Summary of Life Sciences EIS
The Deepbridge Life Sciences EIS represents a compelling opportunity for private investors to participate in a selected portfolio of healthcare innovation, whilst taking advantage of the potential tax benefits available under the Enterprise Investment Scheme.
Participation in the Deepbridge Life Sciences EIS represents a unique opportunity for investors to access the investment expertise of a knowledgeable team in possession of over 200 years of cumulative experience of successfully mentoring entrepreneurs and building successful businesses. Our aim is to provide investors with access to a portfolio of investee companies aligned with investors’ goals and ambitions.
We also offer the Deepbridge Technology Growth EIS fund, for more details on this click here.
In order to provide investors with the best possible outcomes, 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:
- 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.
Alternative Investment Fund
HMRC Advance Assurance
Received before deployment into companies
170p for every 100p invested
4-5 years minimum
The Investment Team
Our life sciences investment team is dedicated to providing expert guidance and mentoring to our portfolio companies, ensuring they have an active and hands-on role in the development of the company. Further to this, our investment team is responsible for the extensive vetting and due diligence of prospective investee companies that are seeking funding.
Dr. Savvas Neophytou
Partner & Chief Investment Officer
Investment Director, Head of Life Sciences
Dr. Andrew Round
Investment Co-Ordinator – Life Sciences
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.
or 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.
Independent reviews are available upon request.