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Octopus Ventures EIS Toolkit

Tools to help you move EIS conversations forward with clients.

Speaking to your clients about EIS? We’ve provided a number of resources that will support your conversations with clients, 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 is at risk

The value of an EIS investment can fall to nil as well as rise. Investors may not get back the full amount they invest.

Tax treatment and qualification

Tax treatment depends on personal circumstances and tax rules could change in the future. Tax reliefs depend on portfolio companies maintaining their qualifying status.

Liquidity and volatility

Investing in smaller companies is considered high risk. Their value can fall or rise more sharply than shares in larger, more established companies. They may also be harder to sell.

For advisers who are…

Get to grips with EIS investments and the potential to maximise growth.

Guide to EIS
Read more
EIS Tax Benefits
See more

About Octopus Ventures EIS

Launched in 1994, the Enterprise Investment Scheme (EIS) makes investing in shares in early-stage businesses even more attractive. When an early-stage business is EIS-qualifying, you can claim a number of tax reliefs alongside your investment, including upfront income tax relief, tax-free capital gains, and loss relief on each investment that returns less than you put in. Please remember tax rules may change in the future, and the value of tax reliefs depends on your client’s individual circumstances.

Octopus Ventures EIS gives investors the opportunity to access pioneering businesses with high growth potential. Investors hold a portfolio of around 10-20 early-stage companies selected by our Ventures team, one of Europe’s largest.1

Octopus Ventures EIS

We provide investors with access to a portfolio of between 10-20 early-stage companies with high growth potential selected by the team that manages Octopus Titan VCT.

High growth opportunity

We have a track record of identifying and supporting companies from the start of their journey to household name status. Our aim is to invest in companies with the potential to deliver ten times the amount invested at the initial funding stage.

Large investment team

With a team of more than 90 investment professionals, we have one of the largest venture capital teams in Europe. The team also manage Octopus Titan VCT, the UK’s largest VCT.*

*Association of Investment Companies, June 2023

Interests aligned with investors

We’ll only collect our annual management charge if we sell a company for more than we originally invested. That way, you know we’re incentivised to select companies that have a strong potential to succeed.

Portfolio companies

To give an idea of the sort of companies investors can expect us to back, here are some examples of revolutionary EIS-qualifying businesses we’ve invested in. These companies are changing the way we shop, live and work.

Please read: We do not offer investment or tax advice, and we always recommend investors talk to a financial adviser before making investment decisions. This advertisement is not a prospectus. With regards to VCTs, investors should only subscribe for shares on the basis of information contained in the prospectus and Key Information Documents (KID), which are available in the document section of this page.

1Global league tables: 2022 Interactive, Pitchbook, February 2023.