SyndicateRoom, an online investment platform that simplifies the process of investing in promising early-stage private firms, has distributed a report highlighting the performance of its Access EIS fund.
EIS or Enterprise Investment Scheme, and the SEIS or Seed Enterprise Investment Scheme exemptions, is a tax program that provides material benefits to investors. Along with an immediate deduction of up to 50% of invested funds, EIS/SEIS-qualified firms do not entail any capital gains after a good exit.
Overall, the Fund has generated a valuation increase of 25.6%.
The fund includes several top performers that have generated significant returns, including valuation increases of 1171.6%. Providing estimated returns by cohort is something every investment crowdfunding platform should be doing now. While not every investment generates a good exit, just like professional VCs, a few home runs can more than makeup for those that struggle to thrive.
By recent cohort years, SyndicateRoom shares the following information:
- 2020 cohort valuation: +35.1%
- 2021 cohort valuation: +48.2%
- 2022 cohort valuation: +10.2%
- 2023 cohort valuation: +7.8%
SyndicateRoom tracks successful angel investors and leverages this data to help make investment decisions in private firms. The company aims to replicate the outsized returns offered by successful startups and make these offerings available to all investors. SyndicateRoom claims that it has tracked every funding round for early-stage UK firms since 2011.
As the Labour government’s recent Autumn Budget includes capital gains tax increases, offerings that include EIS/SEIS qualifications are now more valuable for investors.
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