o2h knowledge intensive EIS fund - o2h Ventures

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fund highlights

Therapeutics, or coming up with the next life-saving drug requires going through vast quantities of data and making various calculated guesses on how the human body will behave, this costs millions and often billions. AI has the potential to help make sense of this data in that it helps to see patterns and the AI will help make smarter predictions on how to deploy resources on research and experiments.

Access to the most exciting scientific ideas through its live grassroots working relationships in the biotech community for over 20 years.
Operating from their proprietary 2.7 acre Mill SciTech Park the fund can incubate life science companies leading to more effective decision making.
The fund is structured to be EIS compliant providing income, inheritance and capital gains tax breaks for UK taxpayers.

About o2h ventures

fund overview

Minimum Investment

£25k

Target Return

IRR 20%

Fund Size	Target £ 10m
Tax Advantages	Under new "Approved EIS funds" investor are eligible for added tax advantages. A carry-back rule enable investors to set their relief against income tax liabilities in the year before the fund closes.
Diversification	Aim to build investors an initial Portfolio of 5-10 unquoted and/or AIM-listed companies.
Tax Relief	30% income tax relief *

For more details on the fund, please download fund documents

Request Information Memorandum

For more details on the fund, please download fund documents

Request Information Memorandum

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

COMPANY VALUE DOUBLES

Investment now worth £100k

£50k profit

+ £15k income tax relief

- £10k performance incentive

= £55k net profit

VALUE STAYS THE SAME

Investment still worth £50k

£0 profit

+ £15k income tax relief

- £0 performance incentive

= £15k net profit

COMPANY FAILS

Investment now worth £0

£50k loss

+ £15k income tax relief

+ £15,750 loss relief *

- £0 performance incentive

= £19,250 capital loss

* Loss relief calculated on higher rate tax bracket Worked example is net of any fund fees

Need help in understanding how investing in EIS works?

Contact Support Team

Need help in understanding how investing in EIS works?

Contact Support Team

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portfolio

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news

o2h Ventures Backs Enedra Therapeutics, Targeting Complex Cancers 7 May, 2025
o2h Ventures Makes a Follow-on Investment in Qkine, the Cambridge-based Specialist in Growth Factor Manufacturing 21 March, 2025
o2h Ventures Investment Spotlight – Revolutionising Prostate Cancer Treatment 30 January, 2025

funds registered on

Due to the potential for losses, the Financial Conduct Authority (FCA) considers this investment to be high risk

What are the key risks?

• If the business you invest in fails, you are likely to lose 100% of the money you invest. Most start-up businesses fail.

2 – You are unlikely to be protected if something goes wrong

• Protection from the Financial Services Compensation Scheme (FSCS), in relation to claims against failed regulated firms, does not cover poor investment performance. Try the FSCS investment protection checker here. (https://www.fscs.org.uk/check/investment-protection-checker)

• Protection from the Financial Ombudsman Service (FOS) does not cover poor investment performance. If you have a complaint against an FCA-regulated firm, FOS may be able to consider it. Learn more about FOS protection here. (https://www.financial-ombudsman.org.uk/consumers)

3 – You won’t get your money back quickly

• Even if the business you invest in is successful, it may take several years to get your money back. You are unlikely to be able to sell your investment early.

• The most likely way to get your money back is if the business is bought by another business or lists its shares on an exchange such as the London Stock Exchange. These events are not common.

• If you are investing in a start-up business, you should not expect to get your money back through dividends. Start-up businesses rarely pay these.

4 – Don’t put all your eggs in one basket

• Putting all your money into a single business or type of investment for example, is risky. Spreading your money across different investments makes you less dependent on any one to do well.

• A good rule of thumb is not to invest more than 10% of your money in high-risk investments (https://www.fca.org.uk/investsmart/5-questions-ask-you-invest)

5 – The value of your investment can be reduced

• The percentage of the business that you own will decrease if the business issues more shares. This could mean that the value of your investment reduces, depending on how much the business grows. Most start-up businesses issue multiple rounds of shares.

• These new shares could have addition rights that your shares don’t have, such as the right to receive a fixed dividend, which could further reduce your chances of getting a return on your investment.

If you are interested in learning more about how to protect yourself, visit the FCA’s website here (https://www.fca.org.uk/investsmart)