Providing investment to emerging companies operating in the life sciences sector, the Deepbridge Life Sciences EIS seeks to finance companies with exciting new technologies that satisfy the needs of large and growing markets. The investment strategy of the Deepbridge Life Sciences EIS is to invest in a diversified portfolio of up to ten investee companies that participate in one of the following:
Biopharmaceuticals
Biotechnology
Medical Technology
The Deepbridge Life Sciences Team seeks to invest in companies that possess some or all of the following attributes:
A focus on life sciences and medical device technology
Significant market potential with clear need and market growth
Provide a solution to a recognised clinical or healthcare need
Innovation-driven products that have the potential to create new market segments or displace current technologies
Medical technology businesses with a clear and realistic path to commercialisation
Robust intellectual property which may provide patented or patentable IP protection
Passionate, energetic, experienced and aligned founding team
Clear exit strategy to be implemented within 4-5 years with alignment of interests with our stakeholders
Please note that not all attributes may be achievable in each investment.
Exit Strategy
The Deepbridge team believes that most exits in the technology sector will take place in the M&A space, and so aim to execute business models suitable for this exit route. The Deepbridge team will assess any opportunity to capitalise on exit opportunities, notwithstanding the 3 year EIS period, if an early exit is in Investors’ best interests. Deepbridge believes that either a sale of the Investee Companies, or a sale or refinancing of the assets owned by the Investee Companies, will enable funds to be returned to Investors.
Fund Manager
Enterprise Investment Partners LLP
Enterprise Investment Partners LLP is a specialist smallcap investment boutique established over five years ago, whose activities include corporate finance, fund management and the design and promotion of tax-efficient investment products, with major emphasis on EIS. Enterprise has considerable experience of EIS and the tax-efficient industry, with particular expertise in the leisure, media, commercial property and renewable energy sectors. The three principals together have raised over £200m under EIS, VCT and other tax efficient structures over the last five years.
Deepbridge is a different kind of investment manager. We work closely with financial advisers and investors to design innovative products, ranging from investment in technology growth companies to asset-backed renewable energy projects. We also partner with innovative and committed management teams to help UK based companies realise their potential and become successful leading-edge businesses. Deepbridge operates across four principle divisions: disruptive technology, sustainable technologies, life sciences and renewable energy.
Successful investment in growing companies requires an appropriate balance between entrepreneurial optimism and venture capital realism. Investors can be blinded by the potential upside; however, seeing the path to commercialisation from a realistic standpoint demands an objective and experienced perspective from the Investment Manager.
Fees
Corporate Advisory and Arrangement Costs
Paid by the Investee Company: up to 5% of funds invested in that company
Annual Maintenance Fee
Paid by the Investee Company: 2% p.a.
Dealing and Custody Fees
Paid by the Investee Company: The Investment Adviser will charge each Investee Company a dealing fee of 0.65% on the sale and purchase of shares, and a Custody Administration fee of 0.50% p.a. for the provision of custody services.
Performance Incentive Fee
An incentive fee of 20% of the amount of cumulative cash returned, in excess of the amount of funds invested in the Investee Companies.
Investor Marketing and Other Fees
The Manager reserves the right to levy additional fees to the Investee Company to meet any costs relating to investor marketing, additional fundraising and administration, custody and services provided.
Shares, Options & Warrants
The Manager may also seek to take shares, options or warrants in the Investee Companies either in lieu of any of the above charges or fees in addition and in line with standard industry practice.
All fees are stated excluding any VAT which may also be charged where applicable.
Kuber Specific Arrangements
Kuber receives a fundraising fee of 1.0% from the manager.
Kuber will return this fee to Investors by applying it to their Subscription amount thereby increasing their investment.
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
By following this link and downloading any associated Offer Reviews, you may receive a follow up call from a member of the Kuber Business Development team
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.