Arie Capital Technology EIS Fund

Investing in scalable IP.

What is the aim of this fund?

"We are aiming to create an investment that is both interesting and rewarding to hold."

Stephen Margolis, Arie Tech LLP

The Arie Capital Technology EIS is an EIS fund that will provide private investors access to a selection of innovative growth companies that have an established proof of concept and commercial viability.

  • Central to the Fund’s approach is seeing a proof of concept, whether it is evidenced in established revenues and strategic partnerships or a compelling minimum viable product. Investing after a business has established its proof of concept helps to both reduce the risk associated with early phase technology and assist the Company Mentor to accelerate the commercial development of the product
  • The Fund’s Investee Companies will be required to have a business oriented management team with a credible
    track record of performance. The Company Mentor will seek to work with entrepreneurs who have shown success in their vertical and can replicate their approach and monetise opportunities.
  • Arie will seek to take a handson approach to manage risk and maximise potential commercial opportunities of the Investee Companies. The combined experience of the team in raising capital, managing intellectual property and business development, presents the potential for the Fund’s Investee Companies with an opportunity to grow into new markets that might otherwise have been limited.

Stephen-MargolisKey Individuals - Stephen Margolis is a qualified lawyer with over 35 years’ experience in financing and alternative assets. Stephen founded Taurus Asset Finance in 2011 and has been involved in multiple technology-related capital raises via Taurus.

Stephen is supported by a team of experienced investment professionals with backgrounds in venture capital, private equity and entrepreneurship. 

 

At a glance

Investment goal

Growth

Relative risk

High / Adventurous

Risk 7

Invests in

Fintech

Smart phone applications

Big data and the internet of things

Medical technologies

 


Target Return

2x return after five years

Not a reliable indicator of future income.

 


CURRENT STATUS

Closed to new investors (as of March 2018).

 

Correct as at 01/08/2017.

Arie Capital Technology EIS Fund

Portfolio holdings

Net 4 Holdings Ltd (formerly 2CB Ltd) 32%
Engage.Do ltd 68%

 

Percentages shown above are as at the date of fund investment.

Important Information

Eligible Investors

View our Privacy Policy

 

To invest, you must be an eligible investor. To be an eligible investor, you must be qualifying as one or more of the following:

Risk Warning

Important information for private investors – Reliance on the information provided here to engage in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested. Your attention is drawn to the risk section contained within the Information Memorandum. Investments are typically in unquoted shares in small companies, the value of which can be volatile and are often difficult to sell. Nothing on this website constitutes investment, tax, financial, legal, regulatory, or other advice by Sapphire Capital Partners LLP.

The value of an investment may go down as well as up, and you may not get back the full amount invested, and you may therefore lose some or all of your investment.

If you are unsure of the suitability of any investment for your circumstances, please contact your independent financial advisor or other professional advisor authorised under the Financial Services and Markets Act 2000 (FSMA) who specialises in advising on investments of this type. Tax reliefs depend on individual circumstances. There is no guarantee however that the tax reliefs (such as EIS reliefs, CGT reliefs or IHT relief) will be available on any investment made or that if it is initially available, it will not be subsequently withdrawn. Any references to tax laws or rates are based on current legislation, all of which are subject to change and are provided as a guide only. Prospective investors are advised to take their own investment and taxation advice and should consult their own professional advisors on the implications of investing.

Investments made in investee companies via funds managed by Sapphire Capital Partners LLP are not covered by the Financial Services Compensation Scheme (FSCS). For more details, please contact us or refer to their website: https://www.fscs.org.uk

Past performance is not a guide to future returns.

View the Arie Capital Limited website.