At a glance
- Current status: Open
- Fund type: EIS
- Investment goal: Capital growth
- Focus: Technology & digital sectors
- Minimum portfolio size: 5 companies
- Target returns: 2.5x
- Target holding period: 5 years
- Minimum subscription: £25,000
The dynamics of the technology market have been transformed over the past decade. The advent of the digital economy has given innovative start-ups the ability to disrupt the way well-established industries operate, with the potential to rapidly undermine entrenched businesses and quickly achieve remarkable valuations.
Velocity Capital Advisors Limited was set up as a vehicle to facilitate participation in exciting, young companies which have technology at the core of their offering. Since its inception, Velocity has been seeking to make investments that offer investors capital appreciation opportunities.
Velocity Technology EIS Fund 5, supports these innovative companies who have the products and ideas to challenge the way a traditional business operates. It is a time of opportunity for the Fund.
EIS tax incentives
The companies the fund invest in are expected to be EIS-qualifying, which makes Velocity EIS Technology Fund 5 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.
Example companies from the current fund portfolio
Protect My Pet delivers brand leading flea and worming treatments to pets across the UK. All of their boxes are tailored specifically to the customers' dog or cat and delivered just when their treatment is due
FounderTribes is an online learning platform designed to provide entrepreneurial education and skills. The company's platform provides upcoming entrepreneurs with the knowledge and mentorship required to prepare investment pitches through personalized assessments of start-up ideas and businesses, thereby enabling individuals and enterprises to scale their business ideas and goals in an efficient manner.
Boxed Fresh are a PLASTIC FREE Fruit and Veg box local delivery service covering Carlisle and North Cumbria – taking the hassle out of eating healthy!
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