We welcome interest from a wide range of prospective investors.
Historically our funds have been limited partnerships with commitment from various institutional sources, including pension funds, clearing banks and European Union initiatives; however, since 2009 we have embraced tax efficient investment and welcomed private investors.
Over the last three decades our investment remit has ranged widely across regional, national and global opportunities. In the majority of cases, the targeted investee company is in the very broad-based technology sector, either developing technology or commercialising it. Through our EIS and SEIS Funds we have broadened our in-depth experience by investing in other sectors such as retail, leisure and food / drink.
During this time, we have invested in approaching two hundred companies, of which in excess of half have received investment from our EIS and SEIS Funds. Our experience has shown that when investing patience –and a long-term strategy – are the keys to financial success. Indeed, some of our earliest portfolio companies are only now starting to realise the value that was envisaged many years ago.
With quarterly investment, our Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) funds welcome new commitments throughout the year, and without initial cost, meaning that tax relief is available on 100% of your commitment and commitment is deployed within weeks.
Click here to know more about our Capital Appreciation portfolio.
Click here to know more about our Social Investment portfolio.
For more details on the tax benefits on offer, please download the EIS SEIS SITR Investment Guide.