RYZE CAPITAL LIMITED
🌿Early-stageactive
SC799051 · ltd · incorporated 2024-02-14
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Feb 2025
Net worth
£65.3k
book net assets
Opportunity
71/100
Strong
What this business does
Primary activity: Security dealing on own account
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and acceptable with review structure.
Opportunity 71/100 (strong), bankability 70/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (70/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
Confirmed no charges registered
85
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
4 active PSC(s) of 4 total, 4 with control declared
90
Director network
Network not yet resolved
30
Filing history
14 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
71/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £65,261
Key financials
1 year extracted from filed iXBRL accountsCash
£3k
Net Worth
£65k
Current Assets
£117k
Current Liabilities
—
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-02-28 |
|---|---|
| Total assets | £65.3k |
| Current assets | £117.4k |
| Cash | £3.1k |
| Net assets | £65.3k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.
Available from the Pro tier upwards.
See pricing →Recent activity
Last 30 days
0
filings
Last 90 days
3
filings
- • 1 confirmation-statement
- • 1 incorporation
- • 1 resolution
Last 180 days
10
filings
- • 4 persons-with-significant-control
- • 2 capital
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (15 events)Click to expand
- 2026-02-02📄memorandum-articlesincorporation · MA
- 2026-02-02📄resolutionresolution · RESOLUTIONS
- 2026-01-30📄capital-name-of-class-of-sharescapital · SH08
- 2026-01-30📄capital-allotment-sharescapital · SH01
- 2026-01-30📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2026-01-30📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2026-01-30📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2026-01-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-11-03📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-03-28📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-03-19📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-03-17➕WHEELDON, Jennifer Helen appointeddirector
- 2024-02-14🏢Company incorporatedAs RYZE CAPITAL LIMITED
- 2024-02-14➕WHEELDON, Mark Lee appointeddirector
- 2024-02-14📄incorporation-companyincorporation · NEWINC
Owner dependency
71/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
- +Young company: Only 2.2 years old — management layer unlikely to be developed.
Succession & seller-readiness
36/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
SIGNALS
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
4 active beneficial owners · fragmented| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Jennifer Helen Wheeldon Individual · British · DOB 05/1969 · age 57 | — | 50–75% | 50-75% voting | 28/01/2026 |
Mr Mark Lee Wheeldon Individual · British · DOB 11/1969 · age 57 | — | 50–75% | board control50-75% voting · board control | 14/02/2024 |
Mr Jack Robert Wheeldon Individual · British · DOB 11/2000 · age 26 | 25–50% | — | 25-50% shares | 28/01/2026 |
Mr Scott James Wheeldon Individual · British · DOB 03/2004 · age 22 | 25–50% | — | 25-50% shares | 28/01/2026 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · ML postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ARDMORE FINANCIAL PLANNING LIMITED→ SC363882 · est 2009 | — | — | — | 800 | 16y | 83 | 58y |
| ARCHIBALD MACINNES AND COMPANY LIMITED→ SC031316 · est 1956 | — | — | £1.24M | — | 70y | 82 | 76y |
| MORTGAGE INFORMATION CENTRE LIMITED→ SC233257 · est 2002 | — | — | £14.1k | — | 23y | 82 | 66y |
| A.J. OPTIONS LIMITED→ SC229017 · est 2002 | — | — | — | 400 | 24y | 80 | 70y |
| ANNIE DUNCAN LTD.→ SC289895 · est 2005 | — | — | £524 | — | 20y | 80 | 68y |
| AVETON GIFFORD ASSOCIATES LIMITED→ SC268741 · est 2004 | — | — | £348.5k | — | 21y | 80 | 67y |
| DAVID DOUGAN FINANCIAL SERVICES LIMITED→ SC350319 · est 2008 | — | — | £30.5k | — | 17y | 80 | 66y |
| EXECUTIVE BENEFIT SERVICES (U.K.) LIMITED→ SC054039 · est 1973 · no financials extracted | — | — | — | — | 52y | 80 | 71y |
| EXECUTIVE FINANCIAL SERVICES LIMITED→ SC280840 · est 2005 | — | — | £298.8k | — | 21y | 80 | 73y |
| DUCKETT FAMILY INVESTMENTS LIMITED→ SC838585 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| GB FINANCIAL SERVICES LIMITED→ SC554846 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| MV FINANCE LTD→ SC552652 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
Available from the Pro tier upwards.
See pricing →🔒Advanced scoring suite
Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.
Available from the Pro tier upwards.
See pricing →Company details
Statusactive
Typeltd
Incorporated2024-02-14
Jurisdictionscotland
Primary SIC64991 — Security dealing on own account
Registered office
23 Golf View
Strathaven
ML10 6AZ
Scotland
Filing status
Accounts
Next due: 2026-11-30
Last made up to: 2025-02-28
Confirmation statement
Next due: 2027-02-27
Last: 2026-02-13
Officers (2 active · 0 resigned)
WHEELDON, Jennifer Helen→
Activedirector · ~57y · appointed 2024-03-17
View their other companies + combined net worth →
WHEELDON, Mark Lee→
Activedirector · ~57y · appointed 2024-02-14
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (14 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-25
memorandum-articles
incorporation · MA
2026-02-02
resolution
resolution · RESOLUTIONS
2026-02-02
capital-name-of-class-of-shares
capital · SH08
2026-01-30
capital-allotment-shares
capital · SH01
2026-01-30
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2026-01-30
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2026-01-30
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2026-01-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-01-30
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-11-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-11
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-03-28
appoint-person-director-company-with-name-date
officers · AP01
2024-03-19
incorporation-company
incorporation · NEWINC
2024-02-14