SBS Later Stage EIS Fund

investing in established companies in the scale-up stage.

What is the aim of this fund?

"This Fund will invest in successful later stage companies with an established customer base and revenue, led by driven teams who dream big."

John Bailye, The Side by Side Partnership International Limited

The SBS Later Stage EIS Fund (the "Fund") invests in companies where there is evidence of strong customer acceptance of the product and service offered by the company, and where the team believes they can add substantively to the knowledge and experience of the founder and the staff as they prepare to move from scale-up to commercialisation.

The Fund will provide the finance in tranches which will be progressively be made available to the investee companies as they achieve their pre-agreed objectives. This approach is made possible because of the reporting which is provided by companies on a regular basis as well as the operations meetings that the Side by Side Partnership commits to each investee company. The Fund approach is to have a high-touch engagement of at least two days a month mentoring each management team.

John BailyeKey Individuals - John Bailye moved to the United States in 1987 from Australia and cofounded and assembled a team that grew a start-up to a billion dollars in market cap (formerly on Nasdaq: DRTE) with nearly 3,000 employees. He sponsored and co-founded the New Jersey Technology Council, with circa 1,500 entrepreneurs as members, which is aimed at creating an exchange for entrepreneurs’ experiences and ideas. John has personally been investing in early-stage companies for many years.

John is supported by a team of experienced investment professionals with backgrounds in private equity and entrepreneurship. 

At a glance

Investment goal

Growth

Relative risk

High / Adventurous

Risk 7

Invests in

Later stage companies with an established customer base and revenue.

 


Target Return

3.7x return after eight years

Not a reliable indicator of future income.

 


CURRENT STATUS

Closed to new investors (as of July  2020).

SBS

Portfolio holdings

LaundryHeap 49.5 %
Envestors 28.5 %
Shotscope 22 %

 

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

Important Information

Eligible Investors

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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 Side by Side Partnership International Limited website.