The Jenson EIS Fund''s primary aim is to support follow-on opportunities that arise from its SEIS portfolio. It focuses on tech-enabled businesses across all sectors, and aims to deploy each tranche within the current tax year, to enable ''carry-back'' to the previous tax year. The minimum subscription is £10,000, and it builds investors portfolios of 5-10 companies.
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| Fund Manager: | Jenson Funding Partners |
| Tax Efficiency: | EIS |
| Sector Focus: | Tech-enabled businesses across all sectors|
| Stage Focus: | Early-stage |
| Target Portfolio Size: | 5-10 companies |
| Minimum Subscription: | £10,000 |
| Closing Date: | 2 tranches per year, the first closing late March |
| Website: | Learn more about Jenson EIS Fund|
Pro: Access to validated pipeline via its SEIS portfolio.
Con: Portfolio concentration.
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| Full initial fee: | nil |
| Annual management fee: | nil |
| Administration fee | nil|
| Dealing fee: | nil |
| Performance fee: | 25% |
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| Initial fee: | 6% |
| Due diligence fee: | £5,000–£10,000 |
| Admin fee | £350+VAT monthly |
Founded in 2012, Jenson Funding Partners has invested over £24 million in 135+ companies. It launched its first SEIS fund in 2012, making this one of the longest-running SEIS funds. To date it has 11 SEIS exits. Its EIS fund was created to offer follow-on opportunities for its SEIS fund companies.
By comparison, SyndicateRoom''s Access EIS fund builds investors a large portfolio of 50+ companies across all sectors, co-investing with experienced angel investors who have an average IRR of 42%. Our model is based on our proprietary analysis of the UK startup market, which showed that on average, the market grows by 28% each year. With large portfolios, and a large network of angels providing access to the best deals, earlier, we aim to replicate that annual growth for our investors while mitigating risk. This data-driven approach aims to work around the limitations of a single fund manager attempting to pick winners.
Our minimum investment is £5,000.
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| Fund Manager: | SyndicateRoom |
| Tax Efficiency: | EIS |
| Sector Focus: | Sector Agnostic |
| Stage Focus: | Early-stage |
| Target Portfolio Size: | 50+ companies |
| Minimum Subscription: | £5,000 |
| Closing Date: | Evergreen |
| Website: | Learn more about the Access EIS Fund |
Are you the fund manager? Email tom@syndicateroom.com with any comments or amends.