Opportunities for deployment by tax year end

BLACKFINCH 

Deal Flow, Diversification and Digital Disruption. 

We’re deploying EIS and VCT capital into up to 16 outstanding companies before tax year-end. 

At Blackfinch, we invest in some of the UK’s most forward-thinking companies, with significant growth prospects, they’re set to disrupt their market. These innovative new firms have the potential to change the way we live and work, and your clients can be a part of it. 

On top of that, we focus on companies with strong environmental, social and governance (ESG) principles at their core, so your clients know their money is having a positive impact. 

Our EIS invests in innovative technology firms with high growth prospects. Our VCT invests in tech-enabled firms at scale-up stage, supporting them in their next phase of progression. We often provide follow-on investments moving companies from the EIS to the VCT, we’re completely immersed in their journey and work closely with them to watch them succeed. 

Both our EIS and VCT portfolios are eligible for extremely attractive tax reliefs including 30% income tax relief and tax-free capital growth. 

Minimum Investment EIS: £10,000 VCT: £3,000 

Why pay more tax than you have to? Utilise the Blackfinch Ventures carry back facility and invest in our EIS by 18th March 2022. 

Our success is built on giving portfolio companies access to much more than just capital. Our Ventures team features founders, academics, and tech specialists with the know-how to bring great businesses to market. Plus, our exclusive network of entrepreneurs, industry leaders and technology experts help our portfolio companies grow from within, a winning combination. 

For more information visit blackfinch.ventures 

Capital at risk 

VALA – BETTER VENTURES EIS 

Vala’s 8th portfolio in this strategy (30% average growth across all portfolios), targeting 2.5x aggregate return through a portfolio of growth-stage businesses across a range of sectors. All of the companies have committed to becoming more sustainable (“Better”) and their progress in financial and ESG terms is reported to investors. 

A team with unrivalled experience 

Our team includes successful entrepreneurs with decades of experience building and selling innovative businesses. Who better to select and mentor the companies in clients’ portfolios. 

We invest in sectors where the UK has a particular advantage 

The UK offers a world-class environment for start-ups to flourish and leads the world in sectors such as FinTech, games development and specialist engineering, where the Vala team has deep expertise. 

Capital contingent on change 

Each potential portfolio company will undergo a detailed assessment of the sustainability of their business and will set sustainability targets to monitor progress. 

Tax year-end deployment details 

• Portfolio of 8-12 companies 

• To take part we must receive applications and funds by 30th March 2022 

• £20,000 minimum subscription 

For more information visit valacap.com/invest 

MERCIA’S KNOWLEDGE INTENSIVE (KI) IMPACT EIS 

Mercia is one of the largest and most respected early-stage technology investors in the UK, with over 420 portfolio companies and deploys £100m+ pa. 

Over the last 18 months, we have had realised significant value for EIS investors, with 9 exits at up to 20x cost. 

We select EIS companies which are both Knowledge- Intensive (KI), often in the healthcare and cleantech sectors, and can be define as Impactful by the categorisation of the United Nations Sustainable Development Goals; we measure their impact via the IRIS+ framework. 

• Our KI fund enables predictable tax planning, as it qualifies on the 4th April 2022, and tax reliefs (EIS5) can be carried back to the 2020/2021 tax year. 

• Our KI Impact EIS closes on the 4th April 2022 

• It has a low minimum investment of £10k, and we do not expect to compromise financial return for impact. 

For more information visit hub.mercia.co.uk/en-gb/ mercia-knowledge-intensive-fund 

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