- Invest in the HMRC approved Knowledge Intensive EIS fund which allows you to carry back EIS tax relief to 2021/22, or the benefit of investing in this current year, deadline April 5th (capital at risk, depending on individual circumstances )
- Two part investment focus of Access & Incubation, providing unique opportunities and reducing investment risk by being deeply involved.
- Aiming to build a diverse portfolio for investors with an initial Portfolio of 5-10 unquoted and/or AIM-listed companies.
HRMC Approved | Yes |
---|---|
Fund Status | Open, Closing on 5th April 2023 |
Fund Size | Target £10m |
Current AUM | £3.2m |
Total Manager's AUM | £7.5m |
Expected Exit | 3-7 years |
Founder's Investment | Minimum 10% of every investment |
Benefits | Income, inheritance, capital gains tax and other benefits |
EIS tax relief is very attractive for UK tax payers
You invest £50k
EIS gives you £15k tax relief from HMRC
EIS gives you £25k tax relief from HMRC
Investment now worth £100k
£50k profit
income tax relief £15k
performance incentive £10k
net profit £55k
Investment still worth £50k
£0 profit
income tax relief £15k
performance incentive £0
net profit £15k
Investment now worth £0
£50k loss
income tax relief £15k
loss relief £15,750 *
performance incentive £0
capital loss £19,250
* Loss relief calculated on higher rate tax bracket Worked example is net of any fund fees
- +History in grassroots science
We have a track record of nurturing and investing in emerging life science and tech companies – the o2h ventures team are leaders in the biotech community and have been involved as investors, holding various board/industry positions awe well as being engaged in grassroot scientific activity for over 20 years.
- +Evaluation
- +Access to scientific talents
- +Business model
our portfolio
Sorry, no results found with this search
- Oct 2022, o2h Ventures Fund Newsletter, KI EIS Closing, EISA events 1 November, 2022
- Aug-Sept 2022, o2h Ventures Fund Newsletter, fifty percent of our companies led by female and more portfolio updates 30 September, 2022
- July 2022, o2h Ventures Fund Newsletter, Deals executed in Alevin Therapeutics, Neurofenix, Five Alarm Bio 1 August, 2022