Summary: Deepbridge Innovation SEIS

The Deepbridge Innovation SEIS is an opportunity to secure potentially attractive returns by investing in a diversified portfolio of early-stage technology companies, whilst taking advantage of the considerable income tax, capital gains tax, and inheritance tax benefits available under the Seed Enterprise Investment Scheme.

Investments in unquoted companies carry high risks and investors could lose all funds invested. Investors should not invest if capital is required in the near term. No established market exists for the trading of shares in private companies, making it difficult to sell shares. The value of tax reliefs depend on personal circumstances and may be subject to change in the future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status. Past performance is not a guide to the future performance of an investment, and investors are encouraged to take independent legal, tax and financial advice before considering an investment.

 

Investment Strategy

Providing seed investment to emerging technology focused companies, the Deepbridge Innovation SEIS seeks to fund companies with exciting new technologies that seek to satisfy the needs of large and growing markets. The overarching focus of the Deepbridge Innovation SEIS is to offer investors a diversified exposure to companies engaged in the development of technology innovation, including:

  • Energy and resource innovation
  • Technologies and diagnostics
  • Business enterprise IT
  • Data analytics
  • Control technologies
  • Instrumentation
  • Advanced materials
  • Robotics and artificial intelligences.

Deepbridge Charges

There are no management charges levied on the investor at the point of investment for subscriptions received by a financial adviser, resulting in up to 100% allocation of subscription. This ensures up to 100% tax efficiency for investors. Deepbridge fees are paid by the Investee Companies and are disclosed in the Information Memorandum. 

Please note that for direct investors (i.e. those that subscribe without a financial adviser involved), an additional charge of 2.5% including VAT will be deducted from the subscription to cover Deepbridge's costs associated with verifying the appropriateness of the Deepbridge EIS application.

Performance fee: an incentive fee of 20% of cash returned, in excess of 150% of the funds invested.

For clarification, once the Investor has received in cash the first 150 pence per 100 pence invested (ignoring any tax relief and representing a 20% Hurdle Rate on funds invested), any additional distributable cash will be paid as to 80% to the Investor and 20% to Deepbridge. 

Please see the Information Memorandum for full details.

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Key Features

Minimum Investment
£10,000
Compliance Status
ALTERNATIVE INVESTMENT FUND
Sector
DISRUPTIVE TECHNOLOGY
Offer Size
UNCAPPED
HMRC Advance Assurance
Received before deployment into companies
Deployment
USUALLY 6 MONTHLY
Target Return
200P FOR EVERY 100P INVESTED
Target Timescale
A MINIMUM OF 5-6 YEARS

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