financed entirely by the Welsh Government.

What are the terms?

  • Loans and equity investments between £50,000 and £2 million are available
  • Repayments terms can be up to 10 years

Who can apply?

Technology rich small and medium-sized businesses ( those with fewer than 250 employees) based in, or willing to move to Wales.

How big is the fund?

£25 million

Where does the money come from?

The Wales Management Succession Fund is financed entirely by the Welsh Government.

What are the terms?

  • Loans and equity investments between £500,000 and £3 million are available
  • Terms range between one - seven years.

Who can apply?

Management teams seeking to own and run their businesses.

How big is the fund?

£40 million

Where does the money come from?

The Wales Property Fund is financed entirely by the Welsh Government. As the fund is recyclable, money received from these investments is reinvested.

What are the terms?

  • Loans between £150,000 and £4 million are available
  • Repayment terms are typically 24 months or less

Who can apply?

Small and medium-sized developers based in Wales, working on residential, mixed-use and commercial development projects in Wales.

How big is the fund?

£25 million

Where does the money come from?

The Wales Capital Growth Fund is financed entirely by the Welsh Government.

What are the terms?

  • Loans between £50,000 and £2 million are available
  • Repayment periods typically last between 12 and 18 months

Who can apply?

Welsh businesses and businesses planning to move to Wales, of any size who need finance for short term stock purchase funding, project finance and performance bonds.

How big is the fund?

£454 million

Where does the money come from?

Help To Buy Wales is financed entirely by the Welsh Government.

What are the terms?

  • Shared equity loans of up to 20% of the purchase price: up to £60,000 where the buyer contributes a 5% deposit
  • Homes purchased must be new builds in developments registered with the scheme, up to a value of £300,000.

Who can apply?

Anyone purchasing their first home in Wales, or those replacing their main residence in Wales.

How big is the fund?

£40 million (however the fund can be recycled four times over)

Where does the money come from?

Welsh Government

What are the terms?

  • Loans from £150,000 to £4 million.
  • Maximum of 4 year term.

Who can apply?

Anyone looking to develop a residential site project that cannot be progressed with traditional development funding.

 

How big is the fund?

£8 million 

Where does the money come from?

Welsh Government

What are the terms?

  • Equity and loans from £25,000 - £250,000
  • Maximum exposure to any individual syndicate is £700,000
  • Syndicate members must not have existing investments in the company/project
  • Family or friends of syndicate members, who are involved in companies/projects, will be deemed a conflict of interest 
  • As co-investor we can contribute up to a maximum of 50% of the total deal

Who can apply?

Our Wales Angel Co-Investment Fund is available to syndicates of Investors seeking co-invest in Wales based SMEs. Syndicates will be managed by Lead Investors who have been pre-approved by Angels Invest Wales.