How to Invest

Investing with us

SyndicateRoom makes the investment process as simple and intuitive as possible for our investors and their advisers while providing everything you need to monitor your portfolio and claim tax benefits with minimal administrative burden.

Investments into S/EIS funds are illiquid and your capital is at risk.

OPEN FOR INVESTMENT

Make an investment

To make an investment with one of our funds simply click ‘Make an investment’ on the{" "} EIS or SEIS fund deal page. You can then read through more about the funds, register, and complete our simple investment form.

We’ll confirm your investment by email and send you the details you need to transfer funds.

We build your portfolio

We will begin deploying your investment into startups two weeks after you invest.

Returns are generated when one of your portfolio companies exits at a higher value, usually through acquisition or IPO. We will notify you whenever this happens, and send the returns directly to your bank account.

Track your portfolio

Each time we add a startup to your portfolio, it will appear in your investor dashboard. We’ll send you monthly updates on the new startups we’re investing in by email, together with two biannual and two quarterly update reports throughout the year.

If you’re a financial adviser, you can access and monitor the portfolios of all of your Access clients in the same way.

Claim your tax relief

When it’s time to file your tax return, you can use our one-click system to quickly download all the details of your investments required by HMRC, keeping admin to a minimum.

The tax reliefs available to EIS investors include:

EIS tax reliefs

Up to 30% income tax relief.

The maximum investment that can be claimed on in a single year is £1m. This annual maximum rises to £2m if investments are made in Knowledge Intensive Companies (KICs).

0% tax on EIS gains.

If EIS shares are sold at a profit, any gain made on that investment is tax free.

Capital gains deferral.

Any gain you make through selling other assets can be reinvested in EIS, and deferred for as long as the investment is held.

Inheritance tax relief.

EIS shares are exempt from inheritance tax, as they qualify for Business Property Relief (BPR), but shares must have been held for two years prior to death.

Loss relief.

Loss relief allows investors to offset a loss on an EIS investment against their income tax or capital gains tax bill.

SEIS tax reliefs

Up to 50% income tax relief.

The maximum investment that can be claimed on in a single year is £200,000.

0% tax on SEIS gains.

If SEIS shares are sold at a profit, any gain made on that investment is tax free.

50% capital gains exemption on a gain arising in the same year.

Any gain you realise that arises in the same tax year as your investment can receive 50% exemption.

Inheritance tax relief.

SEIS shares are exempt from inheritance tax, as they qualify for Business Property Relief (BPR), but shares must have been held for two years prior to death.

Loss relief.

Loss relief allows investors to offset a loss on an SEIS investment against their income tax or capital gains tax bill.

Your digital portfolio

Our investors and their advisors are able to get up to the minute information on their portfolio by checking their investor dashboard.

You can view your dashboard by logging in to SyndicateRoom and clicking ‘My Dashboard’. Here you can view information on each startup currently in your portfolio, the number of shares you hold and any changes in share prices, together with current portfolio value and how much of your investment remains to deploy.

You can also check the status of your fee payments and any discounts here, as well as downloading EIS documents and tax information when it's time to claim tax relief.

Key documents

Click the fund documents below to download. For our full document library, including our white papers, independent reports on the fund and more, click here.

Access Fund Brochure

Key Information Document

Information Memorandum

If you’re ready to get started,
click here to make an investment.