A partnership with Anglo Scientific, who are experts at selecting, building and exiting from technology businesses, having invested using this strategy for over 10 years.
This EIS invests in companies that are using technology to help solve global issues predominantly in 3 sub-sectors: security; healthcare; and communications.
The companies will all have defensible IP, a truly global market, and be able to demonstrate a clear route to over £100m annually in revenues.
USP’s:
We will be targeting exits in 5-7 years from the date of investment, although it could take longer than this. These exits will likely be provided by one of the following: a trade sale, management buyout, or venture capitalist.
Company | Date of exit | Value on purchase | Value on exit | Total return (net of reliefs) |
---|---|---|---|---|
Phagenisis | Phased Exit 2017 - 2021 | £12.5m | Final number tbc as exit phased until 2021 | 3.00x – 5.00x depending on when client invested |
Solus Solutions | November 2019 although funds also held in escrow for 18 months post sale | £3.4m | £25m (not including amount left in Escrow until Nov 2020) | 3.50x – 13.80x depending on when client invested |
Microtest | 2018 | £11.8m | £0 | 0.00x |
On-Sun Systems | 2014 | £1.7m | £0 | 0.00x |
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.
Anglo Scientific are a team of entrepreneurs who set out to build high potential technology-driven companies. They aim to identify ground breaking science that can solve globally challenging problems in predominantly 3 key sub-sectors: healthcare; communications; security.
They currently have a portfolio of 9 such companies, that are collectively valued at over £200 million, from a total of £88.5m invested.
Fee | Investor | Investee Company |
---|---|---|
Initial | n/a | 2.5% |
AMC | n/a | 2% |
Performance Fee | 20% on portfolio level returns above 120% | n/a |
N/A
Alternative Investment Fund
£3 per £1 invested (at portfolio level) after a 3-year minimum holding period but would expect holding periods of 5+ years to maximise value for investors
Venture Capital EIS
Technology
4 to 6 investee companies
Custodian: Woodside Corporate Services Limited
Nominee: WCS Nominees Limited
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