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These are high-risk investments and you are unlikely to be protected if something goes wrong.
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Summary of the Deepbridge Technology Growth EIS

The Deepbridge Technology Growth EIS represents a compelling opportunity for investors to participate in a selected portfolio of innovation, whilst taking advantage of the potential tax benefits available under the Enterprise Investment Scheme.

Participation in the Deepbridge Technology Growth 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. 

As an Alternative Investment Fund, the goal of the Deepbridge Technology Growth EIS is to create substantial tax-efficient capital growth for investors over a holding period of no less than 3 years. This will be delivered by the commercialisation and market realisation of emerging technology companies, whilst aiming to reduce investors’ investment risk by employing an engaged ‘hands-on’ approach to investment management delivered by a highly experienced team.

We also offer the Deepbridge Life Sciences EIS fund, for more details on this click here.

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

In order to provide investors with the best possible outcomes, Deepbridge believes it is vitally important to assess the suitability of Investee Companies in the context of their respective market environment. The three sectors in which the Deepbridge Technology Growth EIS is invested, and will invest, bear a common theme of increasing economic globalisation, population growth, and regional economic development.

  • Energy & resource innovation
  • Medical technology
  • IT-based 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 can materially mitigate the investment risk borne by the Investor, along with comprehensive due diligence on investee companies.

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 monthly

Target Return

160p for every 100p invested

Target Timescale

3 – 4 years minimum

The Investment Team

On behalf of our investors, our technology investment team is dedicated to providing expert guidance and mentoring to our portfolio companies. At least one member of Deepbridge will take a board position in all our investee 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

Oliver Wheatley

Investment Director

David Blake

Investment Director

Deepbridge Charges

Deepbridge aims to provide investors with transparent information regarding all fees charged to both the investor and underlying investee companies.  We believe that this is imperative for investors to truly understand how Deepbridge is remunerated. 

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.

Our Products

An opportunity to participate in a range of diverse portfolios, proactively managed by our sector experienced team. Tax advantages are potentially available via the Enterprise Investment Scheme and Seed Enterprise Investment Scheme. Please view our specific product pages for more information. Financial Advice is recommended.

An opportunity for investors participate in a portfolio of growth-focused technology companies, whilst taking advantage of the potential tax benefits available under the Enterprise Investment Scheme.

An opportunity for investors to participate in a portfolio of growth-focused healthcare innovation companies, whilst taking advantage of the potential tax benefits available under the Enterprise Investment Scheme.

An asset-backed opportunity for investors to target long-term capital growth by investing in renewable energy generating trading assets.

An opportunity for investors to participate in a portfolio of seed-stage technology innovation companies, whilst taking advantage of the potential tax benefits available under the Seed Enterprise Investment Scheme.

The Private Investor Network of Deepbridge Capital, enabling experienced investors to define their own portfolio of innovative Life Sciences and Technology companies.

Deepbridge Protect is an IHT mitigation service that seeks to help businesses obtain full IHT relief, through their membership of a trading Partnership participating in a qualifying trade, so as to qualify for Business Relief.