Search for the most suitable tax efficient investments for your clients.
Powered by 
our interactive open offer tool enables you to access, research and invest in alternative assets.
X
Menu
Search for the most suitable tax efficient investments for your clients.
Powered by our interactive open offer tool enables you to access, research and invest in alternative assets.
© 2021 All rights reserved to IFA Magazine | Website by: Nivo Digital | Terms and Conditions
Adblock Blocker
We have detected that you are using
adblocking plugin in your browser.
Amount to be Raised:
N/A
Minimum Investment:
£25,000
Minimum Investment:
£10,000
Members of the Nova team have spent the last 10 years developing their cofoundery model which we believe addresses 5 of the most common mistakes made by startups.
The Fund is intended for those UK tax-paying individuals:
Amount to be Raised:
Evergreen
Minimum Investment:
£10,000
Amount to be Raised: £10m+ this year
Minimum Investment:
£10,000
Haatch Ventures is an award-winning EIS Fund offering full deployment into 4-6 new investee companies by the end of the current 2020/21 tax year.
The Haatch Ventures EIS Fund is managed by four successful entrepreneurs who have between them founded, grown and sold businesses worth over $150 million.
The fund aims to back four to six early-stage digital transformation businesses in sectors the team knows well, such as software-as-a-service, on-demand, gig-economy and digital consumer. The team invest where they believe they can use their considerable experience to add value. Haatch refers to this as its ‘Smart Money’ approach.
“The Fund has a target return of 10x which is significantly higher than any other SEIS or EIS fund currently fundraising and listed on MICAP, and the track record of Haatch Angel somewhat supports the ambition of this target.” – MICAP.
Amount to be Raised:
£10m – £25m per annum
Minimum Investment:
£20,000
Recognised as “highly commended” in the 2020 EIS Association Awards for Best EIS Fund Manager. Across 22 realisations made to date, Par is demonstrating strong and consistent returns to investors.
Par Equity is a leading EIS fund manager, investing in innovative, high growth technology businesses across the north of the UK. We harness the expertise and contacts of our Par Investor Network and wider contacts to create a distinctive, operationally focused investment model that benefits both investors and entrepreneurs.
The Fund is focused on innovative companies. These are companies that are developing new technologies for sale or using advances in technology to disrupt existing markets. Par Equity has invested in companies operating in areas such as software, public health, e-commerce, social media, consumer electronics, photonics, technical textiles and medical devices. The unifying characteristic of Par Equity’s portfolio is therefore the importance of innovative technologies to the investment case underpinning each commitment of capital. In building the investment case, Par Equity draws on the experience, expertise and contacts of the Investment Team, but also the resources of individuals within the Par Investor Network. In this way, Par Equity can make informed decisions across a range of sectors, providing the potential for Investors, over a series of Subscriptions, to gain exposure to a diverse range of growth-oriented investments.
Minimum Investment:
£25,000
This is Fuel Ventures flagship EIS fund that we have been investing from for 5 years. We invest into 10-15 technology companies each year, with a focus on businesses that are marketplaces, platform or software. We now have 40+ portfolio companies and after 5 years our first fund has an average multiple uplift of 5.6X, validated by external fundraising rounds.
We have an advisory committee with over 50+ year’s experience and exits totalling £3bn+. We put a Director on the Board of every company we invest in and take an active and hands on role in the management and development of each company, plus bring added extra value through our network of sector experts. As a team, we invest 5-10% in total in every fund alongside our investors, which is £2m – £3m into the current fund.
Minimum Investment:
£25,000
The Follow-On Fund invests in 5-7 of our top performing portfolio companies. The companies are carefully selected from our existing portfolio of 40+ technology businesses. The fund invests at the late seed or Series A stage where the companies have proven traction and have demonstrated they are growing quickly.
To date, we have made 13 investments from this fund and have seen fast-growth from a number of companies such as Shift, an on-deman logistics platform and, and OnBuy, an ecommerce marketplace. The companies are EIS eligible and investors can decide if they would like their funds deployed before 5th April 2021 or after 5th April 2021.
Amount to be Raised:
Seeking to raise up to £30 million per annum
Minimum Investment:
£25,000
Amount to be Raised:
N/A
Minimum Investment:
£50,000
Minimum Investment:
£3,000
Amount to be Raised:
N/A
Minimum Investment:
£25,000
Amount to be Raised:
£10,000,000 (£4,300,000 raised to date)
Minimum Investment:
£25,000
Minimum Investment:
£10,000
Minimum Investment:
£10,000
Minimum Investment:
£10,000
We target higher returns of 3-5x on investment, focused on successful outcomes for clients and companies. We identify firms early in their life and invest before they take off. Risk management is key to our strategy.
Minimum Investment: £25,000
Minimum Investment:
£15,000
Oxford Technology invests in high risk, high reward technology start-ups, in general within an hour’s drive of Oxford, and has been doing this since 1983. The latest fund, OT(S)EIS made its first investment in 2012. By 31st December 2020, OT(S)EIS had completed 149 investments in 42 companies.
Things continue to go well and in the most recent quarter, the tax free gain on the portfolio increased from £10.59m at the end of Q3 to £11.80m at the end of Q4.
The figures for the fund as a whole since its inception are as follows:
Gross amount invested by OT(S)EIS: £7.91m
Cash back to investors via tax reliefs (1): £2.98m
Net cost of these investments after tax reliefs (2): £4.93m
Cash back from exits (3):£0.24m
Fair value of remaining portfolio (4): £16.73m
Total value: £19.95m
Tax free gain (on paper only so far): £11.80m
After tax losses on the three failures: £0.14m
*OT(S)EIS investors who made an SEIS investment in Animal Dynamics, an Oxford University spin- out at 14p per share (7p after SEIS tax relief) in Jun 2015, had the opportunity to exit in March 2019 at 97p per share (so 14x the after tax share price). About 50% of the shareholders opted to sell with 50% opting to remain – the company is doing very well.
OT(S)EIS remains open for investment at any time. We average about one or two new investments per quarter, and investors in the fund receive their pro-rata share of these. The latest quarterly report, with a page of information on each investment is downloadable from www.oxfordtechnology.com.
At 10am on the first Thursday of every month, Oxford Technology holds a Zoom meeting at which 3-4 of its existing investee companies which are seeking expansion capital present, enabling investors to make direct EIS investments; sign up to attend via the website.
Minimum Investment:
£100,000
Minimum Investment:
£25,000