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    Amount to be Raised:
    N/A

    Minimum Investment:
    £25,000

    Open Offers

    Oxford Capital Growth EIS

    Established in 1999, Oxford Capital is an alternative investment manager passionate about investing in early stage technology companies. For over 20 years, we have offered private investors access to many high-impact technology companies in sectors which the UK is considered a world leader. We partner with portfolio companies and founders to help grow their businesses and deliver meaningful impact in their fields.

    The Oxford Capital Growth EIS is an evergreen fund that offers investors the opportunity to invest in a portfolio of shares in early stage technology companies that have the potential to grow rapidly. The portfolio of 8-12 companies provides exposure to sectors such as artificial intelligence and machine learning, financial technologies and future of retail.

    We aim to invest in companies that are:
    We aim to fully invest each initial subscription within 12-18 months and exit most investments within 5-7 years. Capital at risk, unquoted companies are a high risk investment.
    Amount to be Raised: Uncapped

    Minimum Investment:
    £10,000

    Open Offers

    Nova Cofoundery SEIS & EIS Fund

    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:

    The minimum individual investment in The Fund is £10,000. At the Investment Manager’s discretion, smaller individual investments may be accepted, however, this is not guaranteed. The selection of investee companies and the subsequent allocation of investor’s subscriptions to the investee companies are made at the discretion of the Investment Manager with guidance from the Investment Advisor.

    Highlights

    An engaged hands-on approach from an experienced startup team
    Still accepting investments for this tax year for Carry Back to 19/20. Investments required by the 19th March 2021.

    Amount to be Raised:
    Evergreen

    Minimum Investment:
    £10,000

    Open Offers

    Start-Up Series Fund

    The Start-Up Series Fund is an evergreen EIS & SEIS service. Managed as an Alternative Investment Fund by Amersham Investment Management Limited, authorised and regulated by the FCA. The service is designed for eligible subscribers to be invested in selected winners of the Start-Up Series, a monthly competition organised by Worth Capital Limited and promoted by smallbusiness.co.uk. The Fund invests in qualifying B2C or B2B companies with innovative products or services that can create new consumer behaviours in growth markets, with teams that demonstrate compelling marketing & communication skills and with a clear credible route to exit.
    Any investment in the Start-Up Series Fund places capital at risk of total loss and will not be readily realisable. Tax treatment depends on individual circumstances and is subject to change. We recommend retail investors take professional advice before investing.

    Amount to be Raised: £10m+ this year

    Minimum Investment:
    £10,000

    Open Offers

    Haatch Ventures EIS Fund

    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

    Open Offers

    Par EIS Fund

    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.

    Strategy for the Fund:

    Experience and track record of the Fund Manager: as at 31st December 2020

    Still accepting investments for this tax year for Carry Back to 19/20. Investments required by the 19th March 2021.
    Amount to be Raised: £20m raised, uncapped

    Minimum Investment:
    £25,000

    Open Offers

    Scale Up EIS Fund

    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.

    Amount to be Raised: £5m raised, uncapped

    Minimum Investment:
    £25,000

    Open Offers

    Follow-On EIS Fund

    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

    Open Offers

    Praetura EIS Growth Fund

    The Praetura EIS Growth Fund will provide access to a unique selection of innovative growth companies that have an established proof-of-concept and commercial viability. It is intended for investors who want to achieve capital growth by investing in early-stage, unquoted companies which have the potential to increase in value significantly.

    Praetura are an active fund manager and work with driven management teams at the foundational stages of their business. Each of their portfolio businesses provide access to recurring, high margin revenue streams and have the opportunity for operational leverage once scaled. Areas of focus include; Creative, Digital & Tech, Financial, Professional & Business Services, Energy & Environment, Advanced Manufacturing and Health & Life Sciences.

    As an ‘Evergreen’ fund, the Praetura EIS Growth Fund will have two ‘soft closes’ per annum, and the next soft close is 31st March 2021. The Fund will invest into c. 8-10 promising young businesses and expect to fully deploy the capital within 6 months of each relevant close date.

    The fund is targeting a minimum return profile of 2x return on capital. This, combined with the tax reliefs available and Praetura’s track record, offers investors an attractive investment opportunity.

    Amount to be Raised:
    N/A

    Minimum Investment:
    £50,000

    Open Offers

    Octopus Ventures EIS Service

    A new service from Octopus supported by Europe’s largest venture capital firm. We created the Octopus Ventures EIS Service to give investors the opportunity to invest in 10-15 early- stage businesses with high growth potential (each targeting 10x growth), handpicked and managed by our expert investment teams.

    The Octopus Ventures EIS Service could be suitable for those who want to target high growth from a long term investment, want to diversify their portfolio and those who want to directly own shares in exciting early- stage companies, providing they are comfortable with the risks of early stage investing.

    We believe that there are three stages to achieving capital growth from investments in early-stage businesses, which our specialist in house investment teams are experienced at delivering:
    1. Access to investment opportunities that have the potential to achieve high growth.
    2. Effective nurturing and support of a business as it matures.
    3. The ability to manage a successful exit.

    For someone investing on their own, each of these stages would pose a challenge.

    We are fortunate that through 20 years of investing in smaller companies, we have established a reputation that means many talented entrepreneurs approach us with their ideas when they are looking for a first investment into their business. We also have access to an exciting range of follow-on investment opportunities in smaller companies seeking additional funding for further expansion.

    Key risks to keep in mind

    EIS investments are not suitable for everyone. We do not offer investment or tax advice. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. We record telephone calls. Issued: November 2020. CAM010471.
    Amount to be Raised: £120 million

    Minimum Investment:
    £3,000

    Open Offers

    Octopus Titan VCT

    Since 2007, Octopus Titan VCT has earned a reputation for backing pioneering entrepreneurs.

    Octopus Titan VCT is the largest VCT in the market, with over £900 million of funds under management1 and a diverse portfolio of around 80 companies.

    Titan has a proud history of backing some of the UK’s most successful entrepreneurs, having made early investments in Zoopla Property Group, Secret Escapes and graze.com, among many others, and continues to provide backing to promising companies with the potential to become household names.

    Octopus Ventures is the team that manages the investments in Titan, investing mainly in UK-based tech- enabled companies with global ambitions and the potential to grow quickly.

    The team is one of the largest in Europe, and our network reaches from China to Silicon Valley from our base in London and office in New York.

    Octopus Ventures backs pioneering entrepreneurs who are changing the world, focusing predominantly on four key areas: Future of Health, Future of Money, Deep Tech and Consumer.

    Having deep expertise in these key areas helps attract the best entrepreneurs, who tend to have a preference for investors who specialise in their sector. It also allows us to find the best opportunities in each area more efficiently while continuing to build specialist skills and expertise.

    Key risks to keep in mind

    Octopus Investments, 30 June 2020 VCT investments are not suitable for everyone. We do not offer investment or tax advice. This advertisement is not a prospectus. Investors should only subscribe for shares based on information in the prospectus and Key Information Document (KID), which can be obtained from octopusinvestments.com. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. We record telephone calls. Issued: November 2020. CAM010472.

    Amount to be Raised:
    N/A

    Minimum Investment:
    £25,000

    Open Offers

    Octopus Inheritance Tax Service

    Since 2007, the Octopus Inheritance Tax Service has given investors the opportunity to invest in the shares of companies making a positive contribution to the UK’s economic growth. The companies are unquoted, which means their shares do not trade on any stock exchange. We select companies that we expect to qualify for Business Property Relief (BPR). This is a government approved relief from inheritance tax. Provided the investment has been held for at least two years at the time of death, it can be left to their beneficiaries free of inheritance tax.

    Octopus Inheritance Tax Service is a Discretionary Fund Management Service. The service aims to deliver steady investment growth of 3% per year on average over the lifetime of an investment. The service is flexible enough to adapt to the investors needs, should their circumstances change in later life, subject to liquidity.

    Key risks to keep in mind

    BPR-qualifying investments are not suitable for everyone. Any recommendation should be based on a holistic review of your client’s financial situation, objectives and needs. We do not offer investment or tax advice. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. We record telephone calls. Issued: July 2020. CAM010110.

    Amount to be Raised:
    £10,000,000 (£4,300,000 raised to date)

    Minimum Investment:
    £25,000

    Open Offers

    Nexus Investments’ EIS Scale-Up Fund

    A leading FCA Authorised sector-specialist EIS Scale-Up Fund For 2020/21 that helps advisors & investors deploy targeted, specialist risk capital, empowering growth and productivity at this important time.

    We build each subscriber a curated portfolio of 8-10+ exciting, early-stage, EIS qualifying, businesses scaling up in the Data, Digital, Educational and Health sectors.

    Nexus is owned by entrepreneur and financier, Harry Hyman, who in 1996 founded, and is still managing director of Primary Health Properties Plc, a FTSE-250 listed Healthcare Real Estate Investment Trust with over £2.4bn AUM itself.

    Nexus also founded and runs HealthInvestor magazine, Education Investor and now Nutrition Investor, which are specialist B2B information, news and events titles for each respective sector.

    The only UK EIS specialist:
    Amount to be Raised: N/A
    Minimum Investment: £5,000
    Open Offers

    GrowthInvest - The Tax Efficient Platform for Advisers

    GrowthInvest simplifies research, investment and reporting on alternative and tax-efficient assets. Through our smart technology platform, we serve wealth managers, financial advisers, and their clients. Our core service offers:
    We have placed the adviser and their clients at the heart of everything we do. Contact us to discuss your specific requirements and for a demonstration of the future of alternative and tax efficient investing.
    Amount to be Raised: £3m

    Minimum Investment:
    £10,000

    Open Offers

    Jenson SEIS Fund

    Pioneer of SEIS investments, Jenson have been investing in early stage companies since 2012 with 108 investments. The Jenson SEIS Fund aims to target new innovative companies which are developing disruptive technologies with established plans and management teams, demonstrated growth potential with strong commercial opportunities with a planned exit strategy. The Fund is a generalist fund, thereby the sector focus is agnostic and the type of businesses and opportunities can be anything that is SEIS compliant (typically small early stage companies in non-capital intensive sectors). Jenson has a strong pipeline of investment opportunities.

    Highlights

    Amount to be Raised: £5m

    Minimum Investment:
    £10,000

    Open Offers

    Jenson EIS Fund

    The Jenson EIS 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. The Jenson EIS Fund predominantly facilitates syndicated follow-on funding to its existing portfolio, external opportunities are also considered allowing us to benchmark against our existing opportunities. Investing in our portfolio allows us to support management teams that we have already worked along side. All companies will be small unquoted UK companies that qualify under the EIS tax rules. The Fund is a generalist fund, thereby the sector focus is agnostic, and the type of businesses and opportunities can be anything that is EIS compliant (typically small early stage companies in non-capital intensive sectors).

    Highlights

    Amount to be Raised: £20m Ordinary shares + £10m over-allotment facility
    Minimum Investment: £3,000
    Open Offers

    Blackfinch Spring VCT

    Growth-Stage Investing

    The Blackfinch Spring VCT invests in technology-enabled firms at growth stage, bringing a higher chance of success. We invest in firms that have already raised funding, gained traction and aim to accelerate the scale-up process.

    Tech-Enabled Firms

    We’re focused on companies using the Internet, mobile devices and social media to offer better products and services. Exposure to different firms and sectors helps create portfolio diversification.

    Return Targets

    We target firms offering the potential for higher returns at exit. They need to show they have revenue and customers, and are capable of disrupting large, growing markets.

    Tax Benefits

    Discounts

    Amount to be Raised: N/A
    Minimum Investment: £25,000
    Open Offers

    Adapt IHT Portfolios

    Meeting the Inheritance Tax Challenge

    Inheritance Tax (IHT) legislation, set against property values, means this tax remains a challenge for many. Our IHT solution uses Business Relief for a swifter route to IHT exemption after just two years (and if held at death).

    Diverse Opportunities

    Three investee firms provide access to a wide range of opportunities:

    Choice

    Each client can choose from four model portfolios. This means each can find what’s right for them in terms of sustainable investing, their objectives and risk profile.
    *All target returns net of costs and charges

    Value

    We only take an annual management fee of 0.5% +VAT after we have achieved the minimum target return on the model portfolio a client selects.

    Control

    Clients retain access to and control of capital, enabling withdrawals if their situation changes. They can also take regular payments or leave capital invested. Capital at risk.
    Amount to be Raised: N/A
    Minimum Investment: £10,000 advised £50,000 non-advised
    Open Offers

    Blackfinch Ventures EIS Portfolios

    EIS Provider

    The Blackfinch Ventures EIS Portfolios are our open offering as a provider of Enterprise Investment Scheme (EIS) services. We have a strong track record in EIS, having previously raised funding across sectors. We’re passionate about supporting new firms as they grow.

    Tech Focus

    We invest in forward-thinking new technology companies. Firms operate across sectors, with offerings based on ground-breaking new concepts, using highly specialised technology. With the potential to change the way we live and work, they’re set to make an impact in global markets.

    Return Targets

    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.

    Tax Benefits

    Capital at risk.
    Amount to be Raised: £10m

    Minimum Investment: £25,000

    Open Offers

    The o2h human health EIS knowledge intensive fund

    o2h ventures launched the o2h human health EIS knowledge intensive fund as the first HMRC approved knowledge intensive fund.

    The investment focus of the HMRC approved knowledge intensive 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, following on from the success of the ‘o2h human health EIS Fund.

    Knowledge intensive investing offers investors an opportunity to take advantage of the predictability of the tax year, from which they are able to claim relief. To date, investors in EIS funds claim relief when the funds are deployed into a business. However, in the new HMRC approved knowledge intensive funds, relief is dated when the investment into the fund is made (with carry back options depending on individual circumstances).

    The biotech sector is one of the leading sectors in the UK economy. The large pharma companies now rely on the small innovative biotechs for new ideas in disease areas such as cancer, genomics, anti-ageing and neurosciences amongst others which has led to higher potential exit valuations. The fund will widen the community of investors that will help expand early stage research in the UK.

    The o2h team are leaders in the biotech community and have been actively involved as investors, holding various board/industry positions as well as being engaged in grassroots scientific activity for over 20 years. o2h operate from their proprietary 2.7 acre o2h SciTech Park where they are developing a unique model for incubating small life science companies.

    Key Highlights

    The first HMRC approved Knowledge intensive fund
    Amount to be Raised: N/A
    Minimum Investment: £25,000.00
    Open Offers

    Newable EIS Scale Up Fund 3

    The Fund seeks to leverage Newable’s unique corporate infrastructure to invest in knowledge intensive companies at the point of commerialisation and once a company has proven the concept through early-stage revenues. The investments are supported by Newable’s wider platform, providing serviced offices, advisory services, and lending solutions.

    Newable also benefits from the expertise of circa 300 professionals, the Newable EIS Scale-Up Fund 3 has a unique eco-system from which to originate, undertake due diligence, execute, support, monitor and ultimately exit investments. The Fund aims to provide investors with a diversified portfolio of 7-10 knowledge intensive companies, offering investors exposure to an exciting asset class without the need to stock pick and commit management time.

    Newable is independently recognised as one of the UK’s leading investment networks and draws on a 36 year track record as well as long term partnerships with the U.K. government and business community.

    Risk is mitigated through a selection methodology and due diligence built around Newable’s +300 strong investor group as well as by leveraging the Enterprise Investment Scheme for early stage investments.

    Highlights

    Amount to be Raised: £5m

    Minimum Investment:
    £15,000

    Open Offers

    Oxford Technology Combined SEIS and EIS Fund - “The Start-up Fund”

    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.

    Amount to be Raised: N/A

    Minimum Investment:
    £100,000

    Open Offers

    Mercia BIR fund

    This Business Investment Relief (BIR) wrapper enables Resident Non-Dom (RND) investors the opportunity to very tax-efficiently invest in Mercia EIS Fund. RND investors can use BIR to bring off-shore capital into the UK potentially without taxation, in addition to the generous EIS benefits.

    Mercia’s EIS Funds have an investment-led venture capital strategy, investing nationally with a focus on the underserved regions; specialising in the identification, creation, funding and scaling of innovative technology businesses with high growth potential, creating a strong investment proposition.

    Mercia has an Investment Team of industry specialists with venture capital expertise, working extensively with portfolio companies to scale each business with the aim of ultimately delivering shareholder returns.

    Mercia can fund companies with different pools of capital, initially via its own EIS Funds or other third- party funds, and then selectively using Mercia’s proprietary capital. Mercia is therefore able to provide a ‘Complete Capital Solution’ for entrepreneurs and small companies, starting from seed rounds of £100,000, larger rounds of up to £2.0million, and building to funding rounds of £10.0million.

    Highlights

    Sustained Deal Flow – the consistency in both value and volume of Mercia’s deal flow is hugely supported by deep relationships and networks in each region.

    Diversified Portfolio – consisting of approximately 15 EIS qualifying technology companies.

    Advance Assurance – will be sought from the HMRC for each investment.

    Proactive, specialist asset manager providing capital to regional SMEs (96% invested outside of London).

    Eight offices across the UK with 90 investment staff and 19 university partnerships.

    The Mercia Group has a substantial track record of delivering realisations from early-stage technology companies.

    This EIS fund is managed by a team that has seeded unicorns, and delivered some very high multiple returns for both EIS investors (Clear Review 8x Oct 2020, Native Antigen Company 8.6x July 2020) and Mercia’s other venture capital funds (Allinea 26x Dec 2016, BluePrism 104x July 2019).
    Amount to be Raised: N/A

    Minimum Investment:
    £25,000

    Open Offers

    Mercia EIS fund

    Mercia’s EIS Funds have an investment-led venture capital strategy, investing nationally with a focus on the underserved regions; specialising in the identification, creation, funding and scaling of innovative technology businesses with high growth potential, creating a strong investment proposition.

    Mercia has an Investment Team of industry specialists with venture capital expertise, working extensively with portfolio companies to scale each business with the aim of ultimately delivering shareholder returns.

    Mercia can fund companies with different pools of capital, initially via its own EIS Funds or other third- party funds, and then selectively using Mercia’s proprietary capital. Mercia is therefore able to provide a ‘Complete Capital Solution’ for entrepreneurs and small companies, starting from seed rounds of £100,000, larger rounds of up to £2.0million, and building to funding rounds of £10.0million.

    Highlights

    Sustained Deal Flow – the consistency in both value and volume of Mercia’s deal flow is hugely supported by deep relationships and networks in each region.

    Diversified Portfolio – consisting of approximately 15 EIS qualifying technology companies.

    Advance Assurance – will be sought from the HMRC for each investment.

    Proactive, specialist asset manager providing capital to regional SMEs (96% invested outside of London).

    Eight offices across the UK with 90 investment staff and 19 university partnerships.

    The Mercia Group has a substantial track record of delivering realisations from early-stage technology companies.

    This EIS fund is managed by a team that has seeded unicorns, and delivered some very high multiple returns for both EIS investors (Clear Review 8x Oct 2020, Native Antigen Company 8.6x July 2020) and Mercia’s other venture capital funds (Allinea 26x Dec 2016, BluePrism 104x July 2019).
    Amount to be Raised: Up to £25,000,000

    Minimum Investment:
    £10,000

    Open Offers

    GrowthInvest Portfolio Service

    The GrowthInvest Portfolio Service is a discretionary managed EIS & SEIS portfolio service that leverages the experience and expertise of the GrowthInvest investment team to select a diversified portfolio of some of the most promising companies that are brought to the platform, and the Investment Committee.

    Clients can invest in three different strategies in the GrowthInvest Portfolio Service. The first will target investee companies which qualify for SEIS reliefs only; these companies tend to be the highest risk that are often developing their minimum viable product and will be pre-revenue businesses. The second strategy will target investee companies which qualify for EIS reliefs only, i.e. those businesses that are already trading and require equity capital to expand their operations. The third strategy is a mixed investment policy which will target investee companies which qualify for both SEIS and EIS relief and offering a more moderate level of risk. The GrowthInvest Portfolio Service aims to return to clients twice the initial invested amount (not including tax reliefs) and is aiming to exit investments and return capital three to seven years after the initial investment into the Portfolio Service.

    GrowthInvest is an independent platform, which provides whole-of-market access to alternative and tax efficient investments for the clients of financial advisers, wealth managers and investors.
    IFA Magazine