Our EIS Funds

We seek to generate attractive investment returns whilst also offering investors the opportunity to mitigate investment risk through EIS qualifying companies. EIS provides investors with considerable scope to benefit from tax relief and tax planning opportunities.

Our evergreen EIS Fund and series of Knowledge-Intensive EIS Funds co-invest with the Par Investor Network as well as other angel groups and institutional investment partners. We believe that this collaborative approach benefits investors, as investment decisions are augmented by the diverse views of experienced individuals with sector knowledge and contacts.

Closing Date: 4th April 2025

Investment Focus: Enterprise software and deep tech within the fields of health, climate and industrials across the North of the UK, from Seed to Series A investment rounds

Minimum Subscription Amount: £25,000

EIS Qualifying Percentage: Maximum 95% of Investor's subscription deployed in EIS Qualifying Companies

Target Deployment Period: We aim to deploy funds within 12 months

Target Number of Portfolio Companies: 8-12 companies per subscription

Expected Holding Period: 6-8 years from the date of investment

The Knowledge-Intensive Fund will mirror our existing investment strategy of our award-winning EIS Fund which focuses on B2B IP-rich companies across the north of the UK, but with the following additional benefits:

• The date for determining the investors’ tax relief is the date of the Fund’s close, i.e., (5th April 2025) rather than when the underlying investments are made. This improves tax planning and gives investors much greater certainty of claiming EIS relief against the current tax year or by carrying it back to the previous tax year, i.e., the 2023/2024 tax year for this Fund. 
• There is a single EIS5 certificate produced once the Fund is fully deployed, rather than multiple EIS3 certificates for each underlying company.  
• Investors are able to invest a maximum of £2m per tax year in qualifying knowledge-intensive companies, double the threshold for “normal” EIS investments.