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BERINGEA LLP Oliver Ashton • 020 7845 7820 www.beringea.co.uk oashton@beringea.co.uk BOUDICA FILMS Rebecca Long • 07947 867 171 www.boudicafilms.co.uk rebecca@boudicafilms.co.uk CALCULUS CAPITAL Madeleine Ingram • 020 7493 4940 www.calculuscapital.com madeleine@calculuscapital.com Calculus Capital is a pioneer in the tax efficient space, having created the UK’s first approved EIS Fund in 1999, and launched multiple share issues in our VCTs. Our 17+ invaluable years of investing experience underpin our reputation as a successful supporter of small UK businesses. Our multi award winning funds have a strong focus on capital appreciation, a diligent investment and monitoring process, and a record of profitable exits. Our investment strategy focuses on established companies, with strong management teams and impressive growth potential - across a diverse range of sectors. The Calculus VCT is open until October 21st, the next close for the Calculus EIS Fund is October 28th, with subsequent closes in January and April. CHELVERTON ASSET MANAGEMENT David Horner • 01225 483 030 www.chelvertonam.com cam@chelvertonam.com CHF ENTERPRISES Nicola Johnstone • 07867 781 815 www.chfenterprises.co.uk nicolajohnstone@chfmedia.com COCOON WEALTH LLP Tim Levy • 020 7478 2800 www.cocoonwealth.com tim.levy@cocoonwealth.com COMPARE INVESTMENTS DOT GURU David Newman • 020 7993 5307 www.compareinvestments.guru admin@compareinvestments.guru Set up in February 2015 by industry professionals, Compare Investments Dot Guru (CIDG) formulated a comprehensive strategy to become the only source for impartial and trusted financial product comparison. CIDG already reports on and compares, most of the readily available Alternative Investment products today. Furthermore, it does this without payment from any product provider, promoter, fund, broking house or investment house, making the comparisons and reporting unique, objective and uncompromised. The SEIS, EIS, VCT & BPR reports together with comparison information are available now online - via an annual subscription of £299 Including VAT. 76 EIS Yearbook 2016/17
Directory DAEDALUS PARTNERS LLP Gavin Harrison • 020 37 81 7375 www.daedalus-partners.com gavin.harrison@daedalus-partners.com DRAPER ESPRIT EIS, MANAGED BY ENCOR Richard Marsh • 020 7931 8800 www.draperesprit.com eis@draperesprit.com EDGE INVESTMENTS David Glick • 020 7317 1300 www.edge.uk.com info@edge.uk.com ELDERSTREET INVESTMENTS William Horlick • 020 7831 5088 www.elderstreet.com william@elderstreet.com ENDEAVOUR VENTURES LIMITED Bill Cunningham • 020 7927 7462 www.endven.com bill@endven.com FORESIGHT GROUP LLC Gary Fraser • 020 3667 8100 www.foresightgroup.eu gfraser@foresight.eu FUNDAMENTAL ASSET MANAGEMENT Chris Boxall • 01923 713 890 www.fundamentalasset.com cboxall@fundamentalasset.com Fundamental Asset Management is an independent, owner managed, investment management firm with an unrivalled knowledge of the AIM market. It has successfully provided AIM portfolio management with inheritance tax planning to private investors, trusts and institutions since 2004. Fundamental has extensive experience in investing in AIM and has delivered outstanding returns to clients since inception. We conduct in-depth, in-house research, visiting and meeting senior management of hundreds of companies each year. As well as being available on its own broker platform the Fundamental AIM IHT Portfolio service can also be accessed through the AXA Elevate, Nucleus and Transact platforms. GIZMO FILMS Peter Dunphy • 07966 531 863 www.gizmofilms.com p.dunphy@gizmofilms.com GREAT POINT MEDIA LTD Jim Reeve • 020 3873 0020 www.greatpointmedia.com jreeve@greatpointmedia.com EIS Yearbook 2016/17 77
Page 1 and 2:
FOR PROFESSIONAL INVESTMENT ADVISER
Page 3 and 4:
CONTENTS CHAPTER • 1 Foreword Mar
Page 5 and 6:
The Blackfinch Asset Focused EIS Po
Page 7 and 8:
LOOKING BEYOND BREXIT Welcome to EI
Page 9 and 10:
THOUGHT LEADERSHIP
Page 11 and 12:
Thought Leadership The summer of 20
Page 13 and 14:
Thought Leadership Let’s not be s
Page 15 and 16:
Thought Leadership In fact, much of
Page 17 and 18:
Thought Leadership RISK EQUALS REWA
Page 19 and 20:
Thought Leadership budget and appet
Page 21 and 22:
Thought Leadership to see taxes for
Page 23 and 24:
Full service creative agency As spe
Page 25 and 26: Thought Leadership The more you kno
Page 27 and 28: Thought Leadership investing larger
Page 29 and 30: Thought Leadership Start-ups are us
Page 31 and 32: Thought Leadership Considerations f
Page 33 and 34: Thought Leadership crowdfunding pla
Page 35 and 36: Thought Leadership A valuable addit
Page 37 and 38: INVESTMENT SPOTLIGHT
Page 39 and 40: Investment Spotlight A BIRD’S EYE
Page 41: Investment Spotlight ACTION! UK FIL
Page 44 and 45: Make It Your Business Toil. Hard gr
Page 46 and 47: Helping you support your clients’
Page 49 and 50: Investment Spotlight INVESTING IN T
Page 51 and 52: Investment Spotlight THE INSIDE TRA
Page 53 and 54: Investment Spotlight DISRUPTING THE
Page 55 and 56: Investment Spotlight DIVERSIFICATIO
Page 57 and 58: Investment Spotlight GROWING THROUG
Page 59 and 60: ENHANCED PROFILES
Page 61 and 62: Enhanced Profiles USPs • Reputati
Page 63 and 64: Enhanced Profiles USPs • Over 20
Page 65 and 66: Enhanced Profiles USPs • Two spec
Page 67 and 68: Enhanced Profiles INVESTMENT STRATE
Page 69 and 70: Enhanced Profiles USPs • A ‘com
Page 71 and 72: Enhanced Profiles USPs • Sector e
Page 73 and 74: Enhanced Profiles USPs • Hands-on
Page 75: Directory ACCELERIS CAPITAL Norman
Page 79 and 80: Directory JOULE ASSETS EUROPE Jessi
Page 81 and 82: Directory SENECA Jack Rose, LGBR Ca
Page 83 and 84: INFORMATION MEMORANDUM For further
Page 85 and 86: Open Offers EIS Open December 2015
Page 87 and 88: Open Offers Open 05/09/2016 Minimum
Page 89 and 90: Open Offers EIS Open 06/09/2016 Clo
Page 91 and 92: Open Offers SEIS Open 17/01/2014 Cl
Page 93 and 94: Open Offers IHT Open October 2014 C
Page 96: IFAMAGAZINE.COM EISMAGAZINE.COM FAN
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