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Convertible Loan Notes

Loan notes are debt securities issued by companies or funds to raise capital for private projects.

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Loan Note Investment

Loan notes have emerged as an increasingly popular investment option, offering a unique blend of debt and equity characteristics. These financial instruments provide investors with the opportunity to lend capital to companies while simultaneously retaining the potential for equity ownership through conversion rights.

At the core of loan note investments lies the concept of convertible debt. Companies issue loan notes to raise funds, typically with the promise of interest payments and the option for the investor to convert their debt into equity at a predetermined conversion rate or discount. This structure allows companies to secure financing without immediately diluting their existing shareholders’ equity stakes.

Main Reasons to Invest:

  • Flexible financing: Convertible loan notes provide a flexible financing option for companies, allowing them to raise capital without immediately diluting equity ownership
  • Deferred valuation: With convertible loan notes, the company's valuation is deferred until a future equity financing round or a predetermined conversion event.
  • Potential equity ownership: Convertible loan notes offer investors the opportunity to convert their debt into equity at a predetermined conversion rate or discount.
  • Diversification: Helps in reducing overall investment risk.
  • Downside protection: In the event of a company's liquidation or sale, convertible loan note holders typically have a higher priority in receiving repayment compared to equity holders.
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Investment Particulars

Flexibility:

Convertible notes provide flexibility for both the company and the investor. The company gets access to capital without immediately diluting the ownership stake of existing shareholders. The investor has the option to convert the debt into equity at a later stage, typically during a subsequent funding round or liquidity event.

Debt-to-Equity Conversion:

Convertible notes allow investors to convert their debt into equity at a discounted price compared to the valuation of the company during the next funding round. This provides an incentive for early-stage investors to participate.

Interest Payments:

Convertible notes often carry interest, providing investors with a return on their investment even if they do not convert to equity.

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What Our Clients Say

It’s always reassuring to read honest appraisals of someone’s experience with an investment firm. My time with Oakmount has been extremely fruitful so far and educational. The hand holding approach of Glenn King has seen me improve my portfolio with balanced educated decisions and calculated positions. Thankfully there is always someone I can call if I have a question and I feel adequately protected and reassured that my finances are in good hands and that Mr King is always steering me in the right direction
John Tolmie
13 Jan 2024
It is almost 4 years since I first contacted Glenn. At the time I was somewhat nervous as a result of a previous bad experience. I need not have been. From the outset Glenn was very thorough in assessing my needs, patient in his explanations, and never pressuring me. I was impressed by the investment on offer and by his guidance and, since my initial investment, both my wife and I have made further regular investments, so pleased have we been with every aspect of our relationship. Any query has been promptly answered and he has always been prepared to go beyond expectations to help. Glenn is both personable and trustworthy and we look forward to a continuing relationship. I have no reservations in recommending Glenn.
Graham Watson
11 October 2023
I have found Oakmount and Partners extremely responsive, professional and very attentive. Glenn's knowledge and complete understanding of the investment opportunities is informative, and backed up by a very impressive track record. I would have no hesitation in recommending Glenn and Oakmount and Partners.
Eddie Notley
16 Dec 2023
I've had the privilege of partnering with Oakmount and Partners over the last 7 months for my investment journey, and it has been nothing short of a great experience. From their dedication to preserving and growing my capital to the innovative investment solutions they have introduced me to, they've consistently delivered excellent service. What truly sets Oakmount apart is their commitment to ethical investing and sustainability. Their focus on green hydrogen and clean energy aligns perfectly with my own values. It's not just about money and profits; it's about making a sustainable and positive impact. The team at Oakmount and Glen in particular are knowledgeable, professional, and always available to answer my questions. They've provided me with a level of confidence and security that's invaluable to me. I can only highly recommend Oakmount and Partners to anyone seeking a trusted partner for wealth creation and responsible investing. They've certainly exceeded my expectations, and I'm excited to continue the journey together.
M Bailey
13 Jan 2024
Oakmount - a true class act!! It's always a very straightforward process dealing with Glenn and his team. I have had the privilege to work with Oakmount on numerous projects. This is always a pleasure from inception to the finishing line!
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10 Dec 2023
Glen has been extremely helpful and professional throughout my experience in dealing with him. Taking time to explain investments in detail. Keeping in regular contact with updates and information. Always friendly, polite and nothing to much trouble. My overall experience has been excellent and I would highly recommend Glenn’s services. Looking forward to doing continued business in the future. Many thanks.
Tacy F.
31 Mar 2023

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