EIS Information

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 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 10 companies.

Investors can select SEIS only, EIS only or mixed EIS and SEIS portfolios.

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 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.

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

***next soft close 17th December 2021***

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.

*** Next soft close on 30th June 2022 for targetted full deployment this tax year***

The Haatch Follow On Enterprise Investment Fund will invest in established companies mainly within the Haatch portfolio that have the ability to transform markets through digital innovation. Each investor will get a portfolio of 4-6 companies and the intention is that capital will be deployed within 12 months from the tranche close.

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

**Next Close towards the end of June 2022 with immediate deployment into 6 companies** 

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.

The Mercia Knowledge Intensive Impact Fund allows private investors the chance to invest in a diverse portfolio of impactful , high growth business across multiple sectors.  Each portfolio will contain 8-12 companies, and whilst deployment will be over 12 months from the close date of the fund, investors will recieve one EIS5 tax certificate and will be able to claim tax relief from the fund closing date.

An anticipated 3x return is exciting for an investor, but this Fund does more than benefit investors financially as you’ll be part of the solution to societal and environmental challenges. Impact investing with Mercia involves contributing your resources to solutions that will not only benefit the regions, but also the planet.

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. 

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. 

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 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 Regenerate Ventures EIS Fund is an investment fund focussing on supporting the transition to a climate positive agricultural sector.  Regenerate Ventures Limited (“Regenerate Ventures”) embraces the opportunity to work with the whole sector from scientists, agribusinesses, farmers, politicians, Investors and entrepreneurs to change the way we fundamentally produce, distribute and consume food.

The Funds aims to find, invest, support, and scale the best innovations in climate-positive agricultural innovation. In short, the Fund will invest in the technology that is feeding the world sustainably.

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).

The Fund is focused on investing in capitally frugal robotics, automation and AI companies operating in large markets whose offerings create large-scale productivity improvements over existing, labour based solutions to the same problem and whose road-map is focused on creating an autonomous product offering. 

Companies in the current Britbots portfolio offer productivity improvements (measured in terms of cost reduction) of between c.200%- 500% over existing solutions to the same problem, which the team believe will drive value premiums in equity returns for investors. 

The focus of the Fund is to deliver returns to Investors by making targeted investments in promising UK based robotics, applied artificial intelligence and automation businesses many of which will be involved in the energy transition as the world reduces its dependence on fossil fuels.

 At least 60% of the Fund will be invested in SEIS Qualifying Companies.

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.

***Current Offers***

• Up to 31st July 2022 - completed applications and cleared funds will receive 50% discount on the first 2 years AMC meaning more funds deployed into the fund.
• Existing investors can benefit from a 50% discount on the first two years AMC (and this offer can be used in conjunction with the above taking the up front cost to zero)

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.  

VGC Partners Specialist EIS Fund I will invest in technology-enabled companies at series A that are addressing corporate innovation challenges and have a proven product, proven market fit and the potential for rapid user or customer adoption and scalability. The Fund will seek proprietary, off-market opportunities with a target portfolio size of 3-7 investments

Sector Focus: Consumer, Technology, Digital Media, Marketplaces