Summary: Deepbridge Life Sciences EIS

The Deepbridge Life Sciences EIS is an opportunity to participate in a portfolio of actively-managed growth focused life sciences companies, taking advantage of the potential tax benefits available under the Enterprise Investment Scheme. A diversified portfolio of actively managed growth focused companies seeking commercialisation funding, the Deepbridge EIS invests in life sciences companies that have robust intellectual property and are operating in a high growth market sector.

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.

We also offer a Technology Growth EIS fund, for more details on this click here.

Investment Strategy

The investment strategy of the Deepbridge Life Sciences EIS is to invest in a diversified portfolio of companies that participate in one of the following:

  • Biopharmaceuticals
  • Biotechnology
  • Medical Technology.

Deepbridge takes an active role (not just a Board seat) to guide, mentor and counsel the investee management team. The provision of hands on operational experience combined with financial expertise aims to mitigate the investment risk borne by the Investor, along with comprehensive due diligence on investee companies.

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 120% of the funds invested.

For clarification, once the Investor has received in cash the first 120 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
LIFE SCIENCES
Offer Size
UNCAPPED
HMRC Advance Assurance
Received before deployment into companies
Deployment
USUALLY MONTHLY
Target Return
170P FOR EVERY 100P INVESTED
Target Timescale
A MINIMUM OF 4-5 YEARS

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