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GROWTHDECK Richard Lewis • 0800 302 9444 www.growthdeck.com richard.lewis@growthdeck.com GROWTHINVEST Daniel Rodwell • 020 7071 3945 www.growthinvest.com growthinvest@lgbrtax.com GrowthInvest is a unique, independent platform which provides tax efficient investments to a growing network of UK financial advisers, wealth managers and investors. The platform aims to bring the advantages of early stage investing to a wider audience of investors and advisers, who are in a position to benefit from the higher returns and (government sponsored) tax efficiency. The purpose-built technology allows clients to consolidate, control and enhance their investment portfolio within a single, secure online portal. Originally founded by financial advisers in 2012 as SeedEIS Platform, the company rebranded as GrowthInvest in October 2016 in order to better reflect the launch of a new platform, a wider range of products and services available, and as a precursor to the launch of a GrowthInvest branded EIS Portfolio fund in Autumn 2016. GOLDCREST FILMS Mike Georgiou • 020 7437 7972 www.goldcrestfilms.com receptionpost@goldcrestfilms.com HARCOURT CAPITAL Emma Edelson • 020 3178 3341 www.harcourtcapital.co.uk emma.edelson@harcourtcapital.co.uk IF MACKINNON & CO LLP Iain Mackinnon • 01983 282 925 www.ifmackinnon.co.uk iain.mackinnon@ifmackinnon.co.uk INNVOTEC John Marsden • 020 7630 6990 www.innvotec.co.uk jmarsden@innvotec.co.uk JENSON SOLUTIONS Paul Jenson • 020 7788 7539 www.jensonsolutions.com pjenson@jensonsolutions.com We are pleased to follow-up our first three funds with a combined SEIS and EIS Fund (‘Fund 4’). Our offering allows investors to choose whether they want to invest solely via SEIS or EIS or to split their funds across SEIS and EIS investments to provide increased diversification. The Fund aims to target exciting new innovative and disruptive technologies to be nurtured alongside existing investment opportunities that require followon investment to fully exploit commercialization of a proven business model. At Jenson we aim to offer these businesses far more than just funding, allocating a Jenson Finance Director, we have actively advised entrepreneurs to re-evaluate business models, reduced projected costs and introduced potential executives, partners, customers and suppliers as part of the value added service we provide. Further we believe the addition of an experienced finance director to the management team of investee companies, even on a part-time basis, will enhance returns, which is a key differentiation between ourselves and other SEIS and EIS providers 78 EIS Yearbook 2016/17
Directory JOULE ASSETS EUROPE Jessica Stromback • 00 32 0485 294 030 www.eu.jouleassets.com jstromback@jouleassets.com MARIANA INVESTMENTS Josh Knight • 020 7065 6699 www.marianainvestments.com josh.knight@marianainvestments.com MERCER & HOLE Cathy Corns • 01908 605 552 www.mercerhole.co.uk MOUNTAIN CONSULTING Tony Davis • 07973 379 611 www.mountainconsulting.co.uk tony@mountainconsulting.co.uk MMC VENTURES LTD Anna Slemmings • 020 7938 2200 www.mmcventures.com anna.slemmings@mmcventures.com Founded in 2000, MMC Ventures is one of the UK’s most active and experienced EIS fund managers. MMC has invested in more than 50 companies and focuses on technology-enabled sectors where the UK is a world leader – particularly financial and business services, business software, digital media and consumer internet. MMC’s fundamental approach is to invest on the commercial merits of each transaction, viewing the EIS tax benefits as highly desirable but not the reason to invest. As such the MMC EIS Fund offers investors exposure to a portfolio of hard-to-access fast growing private companies, combining real capital upside potential with generous EIS tax reliefs. MILLS & REEVE LLP Zickie Lim • 01223 222 482 www.mills-reeve.com zickie.lim@mills-reeve.com MOTION PICTURE CAPITAL Nigel Jealous • 020 7025 8195 www.motionpicturecapital.com nigel@motionpictures.com OAKFIELD CAPITAL PARTNERS LLP Brett Hochfeld • 020 7084 7274 www.oakfieldcapital.co.uk brett@oakfieldcapital.co.uk EIS Yearbook 2016/17 79
Page 1 and 2:
FOR PROFESSIONAL INVESTMENT ADVISER
Page 3 and 4:
CONTENTS CHAPTER • 1 Foreword Mar
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The Blackfinch Asset Focused EIS Po
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LOOKING BEYOND BREXIT Welcome to EI
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THOUGHT LEADERSHIP
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Thought Leadership The summer of 20
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Thought Leadership Let’s not be s
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Thought Leadership In fact, much of
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Thought Leadership RISK EQUALS REWA
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Thought Leadership budget and appet
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Thought Leadership to see taxes for
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Full service creative agency As spe
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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 and 76: Directory ACCELERIS CAPITAL Norman
Page 77: Directory DAEDALUS PARTNERS LLP Gav
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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