When you invest in young, small companies that qualify for the Enterprise Investment Scheme (EIS) you could generate significant returns if the company 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 generous EIS tax reliefs:
The Scale-up EIS fund is one of two EIS funds from Fuel Ventures. It seeks to make investments into early-stage digital businesses operating in three key areas: marketplaces, platforms, software as a service. The fund is managed by successful entrepreneur-turned-investor Mark Pearson.
A technology growth EIS fund that 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.
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.
This fund was created to invest in companies run by skilled entrepreneurs, whom the manager believes capable of building exceptional businesses, and it makes capital contingent on the companies becoming more sustainable.
The British Robotics Scale-Up Fund looks to invest in the most promising companies from the British Robotics SEIS Funds in the manager’s view. This offer will target businesses operating purely within the UK robotics sector, with a particular emphasis on automation technology.
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 later-stage businesses with growth potential and will be typically split between a minimum of five 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.
Jenson Funding Partners is a long-term investor focused on supporting companies from initial seed funding through to growth capital. The EIS fund will concentrate on making investments into the most promising companies from within its existing SEIS portfolio.
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.
Evergreen EIS fund targeting regional businesses in the North, managed by one of the UK’s largest venture capital investment teams with a reputation for delivering strong investment performance and returning capital to investors.
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 unlisted and AIM-quotedbusinesses.
Vala Sustainable Growth is an ESG-focused EIS fund that aims to invest in early-stage companies with the potential to make an impact on sustainability challenges and currently falling within a ‘funding gap’.
Exclusive opportunity to invest alongside one of the UK’s leading venture capital firms, Amadeus Capital, co-founded by “the father of Silicon Fen”. Launched in 2015, the Amadeus’ Early Stage EIS Fund has previously invested in some of the UK’s fastest growing startups including Graphcore and ContactEngine.
The Calculus Creative Content EIS fund has been launched in collaboration with the British Film Institute (BFI). The Calculus Creative Content EIS fund specialises in media investments, particularly within TV & film production.
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.
Imperial College, one of the world's top universities – has partnered with spinout-specialist Parkwalk Advisors to launch the Imperial College Innovation Fund (EIS). An exclusive allocation of £500k has been reserved for Wealth Club investors.
The second knowledge-intensive (KI) approved EIS fund from MMC Ventures, looking to invest in high-growth transformative tech companies. Because of the ‘KI approved fund’ structure, the investment date for tax relief should fall in the current tax year.
The second knowledge-intensive (KI) approved EIS fund from Parkwalk Advisors, looking to back patented technology with commercial potential coming out of UK universities. Because of the ‘KI approved fund’ structure, the investment date for tax relief should fall in the current tax year.
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