In the latest in the EIS & VC basics series for the EIS Navigator podcast we discuss how investors and advisers can pick the right EIS fund or VCT. SyndicateRoom have moved into third-party management, so have good insight into how to pick a fund. Co-founder Tom Britton joins us to give his views on what investors need to look at and how.

Tom covers lots of areas that investors and advisors need to consider. These include:

the high level filters
strategies and sectors
what is the deployment time
how does it affect your venture portfolio diversification
where past performance and exits fit
the more detailed diligence after filtering
the existing portfolio and how it fits into current trends
looking at the fund manager and its stability
differences in fees and fee structures
extra factors for VCTs - dividends and buyback policies, cash levels

We cover a lot of ground so get your notebooks ready! Tom definitely has distinctive views, but also great knowledge so it's well worth a listen. Enjoy!

Links

Syndicate Room - https://www.syndicateroom.com/

Tom Britton - tom@syndicateroom.com

HMRC page on tax reliefs for venture schemes: https://www.gov.uk/guidance/venture-capital-schemes-tax-relief-for-investors

Subscribe to the EIS Navigator podcast on most services here: https://the-eis-navigator.captivate.fm/listen

You can see this episode on video too here. https://youtu.be/27sHsBQRY70

The playlist for all the videos of the Basics series will be found here.

Bio

Tom Britton

Co-founder, SyndicateRoom

After completing his MBA in Cambridge, Tom co-founded SyndicateRoom to give a wider audience access to venture capital investment. As co-founder, Tom works across all aspects of the business, with an emphasis on product development and marketing strategy, and as much direct contact with our super angels and investors as possible. He enjoys being plugged into the wider industry and sits on the board of the UK Business Angel Association. He also hosts SyndicateRoom’s Angel Insights podcast, interviewing key industry figures. Prior to founding SyndicateRoom, Tom was Product Manager at TheTrainline, where he headed up the launch of its mobile applications.

Disclaimer

Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments. Your capital is at risk. Past performance is not a reliable indicator of future performance. Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein.

For more information, please read our full disclaimers:

www.hardmanandco.com/research-disclosures

www.hardmanandco.com/disclaimer

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