Committed Capital EIS Growth Portfolio Service - Advised Retail Investor

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 any tax reliefs) for investors with an average holding period of 4.5 years, and have invested in 33 EIS qualifying investee companies, made 21 exits and 1 partial exit. Out of these 22 exits, 21 have been profitable and just 1 has made a partial loss.
Looking at our current EIS Fund, we have achieved an average 2.7x ROI (excluding any tax reliefs) for investors with an average holding period of 4.5 years, and have invested in 15 companies, made 3 exits and 1 partial exit with all 4 exits having been profitable.
The funds most recent exit was in February 2021. Our investors’ holding in Fairstone was bought by a private equity group, with investors receiving an average return on investment of 4.6x (excluding tax relief).
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 and Tax Efficient Reviews are available.