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Enhanced Profiles
INVESTMENT STRATEGY
• Investing alongside lead investors
• Targeting growth capital in companies that are:
- Ideally in revenue, which can provide shorter times to exit
- Usually pre-profit
- Able to demonstrate strong and established management teams with proven business credentials
- Aiming to generate an IRR of 20% or more
- EIS eligible at the time of investment
• Mitigating risk by building a sector-agnostic and diversified portfolio across 28 or more qualifying investments, for Fund Twenty8
KEY SERVICES AND FUNDS
Fund Twenty8 is the industry’s first multi-sector and diversified EIS fund. This addresses those two key issues we see in the EIS
fund space, single sector exposure risk (most funds are only single sector) and a lack of a diversified portfolio.
The advantage here is that the fund opens up to our investors the opportunity to build a truly diversified portfolio, across more
sectors and more companies – a minimum of 28 – than traditional funds, along with all the added incentive of EIS tax relief.
Our launching of the fund was prompted by research from Intelligent Partnership and NESTA into early stage angel investing,
which found that a minimum portfolio size of early stage businesses should consist of at least 28 companies – so as to most
effectively spread risk and maximise one’s chances that one investment’s return will outweigh the decline of others. Traditional
EIS funds generally only invest in between five and eight investments per fund and usually focus on a single sector.
SyndicateRoom,
71 Regent Street, Cambridge, CB2 1AB
Email: contactus@syndicateroom.com
Phone: 01223 478 558
Twitter: @SyndicateRoom www.syndicateroom.com
EIS Yearbook 2016/17
67