Octopus Investments
Investments
40Portfolio Exits
12Funds
7Partners & Customers
5About Octopus Investments
Octopus Investments (LSE: OOA) is an investment company that offers investment facilities to investors and advisers. The company offers financial products that include Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS), and Inheritance Tax (IHT) investment solutions, as well as multi-manager and absolute return funds. It was founded in 2000 and is based in London, U.K.
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Latest Octopus Investments News
Sep 29, 2023
Intention to Fundraise Share Intention to Fundraise On 26 June 2023, Octopus Titan VCT plc announced its intention to launch a new offer for subscription later this year. It is anticipated the prospectus in relation to this Offer will be available in the last two weeks of October. The maximum amount the Company will be seeking to raise is £125 million (with an over-allotment facility of £75 million). An offer document containing further details will be available to shareholders and potential new investors in due course. Tel: +44 (0)80 0316 2067 CI MT CI CI CI MT Octopus Titan VCT plc is a United Kingdom-based venture capital trust (VCT). The principal activity of the Company is to invest in a diversified portfolio of United Kingdom smaller companies in order to generate capital growth over the long term as well as a tax-free dividend stream. Its objective is to provide shareholders with dividends and potential capital return by investing its funds in a broad spread of unquoted United Kingdom companies, which meet the relevant criteria for VCTs. It invests in technology-enabled businesses. It has a portfolio of over 115 early-stage companies operating in a diverse range of sectors. The Company invests in various sectors, including financial technology, consumer, business to business software, health and deep technology. Zenith Holding Company Limited is the wholly owned subsidiary of the Company. The Company is managed by Octopus Investments Limited and Octopus AIF Management Limited. Sector
Octopus Investments Investments
40 Investments
Octopus Investments has made 40 investments. Their latest investment was in Weev as part of their Seed on May 5, 2023.
Octopus Investments Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
5/30/2023 | Seed | Weev | $62.13M | Yes | 5 | |
2/3/2022 | Series B | Popsa | $12.24M | Yes | 1 | |
6/24/2021 | PIPE | Engage | $10.7M | Yes | 1 | |
3/3/2021 | Unattributed | |||||
1/11/2021 | Series B |
Date | 5/30/2023 | 2/3/2022 | 6/24/2021 | 3/3/2021 | 1/11/2021 |
|---|---|---|---|---|---|
Round | Seed | Series B | PIPE | Unattributed | Series B |
Company | Weev | Popsa | Engage | ||
Amount | $62.13M | $12.24M | $10.7M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 5 | 1 | 1 |
Octopus Investments Portfolio Exits
12 Portfolio Exits
Octopus Investments has 12 portfolio exits. Their latest portfolio exit was The Safeguarding Company on March 08, 2023.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
3/8/2023 | Acquired | 1 | |||
1/12/2023 | Acquired | 2 | |||
3/7/2022 | Acquired | 7 | |||
Date | 3/8/2023 | 1/12/2023 | 3/7/2022 | ||
|---|---|---|---|---|---|
Exit | Acquired | Acquired | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 1 | 2 | 7 |
Octopus Investments Acquisitions
5 Acquisitions
Octopus Investments acquired 5 companies. Their latest acquisition was Elivia Homes on May 30, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
5/30/2022 | Other | $16.88M | Corporate Majority | 2 | ||
8/15/2019 | ||||||
10/2/2014 | ||||||
4/9/2008 | ||||||
10/5/2006 |
Date | 5/30/2022 | 8/15/2019 | 10/2/2014 | 4/9/2008 | 10/5/2006 |
|---|---|---|---|---|---|
Investment Stage | Other | ||||
Companies | |||||
Valuation | |||||
Total Funding | $16.88M | ||||
Note | Corporate Majority | ||||
Sources | 2 |
Octopus Investments Fund History
7 Fund Histories
Octopus Investments has 7 funds, including Renewable Energy Income Partnership II.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
9/24/2018 | Renewable Energy Income Partnership II | REAL Assets | Open | $138.66M | 1 |
5/16/2017 | Renewable Energy Income Partnership I | ||||
4/11/2016 | Octopus Titan Venture Capital Trust | ||||
Octopus Titan Venture Capital Trust | |||||
Octopus Titan VCT |
Closing Date | 9/24/2018 | 5/16/2017 | 4/11/2016 | ||
|---|---|---|---|---|---|
Fund | Renewable Energy Income Partnership II | Renewable Energy Income Partnership I | Octopus Titan Venture Capital Trust | Octopus Titan Venture Capital Trust | Octopus Titan VCT |
Fund Type | REAL Assets | ||||
Status | Open | ||||
Amount | $138.66M | ||||
Sources | 1 |
Octopus Investments Partners & Customers
5 Partners and customers
Octopus Investments has 5 strategic partners and customers. Octopus Investments recently partnered with EQT Holdings on March 3, 2022.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
3/5/2022 | Vendor | Australia | Equity Trustees selected to provide Custodian and Trustee services to clean energy investor Octopus. Equity Trustees selected to provide Custodian and Trustee services to clean energy investor Octopus Investments . | 1 | |
1/14/2019 | Partner | ||||
1/14/2019 | Vendor | ||||
5/12/2014 | Partner | ||||
2/14/2014 | Partner |
Date | 3/5/2022 | 1/14/2019 | 1/14/2019 | 5/12/2014 | 2/14/2014 |
|---|---|---|---|---|---|
Type | Vendor | Partner | Vendor | Partner | Partner |
Business Partner | |||||
Country | Australia | ||||
News Snippet | Equity Trustees selected to provide Custodian and Trustee services to clean energy investor Octopus. Equity Trustees selected to provide Custodian and Trustee services to clean energy investor Octopus Investments . | ||||
Sources | 1 |
Octopus Investments Team
7 Team Members
Octopus Investments has 7 team members, including , .
Name | Work History | Title | Status |
|---|---|---|---|
Chris Hulatt | Founder | Current | |
Name | Chris Hulatt | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | Founder | ||||
Status | Current |
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