Mercia EIS Fund

About Mercia EIS Fund

The Mercia EIS Fund invests into sectors where businesses have high growth potential and modest capital requirements. It can provide support for businesses from seed rounds of £100,000, up to larger funding rounds of up to £2m and then up to £10m at later stages. The fund has a target portfolio size of around 15 companies and the minimum investment is £25,000. Mercia aims to triple invested capital, over a 5 to 7 year period.

Summary


Fund Manager:	Mercia Asset Management
Tax Efficiency:	EIS
Sector Focus:	Technology
Stage Focus:	Early-stage
Target Portfolio Size:	15 companies
Minimum Subscription:	£25,000
Closing Date:	Evergreen
Website:	Learn more about Mercia EIS Fund

About Mercia Asset Management

Mercia is a specialist asset manager with a regional focus. It started up in the early 1980s, and offers venture, private equity and debt capital to help management teams in high-growth, technology SMEs to scale their business.

Mercia has developed collaborative relationships with 19 universities across the UK, including Keele, Warwick and Strathclyde. Twenty percent of its investment activity stems from these relationships.

How does SyndicateRoom''s Access EIS Fund compare?

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.


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

Please note: SyndicateRoom is not affiliated with Mercia EIS Fund. This page is for informational purposes only, and is the result of research conducted by SyndicateRoom. Whilst every effort has been taken to ensure accuracy at the time of publication this cannot be guaranteed and information is liable to change. Information displayed is neither a recommendation to invest or not, nor advice. With investments, your capital is at risk. SyndicateRoom is not responsible for the content of any external websites linked to from this page.

Are you the fund manager? Email [email protected] with any comments or amends.

Risk warning: Please click here to read the full risk warning.

Investing in early-stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution, and it should be done only as part of a diversified portfolio. Tax relief depends on an individual’s circumstances and may change in the future. In addition, the availability of tax relief depends on the company invested in maintaining its qualifying status. Past performance is not a reliable indicator of future performance. You should not rely on any past performance as a guarantee of future investment performance.

This page has been approved as a financial promotion by Syndicate Room Ltd, which is authorised and regulated by the Financial Conduct Authority (No. 613021).

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