EIS performance hurdles explained – what your client needs to know

by | Feb 25, 2021

Share this article

In the third instalment of our EIS insights series, EIS expert, James D’Mello, explains what performance hurdles means for your clients.

With over a decade of experience, James has overseen some 5000 odd EIS transactions, giving him a very unique, behind the scenes insight into the EIS industry.

In the EIS spaces, a performance hurdle is simply a hurdle over which performance fees are charged. James touched on performance fees in another episode, so make sure to watch that clip here.


Alex Sullivan, the Managing Partner of Clifton Media Labs, spoke to James D’Mello, the Head of Business Development for the Side by Side Partnership, to help Advisers understand the nitty gritty of the EIS tax scheme.

James has over a decades’ financial services experience from a range of specialisms including banking, pensions & investments. Over the last few years, he gained in-depth industry experience working at one of the major platforms in the tax-efficient space.

Today, James is Head of Business Development at The SidebySide Partnership, where he joins a management team responsible for over $1.5bn in exits to date. SidebySide specialises in investments into later-stage EIS businesses already producing over £1m of revenue, Helping to mitigate the start-up risk prevalent in a lot of EIS investments.


This is part three of this series, check out part one and part two to get caught up.

Share this article

Related articles

OnePlanetCapital Climate Change EIS Fund

OnePlanetCapital Climate Change EIS Fund

Renew Risk raises £1.7M seed funding to improve the financing, planning and insurance for renewable energy infrastructure. Round led by strategic investor Insurtech Gateway with participation from ClimateTech fund One Planet Capital, The London...

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode