SyndicateRoom, the data-driven venture capital firm, today announced the launch of the SR Carry Back EIS Fund I. The fund is specifically designed to address the “scale-up gap” in the UK—where late-stage funding accounts for only 20% of total VC investment compared to 35% in the US—by targeting high-growth startups at critical momentum inflection points.
Leveraging a proprietary “Investment OS” and AI-powered analysis, the fund identifies the most promising companies from SyndicateRoom’s flagship Access EIS portfolio of 191 active startups. By analyzing thousands of company updates and market-wide datasets, SyndicateRoom has shortlisted companies transitioning from early-stage challenges to scalable growth.
Graham Schwikkard, CEO of SyndicateRoom, commented:
“Our data indicates that a meaningful subset of the UK startup ecosystem is reaching a critical inflection point where revenue and product development are accelerating, yet available follow-on capital remains scarce. We’ve spent a decade building the data models to identify these moments. This fund allows us to deploy capital precisely where our models flag the highest potential for valuation uplift.”
A Strategic Opportunity for the 2024/25 Tax Year
The fund aims to invest in 5-10 EIS-eligible UK startups. Uniquely, the fund is structured to help investors and advisers utilize “carry back” reliefs, allowing them to apply tax relief from this year’s investment to the 2024/25 tax year, or apply it against the 2025/26 tax year.
Tom Britton, Co-founder of SyndicateRoom, added:
“Investors have consistently asked for a vehicle that applies our rigorous data-driven selection process to a more condensed, follow-on format. We are delighted to open this fund to help bridge the funding gap for our top-performing companies while providing a timely solution for those looking to maximise their tax-efficient allocations before the April 5th deadline.”
The fund will remain open until the first week of March. Indidivuals interested in more our encouraged to do so sooner rather than later as there is a cap on how much SyndicateRoom plans to raise.
