The Home of Tax Efficient Investment

Arie Capital Technology EIS will provide private investors access to exciting UK technology start-ups and early growth companies that are solving real-world probelms and making a social impact. Investments will be made into 5-10 companies, for amounts between £100k to £500k per company.  Primary investment sectors are FinTech, Sustainable Technology, Ecommerce, MediaTech, MedicalTech, Connectivity, DeepTech and EdTech.

Beyond Impact aims to support businesses whose products and services accelerate the transition away from the use of animals.  The Fund's objective is to invest at the early-seed and seed stage in companies with a focus on unlisted food, agriculture, ingredient, materials, clothing and consumer products companies which do not involve the use of animals. The Fund targets at least three Qualifying Companies in an Investor's portfolio, typically investing between £100,000 to £1,000,000 per Investee Company.  Investors will be able to opt for SEIS only, EIS only or mixed SEIS and EIS.

Blackfinch has created the Adapt AIM Portfolios to offer a swift and simple solution to the challenge of IHT. Assets become up to 100% exempt from IHT after a two-year qualifying period. The service allows you to stay in control of the invested capital while also offering the potential for returns. Our discretionary services can help you mitigate Inheritance Tax (IHT), without missing out on the market. We focus on capital preservation, growth and tax efficiency, while targeting returns through highly diversified portfolios. Advantages of AIM investment include ISA eligibility, while flexible structures ensure control. Our partnership with Chelverton ensures high diversification.

The Blackfinch Spring VCT invests in early stage high-growth technology-enabled companies. The Spring VCT is investing steadily, with a portfolio that has grown from three high-potential companies at the end of 2020 to twelve by the end of 2021 and already 17 by August 2022. Blackfinch expect to add a further 5-15 new companies per annum. The VCT offers good diversification across a wide range of technology-enabled sectors. In comparison to much larger VCTs, a big exit from any one company would represent a much larger return per share. There is thus the potential for special dividends from early successful exits in addition to the regular dividends planned from 2024.    

The Blackfinch Ventures EIS Portfolios invest in high-growth technology companies throughout the UK, which operate across industry sectors.  Blackfinch are focussed on disruptive businesses, offering products that address real-world needs.  These firms have the potential to change the way we live and work, and are set to transform global markets. Blackfinch targets returns of 3-5x on investment, with their expert team supporting firms from initial investment to development to exit.  Blackfinch invests in businesses that share their views on ESG, supporting young, entrepreneurial firms with strong ESG values, often offering solutions which have a positive social impact.

The focus of the Fund is to invest in purpose-led UK based early-stage companies that seek to lead the market in provision of innovative product design and manufacturing. The Fund seeks to invest at least £150,000 in each Investee Company in return for circa 5% to 20% equity, across at least ten companies. Investors can select SEIS only, EIS only or mixed EIS and SEIS portfolios.

The Calculus VCT seeks to make investments into VCT qualifying companies in the fastest growing sectors in the UK - technology, healthcare and media.   The companies in which Calculus invest create jobs and develop new products and services, making a contribution to the world around us and often bringing innovation and competition to developed industries.  They will demonstrate the following characteristics: Established businesses Capable and experienced management teams Diverse range of sectors    Calculus Capital seek out the best companies to allow the VCT to deliver regular dividends and capital growth for investors.  As of August 2021 there were 37 portfolio companies, covering a diverse range of sectors.

  Committed Capital are a growth stage venture capital investor, and their investment strategy has remained unchanged since 2001.  The Committed Capital Growth EIS Fund is an evergreen fund offering investors the opportunity to invest into a portfolio of actively managed, growth stage, post-revenue (over £1m annualised) technology companies, whilst also benefitting from the availability of the generous tax reliefs afforded by EIS.

The Deepbridge Innovation SEIS offers investors an opportunity to secure potentially attractive returns by investing in a diversified portfolio of seed-stage innovation companies. The Deepbridge Innovation SEIS will invest in a diversified portfolio of a minimum of five investee companies, each of which will focus upon the development and/or application of technological innovation to address an identifiable market demand or consumer need.     ***Limited Capacity Available - Closing 30th June 2022***

The Deepbridge Life Sciences EIS represents an opportunity for private investors to participate in a selected portfolio of healthcare innovation, whilst taking advantage of the tax benefits available under the Enterprise Investment Scheme. The investment strategy of the Deepbridge Life Sciences EIS is to invest in a diversified portfolio of up to ten investee companies that participate in biopharmaceuticals, biotechnology and med-tech.  The global life sciences industry is one of the leading sources of innovation available today. During the 20th Century, life science research has resulted in scores of breakthrough therapies and new methods for the early detection of disease.

The Deepbridge Technology Growth EIS represents an opportunity for private investors to participate in a selected portfolio of innovative growth companies, taking advantage of the tax benefits available under the Enterprise Investment Scheme. The Deepbridge EIS focusses principally on energy and resource innovation, medical technologies, Business enterprise and other high growth IT-based technologies.    

The Endeavour Ventures Managed EIS Portfolio Service offers the chance to build a diverse portfolio of equity investments in small and medium sized enterprises (SMEs) in the UK, managed by one of the most successful and longest established boutique investment firms in the country. The Portfolio Manager builds each Investor their own portfolio of shares in qualifying unquoted and/or AIM quoted companies typically over several years. A typical portfolio will likely include a mixture of holdings in more established companies seeking capital growth and some earlier stage businesses identified as having the potential to provide capital growth.  Arrangement and Annual Management Charges are levied at the investee companies, see IM for more details.

The Foresight Inheritance Tax Solution (Foresight ITS) aims to deliver modest returns by predominantly targeting infrastructure or infrastructure businesses, including solar power plants, onshore wind, battery storage projects and the roll out of smart metering. These businesses are ideal for estate planning solutions, typically providing returns derived from long-term contracted revenue streams with limited correlation to listed markets. This factsheet provides information on a number of the companies held within Foresight ITS. The portfolio of a typical shareholder in Foresight ITS will comprise a combination of trades to provide diversification and manage risk.

The Foresight Williams Technology Share class is a share class in the Foresight Solar & Technology VCT (formerly Foresight Solar & Infrastructure VCT) and was originally launched in December 2019.  It is a collaboration between the Foresight Group, a leading independent infrastructure and private equity investment manager, and Williams Advanced Engineering (WAE), a technology and engineering services business originally spun out of the Williams Formula 1 business. The Offer provides investors with the opportunity to invest in a portfolio of early-stage companies with high growth potential, developing innovative and occasionally transformational technologies across a range of industry sectors.   

The Fund makes follow-on investments in existing portfolio companies. It targets at least 5 of the best performing companies in their portfolio who need additional capital to accelerate their already proven growth. The Follow-On EIS Fund will seek to invest in marketplaces, platforms, software as a service and digital transactional businesses.  By having most of their portfolio companies based in their co-working space, Fuel Ventures have a good understanding of which of their companies are fast growing and could benefit most from follow-on investment. This means they can deploy the funds in a short period of time, giving EIS investors the ability to carry-back their tax relief to the previous tax year.    

Fuel Ventures aim to find the most ambitious entrepreneurs building market leading companies, investing between £1m and £3m into companies with early commercial traction. The Fuel Ventures Scale Up EIS Fund invests in a portfolio of 15-20 technology companies, with a focus on marketplaces, platforms and software (SaaS). They have invested in a range of sectors to date, including fintech, logistics, manufacturing, events and the world of work.  The fund focuses on companies at the seed stage, which have the potential to generate lucrative returns. The companies will have an exceptional founding team, proven commercial traction and be ready to scale. By bringing most of the portfolio companies into Fuel Ventures' co-working space, they are able to provide hands-on support, advice and connections for a minimum of 12 months following investment    

The Fundamental AIM Inheritance Tax Portfolio has the objective of obtaining 100% relief from Inheritance Tax, as well as the potential for capital appreciation, by investing into qualifying AIM quoted companies. The Fundamental AIM Inheritance Tax Portfolio is an effective, proven and non-contentious tax planning method which avoids the costs, administration and loss of control associated with forming a trust or gifting. Subject to the size of the proposed portfolio, investment will typically be made in 20-30 qualifying AIM Quoted companies, covering a broad range of sectors and industries.

Great Point Estate Planning Service (GPEP) provides investors with access to BR qualifying businesses which facilitate asset backed loans to media and entertainment companies, fully secured against government backed production incentives and pre-sale contracts from blue chip media broadcasters, such as Amazon, Netflix, BBC and ITV.  The Service has a 5 year track record with zero defaults across the entire loan book to date, and has consistently delivered a 3% return for investors. Through the Service investors will receive a portfolio of carefully selected companies which are expected to qualify for BR (Companies and each a Company). Each Company will engage in the business of asset backed lending in the media sector, with each prospective loan subject to rigorous due diligence to ensure, as far as commercially possible, a predictable return on the investment with Great Point.

The Guinness VCT will invest in growth stage companies that require scale-up capital across a range of sectors including technology, education, healthcare, manufacturing, retailing, leisure and food & drink. To be considered for investment, companies should have a product, service or technology that has already gained traction in the market such that they are now looking to raise scale-up funds to further commercialise their product or service. The Offer is seeking to raise up to £30 million and will be open from 18 October 2022 until 30 June 2023, unless the Offer is fully subscribed before this date.

Founded by Scott Weavers-Wright and Fred Soneya in September 2013 as an angel co-investment joint venture under the “Haatch Angel” brand, Haatch is an early stage investment business backing the pioneers of the digital revolution. The Haatch Angel core focus has been within the SaaS and retail technology verticals. However, with the launch of Haatch Ventures the investment focus has expanded to cover B2B SaaS, Pro-Consumer, On-Demand, Gig Economy and Digital Consumer. Haatch Ventures enable investors to benefit from their knowledge & experience of investing in disruptive UK technology whilst taking advantage of significant tax reliefs under the SEIS & EIS scheme.  

The Hambro Perks Growth EIS Fund creates diversified portfolios of fast-growth, early-stage, technology-enabled businesses that have the potential to reshape existing industries and create new markets. There are four verticals - Fintech (including Insurtech), Digital Healthcare, Enterprise Software (SaaS), and Consumer Technologies. The objective is to invest for significant capital gains in a selection of highly filtered, diligently assessed, disruptive companies, in carefully constructed portfolios blending sectors and stages. Hambro Perks believes that the best strategy in venture to produce excellent returns is to invest early and keep backing the winners. Each portfolio will contain new companies and follow-on investments in the emerging winners previously supported.  The fund aims to invest subscriptions into 10-15 companies within a timeframe of 12-18 months. Targeting a return of 2-3x initial capital subscribed with the majority of returns in years 4-7 after investment. There is clear alignment of interest, as Hambro Perks Limited, in which all staff have a stake, is invested in the Fund, and will participate in all investments alongside investors. There is no initial charge for advised applications, and no fees are charged to the underlying companies. This, along with many other factors such as Hambro Perks’ extensive experience, network and the support to portfolio companies, enables them to win the best deals. 10% of the subscription is held back to pay for management fees, meaning tax relief is available on 90%.   

The Fund has a mandate to focus on long-term capital growth and enables private investors to invest in a range of committed and ambitious entrepreneurs and their early stage growing companies.  By investing in a diverse portfolio of investee companies with a focus on a wide range of sectors and geographical locations, the Fund will reduce its exposure to any particular sector or investee company with no more than 25% of any Investor’s Contribution being invested into a single investee company (unless otherwise agreed with the investor). Target Portfolio size will be 5 - 10 companies.   ***First close end of September 2023 with carry back available to tax year 2022/23***  

SEIS funds will be invested into early stage companies which are developing innovative and disruptive technologies whilst also enabling investors to attain attractive upfront tax reliefs. Each SEIS Investor’s subscription to the Fund will be invested in a portfolio of between  8 and 12 companies. Jenson has managed 9 SEIS exits to-date.   ***First tranche close end of June/early July 2023 with deploymemt in August 2023***    ***Around £500k capacity left***  

The Mercia EIS Fund aims to triple invested capital within five to seven years, including tax reliefs, by investing in a well-diversified, early-stage, multi-sector technology fund. In order to achieve this, they expect one third of companies to fail, and one third to achieve over 3x. The Mercia EIS Fund's investments are focused on the under-served geographical regions of the UK, investing in sectors in which they have deep expertise. Target deployment is within 12 months of the fund soft closes of March, September and December each year, and the target portfolio size is 12 companies.  Investments are made into sectors which have modest capital requirements but high growth potential.   ***Q1 tranche close extended to 21st June 2023 due to faster than expected deployment rate***  

The Nexus Investments' Scale-Up Fund invests in a portfolio of EIS companies across the Data, Digital, Education and Health sectors.  Since 2018, the fund's core focus is to invest in early stage companies led by credible and ambitious "mission driven" founders in sectors where the manager is able to leverage its group expertise to add significant strategic value.   The target investment sweet-spot is revenue-generating, post-Seed to Series B opportunities.  Target Portfolio size of 8-10+ companies and funds will deployed within 12-24 months of investment.  In 2022 the manager had a successful exit from a pre-fund holding of an EdTech company, which delivered some of it's earliest investors a multiple of 12.5x.   ***This fund has monthly closes at the end of each month***

The Fund is an opportunity for private investors to invest alongside Nova in their Cofoundery portfolio of early-stage companies. Each Investors funds are Coinvested with Nova into a diversified Cohort within Nova’s portfolio of at least ten early-stage companies.  Along with benefiting from the many years of operating experience accumulated by the Nova team investors are also benefiting from a very attractive category of tax relief available to UK investors. The Fund seeks to offer Investors a diversified exposure of a minimum of 10 Investee Companies each of which is engaged in solving industry problems with the use of a digital solution. It is envisaged that each Subscription will be deployed across each Investee Company on a diversified basis, at the discretion of Nova Growth Capital and the Investment Manager.  The fund targets quarterly deployments.   ***Next Soft Close Date 30th June 2023***      

The o2h Human Health SEIS fund is intended for investors who want to achieve capital growth (rather than income) by investing in a Portfolio of unquoted and/or AIM-listed companies, which have the potential to increase in value significantly. The investment focus of the Fund will be therapeutic drug opportunities or technologies that enable drug discovery with an emphasis on Artificial Intelligence (AI). The geographic scope shall be UK wide but will target the growing Cambridge biotech cluster which is now the global headquarters of AstraZeneca, and is home to many biotech companies some of which have subsequently been snapped up by large pharmaceutical companies. The founders themselves will invest a minumum of 10% of every investment. The Fund has quarterly soft closes at the end of March, June, September and December.  

Octopus Apollo VCT invests in growing technology companies that have already brought their product or service to market successfully and require capital to accelerate their growth. Octopus Apollo VCT makes equity investments often with preferential terms in situations where an investment doesn’t go to plan. This mix can mean investors get access to a different risk-return profile compared to standard equity terms. The Company’s investment strategy involves identifying smaller companies, typically operating with a business-to-business ("B2B") software focus, that have already successfully commercialised. Since its launch in 2006, Octopus Apollo VCT has built a diverse portfolio of over 40 VCT-qualifying companies. The investment team provides funding and support to companies on the next part of their growth journey. The Octopus team considers over 450 investment opportunities a year and they expect to only back around ten to twelve of them. Octopus makes big, high-conviction investments in the companies they support, typically investing between £2 million and £10 million.   ***Reopened 18th April 2023 to raise up to a further £40m***  

Octopus Future Generations VCT is a sustainability themed VCT. The VCT will invest in businesses with high growth potential within one of three sustainability themes: Building a sustainable planet – these businesses aim to reduce emissions, protect ecosystems or create a more circular economy Empowering people – these businesses aim to use technology to further society, for example by improving access to digital learning or financial advice, or advancing cybersecurity and privacy solutions. Revitalising healthcare – these businesses aim to use technology to improve healthcare while making it easier and cheaper for people to access.   By 31 December 2022, Octopus Future Generations VCT had completed 14 investments which span these investment themes and in total has deployed £12.2 million. Each company has the ambition and proposition to address huge societal issues, ranging from inequality to climate change. Octopus Future Generations VCT is investing in unquoted smaller companies armed with innovative technology, talented management teams and often in sectors prime for disruption.    

Octopus Ventures EIS Service was created to give investors the opportunity to invest in early-stage businesses with high growth potential, handpicked and managed by their expert investment teams. Octopus believes that there are three stages to achieving capital growth from investments in early-stage businesses, which the Octopus Ventures EIS Service is well placed to provide: Access to investment opportunities that have the potential to achieve high growth. Effective nurturing and support of a business as it matures. The ability to manage a successful exit. Your money will be invested in around ten to fifteen handpicked early-stage businesses. These businesses may be from different industries and sectors, providing you with a range of companies with high growth potential. The amount invested into each company in your portfolio may vary. A portfolio of ten to fifteen companies offers a good balance between diversifying your risk across several opportunities, while having enough concentration in each position that the value of any successful businesses within your portfolio can make a real difference to the value of your overall investment.   ***Applications and funds received by 26th May will benefit from a 1% discount on the initial fee***      

The OnePlanetCapital Climate Change EIS Fund allows investors to invest in a diversified portfolio of EIS eligible companies that are combating climate change. The fund invests in companies that have developed technology and processes that when scaled will decrease emissions and impact climate change and environmental issues.   The Fund targets 3 sub sectors where we see the greatest commercial return combined with environmental impact: Energy markets Companies in the energy space directly impacting emissions Industry and services Businesses that will replace incumbents with a high carbon footprint  Consumer sustainability Businesses that offer customers sustainable goods and services that impact climate change and environmental issues. There are 3 main drivers underpinning the climate change space which make it an unprecedented area for investment - Regulation, Corporate Demand & Consumer Behaviour.   

The Oxford Capital Growth EIS offers investors (both direct and advised) the opportunity to invest in a portfolio of shares in start-up technology companies that have the potential to grow rapidly and provide exposure to sectors in which the UK is a world leader such as financial technologies and future of retail.  When selecting new investments, they look for companies that exhibit high growth characteristics or high potential.  Oxford Capital look for businesses whose management teams are committed to following principles of good governance as their business evolves and who have the potential to make a positive impact to the environment and on society as a whole.     

The Oxford Innovation EIS Growth Fund 3 provides an opportunity to invest in the UK science and technology businesses of the future underpinned by the extensive experience of Oxford Innovation Finance’s OION Angel Network and with the potential to achieve significant tax-free capital gains. The Fund concentrates on innovative, high-growth technology and science businesses across the UK, with a focus on the Oxford Innovation network. It provides every investor with a diversified portfolio based on a well-defined selection process. Hundreds of companies are reviewed and filtered to discover quality opportunities that are selected by a very experienced group of investors and sector experts with entrepreneurial experience. 95.2% of investment eligible for Tax Relief and no annual charges after year 5.

Oxford Technology has been investing in technology start-ups since 1983. The Oxford Technology EIS Fund will aim to provide each investor a diversified portfolio of 5 - 10 EIS Investments in high risk, but high potential early-stage technology companies near Oxford.

PB Wine Cellars is an opportunity to make an EIS investment into a company which will buy and sell fine wines which have been produced with a certain standard of ESG criteria, to produce medium to long-term sustainable growth in value.  PB Wine Cellars is going to concentrate on wholesaling and managing holdings of wines from producers that demonstrate a strong commitment to being environmentally friendly, who operate sustainably and display a high level of social responsibility.  It is believed that such wines are becoming increasingly more attractive to a market that is ever more concious of, and places more value on, ESG factors.  The company is looking to raise £12m over 3 years, the first year's tranche will be £5m and individual investors will be invited to subscribe for ordinary shares of £1 each, with a minimum investment of £10k. Charges are as follows: 5.0%     Introducer fee 1.5%     Annual Management fee 0.5%     Ongoing fee to promoters  Success/Performance Fee 20% on any uplift from exits once the investor has received back their initial gross investment

  The PK Wealth IHT Portfolio Service is an innovative, active discretionary portfolio management service providing diversified, risk-rated exposure to AIM and Asset-Backed Investments.  There are 5 portfolio options, each having different allocations to AIM and Asset Backed investments.    ***Please express interest and indicative investment amount by requesting an application form via the Invest Now button***  

The Praetura EIS Growth Fund seeks to provide investors with capital growth from exciting early-stage businesses in the North of England and beyond. The business was founded to take advantage of the North’s shortfall in venture capital, helping to address the need for funding from the region’s young companies. Praetura only invests in businesses where there is the opportunity to add significant value on a strategic level, and credit this approach as the reason for success in their previous investments.    There will be two soft closes a year and Praetura expect to fully deploy capital within 6 months of each relevant close date into 8-10 promising young businesses.    

The ProVen Estate Planning Service is a flexible, discretionary portfolio service.  It seeks to provide investors with a consistent level of return by investing in private trading companies that are expected to qualify for Business Relief. The Service has been designed to provide UK investors with a managed portfolio of Business Relief qualifying investments which seek to provide attractive rates of growth of 4-5% per annum while offering a degree of capital preservation. The Trading Companies available within the Service will be in either the UK lending and/or UK solar sectors and will each have their own business plans and objectives within these sectors.  

ProVen VCT plc (PVN VCT) and ProVen Growth and Income VCT (PGI VCT and together, the ProVen VCTs) are seeking to raise up to £20 million each, with an over-allotment facility of up to £20 million each, through the issue of new ordinary shares (the Offer). The Offer gives an opportunity to investors to invest in two established VCTs, each with existing portfolios of over 50 small and medium-sized private companies, all carefully selected as having the potential for rapid growth.     ***Early bird offer of 0.75% discount to new investors for first £5m investment into each Company or by 18th November if sooner***   ***Loyalty offer of a further 0.75% discount for existing shareholders for the first £5m into each Company or by 18th November if sooner***

Puma Alpha VCT is a Venture Capital Trust (VCT) that invests in growing businesses with experienced management teams. Investors in Puma Alpha VCT will be supporting the UK economy by providing growth funding to small and medium-sized companies, whilst benefitting from a range of tax reliefs and an investment that aims to produce attractive returns.  The Alpha investment strategyis to invest in growing UK businesses with strong management teams that operate in sectors providing structural support for growth. Puma chooses established companies with proven commercial models, clear expansion plans and experienced leadership. And they seek to reduce risk by diversifying their investments across different regions and sectors. Some of the Alpha investments range from educational technology providers to food and beverage operators, high-performance sports apparel producers, carbon wheel manufacturers and garden centre businesses.  They choose businesses that investors can support proudly, whilst sharing their success.   ***Offer until the end of July 2023 - 1% initial fee for new investors and 0% initial fee for existing investors***

Regenerate Ventures is an award winning fund that offers tax efficient  sustainable investment opportunities within the agricultural sector. It is the UK’s only EIS AgriTech fund. It is an evergreen fund that invests in Seed-Series A agritech companies that are committed to decarbonising the agricultural sector and sustainable food production. Regenerate are raising capital to continue to invest in extraordinary mission led entrepreneurs. Regenerate’s team has a track record of launching 2 VC funds and 4 private equity funds, with over £500m deployed into  AgriTech and ClimateTech within the last decade. It also has a strong advisory board with over 200+ years of AgTech experience.    

Seneca Growth Capital VCT Plc is a generalist VCT aiming to generate returns from a diverse portfolio of both private and AIM quoted growth capital investments. These investment returns are intended to provide Investors with an attractive income stream and also capital growth over the longer term. The VCT is managed by Seneca Partners Limited. The Company has now raised more than £17m since launching the B Share class in 2018 and paid 10.5p per B Share in dividends since inception. The B Share Pool has made a total of 24 investments since launch and achieved seven full and partial exits at a 1.9x weighted average return.  Seneca has continued to increase the spread of B Share portfolio investee companies, with a healthy range of underlying sectors, including but not limited to life sciences, software, e-commerce, and manufacturing now being represented in the B Share portfolio.   ***Early Incentive discount of 1% on the promoter fee before 31st October 2022*** ***Loyalty Incentive discount of 0.5% on the promoter fee before 31st October 2022***

SFC Capital Partners are award-winning early-stage investors focused on disruptive businesses in the UK.  The SFC EIS Fund will provide growth capital to companies with a proven business model.  These companies will come from their pool of 250+ existing investments, providing SFC with a unique deal flow of growth companies.  The SFC EIS Fund will invest in the best performers from SFC’s existing portfolio looking for ‘follow-on’ capital.  Investors’ monies will be invested in a portfolio of between 10 - 15 companies.  Diversification is a proven strategy to deliver returns at a pre-seed and seed stage. The SFC Angel Fund investments will be matched by British Business Investments (subject to capacity).   ***Next soft close 1st February 2023 for targeted full deployment in the current tax year***

SFC Capital Partners are award-winning early-stage investors focused on disruptive businesses in the UK. The SFC Angel SEIS fund allows investors to build a diversified portfolio of investments across various sectors, including those traditionally overlooked by SEIS/EIS Funds.  Investors’ monies will be invested in a portfolio of at least 10 - 15 and up to 40 companies.  Diversification is a proven strategy to deliver returns at a pre-seed and seed stage. The SFC Angel Fund investments will be matched by British Business Investments (subject to capacity).   ***Next soft close 30th June 2023 for targeted full deployment in the current tax year***

Station12 is a specialist venture capital investor whose aim is to address the problem faced by emerging businesses in the UK's entertainment and knowledge sectors in raising early stage capital, and to capitalise on those opportunities it creates in this potentially rich returns sector.  They are a specialist investor in sports, entertainment and knowledge - knowledge covers learning and education as well as propositions enhanced by adopting (not creating) new technologies such as AI, VR and AR. The Service will make investments into a combination of SEIS/EIS qualifying companies in the Sports, Entertainment and Knowledge sectors.  The sectors they allocate into are global and of universal interest, as well as being sectors where the UK has a leading position. Station12 targets that investments made into the Service will go into a portfolio of 4-6 companies with full deployment expected within 12 months.  

The Stellar Growth Inheritance Tax Service is a discretionary managed service which is designed for investors who wish to leave a growing legacy, free from inheritance tax. It provides access to a range of qualifying business activities that offer security and diversification whilst seeking capital growth, in addition to qualifying for Business Relief. This service is unique within the Stellar portfolio, because it involves creating one solely owned Personal Trading Company which invests in Businesses operating across a range of different investment sectors including Commercial Forestry, Hotels, Bridging Finance, and Residential and Commercial Property Development.   

Invest in tomorrow's most dynamic Tech Companies: Symvan Capital offers an exciting opportunity to invest in technology startups helmed by ambitious founders ready to break new ground and achieve their billion-dollar potential. Symvan undertakes meticulous early-stage due diligence via their 'Symvan Select' process with this focus in mind. Symvan backs true entrepreneurs who have actually experienced a problem, thought about it, and then solved it. Symvan welcomes disruption. Symvan Capital’s focus is on growth.  Why invest with Symvan Capital: Award-winning technology SEIS and EIS venture capital fund manager Zero upfront fees or ongoing charges for Investors Market leading ROI with potential to deliver exceptional uplift - a target £2.85 return to £1.00 invested - within a realistic 5-7 year time frame (not including tax relief benefit) Quarterly Deployment with S/EIS3 certificates issued at earliest opportunity Extensive transparency & portfolio reporting Innovative 'Lifecycle Approach' coupled with considerable NED and industry expert support, mitigates risk in early stages with the goal of achieving a liquidity event Deployments at the end of each calendar quarter, next deadline for applications and funds is 30th June 2023 with targeted deployment in the current tax year.  

Thames Ventures VCT 1 plc is the new name for Downing ONE VCT plc following the transfer of the management of the Company to Foresight Group LLP (“Foresight”) which took place earlier this year. The Company currently holds investments in around 90 businesses which are in various stages of maturity and across a broad range of sectors. The investment objective of the Company is to provide private investors with attractive returns from a portfolio of investments including unquoted companies, existing AIM and AQSE Growth Market quoted companies in the United Kingdom.     ***Special Offer: 0% Initial fee for all investors until 5 April 2023***

The Thames Ventures VCT 2 Healthcare share class offers investors the opportunity to invest in leading UK early-stage healthcare businesses. Your investment will support companies that are seeking to improve patient outcomes, increase access to cutting-edge healthcare and reduce medical costs. Thames Ventures VCT 2 is seeking to raise up to a £10million with an over-allotment facility of a further £20min the Healthcare Share Class, taking advantage of strong investment opportunities and supporting small UK businesses with growth potential. The Offer has been designed for investors seeking healthcare-specific investment exposure while taking advantage of VCT tax reliefs.

Thames Ventures VCT 2 is seeking to raise up to £10million with an over-allotment for a further £10m in the Ventures Share Class.  The Ventures Share pool invests in young businesses seeking funds to finance their growth, with no specific sector focus. The allocations of newly raised funds to particular Qualifying Companies will be determined by Foresight’s deal flow during the period when funds are being invested.   ***Special Offer - 0% Initial Fee for all investors until 5th April 2023***

The SidebySide EIS Venture Fund has been formed to invest in, and actively guide a select number of companies as they transition from scale-up to large scale commercialisation.  The Fund seeks to invest in up to ten fast-growing technology-enabled businesses with £1-10million in revenue.   In addition, the Fund may also, very occasionally, make small investments in a few earlier stage companies where SidebySide believe the management and strategic opportunity might evolve to make them future Fund members. The Fund will seek to invest in a minimum of three companies for each Investor. The Fund expects to make several follow on investments into each portfolio company, often less than 18 months apart.  

The Triple Point Venture Fund invests in early stage companies typically at Seed stage funding rounds, as well as at pre-Seed and Series A funding rounds - focusing on young, technology-driven businesses in B2B sectors. Typically the fund invests after a company has achieved market validation from at least one established corporate. They call this a “challenge-led” investment approach, as establishing market fit by solving an existing challenge helps to reduce one of the most significant risks of early-stage venture capital, while fast-tracking growth prospects. Triple Point has been investing in and supporting early stage businesses for close to 15 years. The Venture Fund builds on Triple Point’s long track record with a distinctive approach to early stage investing.      

Better Ventures EIS provides a fresh alternative to the challenges of venture building. Vala use their financial and intellectual resources to convert ideas into commercial opportunities that create capital value.  The Vala Better Ventures EIS provides investors with the opportunity to participate in shares of 8-12 small companies with no more than 20% committed to one single company.  Deployment is targetted within 12 months of investment into companies from the following sectors: technology, engineering, media and entertainment, fintech, lifestyle and wellness, food and beverage.    

The Vala Sustainable Growth EIS aims to invest in companies that have the potential to grow rapidly, create significant value for investors, and make a positive contribution to the world’s sustainability challenges. The goal is to invest in companies that are aiming to make a meaningful difference to one of the major sustainability issues facing our economy, society and environment. Success for these companies will be defined by three equally important measures: their sustainability impact, their growth and development, and the value they build for investors. Each investment will go into a diverse portfolio of 6-10 companies. The fund manager reserves 2 years of AMC (+VAT) upfront so 96.4% of investment is deployed into the investee companies.   ***Soft close of 10th February 2023 for targeted full deployment this tax year***    

The dynamics of the technology market have been transformed over the past decade. The advent of the digital economy has given innovative start-ups the ability to disrupt the way well-established industries operate, with the potential to rapidly undermine entrenched businesses. It is a time of opportunity and the Velocity Technology EIS Fund supports these innovative companies who have the products and ideas to challenge the way a traditional business operates.   Velocity Capital Advisors aims to exploit this opportunity, appraising potential investments not just for the traditional business qualities of strong management, robust operations and risk management, but also for dynamic attributes that flourish in the digital economy and technology environment, namely: innovation, scalability, agility and speed to market.     ***Next soft closes 31st January 2023 & 3rd April 2023 - both targeting full deployment this current tax year***