Ivy CapitalIvy Capital

UK CAPITAL ADVICE

Capital Advice With Discipline

Ivy Capital helps investors, founders and family offices build clear plans for portfolios, funding and wealth. We keep the numbers plain and the next move clear.

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Metric 01

15+ yrs

UK finance work

Metric 02

£250m+

capital reviewed

Metric 03

120+

plans and deals

HOW WE WORK

Four Steps, Clear Plan

Active portfolio oversight for founders, families and company directors.

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Monthly review

Portfolio Management

From £1,500

Active portfolio oversight for founders, families and company directors.

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Deal-led

Capital Raising

From £2,500

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Annual plan

Wealth Planning

From £1,200

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01Project work

Corporate Finance Advice

From £2,250

Buy-side, sell-side and funding advice for owner-led businesses.

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02Before deal

Risk Analysis

From £950

Stress tests and downside checks for founders before they commit.

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03Private clients

High-Net-Worth Review

From £1,750

A full review of holdings, income and next-step plans.

CORE SERVICES

Services for Growth Plans

Tell us what you need and share the numbers, goals and time frame.

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01

Book a Call

Tell us what you need and share the numbers, goals and time frame.

Calculator, abacus and ledger box on concrete with soft side light.
02

Check the Numbers

We study cash flow, holdings, risk points and any deal or funding needs.

Leather folio, brass compass, ribbon and stone weight on an off-white plaster sweep.
03

Set the Plan

You get a clear plan with next steps, timelines and fees before work begins.

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04

Keep It Moving

We meet, adjust and report so the plan stays on track as markets change.

CASE STUDIES

Selected Client Outcomes

Strategy call each month One portfolio review Risk map for holdings Capital plan outline Email check-ins between calls

Billed monthlyBilled monthly

Starter

From £1,500/mo

  • Strategy call each month
  • One portfolio review
  • Risk map for holdings
  • Capital plan outline
  • Email check-ins between calls
Most popularQuarterly billing

Signature

From £3,750/mo

  • Everything in Starter
  • Two strategy calls monthly
  • Portfolio rebalancing notes
  • Capital raise prep memo
  • Wealth plan for directors
  • Monthly action report
Quote by scopeQuote by scope

Scale

Custom

  • All Signature services
  • Board papers for deals
  • Funding pack review
  • Lender and investor briefs
  • Deal risk stress tests
  • Partner-led review calls

WHAT CLIENTS SAY

Trusted by Founders and Families

Founders secured £1.2m and kept control of the cap table.

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SaaS

London SaaS Raise Closed in Six Weeks

Founders secured £1.2m and kept control of the cap table.

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Family Office

Family Office Cash Plan Cuts Idle Funds

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Manufacturing

West Midlands Plant Funding Landed Fast

Stone building models beside a balance scale and stepped debt ladder in a moody finance scene.

Property

Property Group Set a Safer Debt Mix

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Directors

Director Wealth Plan Set Clear Steps

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Investment strategy

Hannah Greer

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Capital raising

Oliver Nairn

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Wealth and risk

Priya Malhotra

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Deals and funding

Ethan Vale

Proof

Customer notes

Verified

“Clear advice and calm delivery. We had a firm plan before the raise started.”

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Sophie Ellwood

Founder, North Pier Labs

Verified

“They made our portfolio work simple to read and easy to act on.”

Fold-out deal box with bridge model and weighted clips on a dark walnut plinth, lit dramatically.

Daniel Price

Finance Director, Hurst & Vale

Verified

“The team kept our funding plan on track and cut wasted back-and-forth.”

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Amina Rahman

Managing Partner, Juniper Row

Service area

London

Mayfair, City of London, Westminster, Kensington

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Area 01

London

Mayfair, City of London, Westminster, Kensington

Golden-hour view of South East England chalk downs and a distant coastal town after rain.

Area 02

South East England

Guildford, Reading, Oxford, Brighton, Surrey

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Area 03

Midlands

Birmingham, Coventry, Leicester, Nottingham

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Area 04

North West England

Manchester, Liverpool, Chester, Preston

The Map

Journal

Read the Latest

Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01Who do you work with?+

We work with founders, company directors, family offices and private clients across the UK who want clear capital advice.

02How do you charge?+

We offer monthly retainers and project fees. The fee depends on the work, time frame and deal size. We agree it before any work starts.

03Can you help raise capital?+

Yes. We help prepare the pack, review the story and support talks with lenders or investors. That keeps the process clear.

04Do you manage portfolios?+

Yes. We review holdings, set allocation targets and keep watch on risk, cash and income for each account.

05Where are you based?+

Our office is in London, and we serve clients across the UK by call, video and in person when needed.

06How fast can we start?+

After the first call, we usually share a clear next step within a few days and set the work plan, so you can move fast.

Monthly Notes on Capital

Get one short email a month with market notes, deal tips and wealth planning points for UK clients.