At a glance
- Current status: Open
- Fund type: SEIS
- Investment goal: Growth
- Focus: Technology sector
- Minimum portfolio size: 3 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. It is a time of opportunity for innovative companies with the products and ideas to challenge the way traditional businesses operate.
Velocity aims to exploit this opportunity, appraising potential investments not just for the traditional business qualities of strong management, robust operations and risk management, but also for dynamic attributes that flourish in the digital economy and technology environment, namely: innovation, scalability, agility and speed to market.
SEIS tax incentives
The companies the fund invest in are expected to be SEIS-qualifying, which makes Velocity SEIS Technology Fund 4 SEIS suitable for qualifying clients who would potentially benefit from the following tax reliefs:
- Up to 50% income tax relief
- Tax-free investment growth
- 50% capital gains reinvestment relief
- Inheritance tax relief
- Loss relief
Please note: SEIS 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
Little Cooks is a gifting and subscription business providing healthy baking kits aimed at encouraging parents to bake with their children.
Georgie & Tom’s prepares the highest quality small batch, handcrafted, fully prepared chilled meals in the US, shipping directly to its customers at home.
Sportcor combines the latest in advanced electronics and data analytics with traditional sports equipment.
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