The Vala Sustainable Growth EIS aims to invest in companies that have the potential to grow rapidly, create significant value for investors, and make a positive contribution to the world’s sustainability challenges. Targeting three themes: technology for planetary health; sustainable consumption & commerce; and fairer access to social goods.
Vala has married the significant and successful entrepreneurial experience of the existing team with investment management and sector specialists within Sustainability.
The investment thesis is based on the premise that the Portfolio companies will thrive and grow in value because they are focused on Sustainability not in spite of it, driven by the prevailing tailwinds of:
Increasing consumer sentiment (especially after the challenges of 2020!);
That governments are legislating to change behaviours;
Technologies are increasingly the solution to the profound problems the planet faces; and
That big businesses will struggle to adapt and either disappear or in-creasingly acquire these solutions.
Success for these companies will be defined and measured on the basis of three main principles:
Their sustainability impact:
Their ability to grow and scale significantly; and
The value they build for investors.
Why choose the Vala Sustainable Growth EIS?
Investment opportunity with great potential returns
Fulfils client demands for investments that achieve something positive
Strong team to support businesses and achieve sustainability goals.
Start-ups and early stage companies working on truly sustainable products, services and new technologies may have access to funding from sources such as government grants. As an investor, this could enhance returns by reducing the need to raise further equity funding from other funds, avoiding dilution.
At the same time, the existence of larger sustainable investment funds could help to create opportunities for co-investment, follow-on investments and exits. Acquisitive larger companies, interested in buying in technology developed by smaller innovators, could also create routes to exit. At the time of the initial investment, it is impossible to know how long a company might take to reach an exit. However, Vala Capital and the Investment Manager will work closely with the companies during any exit process.
Sapphire Capital Partners LLP is headed by Boyd Carson, who is a Fellow of the Institute of Chartered Accountants and a former director of PwC in New York and Vasiliki Carson, formerly of Goldman Sachs in New York and Tokyo.
Vala Capital is an entrepreneur-led venture capital group providing capital and expertise to the founders and managers of high growth businesses in the UK.
It is based on the principle that the best people to select and support small high-growth businesses are those that themselves have successfully built businesses and known the highs and lows of the entrepreneurial journey. The team’s many exits have given them unrivalled experience not only in building businesses but pivoting when necessary and an understanding of what it takes to secure a successful exit.
Fees charged to Investor (including VAT)
Fees charged to Investee Companies (including VAT)
Annual Management Fee
1.8% for first 5 years only
Other Fee Information
*of any returns after the fund has returned 110% of the invested capital back to the investor.
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