As we approach Tax Year End we know that this is everyone’s busiest time in the tax efficient space. As advisers you don’t want to miss out on opportunities still available to your clients as part of their balanced portfolio. With that in mind we reached out to our GBI contacts to bring you an exclusive look at opportunities that are still available for deployment by tax year end.
Important please note: GBI Magazine is for professional advisers only. The information presented above is given in good faith and is correct at the time of publication. While these funds have every intention to deploy before the tax-year end, mitigating factors do occur, and they cannot 100% guarantee that this is always possible. Please follow the links to the companies’ websites for full terms and conditions.
Jenson EIS Fund
Jenson Funding Partners is an active early-stage investor, investing in over 115 companies in its nine-year history, 25 of those having received EIS funding.
Jenson’s overarching investment thesis is to identify high growth opportunities early within their growth cycle. The Jenson EIS Fund is sector agnostic with a focus on tech-enabled businesses with unique and disruptive technologies and concentrates on companies from Jenson’s existing SEIS & EIS portfolio. Only those that show consistent and significant progress in the manager’s view will be considered for EIS funding.
Investors can expect:
- No Fees – no upfront fees or annual management fees to investors – 100% of funds invested.
- Diversification – Investment in 5-10 EIS qualifying companies.
- Fast Deployment – for applications received by 22nd March 2022 (cleared funds), Jenson intends to fully deploy investors’ capital by the end of the 2021/2022 tax year;
- Validated Pipeline – our pipeline of dealflow for our EIS Fund is compiled of the best of our portfolio companies that have received SEIS or prior EIS funding.
Jenson is a long-term investor, supporting companies from initial seed funding through to growth capital. Our SEIS Fund is one of the longest running with a successful track record of nine exits.