Octopus Ventures EIS Toolkit

Tools to help you accelerate EIS conversations with clients

Speaking to your clients about EIS? We’ve provided a number of resources that will support your conversations about venture capital investing, whether they’re a first time investor or experienced in early-stage company investing.

Use these key resources to help take clients on their EIS journey with Octopus. You’ll find a client-friendly guide to the scheme, information on our highly experienced investment team, stories from some of our investee companies, and much more.

Risks to bear in mind

Capital at risk

The value of an investment can fall as well as rise. Investors could end up getting back less than they put in.

Volatility

Shares in EIS-qualifying companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange.

Liquidity

We will be investing into shares in unlisted early stage companies. These shares will be harder to sell than established listed companies. Investors should expect to hold shares for between five and ten years, and possibly longer.

Tax treatment and qualification

Tax treatment depends on individual circumstances and may change in the future. Tax reliefs depend on the portfolio companies maintaining their EIS-qualifying status.

For clients who are…

Help clients get to grips with EIS investments and the potential to maximise growth.

EIS calculator

Our EIS calculator enables you to calculate the amount of tax relief your client might get on their investment.

Guide to EIS
Download
Guide to tax reliefs
Download
Investor webinar: Octopus Ventures EIS
Register

EIS is a scheme of tax reliefs brought in more than 25 years ago to encourage and support private investment into higher risk early-stage companies. Thanks to initiatives like EIS, the UK has one of the most successful start-up environments in the world. It gives great visibility over the companies investors are backing and is particularly interesting for those targeting high growth as growth in qualifying companies is tax free and there is loss relief on any failures.

Through Octopus Ventures EIS your client will hold shares directly in around 10-15 EIS qualifying companies that have the potential of delivering a 10x return. Clients will hold their EIS shares from the moment we select the companies until we secure an exit for everyone, so it’s not a liquid investment but they will be invested for the duration of the period that we think they are capable of securing the most growth.

Please note: not all companies will be successful and investors could end up getting back less than they put in.

Investor webinar: Octopus Ventures EIS

Share this webinar with your clients as a way of introducing them to our fund managers and get a feel for the types of exciting businesses we invest in.

Octopus Ventures EIS

We provide investors with access to a portfolio of between 10-15 early stage companies with high growth potential selected by the team who manage Octopus Titan VCT. We are currently accepting applications into our Octopus Ventures Knowledge Intensive EIS Fund which will close on 5 April 2022, or earlier if capacity is reached.

How to invest

Ready to take the next step?

Resources to help you as an adviser.

Resources

Apply onlineDownload
IllustrationDownload
Octopus Ventures Knowledge Intensive EIS Fund brochureDownload
Octopus Ventures Knowledge Intensive EIS Fund Key Information DocumentDownload
Octopus Ventures Knowledge Intensive EIS Fund terms and conditionsDownload
Octopus Ventures EIS suitability reportDownload

We’re here to support you

If you’ve got a question about any of our products or services, please get in touch.

Contact our team

Got a question?
Call us at 0800 316 2067

¹ Association of investment companies, March 22