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Puma AIM VCT PLC

Finance and Investment ~240 employees
Founded
--
Employees (Est.)
~240
12 leaders known
Total Funding
$10.0M
Funding Rounds
1
Last Funding
2025-07-24

About Puma AIM VCT PLC

Puma Investments focuses on investing in relationships to enhance the success of people, businesses, and projects they support. They offer a range of investment solutions to wealth managers, financial advisers, and investors with a considered and human approach designed to help investors prosper.

Products & Services

Venture Capital Trusts (VCTs):Publicly listed companies investing in growth businesses with established management teams and revenue streams, offering tax reliefs. Includes Puma AIM VCT, Puma VCT 13, and Puma Alpha VCT.
Inheritance Tax Solutions (IHT):Solutions aiming for Business Relief to provide 100% IHT relief after two years, focusing on long-term growth and wealth preservation. Includes Puma Heritage Estate Planning Service, Puma Heritage Corporate Estate Planning Service, and Puma AIM Inheritance Tax Service.
Enterprise Investment Schemes (EIS):Investment schemes supporting entrepreneurial ventures across various sectors, aiming for long-term value and UK economic growth. Includes Puma Alpha EIS and Puma EIS.

Specialties

Venture Capital Trusts (VCTs) Inheritance Tax Solutions (IHT) Enterprise Investment Schemes (EIS) Tax-efficient Investments Estate Planning Growth-oriented Investments

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Subscription Offer
T: -
FT: Subscription Offer
A: 10000000
MR: -
FA: £10 Million
FAN: 10000000
D: 2025-07-24
FD: 2025-07-24
-
Subscription Offer Latest
2025-07-24
$10.0M

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

D

David Kaye

Founder & Group CEO

T

Tarinee Pandey

Chief People Officer

J

Jeremy Roberts

Managing Director

A

Andy Burt

Head of Business Development

D

Dr Stuart Rollason

Investment Director

R

Rachel Stansfield

Head of Regulatory and Compliance

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Recent News

Puma AIM VCT PLC Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

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Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Finance and Investment
Company Size
~240 employees (est.)

Technology Stack

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