WHY INVEST WITH US?

The fund offers investors exposure to exclusive opportunities in the wagering industry. The Waterhouse family’s collective experience, contacts and capital give unrivalled access to exclusive and attractive deals.

Waterhouse VC holds diversified listed and unlisted investments that provide both capital growth and regular income.

The Fund is currently open to applications from Wholesale Investors only.

the OPPORTUNITY

We have first-hand insight into where to find the best opportunities in the wagering sector.

  • The US$1 trillion global wagering industry is forecast to grow to US$1.4 trillion by 2030. The B2B sector is overlooked compared to brand name B2C operators.

  • Increased regulation, taxation and competition make it harder for operators to grow. B2B suppliers become essential for operators to differentiate their product offerings.

  • Waterhouse VC’s in-house engineering team and deep industry network play a vital role in investment due diligence.

PERFORMANCE

Waterhouse VC gross performance as at 28th February 2025. Performance shown is before all fees and expenses and assumes the reinvestment of all distributions. We make every endeavour to ensure results are accurate. The results are indicative only and subject to subsequent year end external financial review. Past performance is not a reliable indicator of future performance. Inception date: 19 Aug 2019.

INVESTMENT STRATEGY

The Fund holds a blend of diversified global listed equities and unlisted investments, split across two pillars: Option Deals and Global Equities.

We secure options in promising wagering technology suppliers for minimal upfront cost (typically <0.1% of the fund), only committing significant capital if these options are in-the-money at expiration.

While maintaining reserves to execute these options, we allocate the majority of the fund’s capital to our Global Equities strategy. This pillar is designed to generating returns through a defensive strategy, while preserving the liquidity needed to execute on our core opportunities.

 

Option Deals
Capital Growth

Waterhouse VC negotiates options to buy non-controlling stakes in technology suppliers to the wagering industry.

This strategy minimises downside risk while providing full exposure to company growth.

Global Equities
Capital Preservation

Waterhouse VC invests in listed global equities using our proprietary methodology to select profitable, growing businesses at low multiples.

These investments effectively preserve excess capital while ensuring that Waterhouse VC has sufficient liquidity.

 
 

our Process

Waterhouse VC employs a consistent and rigorous investment process to assess wagering opportunities. We continually uncover unique investment opportunities, analysing both their financial metrics and the insights from our extensive investor network and in-house engineering team.

  • Deal Flow
    Waterhouse network; 10+ global industry conferences; investor referrals; inbound; outbound

  • Quality Screen
    Revenue-generating B2B tech; financial metrics; experienced management

  • Diligence Filter
    Tech review; testing; financial projections; risk analysis; expert consultation

  • Negotiation
    Value plan; contract formation/execution

  • Post-Deal
    Correspondence; corporate strategy; M&A opportunities

HOW TO INVEST

Investors can complete an online application or download the Information Memorandum with paper-based application attached and return to info@waterhousevc.com