When you invest in young, small firms that qualify for the Enterprise Investment Scheme (EIS) you could generate significant returns if the firm prospers.
But that’s far from certain. Investing in this
kind of business is risky and many will fail. Therefore, to encourage
investment and to temper some of the risk, the government offers some very
generous tax reliefs:
Save up to 30% on your income tax bill – up to £300,000 per year (or £600,000 when investing in knowledge-intensive companies)
Help Me Stop opened the UK's first non-residential addiction rehab centre. It is now raising £2 million under EIS to roll-out the concept – already proven in the US – and launch a further 11 centres. Target returns 7x before tax relief – not guaranteed.
Parkwalk is an interesting high-growth fund that looks to back patented technology with commercial potential coming out of UK universities. The fee structure incentivises management to seek exits rather than sit on investments.
TravelLocal is an online platform that connects customers with trusted, vetted, local travel experts in 49 destinations worldwide. Because TravelLocal cuts out the middleman, you get better value and a much more personalised holiday.
EIS and SEIS hybrid fund. Invests alongside business angels in early-stage, high growth potential companies carrying high investment risk. The co-investment model has benefits, and the individuals involved have strong credentials.
Calculus Capital has been at the forefront of EIS investing for years, having created the UK’s first approved EIS Fund in 1999. This offer focuses on established businesses with growth potential and will be typically split between eight to ten investments.
Invests across various technology sectors, including energy, medical and business enterprise software. Transparent – investors can see which underlying companies they will be invested in. Targets a return of £1.60 per £1 invested and should be viewed as at the upper end of the risk scale.
Fast2Fibre has developed patented technology for upgrading broadband copper cabling. It can reduce costs and time by 80% compared to conventional methods and does not require big holes to be dug up, limiting disruption to the minimum. The technology has been trialled by telecom operators, including BT's Openreach and Liberty Global, and expects to sign its first two contracts shortly. Fast2Fibre is raising £1.5 million under EIS to support growth and help deliver on these contracts.
Foresight Group has joined forces with Williams Advanced Engineering: the result is the Foresight Williams Technology EIS Fund. The fund invests into early-stage, unquoted companies that are developing disruptive technology and pioneering innovations, which can benefit from Williams’ technical, engineering and commercial expertise.
Jenson's first SEIS first fund was launched soon after the Seed Enterprise Investment Scheme was introduced in 2012. This latest EIS fund offers a mixture of new technology investments and follow-on funding into companies previously backed by Jenson SEIS and EIS funds.
Mercia EIS Fund invests in early-stage technology and life sciences, seeking to commercialise developments from industry and spin-outs from 19 UK universities. It has a focus on the Midlands, the North of England and Scotland.
Par Syndicate EIS is a technology growth EIS fund which co-invests with business angels from Par Equity's well established network. It focuses on the "equity gap" outside London: opportunities that are beyond the reach of an individual business angel but not quite big enough for private equity to be interested.
This EIS service invests in later stage, established growth orientated businesses. Each will typically have an annual turnover in the region of £5 million. It is likely investors will invest in a spread of unquoted and AIM listed businesses.
This fund does what the name suggests: it invests in UK start ups, alongside its network of business angels. It has shown encouraging signs to date, although past performance is not a guide to the future.
Managed by Parkwalk with the University of Bristol Research and Enterprise Development Division (RED) acting as Portfolio Advisor, the University of Bristol Enterprise Fund offers investment opportunities in scientific and technological spin-outs emerging from the University.
Launched in 2012, the University of Cambridge Enterprise Fund offers Cambridge alumni and investors opportunities to invest in early-stage science and technology companies as they spin-out of Cambridge University.
This EIS gives you an opportunity to invest in Visionable, which has developed what it believes to be the first video collaboration platform for healthcare. This offer is arranged by West Hill Capital.
Acamar Films Ltd is the independent production company behind Bing, the most successful programme in BBC CBeebies’ digital history. Download the free research report and find out more about the opportunity.
Datamaran has developed a Software as a Service (SaaS) solution for non-financial risk management, which is already used by more than 50 blue-chip clients, including Amazon, Morgan Stanley, Deloitte, Barclays, Santander and Nike.
The team behind the Vala EIS portfolio has been founding and investing in early-stage businesses for years. The fund will invest across a range of sectors from engineering and fintech to media and food & drink. ...
These days investors are overwhelmed with brilliant new ideas promising to be the next big thing. A start-up destined to be the next Facebook; a gadget touting itself as the new iPod; a drug promising to ...
The Nexus Scale-Up fund will invest in EIS qualifying companies across four sectors: education, healthy eating, data and digital. Whilst this is a new fund, the Nexus team has a strong track record in investing in ...
University of Oxford Innovation Fund V is a collaboration between Parkwalk and Oxford University Innovation, a subsidiary of the University of Oxford. The fund gives private investors access to early-stage and startup opportunities spun out of ...
Please note, our telephone lines are now closed and will reopen on 2 January 2020. However, you can download information and apply online throughout the festive period.