Our next tranche of EIS investments will complete before the end of this tax year.

Pioneering marketing technology, bespoke travel adventures, a classic British marine heritage brand, and more. Meet the companies our EIS Portfolio is investing in before 5th April 2020, giving eligible investors the chance to carry back tax reliefs to 2018/19.

The Vala EIS Portfolio regularly closes investment tranches, usually every three to six months. Each tranche involves completing investments into a number of companies over a concentrated period of a few days.

We developed this tranche-based approach first-and-foremost because we often prefer to release capital to our portfolio companies gradually. Rather than providing funding in a single one-off transaction, we agree an overall level of commitment with each company, with an approximate timetable for releasing the funds. Each tranche provides us with an opportunity to review the progress of the companies against agreed commercial milestones, before releasing further finance.

But the tranche-based approach also brings benefits for our investors. It means that an investor's capital is deployed into a portfolio of EIS companies soon after subscribing, with EIS3 certificates (the paperwork needed to claim tax reliefs) often following just a few months later. Furthermore, investing in this way means our investors are not buying into a black box - we can give them a good idea of the companies being considered for investment, before they decide to apply.

Our next investment tranche is coming up soon, giving investors an opportunity to build a portfolio of EIS investments before the end of the current tax year. All of the companies are already trading businesses, so we can start the EIS3 application process as soon as the investments complete. The video below gives a flavour of the companies we like to invest in, and you can read more detail about the tranche here.

Vala Capital Ltd (FCA number 827386) is an appointed representative of Sapphire Capital Partners LLP, which is authorised and regulated by the Financial Conduct Authority with firm reference number 565716. Our address is Audley House, 12-12a Margaret Street, London, W1W 8RH. 

Investing in start-ups and early stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution. It should be done only as part of a diversified portfolio. The Vala EIS Portfolio is targeted exclusively at investors who understand the risks of investing in early stage businesses and can make their own investment decisions. Any pitches for investment are not offers to the public.

Investments made in companies or EIS funds listed on this website platform may not be covered by the Financial Services Compensation Scheme (FSCS). For more details please contact us or refer to their website, www.fscs.org.uk.

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