About US

Kuber Ventures is a ground breaking independent platform that is dedicated to Enterprise Investment Schemes (EIS), Seed EIS (SEIS) and Business Property Relief (BPR) investments.

Founded in 2013, Kuber provides an easy-to-use online system for Financial Advisers and Investors considering tax-efficient investments and wanting to build portfolios of many companies within EIS/SEIS & BPR investments.

Kuber Ventures is the only dedicated Multi-Manager Platform focused exclusively on EIS/SEIS & BPR.

Our range of tax-efficient EIS/SEIS & BPR portfolios blend together the investment strategies and expertise of a carefully selected panel of product providers (investment managers) who have passed our stringent due-diligence criteria, in order to offer investors exposure to heavily diversified portfolios built of a wider range of investments.

In an exciting market filled with many unquoted investment opportunities, we firmly believe that with so much choice, spreading the risk and building a diversified portfolio can be far more advantageous than being heavily weighted in any one single company.

Our team’s origins are firmly rooted in tax planning, wealth creation and leading technology innovation. We have combined our skillset to offer this award-winning platform to Sophisticated Investors and Financial Advisers.

We assist with the administrative burden of accessing a multitude of application forms, by allowing you access to the Kuber Portfolios using a single application form.

Our Portfolios target different risk appetites, desired ‘hold-periods’ (how long you want to be invested for) and goal attainments (growth vs preservation for example).

Product Provider

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This site is only for product providers regulated by the Financial Conduct Authority. If you’re a private investor, please click here

Be aware that the products on this site are considered high risk. Nothing here should suggest a product or service is suitable for a specific investor. The products and services on this site are only available to UK residents. All of the investments on this site place capital at risk, and investors may get back less than they invest. Kuber does not offer investment, tax or legal advice.

Investors

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The products on this site place your capital at risk and you may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the Main Market on the London Stock Exchange. Website content is not intended to constitute investment, tax or legal advice. We only accept business on an advised basis from investors who are confirmed as High Net Worth investors or who are Self Certified Sophisticated Investors. For full definition of a High Net Worth investor or a Self Certified Sophisticated Investor click here. We do however, recommend you seek independent advice before investing in our products.

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Advisers

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This site is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority. If you’re a private investor, please click here

Be aware that the products on this site are considered high risk, so you should read the risks associated with each product before deciding whether to recommend them to a client. Nothing here should suggest a product or service is suitable for a specific investor. You shouldn’t disclose or transmit anything on these pages unless it is clearly labelled as suitable for retail investors. The products and services on this site are only available to UK residents. All of the investments on this site place capital at risk, and investors may get back less than they invest. We only accept business on an advised basis from investors who are confirmed as High Net Worth investors or who are Self Certified Sophisticated Investors.

Kuber does not offer investment, tax or legal advice.

Definition - High Net Worth investor or Sophisticated Investor

An investor qualifies as an High Net Worth investor if they have

(a) An annual income to the value of £100,000 or more;
(b) Net assets to the value of £250,000 or more. Net assets for these purposes do not include:
(i) the property which is their primary residence or any loan secured on that residence;
(ii) any rights under a qualifying contract of insurance within the meaning of the Financial
Services and Markets Act 2000 (Regulated Activities) Order 2001; or
(iii) any benefits (in the form of pensions or otherwise) which are payable on the termination of their service or death or retirement and to which they are or (or their dependants are), or may be, entitled.

An investor qualifies as ar Self-Certified Sophisticated Investor if at least one of the following applies:

a) they are a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below
b) they have made more than one investment in an unlisted company in the two years prior to the date below
c) they are working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium sized enterprises
d) they are currently, or have been in the two years prior to the date, below a director of a company with an annual turnover of at least £1 million

IMPORTANT INFORMATION

Our products place your capital at risk and you may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the Main Market on the London Stock Exchange. Website content is not intended to constitute investment, tax or legal advice. We only accept business on an advised basis unless we receive a specific request for a direct investor to be treated as a professional investor such a request will be subject to an increased initial charge. We do however, recommend you seek independent advice before investing in our products.

Definition – Professional Investor

(1) An entity required to be authorised or regulated to operate in the financial markets. The following list includes all authorised entities carrying out the characteristic activities of the entities mentioned, whether authorised by an EEA State or a third country and whether or not authorised by reference to a directive:
(a) a credit institution;
(b) an investment firm;
(c) any other authorised or regulated financial institution;
(d) an insurance company;
(e) a collective investment scheme or the management company of such a scheme;
(f) a pension fund or the management company of a pension fund;
(g) a commodity or commodity derivatives dealer;
(h) a local;
(i) any other institutional investor;
(2) In relation to MiFID or equivalent third country business a large undertaking meeting two of the following size requirements on a company basis:
(a) balance sheet total of EUR 20,000,000;
(b) net turnover of EUR 40,000,000;
(c) own funds of EUR 2,000,000;
(3) In relation to business that is not MiFID or equivalent third country business a large undertaking meeting any of the following conditions:
(a) a body corporate (including a limited liability partnership) which has (or any of whose holding companies or subsidiaries has) (or has had at any time during the previous two years) called up share capital or net assets of at least £5 million (or its equivalent in any other currency at the relevant time);
(b) an undertaking that meets (or any of whose holding companies or subsidiaries meets) two of the following tests:
(i) a balance sheet total of EUR 12,500,000;
(ii) a net turnover of EUR 25,000,000;
(iii) an average number of employees during the year of 250;
(c) a partnership or unincorporated association which has (or has had at any time during the previous two years) net assets of at least £5 million (or its equivalent in any other currency at the relevant time) and calculated in the case of a limited partnership without deducting loans owing to any of the partners;
(d) a trustee of a trust (other than an occupational pension scheme, SSAS, personal pension scheme or stakeholder pension scheme) which has (or has had at any time during the previous two years) assets of at least £10 million (or its equivalent in any other currency at the relevant time) calculated by aggregating the value of the cash and designated investments forming part of the trust’s assets, but before deducting its liabilities;
(e) a trustee of an occupational pension scheme or SSAS, or a trustee or operator of a personal pension scheme or stakeholder pension scheme where the scheme has (or has had at any time during the previous two years):
(i) at least 50 members; and
(ii) assets under management of at least £10 million (or its equivalent in any other currency at the relevant time);
(f) a local authority or public authority.
(4) A national or regional government, a public body that manages public debt, a central bank, an international or supranational institution (such as the World Bank, the IMF, the ECP, the EIB) or another similar international organisation;
(5) Another institutional investor whose main activity is to invest in financial instruments (in relation to the firm’s MiFID or equivalent third country business) or designated investments (in relation to the firm’s other business). This includes entities dedicated to the securitisation of assets or other financing transactions

Definition - Sophisticated Investor

An investor qualifies as a Self-Certified Sophisticated Investor if at least one of the following applies: