Evaluation
Businesses must be able to articulate proof of concept (showing a significant market need), proof of relevance (highlighting the potential to create new market segments or displace existing market offerings) and proof of commercialisation (define a clear and realistic path to commercialisation).
Action
Investee companies should be able to demonstrate necessary supply chains, robust intellectual property and a committed and engaged founding team.
Execution
Companies must be able to provide a clear business plan with defined commercial objectives as well as a robust organisational plan with distinct goals. Deepbridge work closely with investee companies to guide, mentor and counsel, as required, to ensure plans are delivered.
Personality
Those founding, growing and managing investee companies must be able to demonstrate their expertise and skills in order to ensure that they are the most appropriate individuals to provide the Company with the best possibility of success.
Outcome
Investee companies need to demonstrate a clear exit strategy in order to aim to provide investors with their returns. Deepbridge considers that flexibility is key. Therefore, the Deepbridge team will assess any opportunity to capitalise on exit opportunities, notwithstanding the three-year EIS period, if an exit is in investors’ best interests.
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EIS: The Basics – On Demand
Our industry leading educational programme covers the basics on what you need to know to recommend an EIS.
If you’ve never recommended an EIS before, we suggest you start with episode 1.
Click the image below to sign up and access the video instantly, free of charge.
EPISODE 1
The Modern World of EIS
An exploration into why EIS is more popular than ever, how early-stage companies are performing in the modern day climate and covering the basics of the tax reliefs.
45 mins
EPISODE 2
Trigger Points
Investigating the types of clients where EIS is most suitable.
45 mins
EPISODE 3
Due Diligence & Research
Understanding the due diligence required by advisers who are recommending EIS to clients.
45 mins
EIS: Advanced – On Demand
This is recommended for advisers who have completed the EIS—The Basics course, who already recommend EIS, or who are confident in tax-efficient investments.
Click the image below to sign up and access the video instantly, free of charge.
EPISODE 1
Journey of an Investee Company
Investigating the journey of companies as they grow to the point of exit, and understanding how returns are achieved through an EIS investment.
45 mins
EPISODE 2
More than just a tax tool
By analysing findings established in the Hardman & Co report, we discuss how you can add Venture Capital to a clients portfolio without impacting overall risk levels.
45 minutes
EPISODE 3
Financial Planning Considerations
Understanding the due diligence associated with recommending an EIS, and a closer look at tax planning scenarios.
45 minutes
IMPORTANT: The views expressed in these webinars are the views of the individual and not necessarily of Deepbridge Capital LLP. Figures quoted by the presenter and/or guest may be approximations. The content of these videos should not be construed as financial advice. This video is a real-time financial promotion and, as a result, has not been approved as a financial promotion for the purposes of Section 21 of the Financial Services and Markets Act 2000.
RISK WARNING: Any decision to invest should be made only on the basis of the relevant documentation for the investment available in the accompanying company profile. Investments in unquoted companies carry high risks. Capital invested will be at risk and you could lose all of your investment. No established market exists for the trading of shares in private companies, making it difficult to sell shares.
Tax treatment depends on the individual circumstances of each investor and may be subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status. Past performance is not a reliable indicator of future performance.
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