The Committed Capital Growth EIS represents a compelling opportunity to invest in high growth UK based technology companies across a range of industry sectors.
Our primary objective is to achieve a target ROI of 2-3x (excluding tax reliefs) for investors from high quality investments; through the careful selection of potential investee companies, excellence in corporate finance skills and active support of portfolio companies.
Our investment methodology is based on the principle of unlocking and accelerating profitable growth in portfolio companies. In analysing potential investee businesses, we look for rapid growth in the underlying market as well as a technology and business designed to benefit from this growth. Investee companies must have a compelling proposition, be fully formed and have strong management. We are attracted by companies poised to grow rapidly with the infusion of equity and expertise. These factors are established during exhaustive due diligence.We believe our rigorous due diligence process as a corporate finance house, has resulted in our returns to date of 2.4x ROI (excluding tax relief).
Investments are selected when the following criteria are met:
The intention is to exit within 3 to 5 years of monies being invested via trade sale, IPO, or where appropriate, a sale to a strategic co-investor. Typically exit is through a trade sale or strategic sale.
Since 2001 the team have achieved an average 2.4x ROI (excluding any tax reliefs) with an average holding period of 4 years. The team have invested in 33 investee companies, and made 19 exits and 2 partial exits of which 20 have been profitable and just 1 has made a partial loss.
Company | Date of exit | Share purchase price | Share exit prices | Total return (net of reliefs) |
---|---|---|---|---|
Synexus Clinical Research | 01/12/2007 | £1.00 | £1.76 | 1.8 |
Espresso Group Limited | 01/10/2009 | £1.00 | £4.28 | 4.3 |
Black Teknigas Limited | 01/10/2009 | £1.00 | £1.52 | 1.5 |
Netcall | 01/02/2004 | £0.10 | £0.24 | 2.4 |
Astraeus Limited | 01/07/2007 | £1.00 | £0.24 | 0.2 |
Ashford Colour Press Limited | 01/10/2009 | £1.00 | £1.21 | 1.2 |
House of Dorchester | 01/10/2009 | £1.00 | £2.34 | 2.3 |
Vyre Limited | 01/10/2009 | £1.00 | £6.67 | 6.7 |
Mining Communications Limited | 01/10/2006 | £1.00 | £1.78 | 1.8 |
SAS | 12/12/2009 | £0.16 | £0.22 | 1.4 |
Styles & Wood Holdings Limited | 01/11/2006 | £1.00 | £7.74 | 7.7 |
Travel Class | 01/06/2006 | £1.00 | £2.57 | 2.6 |
PSP | 12/12/2009 | £0.62 | £0.85 | 1.4 |
Bond Aviation Solutions | 01/10/2006 | £1.00 | £1.77 | 1.8 |
LG & DE Limited | 01/10/2004 | £1.00 | £4.66 | 4.7 |
Speedtax | 12/12/2009 | £1.77 | £1.85 | 1.0 |
Atlantic Foods Group Limited | 01/10/2009 | £1.00 | £1.33 | 1.3 |
TC Communications Holdings Limited | 01/09/2010 | £1.00 | £1.11 | 1.1 |
Fairstone | 01/05/2014 | £0.05 | £0.09 | 1.8 |
Trade River Limited | 01/03/2015 | £0.29 | £0.59 | 2.0 |
FSB Technology Limited | 31/07/2019 | £12.27 | £33.26 | 2.7 |
Sapia Partners LLP acts as Principal Firm to Committed Capital Limited and as Alternative Investment Fund Manager (“AIFM”) to Committed Capital Growth EIS Fund. Sapia Partners LLP is authorised and regulated by the Financial Conduct Authority (FRN 550103). As of November 2018, Lawson Conner Group - including Sapia Partners LLP - was acquired by IQ-EQ. IQ-EQ is a leading investor services firm providing a comprehensive range of compliance, administration, asset and advisory services to investment funds, multinational companies, family offices and private clients operating worldwide. IQ-EQ is the fourth largest investor services firm in the world, with 2,800+ employees and is present in 23 jurisdictions.
For further information please visit sapiapartners.com
Committed Capital Limited is an Appointed Representative of Sapia Partners LLP, which is authorised and regulated by the Financial Conduct Authority (FRN 550103). Committed Capital Limited is the Investment Advisor to Committed Capital Growth EIS Fund, and was founded on the belief that companies need human capital in addition to finance to support their growth. The team has a proven track record of working with growth companies, aiming to create value for shareholders through careful investment selection, rigorous due diligence, efficient transaction execution and providing investee companies with hands-on support.
Fee type | Fees charged to Investor (including VAT) | Fees charged to Investee Companies (including VAT) |
---|---|---|
Initial Fee | 0.60% | 3.00% |
Annual Management Fee | 2.40% | £15,000 - £20,000 per annumm |
Performance Fee | 20%* | n/a |
Other Fee Information | 3 years of annual management fee will be calculated at the outset (ringfenced) | n/a |
There is a performance fee payable equivalent to 20% of the profits returned in excess of the gross amount originally invested into the Fund (excluding all tax benefits).
Kuber investors receive a 1% reduction on the initial fee.
Alternative Investment Fund
£2.50 for every £1.00 invested
Private Equity EIS
Technology
8 to 12 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