The Way We Work

The way we work

After desk research and filtering, a small team of knowledgeable and experienced people, supported by administrative and accounting services, will review business opportunities and business plans. If the investment committee agrees, the management of the business will be invited to come and talk about their idea or business. If all agree, then a trusted person will be appointed to work with the target business to move toward an agreement. The agreement will normally take the form of an equity investment for a percentage of the business.

Once the agreement is signed, a trusted person with the right background will be appointed to monitor and support the business. This will consist of four formal meetings a year and other informal contacts, if necessary. The business will pay expenses and daily fees for this support. The progress of the business will also be discussed at meetings of the Investment Committee and feedback given to the business leader.

The First Willow Investment Fund has invested in:

A Cool Breeze - read more about our first investment for 2008

Smash and Grab. An innovative solution to an
environmental and social problem

Cool Heat - read more about The WIllow Investment Fund's third investment of 2008

The Local Bookkeeper - Willow makes its fourth equity investment of 2008 and gets local with The Local Bookkeeper UK Ltd.
See attached press announcement.

Solomon Edwards Group. The WIllow Investment Fund's first investment of 2009 is into is a leading financial services firm based in Philadelphia, USA.

Bacchus Wine Closures - Willow completes its second investment of 2009, teaming up with a company leading the way in wine cork technology. See attached press announcement.

Vintage Years has invested in:

PPC Insulators. A global company producing ceramic insulators for electricity distribution. Invested alongside private equity company. Sales £100m

Solomon Edwards Group. A financial services company based in the USA. Invested alongside private entrepreneur. Sales $50m.

Sentinel Solutions. A specialty chemicals manufacturer based in the UK. Invested alongside a private equity company.

DCT Bay Lake Inc. A property company based in Florida. Investment alongside a private entrepreneur.

The First Willow Investment Fund has invested in:

	Indico News Ltd, better known as Civic Boom. Using the crowd to collect information primarily for news and business.