What we do

Over the years, Innvotec has pioneered investment in emerging private companies which primarily exploit innovative technology. Through the combination of Innvotec and its Strategic Partners, there is, what we believe to be, unrivalled experience in this sector.

This know-how and Innvotec’s business model of working in collaboration with Strategic Partners underpins our relentless focus on clients’ best interests. As part of our diversification, we now have investment funds that meet the requirements of all investors. We have been regulated from the outset and are an authorised Alternative Investment Fund Manager (AIFM). We launched our first tax-efficient EIS fund in 2009 and since then have expanded our product offering to 8 Capital Appreciation SEIS / EIS funds, and a newly launched Social Investment Tax Relief Fund. 

Click here for information on our Capital Appreciation and Social Investment portfolio. For more details on the tax benefits on offer, please download the EIS SEIS SITR Investment Guide. 

In all Innvotec Funds, the private investor pays no “upfront” fee or associated cost, meaning 100% of investor commitment receives tax-relief, and performance fees are based on a portfolio approach (not on a company by company basis) with challenging “hurdle” rates before such fees can be earned. To ensure transparency, we produce annual performance reports for all our funds. Click here to download the latest report.

We pride ourselves on being innovative when developing and launching a new fund and our objective is to offer clients and advisers a breadth of exciting investment opportunities. If you have a question or need more information, please do Contact Us.

"I invested in the Innvotec SEIS fund in 2013 and have been delighted with its performance over the past 4 years. Having got to know John M and the team who manage Innvotec, I find them approachable, responsive and full of integrity with an exceptional pre-investment approach. As an adjunct, I have also taken up an investor/mentor role with one of the invested FinTech businesses, which is incredibly stimulating and fulfilling. "
"I had been disappointed by the returns available through the conventional share investments – and more recently by the widely varying performance of VCTs. Investing through an SEIS/EIS hybrid fund provides access to both types of such businesses – and also ensures that the full tax advantages of such investment are maximised. I was attracted to Innvotec as a fund manager, both by virtue of its excellent track record in both EIS and SEIS funds, and the fact that its charges among are amongst the lowest in the sector. "
"As a retired plc director I had some knowledge of investment, but being relatively new to such early-stage businesses, I was also concerned about risk. The OION fund was therefore an ideal way to spread this risk across multiple businesses and sectors and still enjoy the exceptional levels of tax relief. In the first semi-annual report I was delighted to see the progress which of the achieved within the fund - and will be including the new hybrid fund within my investment portfolio for this tax year."
"As a retired city lawyer, I was looking for a tax efficient – but hands off – scheme which would enable me to achieve both deductibility at the point of investment, and avoidance of capital gains. I was also attracted to the opportunity to support and back emerging enterprises from their earliest stages. Fund administration and communication by Innvotec have been to a particularly high standard; compliance with HMRC rules is straightforward, and as part of a broader investment portfolio, managed SEIS funds have an important role to play. "
"As an architect running a busy partnership, I was looking for a way of investing within a scheme which offered both high potential growth, and commensurate tax efficiency. Innvotec – with one of the longest track records within its sector, and a consistent and high level published returns – seemed an immediate and obvious choice. "
"Together with colleagues, I have introduced a number of private clients to the Innvotec managed funds. A key element of our selection criteria is transparency. Both ourselves and our clients appreciate a firm whose product charging really does favour the private investor. We have become accustomed to good performance, a highly professional team and quality of service."