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Status: Funded

Jul 26th 2021 - Aug 25th 2021

The Big Exchange (TBE) is an investment platform and money management app that seeks to build a movement to transform the lives of millions of people by building a fairer financial system. The company aspires to help drive real change to people and the planet, whether it is lowering carbon emissions, contributing to social housing or protecting wildlife. TBE points out that its low-cost investment platform, comprehensive money management tool, and marketplace where people can find products that can have a positive impact on their lives and those of others can help in this regard. TBE has been awarded 'Best Sustainable ISA 2021' by Boring Money, 'Top Sustainable Platform for 2021' by Good with Money, and 'Best Innovation in Investment' by Financial Services Forum Innovation Awards. TBE intends to dominate the estimated £7.1 billion impact investment funds industry. They state they will use the investment received to help build a fairer financial system for everyone.

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The Big Exchange Rating Review

Pitch rating powered by CROWDRATING

Rated on 05/08/2021

Pitch Rated

73%

overall

Management

87%

Product

73%

Investment

60%

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    Log in to view target

    £8,700,768
    pre-money valuation

    4.44%
    equity available

    532
    investors

    £760
    pledge per investor

    08964152
    company number

    Active
    company status

    28/03/2014
    incorporated 10 years

    £1.40
    share price

    Previous Funding rounds
    23 Apr 24 Crowdcube £404,064 / 269% 73.33%

What the ratings mean

  • 49% and under
    We suggest potential investors carry out further study of their own
    50-64%
    Room for improvement
    65-79%
    Worth considering
    80%+
    Gold rating, our highest rating

RISK WARNING - The ratings are based on the information provided in the fund raiser’s pitch deck, business plans and financial forecasts which have appeared on a FCA regulated crowdfunding site. Where possible we validate the business plan to public sources such as LinkedIn, Companies House, Credit Agencies and internet searches. We cannot guarantee the information is correct. The ratings report takes no account of the investors/ individual circumstances. Do your own due diligence and get professional advice before investing. Your capital is at risk when investing in private companies.

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Management 87%

Skills 91%
The 'The Big Exchange' management team comprises skilled professionals whose published LinkedIn profiles include expertise in management, technology, sales, marketing and finance. They have an experienced team in place that consists of a Founder/Director, CEO, CFO, Head of Product, Head of Digital Marketing and a Chairman. The Founder/Director is proficient in entrepreneurship, social enterprise, corporate social responsibility, nonprofits, impact investing and social finance. He is the Social Enterprise UK ‘Champion of Champions’ winner and has also been awarded the 'Institute of Directors’ Good Enterprise Award and an OBE for services to Social Enterprise. The CEO is skilled in asset management, portfolio management, business strategy and finance. She also has prior experience working at the same stage of business growth. The Head of Product is a distribution strategy specialist and also has digital and platform capabilities and is also business proficient in Spanish and French with international experience. The Head of Digital Marketing is competent in event management, public relations, new business development, social media marketing, and business planning. The CFO has financial management, including accounting, budgeting, cost control and fiscal matters, internal audit and the assessment of controls (particularly in high-risk environments) skills.

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Funding progress

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days to go: Stretch investment: Withheld

Log in to view amount pledged

    Log in to view target

    £8,700,768
    pre-money valuation

    4.44%
    equity available

    532
    investors

    £760
    pledge per investor

    08964152
    company number

    Active
    company status

    28/03/2014
    incorporated 10 years

    £1.40
    share price

    Previous Funding rounds
    23 Apr 24 Crowdcube £404,064 / 269% 73.33%
  • Internet Business Awards Category Award Winner 2015
  • Hertfordshire Business Awards Finalist 2014

As seen in:

  • The Guardian
  • Financial Times
  • Yahoo! Finance
  • The Times
  • The Daily Telegraph