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Vala Sustainable Growth EIS

Investing in start-up companies.

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What is the aim of this fund?

"I believe there has never been a better or more important time to be investing in sustainable businesses – companies that are creating technology, products and services that can make our economy and society more sustainable."

Jasper Smith, Vala Capital

The Vala Sustainable Growth EIS aims to invest in companies that have the potential to grow rapidly, create significant value for investors, and make a positive contribution to the world’s sustainability challenges. Through the Vala Sustainable Growth EIS, investors can acquire a portfolio of shares in small companies. These companies will have credible plans to achieve rapid growth, offering products or services that have the potential to address one or more of the sustainability issues explained in more detail in the Investment Strategy.

 

Jasper SmithKey Individuals - Jasper Smith runs Vala Capital and has overall responsibility for the Vala EIS Portfolio’s deal flow and mentoring services. He is an entrepreneur who has founded and invested in many companies in the media, technology and engineering sectors.  He has achieved a number of successful exits, creating significant shareholder value along the way.

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

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At a glance

Investment goal

Growth

Relative risk

High / Adventurous - Capital at Risk

Risk 7

Invests in

Technology for planetary health

Sustainable consumption and commerce

Fairer access to social goods

 


Target Return

2.5x return after five years

Not a reliable indicator of future income.

 


CURRENT STATUS - OPEN

Open to new investors. The fund is evergreen. The minimum investment is  £25,000.

Fund Details

Investment Strategy

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The goal is to invest in companies that are aiming to make a meaningful difference to one of the major sustainability issues facing our economy, society and environment. Success for these companies will be defined by three equally important measures: their sustainability impact, their growth and development, and the value they build for investors.

The companies we invest will all be start-ups and early-stage companies, but they may be at different phases of their business plans when the Fund first invests. Some companies may already be ‘post-revenue’ - they have already started to sell their product or service and now require funding to accelerate growth (for example, by investing in their sales and marketing function or expanding their product range). Other companies may be ‘pre-revenue’ - they are still developing a product, and they require funding to cover the costs of finalising
and launching it into their chosen markets. The Fund may also invest in some businesses more than once. As such, your portfolio could include companies that have already been invested in by previous Fund Investors and mentored by Vala Capital over a number of years.

Example Fund Investments

Toraphene

Toraphene is a new packaging material that is stronger, thinner and more impermeable than alternatives. It can also be manufactured at a competitive price, making it economically viable.


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Terralogix.ai

Terralogix.ai has developed a unique, AI-driven software platform to unlock the value of land without clear title.


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Arksen

Arksen is a technology and adventure company designing the ultimate marine exploration vessels.


Find out more
Vala EIS Portfolio

Investor Charges

Full initial charge 5%
Annual management charge 0%
Administration charge 0%
Performance fee 20%

Performance fee, calculated as 20% of the cash returns that exceed 110% of the amount invested into companies.

Investee Company Charge

Initial charge 2.5%
Annual management charge 1.5%

 

Please check the fees section of the Information Memorandum for full details. All fees and charges are stated exclusive of VAT, which may be applicable in some cases. Any fees and charges payable by the investee companies or the underlying businesses do not directly come out of your investment. However, they will effectively reduce the returns generated by investee companies and therefore directly impact your investment.

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Vala EIS Portfolio

 

INVESTOR SUPPORT CENTRE

If you have any questions regarding the Vala Sustainable Growth EIS or the application form - please feel free to contact us.

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. 

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View the Vala Capital Limited website.