Portfolio GDV
£195m
Across four schemes
Alex Morgan
Vetted investor
Vetted investor
AM
1Current
Basic details2Locked
Investor pack3Locked
Scheme evidence4Locked
Legal and AMC5Locked
SubscriptionRocket Developments
Planning led residential portfolio
Four London and UK residential schemes being advanced through planning and towards senior debt ready development status.
Portfolio GDC
£163m
Current working figure
Projected profit
£32m
Before final verification
Proposed predevelopment funding
£2.9m
Before interest, fees or contingency
The opportunity
Capital to move four schemes towards development readiness
The proposed AMC is intended to fund defined planning, design, professional and legal work across the portfolio. Capital would be allocated by scheme and linked to the evidence and milestones required to advance each project.
Investor classProfessional or qualified
Minimum subscription£100,000
StructureListed note via AMC
StatusWorking terms
Four key schemes
Current working figures and proposed allocation
Planning progressing
Richmond · Doughty House
Option exchanged subject to planning. Preapplication and PPA work underway.
GDV£62m
Proposed funding£0.9m
Most advanced
Blackheath
Application submitted, with contractor design and funding related work progressing.
GDV£53m
Proposed funding£0.3m
Route to confirm
Bristol Zoo Gardens
Offer accepted and legals progressing. Final planning route remains under review.
GDV£44m
Proposed funding£1.0m
Rocket Developments · Balham
223 Balham High Road
A revised residential scheme in a well connected South London location.
Proposed homes
52
42 market and 10 affordable
Indicative GDV
£36.1m
Current working appraisal
Indicative GDC
£29.0m
Including indicative finance
Projected profit
£6.5m
Approximately 25.4% on cost
Planning and design progressing
Revised residential scheme
The current design proposes 52 homes across six principal levels. The scheme combines 42 market homes with 10 affordable homes and is being advanced towards its next planning milestone.
Market homes42
Affordable homes10
Net saleable area41,797 sq ft
LocationBalham, London SW17
Site positionExchanged subject to planning
Proposed allocation£700,000
Funding purposeDesign, legal and planning work
Scheme economics
Current working figuresProposed use of funding
£700,000Progress the revised design and planning submission.
Complete the related professional and legal work.
Move the scheme towards a position where senior development funding can be considered.
Design and scheme studies
Selected Hawkins Brown feasibility material
Scheme at a glance
Key facts from the current Hawkins Brown feasibility schedule
Total homes52Across the revised residential scheme
Market homes4280.8% of proposed homes
Affordable homes1019.2% of proposed homes
Net internal area41,797sq ft
Tenure split
42Market homes
10Affordable homes
Bedroom mix
Scheme areas
NIA
41,797 sq ft
GIA
51,463 sq ft
GEA
58,104 sq ft
81%Net internal area to gross internal area
89%Gross internal area to gross external area
Affordable housing: 19.2% of homes and 21.38% of habitable rooms. Current feasibility basis. Areas and unit mix remain indicative and subject to design development.
Prototype presentation based on the current scheme information and working appraisal. Figures remain subject to formal approval before investor circulation.
Stage 3 · scheme evidence
Test the Balham working assumptions
Approved investors can examine how movements in sales values, build costs and finance affect the scheme economics.
Rocket Developments · Balham · Stage 3
Scheme sensitivity analysis
Interrogate the working appraisal by changing selected assumptions. The outputs are illustrative and are not a forecast or guarantee.
Investor assumptions
Interactive−15% extreme test+5%
0%+15%
0%+30%
Why no −15% sales preset? The current Balham reports do not quantify that fall. A 15% reduction would be an extreme user-selected case, not the documented house view.
Illustrative outcome
Base appraisalAdjusted GDV£36.13mWorking sales value
Total modelled costs£29.59mIncluding finance and selling costs
Indicative profit£6.54mBefore tax
Profit on total cost22.1%Positive headroom
Adjusted GDV
£36.13m
Total costs
£29.59m
Indicative profit
£6.54m
Working appraisal
Base figures
52 homes, £36.129m GDV and £6.539m indicated profit. The calculator models £29.590m of core, finance and selling costs from the appraisal.
Agent evidence
Market view
The March 2026 report describes Balham values as resilient and current pricing as comparable-led. It does not prescribe a percentage haircut.
User assumption
Stress settings
−2% and −5% sales cases are discussion tests only. Before live release, the current 52-home scheme needs an updated unit-by-unit agent pricing schedule and adviser approval.
This prototype separates source evidence from investor-selected assumptions. It does not calculate an investor’s AMC return, priority of payment or capital recovery; those depend on the final legal terms and funding structure.
Sponsor profile
Rocket Developments
Planning expertise, delivery experience and the current four scheme residential portfolio.
RD
Company overview
Working profileRocket develops residential opportunities where planning, design and site strategy can create value before construction.
The current programme brings together four schemes in London and Bristol. Each project sits at a different point in planning and development readiness.
Rocket has stated a delivery track record of more than £1bn GDV. Supporting project evidence and formal company information will need to confirm the final investor wording.
Key figures
Subject to verificationStated track record£1bn+
Current portfolio GDV£195m
Live schemes4
Homes stated142
Development focusPlanning led residential schemes
Current locationsLondon and Bristol
Current portfolio GDC£163m
Projected portfolio profit£32m
Portfolio economics by scheme
GDVGDC
Richmond£62m
Balham£36m
Blackheath£53m
Bristol£44m
Projected profit
Current figures£32m
Projected profit equal to 16.4% of portfolio GDV
Projected profit equal to 16.4% of portfolio GDV
These figures describe the current opportunity and do not represent Rocket’s statutory company accounts. Final investor use requires supporting evidence and adviser approval.
Controlled evidence
Documents
Documents shown here reflect the investor’s approved access stage.
Watermark demonstration: open any released document to see the investor’s name, company and viewing date applied across the page.
| Document | Section | Version | Access | Protection | Action |
|---|---|---|---|---|---|
PDFRocket AMC Opportunity Overview | Introductory | v1 · 14 Sep | View | Watermarked | |
PDFRocket AMC Investor Presentation | Investor pack | v3 · 14 Sep | View | Watermarked | |
PDFFour Scheme Summary | Scheme evidence | v2 · 13 Sep | View | Watermarked | |
Planning and Site Control Evidence | Scheme evidence | Current | Stage 3 | Restricted | |
Scheme Appraisals and Financial Models | Financial | Current | Stage 3 | Restricted | |
GDV, Cost and Sensitivity Analysis | Financial | Draft | Stage 3 | Restricted | |
AMC Term Sheet | Legal and AMC | Working | Stage 4 | Restricted | |
Subscription Agreement | Legal and AMC | Draft | Stage 5 | Restricted | |
Legal Structure and Lender Agreements | Legal and AMC | Pending | Stage 4 | Restricted |
Sample requirement: documents may be view only, watermarked and released by access stage. Screen capture cannot be reliably prevented.
Controlled communication
Questions and answers
Questions follow a recorded review route before an answer becomes visible.
Your questions
2 submittedHow will capital releases be approved?
The working process proposes controlled drawdowns against agreed evidence milestones. The final mechanism requires adviser approval.
What is the current senior lender position?
Submit a question
Review requiredAdvanced investors
Subscription and completion
This area becomes available after diligence and formal approval to proceed.
Your progress
In diligence✓
Investor access approvedCompleted 9 September
Done✓
NDA acceptedCompleted 9 September
Done3
KYC, AML and source of fundsHandled by the authorised party
Pending4
Subscription documentsReleased after approval
Locked5
Signature, payment and issuanceFormal completion record
LockedResponsibility boundary
To confirmFair Raise can organise the investor journey and status record. The issuer, lawyers, AMC administrator or authorised distributor must confirm who performs each regulated or legal step.
SharePointPower AutomateeSignature serviceAuthorised party
Administrator view
Portal activity
Monitor investor access, document engagement, open questions and completion status.
Active investors
12
Across 5 companies
Awaiting approval
3
Access requests
Open questions
4
2 require adviser review
Advanced diligence
4
Stage 3 or 4
Users logged in by day
Sample analyticsDocuments accessed
85% of released documents viewed
Investor administration
Investors and companies
One record for each investor, linked to their company, status and opportunity permissions.
| Investor | Company | Classification | Opportunity | Status |
|---|---|---|---|---|
| Alex Morgan | Northbridge Capital | Professional | Rocket AMC | Approved |
| Priya Shah | Westmere Partners | Qualified | Rocket AMC | Vetting |
| James Cole | Cole Family Office | Professional | Rocket AMC | NDA complete |
| Elena Rossi | Rossi Private Capital | To confirm | Unassigned | Introduced |
Permission model
Access groups
Investors receive access through controlled groups rather than individual document permissions.
Introduced
0 accessInvitation recorded. No opportunity documents released.
Vetted
Stage 1Basic overview and approved public or introductory material.
NDA completed
Stage 2Investor pack, scheme summaries and controlled materials.
Advanced diligence
Stages 3–5Scheme evidence, legal material and subscription documents after approval.
Opportunity assignment
| Investor | Current group | Requested stage | Checks | Decision |
|---|---|---|---|---|
| Priya Shah | Introduced | Stage 1 | Jurisdiction pending | |
| James Cole | NDA completed | Stage 3 | Eligible · NDA recorded |
Document control
Documents and release stages
Administrators control the evidence library, version, viewing rights and release stage.
| Document | Owner | Stage | Viewing | Watermark | Status |
|---|---|---|---|---|---|
| Rocket AMC Investor Presentation | Fair Raise | 2 | View only | Required | Published |
| Blackheath Planning Evidence | Rocket | 3 | View only | Required | Legal review |
| AMC Term Sheet | Sohail | 3 | View only | Required | Review |
| Subscription Agreement | Lawyers | 4 | Restricted | Required | Not released |
View and download controls
ConfiguredSharePoint permissions and block download controls, subject to licence and file type.
Dynamic watermark
Test requiredPurview supports dynamic watermarks for protected Office files. PDF behaviour needs validation.
Document activity
Licence checkBasic audit data is available. Detailed investor analytics may need enhanced licensing.
Response control
Q&A management
Questions remain private until the correct owner reviews and approves the response.
| Question | Investor | Owner | Review route | Status |
|---|---|---|---|---|
| What is the senior lender position? | Alex Morgan | Steven | Sohail and lender evidence | Under review |
| How will capital releases be approved? | Alex Morgan | Simon | Sohail and lawyers | Approved |
| What planning evidence supports Blackheath? | James Cole | Tom | Rocket and planning adviser | Draft response |
Fulfilment control
Subscription progress
The data room supports diligence. This separate area records the steps required to complete an investment.
| Investor | Eligibility | KYC and AML | Documents | Signature | Payment |
|---|---|---|---|---|---|
| Alex Morgan | Approved | Pending | Locked | Not started | Not started |
| James Cole | Approved | Complete | Issued | Awaiting | Not started |
The final brief must name the authorised party responsible for eligibility, KYC and AML, document acceptance, payment instructions and issuance.
Build requirements
SharePoint capability brief
This table separates the desired experience from the Microsoft configuration or additional service needed to deliver it.
Required capabilities
StandardConfigureEnhancedConfirm
| Requirement | Proposed delivery | Position | Acceptance check |
|---|---|---|---|
| Fair Raise portal and opportunity pages | Blank SharePoint Communication Site | Standard | Fair Raise owns the tenant, branding and administrator access |
| Investor and company profile | SharePoint List with a controlled form or Power App | Configure | One company can contain more than one investor contact |
| Investor groups and opportunity assignment | SharePoint groups or Microsoft Entra groups | Configure | An investor sees only assigned opportunities and stages |
| Staged document access | Separate libraries or secured opportunity areas | Configure | Stages 1 to 4 can be granted and withdrawn without changing files |
| View only and block download | SharePoint sharing and block download controls | Licence check | Test Office files and PDFs with an external guest account |
| Dynamic personal watermark | Microsoft Purview sensitivity labels | Enhanced | Confirm name, company and date display for each required file type |
| NDA and terms acceptance | Power Automate approval and eSignature service | Enhanced | Signed record returns to the investor file with an audit trail |
| Controlled Q&A | SharePoint List and Power Automate approval | Configure | Answers remain private until the named reviewer approves them |
| Detailed document activity | Microsoft audit, SharePoint reporting or Power BI | Confirm depth | Show user, company, document, event and timestamp reporting |
| Subscription and completion | Controlled List, workflow and eSignature | Enhanced | Record KYC, documents, signature, payment and issuance without Fair Raise accepting funds |
Security test
RequiredCreate sample external accounts at each stage and prove that restricted files remain hidden.
Document test
RequiredTest Word, Excel, PowerPoint and PDF viewing, download restrictions and watermark behaviour.
Ownership test
RequiredConfirm Fair Raise controls the tenant, administrator accounts, data, licences and recovery process.