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Symvan Capital
Investment Funds

SYMVAN TAX-EFFICIENT FUNDS

Symvan Technology EIS Fund
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Ideal for investors seeking enhanced capital growth from more established companies.

  • Capital growth fund.

  • Investments across software with a focus on B2B enterprise customers.

  • Portfolio management service structured as an Alternative Investment Fund.

  • Target exit in 5-7 years from investment.

  • Zero upfront fees or charges to investors; 20% performance fee at exit. Fees charged to Investee Companies.

  • Funds invested in tranches for investors advised by qualified intermediaries and for unadvised high net worth and sophisticated investors seeking EIS tax reliefs where an investment in the Fund is confirmed as appropriate.

  • Deployment at the end of each calendar quarter. Next deployment date: 31st March 2023.

  • Ability to claim carry-back relief on entire subscription prior to 5th April 2023.

Symvan Technology SEIS Fund 3
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Ideal for investors seeking enhanced capital growth from seed investments in early-stage companies.

  • Open to new subscriptions for deployment in 2023/24.

  • Capital growth fund.

  • Investments across software with a focus on B2B enterprise customers.

  • Portfolio management service structured as an Alternative Investment Fund.

  • Target exit in 5-7 years from date of investment. 

  • Zero upfront fees or charges to investors; 20% performance fee at exit. Fees charged to Investee Companies.

  • Funds invested in tranches for investors advised by qualified intermediaries and for unadvised high net worth and sophisticated investors seeking SEIS tax reliefs where an investment in the Fund is confirmed as appropriate.

  • No fixed deployment dates. Deployment timeframe over 12-18 months. 

  • Not suitable for investors seeking to "carry-back" relief to the previous tax year.

INDEPENDENT RESEARCH REPORTS

Hardman & Co. Review
MJ Hudson Allenbridge Review
MICAP Review
Reports
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Allenbridge Report Cover Page.JPG
March 2021
March 2020
January 2020
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