About Seneca EIS Portfolio Fund

Since its launch in 2012, the Seneca EIS portfolio fund has invested more than £50m of EIS funds. The minimum subscription is £25,000 and portfolio size is five or more companies. The fund typically invests more than £500,000 and seeks to exit between three-five years. To date, it has invested in 41 companies and more than 70 investment rounds have been completed. Seneca’s network of more than 300 entrepreneurs provides advice.

Summary

Fund Manager: Seneca Partners
Tax Efficiency: EIS
Sector Focus: Multiple Sectors
Stage Focus: Early-stage
Target Portfolio Size: 5 or more companies
Minimum Subscription: £25,000
Closing Date: Evergreen
Website: Learn more about Seneca EIS Portfolio Fund

About Seneca Partners

Formed in 2010, by a group of senior financial-services professionals, Seneca is an investment management and corporate advisory business specialising in working with SMEs with turnover of up to £100m. It targets well-managed businesses, looking to grow further, which can demonstrate proven concepts, a strong balance sheet and evidence of profit and cash generation. It supports businesses with debt and equity funding. To date, Seneca Partners has helped more than 100 companies.

How does SyndicateRoom's Access EIS Fund compare?

By comparison, SyndicateRoom's Access EIS fund builds investors a large portfolio of 50+ companies across all sectors, co-investing with experienced angel investors who have an average IRR of 42%. Our model is based on our proprietary analysis of the UK startup market, which showed that on average, the market grows by 28% each year. With large portfolios, and a large network of angels providing access to the best deals, earlier, we aim to replicate that annual growth for our investors while mitigating risk. This data-driven approach aims to work around the limitations of a single fund manager attempting to pick winners.

Our minimum investment is £5,000.

Fund Manager: SyndicateRoom
Tax Efficiency: EIS
Sector Focus: Sector Agnostic
Stage Focus: Early-stage
Target Portfolio Size: 50+ companies
Minimum Subscription: £5,000
Closing Date: Evergreen
Website: Learn more about the Access EIS Fund
Please note: SyndicateRoom is not affiliated with Seneca EIS Portfolio Fund. This page is for informational purposes only, and is the result of research conducted by SyndicateRoom. Whilst every effort has been taken to ensure accuracy at the time of publication this cannot be guaranteed and information is liable to change. Information displayed is neither a recommendation to invest or not, nor advice. With investments, your capital is at risk. SyndicateRoom is not responsible for the content of any external websites linked to from this page.

Are you the fund manager? Email [email protected] with any comments or amends.