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)
Par 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.
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.
Pavegen has created patented smart floor tiles that turn footsteps into electricity and data. It started trading in 2013 and has since recorded 500+ million footsteps through 200+ installations across 36 countries, generating over £8 million in revenue. Clients include Google, Siemens, Shell, Coca Cola, Adidas, JP Morgan, BNP Paribas, Abu Dhabi International Airport, Transport for London and the Hong Kong Urban Renewal Authority.
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.
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.
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.
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.
Gobsmack is a subscription-based digital loyalty and rewards business which helps its blue-chip clients retain customers as well as sell more products and services to them. Clients and pipeline include: More Th>n, Admiral and The Post Office.
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.
This EIS fund looks to make follow-on investments into the most promising seed companies already backed by SFC, which are transitioning from their “startup” to “growth” phase. The fund co-invests with British Business Investments Ltd, a commercial subsidiary of the British Business Bank.
SuperSeed Ventures is a new venture capital business set up by two – later joined by a third – technology entrepreneurs. The fund seeks to invest in eight to 12 early-stage B2B Software-as-a-Service (SaaS) businesses using artificial intelligence and data to provide innovative services to help them achieve their first £1 million in revenue.
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.
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