Mariana Growth EIS Fund offers investors the opportunity to invest into a portfolio of EIS qualifying companies across multiple sectors targeting a return of £2.00 per £1.00 invested. We favour companies with a disruptive business model or cutting-edge technologies that allow them to challenge the incumbent within their sector. Across sectors, the Fund will favour companies with;
Demonstrable demand for their product/service
A clearly defined capital expenditure plan
An experienced management team with a proven track record
Our current preferred sectors including Hydroponics, Waste Management and UK Construction. We have pre-identified investee companies with HMRC advance assurance in a number of sectors and we are planning an allotment this tax year (18/19).
Target Return - £2.00 per £1.00 invested
Investment Horizon - At least 5 years
Track Record - Enterprise Investment Partners currently manage over £100m in tax-efficient investments across multiple sectors.
Portfolio -The Fund aims to give investors exposure to at least three different EIS companies targeting high growth across multiple sectors
Investment Process - Robust investment process implemented by experienced team of investment professionals
Deal Size & Structure - £500k to £4m per Investee Company. The Company will be structured to maximise value for investors.
Allocation - 100% of Investors subscription (after adviser fees) will be invested
Close Dates -The Fund intends have at least one allotment this tax year (2018/19).
EIS Qualification - The Fund will only commit to funds to companies with HMRC Advance Assurance.
The investment horizon of the fund is at least 5 years. It is anticipated that investee companies will achieve exits via a trade or private equity sale, management buy-out or listing on AIM.
Enterprise Investment Partners LLP ("Enterprise" or "EIP") is a venture capital boutique with extensive experience across a full spec-trum of clients. Enterprise are specialists in fundraising for smaller companies through tax-efficient structures, with a particular emphasis on tax efficient investments.
Enterprise work with top quality management teams and entrepreneurs, providing the expertise necessary to transform exceptional concepts into successful and fast growing businesses.
Mariana has partnered with Enterprise by selecting it as the Fund Manager for Mariana’s Business Relief (BR) and Enterprise Investment Scheme (EIS) business lines. Enterprise has considerable
investment experience and a strong fundraising track record in this sector currently managing over £100 million in tax-efficient investments. Martin Sherwood, co-founder of Enterprise is also
a founding director of the EIS Association.
Mariana were established in 2009 as an institutional business before expanding into the retail market in 2013. The investment team have investment banking and tax backgrounds with experience across multiple sectors including Renewable energy, Infrastructure and Property. Mariana run two (fully funded) EIS in renewable energy and waste management as well as a business relief qualifying investment focused on renewable energy and working capital finance.
Annual Management Fee
25% after investors have been returned £1.20 per £1.00 invested
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