Investor presentation · August 2026

Building the next generation UK investor platform

One place where private investors get research, education and intelligence they can trust — and where listed and growth companies reach a qualified retail audience. Proposed for admission to the London Stock Exchange’s AIM market.

Investment + Equity, Connected AI-powered Two-sided

The market opportunity

One of the developed world’s largest untapped investor markets

39% of UK adults hold an investment FCA Financial Lives 2024
61% hold three-quarters or more of their assets in cash FCA Financial Lives 2024
8% in equities and funds — the lowest in the G7; the US figure is 33% Aberdeen, Jan 2025
£3.5tn potential release for capital markets if UK allocations matched the US Aberdeen, Jan 2025
Policy is now pushing savers toward markets

Four changes moving cash into shares

Cash ISA cut to £12,000

From April 2027, to steer savings into investing (Budget, November 2025).

Three-year stamp duty holiday

On newly listed shares, plus curated “investment hubs” from 2026.

Targeted support live

The FCA regime from April 2026 lets firms suggest investments to consumer groups.

Access friction falling

LSE real-time data free for retail since January 2025; PISCES opens private markets.

The problem

Both sides of the market are underserved

Private investors
  • Only 8.6% of adults received regulated advice last year; the FCA counts around 23m people underserved for advice and guidance.
  • 22% lack confidence managing money; 12% have low financial capability.
  • Research is fragmenting: 87% of surveyed investors lean on social media, where quality and trust vary widely.
  • Information is abundant; understanding, confidence and trusted guidance are scarce.
Listed and growth companies
  • A thin new-issue market — two London IPOs in Q1 2026 — makes retail visibility a competitive necessity.
  • Reaching private investors means buying separately from IR firms, PR agencies, financial media, research houses and event operators.
  • No provider offers one integrated, data-led route to a qualified retail audience.
  • Small and mid caps in particular struggle for coverage and liquidity.
The Invequity solution

One platform where the pieces are usually bought separately

AI investor tools

Dashboards, plain-English research, analytics and alerts.

Media and education

Trusted editorial, video, podcasts and guided learning.

IR and communications

Investor relations, PR and visibility campaigns.

Events and access

Flagship shows, sector forums and company presentations.

Data and intelligence

Audience insight, sentiment and issuer engagement data.

Corporate finance

Capital markets introductions and transaction support.

The flywheel to prove

More investors attract more corporate clients; corporate content and access improve the investor experience; data deepens both. Validation via pilot metrics is a listing precondition.

The investment case

A national market ready to activate, and a platform built to activate it

Large, under-activated market

21m investors today, far more idle cash, and the G7’s lowest equity allocation.

Structural tailwinds

ISA reform, targeted support, free market data, PISCES and AI adoption all point one way.

Two-sided monetisation

Six streams across investor and corporate demand, phased honestly.

AI-led product edge

Purpose-built for UK market data, portfolios and the advice boundary.

Consolidation runway

Fragmented media, IR, PR, events and advisory sectors with no scaled integrator.

National-voice positioning

Aligned with government policy to make Britain an investing nation.

Next steps

Regulatory perimeter opinion, founding team and governance, financial model, MVP pilot, then a listing-route decision with advisers.