Amberside Incrementum EIS Fund

Investment Objective

A partnership with CH1 Investment Partners, who have over 10 years’ experience of investing in EIS companies. Matthew Evans and Richard Spacey ran Vestra Ventures together, and brought that experience across to CH1 when they launched the business in 2016.

This EIS invests in companies that can demonstrate a proven market for their product or service through increasing annual revenue streams, that are now looking for further capital to expand. The companies could be from any sector, as long as they have a strong board and management team, and a sensible, robust business plan that can demonstrate how they will grow revenues further to in excess of £10m annually.

USP’s:

  • A known portfolio of companies at time of investment
  • Quick deployment of capital (circa 3 months)
  • Managed by a combined team of experts – Amberside Capital and CH1 Investment Partners
  • ALL investee companies personally invested in by the Directors of Amberside Capital/CH1 Investment Partners on the same terms as EIS investors

Exit Strategy

We will be targeting exits in 4-6 years from the date of investment. These exits will likely be provided by one of the following: a trade sale, management buyout, or venture capitalist.

Exit History

CompanyDate of exitValue on
purchase
Value on exitTotal return
(net of reliefs)
Super NuvaJuly 2017£750,000£1,005,0001.34x
Receipt BankPartial Exit
Q4 2017
£3,719,791£22,280,9125.99x
Longshot Country InnsQ2 2018£2,820,000£2,425,2000.86x
AircoolboxQ2 2018£735,000£00.00x

Fund Manager

Amberside Capital aim to bring the highest standards of institutional management rigour to the retail investment market. This investment rigour covers all activities from the comprehensive due diligence undertaken in making investments, the detailed risk management which governs our management of investments, and the transparency we bring to investor reporting and the investment process.

Fund Adviser

CH1 Investment Partners are independent advisers who source, shape, and analyse investment opportunities in unlisted companies for High Net Worth investors. Matthew Evans and Richard Spacey have worked together for over 10 years, with Matthew being a founder partner of Vestra Wealth. Together Matthew and Richard ran Vestra Ventures until the business was sold to LGT in 2016.

Fees

FeeInvestorInvestee Company
Initial (cash)n/a3%
Initial (equity)n/a3%
AMCn/an/a
Performance Fee20% on returns above 150%
per company
n/a
Kuber Special Arrangements

N/A

For further information please do not hesitate to contact us on:
+44 (0) 20 7952 6685
info@kuberventures.com
www.kuberventures.co.uk

Fund at a glance

Scheme Categorisation

Alternative Investment Fund

Target Return

£2 per £1 invested, after a 3-year minimum holding period but would expect holding periods of 5+ years to maximise value for investors

Scheme Strategy

Growth

Investment Sector

Generalist

Target Diversification

4 to 8 investee companies

Nominee & Custody Arrangements

Custodian: Woodside Corporate Services Limited

Nominee: WCS Nominees Limited