Committed Capital EIS Growth Portfolio Service - Professional Investor (PI)

Our primary objective is to create attractive returns for investors from high quality investments; through the careful selection of potential investee companies, excellence in corporate finance skills and active support of portfolio companies.
Track Record - Since 2001 we have achieved an average 2.6 x ROI (excluding tax reliefs) for investors with an average holding period of 4.5 years, and have invested in 34 EIS qualifying investee companies, made 24 exits. Out of these 24 exits, 21 have been profitable, 1 has made a loss, and 2 have made a partial loss.
Based upon British Private Equity & Venture Capital Association 'BVCA' data for 560 funds in total, top decile performance is achieved by those venture capital funds with an IRR of 19.6% or greater. The performance of our Growth EIS fund (launched Dec 2014) compares favourably with this with an average 3x ROI (excluding any tax reliefs) and a 36.8% IRR for investors with an average holding period of 4.5 years. To date, the fund has invested in 16 companies, made 5 profitable exits, and 2 small losses. This is in line with the Fund’s target of 2-3x ROI (excluding any tax reliefs) and well ahead of the target 25% IRR.
Investment Strategy - We are very hands on investors and sit on the boards of our investee companies. We like companies that have proven products and services, and so only invest in post revenue (£1m+), growth stage UK based technology companies across a number of sectors. Investee companies must have an established market stategy, multiple client contracts in place, a solid pipeline of sales, proven management and a robust and demonstratable growth strategy.
Targeted Returns - 2-3x ROI (excluding any tax reliefs).
Diversified Portfolio - Investors are typically allocated a portfolio of 8-12 investee companies in around 6-12 months (or less if the investor prefers).
Third Party Reviews - MICAP, Allenbridge, Hardman & Co and Tax Efficient Reviews are available.