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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.  The Fund will target to deploy all investments made by 30th March 2022 before tax year end, thus qualifying for tax relief in the current financial year.  Primary investment sectors are FinTech, Sustainable Technology, Ecommerce, MediaTech, MedicalTech, Connectivity, DeepTech and EdTech.

The Baronsmead VCTs seek to invest in innovative companies that Gresham House believe will be crucial to the UK economy in the years to come, providing capital and expertise to accelerate growth at a critical stage of their journey.  Both VCTs have a ‘generalist’ approach, investing in high growth unquoted, AIM-traded and other listed companies. The VCTs have similar portfolios and co-invest alongside each other. The VCTs were established in 1995 and have a combined AUM of circa £470m, invested in a diversified portfolio of over 180 quoted and unquoted companies.

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.

This is an opportunity to invest in the first ever HMRC Approved Impact Fund. which invests in businesses that address sectors derived from the UN's Sustainable Development Goals.  The fund has a clear and transparent methodology that each investee business will benefit at least one hundred million people. Boundary has developed a proprietary methodology for measuring 'life impact' and in particular "Equivalent Lives Impacted" measures of "ELI" which is calculated and projected throughout the investment period as well as a generational period. The Approved Fund makes tax planning easier as investors will receive one EIS5 certificate as of the close date of the fund.  Each investment will go into a portfolio of 5-9 early stage technology businesses and the fund targets a 3x return over 5-7 years. Charges are levied at the investee companies so investors will recieve tax relief on 100% of their investment after any Adviser fees.  

Committed Capital Growth EIS invests in high growth technology companies with proprietary technology, for which there is high demand. The UK technology market is broad and fast-moving. Committed Capital identifies attractive high growth market segments prior to selecting investee companies. Sectors currently invested in include Software-as-a-Service (SaaS), Education Technology (EdTech), Security, Internet of Things (IoT), Financial Services (FinTech) and Electric Vehicles.

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 board of Draper Esprit VCT plc (the “Company”) is once more pleased to offer an opportunity to invest in this highly rated VCT with its consequent tax advantages. The Company is a successful VCT, with a high analyst’s score, generating tax free income from a portfolio increasingly focused on knowledge intensive technologies. The Company now invests in unquoted investments principally in the technology sector. The Manager has particular expertise in growing businesses through a ’hands-on’ investment style and, in aggregate with the Molten Ventures funds, prefers to be part of a syndicate which holds a significant stake and a board position in its portfolio companies. Molten Ventures screen thousands of business plans per annum, talk to about 1,000 companies, and make approximately 15 to 30 investments a year, including follow-on investments.

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.

***Coming January 2022***

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.   Existing Foresight shareholders can benefit from a 0.5% discount on the initial fee.

Fuel Ventures aim to find the most ambitious entrepreneurs building market leading companies, investing between £250k and £2m into companies with early commercial traction. The Fuel Ventures Scale Up EIS Fund invests in a portfolio of 10-12 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  

A discretionary EIS & SEIS investment management service leveraging the experience and expertise of our investment team to select a diversified portfolio of the most promising companies that have passed through the GrowthInvest due diligence process. It is noted that both GrowthInvest and Sapphire Capital Partners LLP have a material interest in this fund.

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 was founded on the back of the start-up program at Kiddicare. Kiddicare.com, founded by Scott Weavers-Wright and sold to Morrisons in 2011 for £70m cash, hand-selected retail technology start-ups to provide first-of-their-kind customer experiences, creating a platform which led to 10+ start-up acquisitions.    Haatch Ventures enable investors to benefit from our knowledge & experience of investing in disruptive UK technology whilst taking advantage of significant tax reliefs under the SEIS & EIS scheme. **Next soft close Friday 30th July**

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.

The Maven VCTs target investment in young and dynamic growth businesses that often benefit from contracted recurring revenues and may be less directly affected by the recent economic volatility, including businesses active in defensive sectors such as software, cyber security, training, healthcare and data analytics, which are often not consumer focused and have been less affected by the global COVID-19 outbreak than other sectors. The Maven VCT portfolios also have relatively low direct exposure to the retail, leisure, hospitality and entertainment sectors, which have been most immediately impacted.    The new offer is for £20m into both Maven VCT 3 and Maven VCT 4 (including the over-allotment facility of £10m each)

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, June and December each year, and the target portfolio size is 15 companies.  Investments are made into sectors which have modest capital requirements but high growth potential,  

***COMING SOON***   Information regarding the 2020/2021 Offers will be available shortly.

***Coming Soon***     The new offer will build on the Northern VCTs’ successful track record taking into account the investment pipeline, while providing scale-up funding and follow-on investment for the current venture portfolio of 30 companies with growth potential.

Now for the first time, as a private investor, you can invest in the Nova Cofoundery SEIS and EIS Fund (the Fund). In doing so you are investing alongside Nova in our Cofoundery portfolio. Along with benefiting from the many years of operating experience accumulated by the Nova team you are also benefiting from, in our view, a very attractive category of tax relief available to UK investors. Soft Close 21st October 2021: Nova have a number of companies closing their SEIS rounds in October alongwith 7 new companies to invest in.  This tranche will close on 21st October.

Britain's first HMRC approved EIS knowledge intensive fund investing in companies focused on novel drug discovery and AI technologies.     The o2h human health EIS knowledge intensive 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.  

One Planet Capital is targeting a minimum raise of 2m GBP for its inaugural fund which will be deployed across 12-15 early stage companies that have potential global reach and impact, and sit within the green/sustainable/circular economy space.  OnePlanetCapital (OPC) is a specialist fund for the  emerging green economy. It is a broad-based fund  targeting investments that will aim to tackle CO2 emissions as well as businesses with a positive environmental impact.  The driving force behind the formation of One Planet Capital came from the founders shared concern for our planet. They believe that capitalism has an important part to play in solving the environmental challenges faced today, and by investing in the next generation of companies that will solve these problems they can create a positive global impact. Their mission is to raise 100m GBP for businesses solving issues across Co2 emissions, environmental protection, consumer sustainability and recycling. From an investor point of view the green industrial revolution obviously represents a huge opportunity as we transfer very quickly to a low carbon economy.  ***Next close 29th October for deployment this tax year in upto 8 companies*** 

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.    ***50% Initial Fee Discount Offer available until 20th December 2021***

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

Pembroke VCT plc provides Investors with access to a series of carefully researched investments currently focusing on its six key investment segments being: Food, Beverage & Hospitality, Wellness, Education, Design, Media and Digital Services. Pembroke will continue to invest in a diversified portfolio of smaller unquoted companies with the objective of generating significant returns, whilst enabling Investors to benefit from substantial tax advantages. Pembroke seeks opportunities which are capable of significant organic growth and sustainable cash generation. A key feature of this strategy is an investment bias towards early stage and founder-led businesses. New Investors will gain immediate access to a maturing portfolio of growing businesses and to a well‑establisheddividend‑paying VCT. These assets include high growth opportunities such as Thriva and Dropless. Pembroke intends to use the funds raised to make a number of follow‑on investments in companies in which the Company has already invested – where further capital will accelerate their growth plans. Approximately 15% of the Company’s current investments are in businesses that are now trading profitably at the operating profit level.

***Coming Soon***     Each Company is seeking to raise up to £20 million through the Offer, with an over allotment facility of up to a further £20 million for each Company. The Offer is targeting returns which are greater than those available from investing in a portfolio of quoted companies, through each Company’s established strategy of investing in a portfolio of carefully selected small and medium sized private companies with the potential for rapid growth. Investors in the Offer will gain immediate access to an established portfolio of 48 companies in the case of ProVen VCT and 49 companies in the case of PGI VCT.  

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.  

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 £13.5m since launching the B Share class in 2018, paid 7.5p per B Share in dividends since inception and has seen a 34.3% increase in the NAV (inclusive of dividends paid) as at 15 October 2021. The B Share Pool has made a total of sixteen investments since launch and achieved five full and partial exits.  Seneca have developed a spread of B share portfolio investee companies, 60% of which by value are AIM quoted as at 15 October 2021, thereby reducing concentration risk for the Company’s B Shareholders in relation to any one single investment.

Stellar Growth is a discretionary managed portfolio service, designed to offer full relief from inheritance tax after two years with capital growth. Stellar Growth provides access to a wide choice of business activities that offer both security and diversification as well as qualifying for Business Relief. Stellar Growth offers access to seven trading areas and your capital will be spread across a blend of these.

Symvan Capital provides the Fund with the opportunity to invest in technology companies with high growth potential that would not normally be available to private investors. The aim of the Fund is to focus investment on businesses, which have established plans and management teams, have demonstrated growth potential with strong commercial opportunities, and are planning to exit in approximately five years.  Symvan Capital believes there is a good opportunity to achieve attractive returns in the technology sector by focusing on the ‘postseed’ investments. These companies are often at a time in their development cycle where they have potential to deliver the greatest inflection in investment value - the three to five year period before an exit (e.g. a sale to trade buyer or fund, or an Initial Public Offering) when they are looking to demonstrate their scalability through delivering a consistent record of continual high growth. 

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 invests in fast-growing technology-enabled businesses with £1-10million in revenue.  These more established companies will usually be at least several years old and typically have over 30 employees.  The fund looks for companies where there is evidence of a strong customer acceptance of the product and service offered, and where the fund believes they can add substantively to the knowledge and experience of the management team as the company grows.  The fund will accept applications for deployment in this tax year up to 1 April 2021.

***Coming Soon***     The Company’s objective is to provide Shareholders with an attractive return from a diversified portfolio of investments, predominantly in the shares of AIM quoted companies, by maintaining a steady flow of dividend distributions to Shareholders from the income as well as capital gains generated by the portfolio. 

British 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 British 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 next investment close for the British Ventures EIS will take place on 1st November 2021***   ***Investors in this tranche of £2m will have the first 2 years AMC waived so 100% of their investment will be deployed***

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   Next soft close for the fund is 31st December 2021 targetting full deployment by tax year end.

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 and quickly achieve remarkable valuations. It is a time of opportunity for innovative companies with the products and ideas to challenge the way traditional businesses operate. 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.  will present to the Investment Manager opportunities to invest in start–up and early stage businesses that exhibit these characteristics.