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.
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.
Alternative Investment Fund
HMRC Advance Assurance
Received before deployment into companies
160p for every 100p invested
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
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.
Independent reviews are available upon request.