Great! We'll call you.

×

×

Send an email to sales

×

Great! We'll call you.

×

×

Send an email to sales

×

Great! We'll call you.

×

×

Send an email to sales

×

Great! We'll call you.

×

×

Send an email to us

×

 The SBS Later  
 Stage EIS Fund  

Investing in established companies in the scale-up stage.

At a glance
  • Current status:                   Closed (Jul-2020)
  • Fund type:                                                        EIS
  • Investment goal:                     Capital growth
  • Focus: Later stage companies
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's approach is to have a high-touch engagement of at least two days a month mentoring each management team.
 
EIS tax incentives
The companies the fund invest in are expected to be EIS-qualifying, which makes The SBS Later Stage EIS Fund EIS suitable for qualifying clients who would potentially benefit from the following tax reliefs:
  • Up to 30% income tax relief
  • Tax-free investment growth
  • Capital gains deferral
  • Inheritance tax relief
  • Loss relief
Please note: EIS tax reliefs are only made available to investors because of the higher risks associated with investing in early-stage companies. Also, the availability of tax reliefs will depend on the investor's personal circumstances, and tax legislation can change in the future. See guide for further information.
Fund team

Example companies from the current fund portfolio

laundry-heap

LaundryHeap provides an on-demand laundry and dry-cleaning service, offering collection and delivery in just 24 hours.

shot-scope

ShotScope have developed market-leading technology that allows golfers to track and improve their performance.

 

envestors

Envestors offer an FCA approved software solution that helps to connect entrepreneurs and investors, underpinned by a full suite of support services to help entrepreneurs attract investment.

 

Next Slide
prev
next
Important information
To invest, you must be an eligible investor. To be an eligible investor, you must be qualifying as one or more of the following:
  • You meet the FCA’s definition of a professional investor.
  • You meet the FCA’s definition of a certified high net worth investor.
  • You meet the FCA’s definition of a self-certified sophisticated investor.
  • You meet the FCA’s definition of a self-certified restricted investor.
  • You are a client of an FCA-authorised firm that will provide advice on the suitability of the product in question.
 
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 SEIS and/or 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 obtain 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 may not be 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. CAPITAL AT RISK.