A selection of Tax Efficient Opportunities open for investment. Delve in deeper and read Hardman research reports and take a few minutes to watch our videos to get a better insight on the people, the funds, and their difference.
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Jenson Funding Partners
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Jenson Funding Partners
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Oxford Technology
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Oxford Capital
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Octopus
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Octopus
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Growth Invest
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Sapphire Capital
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Mercia
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Downing
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Downing
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Downing
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Downing
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Downing
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Downing
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Hambro Perks
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SFC Capital
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SFC Capital
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Edition Capital
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Arie Capital
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Downing
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Nova Ventures
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Deepbridge Capital
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Deepbridge Capital
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Deepbridge Capital
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Haatch
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Time Investments
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Time Investments
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Mercia
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Par Equity
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VGCP
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VGCP
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Pembroke Investment Managers
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Ascension
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Ascension
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Ascension
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Amati Global
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YFMEP
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Blackfinch
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Blackfinch
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YFMEP
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Vala Capital
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Vala Capital
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Regenerate Ventures
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o2h Ventures
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Blackfinch
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Blackfinch
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Praetrua
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Fuel Ventures
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Committed Capital
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Amount to be Raised: £2,500,000
The British Design Fund is unique in supporting, mentoring and investing exclusively in early stage purpose-led product design and manufacturing businesses.
Supporting enterprise and innovation in the UK, the Fund works with extraordinary entrepreneurs to launch and scale their products, accelerate growth and build long term value – both for investors and business owners.
The Fund has been in operation for over three years and has built a rich and diverse portfolio of enterprising start-ups which represent the cream of British invention.
The o2h human health EIS fund is our flag-ship fund and was the first HMRC approved Knowledge-intensive fund that will invest in EIS qualifying knowledge-intensive companies. The o2h human health funds invest in early stage biotech therapeutic companies focused on novel drug discovery along with enabling services, tools and AI technologies that can support new medicines. To support the Government’s aim to strengthen and grow UK innovation, which was known to be capital and research-intensive, the EIS knowledge-intensive fund has been launched to pledge support to companies working in this space, providing them access to capital to develop their early novel ideas.
o2h Ventures was launched in 2018 to
provide pre-seed and seed capital to Great British biotech innovations. To date
the fund and pre-fund has invested into over 35 companies, several of which
have now raised significant funds from overseas, listed and built game changing
drugs to benefit human health.
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 grass-roots scientific
activity for over 20 years. o2h Ventures operates from their proprietary 2.7
acre Mill SciTech Park where they are developing a unique model for incubating
emerging Biotech therapeutic companies.
Investing in a Knowledge-intensive EIS
fund will provide greater predictability of the year in which EIS relief can be
claimed as well as other benefits over and above investing in a non HMRC
compliant EIS fund. We have two closes per year and the next one is on 5th
April 2022. The minimum investment is £25k.* For more information, please visit
https://o2hventures.com/funds/the-o2h-human-health-ki-eis-fund
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.
3x ROI (excluding tax reliefs)
Amount to be Raised: Open ended
Amount to be Raised: Open ended
Amount to be Raised: Open ended
Amount to be Raised: Up to £6.5m
Minimum Investment:
£10,000
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 late 2012. By the end of 2021, OT(S)EIS had completed 177 investments in 51 companies. Our most recent additions to the portfolio are MitoRx Therapeutics, OVO Biomanufacturing, and digiLab Solutions.
The portfolio as a whole continues to thrive. Over Q4 2021, the tax-free gain on the portfolio increased by 12.9%, from £14.72m to £16.61m.
The figures for the overall fund are as follows:
Total Funds Invested: £9.58m
Total Value of Portfolio: £26.19m
– of which Equity Value: £22.36m
– of which Cash back to Investors: £3.83m
Exits are typically expected on up to a 10 year timescale: investments in OT(S)EIS are illiquid and long term. Nevertheless, the return multiples when exits occur can be considerable. For instance, in 2015, OT(S)EIS made an SEIS investment in Animal Dynamics at 14p per share, so effectively 7p per share after tax relief. In 2019, investors were given the opportunity to sell at 97p per share – a 13.8x return. But most opted to keep their shares: the company continues to flourish.
We remain 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 each month, Oxford Technology holds a Zoom meeting at which one or more of its existing investee companies which are seeking expansion capital present, enabling investors to make direct EIS follow-on investments.
Email otseis@oxfordtechnology.com if you would like to attend.
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:
£3m
Jenson Funding Partners is the approachable startup investment firm specialising in working with founders throughout their early-stage growth – from pre-seed to Series A. Its diverse and experienced team understands what a business needs at each stage and combines quickly deployed capital with hands-on support to successfully scale the companies in their portfolio and deliver returns for investors.
Investing over £21 million in 120+ entrepreneurial businesses; Jenson is an established player in the early-stage VC ecosystem with ambitions to grow. Founded in 2012, Jenson has launched five SEIS and four EIS Funds investing £16.7 million in SEIS eligible entrepreneurial UK businesses which have typically launched their product or service and are typically close to or post revenue. In addition, invested £4.7 million supporting 30 follow on funding rounds via the EIS Fund, all at premium to initial launch cost.
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).
Jenson Funding Partners is the approachable startup investment firm specialising in working with founders throughout their early-stage growth – from pre-seed to Series A. Its diverse and experienced team understands what a business needs at each stage and combines quickly deployed capital with hands-on support to successfully scale the companies in their portfolio and deliver returns for investors.
Investing over £21 million in 120+ entrepreneurial businesses; Jenson is an established player in the early-stage VC ecosystem with ambitions to grow. Founded in 2012, Jenson has launched five SEIS and four EIS Funds investing £16.7 million in SEIS eligible entrepreneurial UK businesses which have typically launched their product or service and are typically close to or post revenue. In addition, invested £4.7 million supporting 30 follow on funding rounds via the EIS Fund, all at premium to initial launch cost.
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.
Amount to be Raised:
N/A
Minimum Investment:
£25,000
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:
N/A
Minimum Investment:
£25,000
Amount to be Raised:
N/A
Minimum Investment:
£50,000
We created the Octopus Ventures EIS Service to give investors the opportunity to invest in 10-15 earlystage 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 earlystage 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
• The value of an EIS investment, and any income from it, can fall as well as rise. Investors may not get
back the full amount they invest.
• Tax treatment depends on individual circumstances and may change in the future.
• Tax reliefs depend on the portfolio companies maintaining their EIS-qualifying status.
• The share price of EIS companies may be volatile and they may be hard to sell.
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.
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.
Amount to be Raised:
£10m – £25m per annum
Minimum Investment:
£20,000
Amount to be Raised: £10m+ this year
Minimum Investment:
£10,000
Amount to be Raised:
Unlimited
Amount to be Raised: N/A
Hambro Perks is an international investment firm backed by leaders in the fields of finance and technology. We enable innovation by
investing in breakthrough and growth technology companies.
The EIS strategy Hambro Perks has pursued since inception is to invest in transformative technology companies that have the potential to reshape existing industries and create new markets.
Hambro Perks has a diverse and extensive network, and the investment team reviews over 3000 companies annually.
Amount to be Raised: N/AAUM – £49.5m (as at 30/09/2022)
Add in your body content here
Minimum Investment:
£10,000
The Fund focuses on technology companies raising their pre-Series A funding rounds and bridges the equity gap between Seed (SEIS round) and Series A (institutional round), what Ascension terms ‘Seed+’. Ascension focuses on 7 key markets:
Hardman Review
The Ascension Life Fund is a specialist early-stage EIS fund focussing on the UK HealthTech and Life Sciences sectors.
Since launching in January, the Life Fund has made five investments with another Term Sheet agreed. These investments include Novai (a retinal biomarker for the early detection of eye disease), Stablepharma (vaccine stabilisation technology), Pangaea Data (AI/ML to extract intelligence from health data), MedAll (training and certification for healthcare professionals), and ExSeed (male fertility tracking and monitoring).
In terms of stage, the fund invests at post-seed, pre-Series A and is happy to act as the Lead Investor. We look for companies with strong IP, balanced teams and technical/scientific validation. We focus on companies who are selling to the pharmaceutical industry and do not invest in single asset drug development or wellbeing. We look for a ‘double bottom line’ whereby portfolio companies benefit humanity as well as the prospect of financial returns.
The Ascension Life Fund combines the domain expertise of the Investment Team and Advisors with Ascension’s reputation, operational experience, and track record. We believe that this gives the Fund advantages at each stage of the investment lifecycle (sourcing, selection, due diligence, post-investment support all the way to exit).
Our Investor Overview presentation provides more detail about the Investment Thesis, Team, Portfolio, and Ascension’s Track Record. We have an extremely strong pipeline which we would be happy to discuss with interested parties.
The Ascension Life Fund is an evergreen fund with ambitions to be a major player in the early-stage UK HealthTech and Life Sciences space. We have made great progress in a short period of time and are quickly building a reputation as a smart-money, value-add investor.
Trust planning or gifting often means giving up control of or having less access to money. This can cause problems if personal or tax circumstances change. However, with the Adapt AIM Portfolios, clients have access to their investments at all times.
Capital at risk.
