The Oxford Technology SEIS and EIS Fund

Fund Overview

The Oxford Technology SEIS and EIS Fund combines SEIS and EIS investment strategies to support high-potential, early-stage technology startups, typically within an hour's drive of Oxford. The fund aims to leverage Oxford Technology Management's extensive network and expertise to provide hands-on guidance and maximize startup success.

  • Minimum Investment: £15,000
  • Targeted Returns: Not specified, but the fund focuses on high-growth, high-return opportunities.
  • Sector Focus: Technology startups near Oxford
  • Structure: Combined SEIS and EIS Fund

Investment Strategy

The fund adopts a three-year phased investment approach:

  • Year 1: Primarily SEIS investments to maximize early-stage tax benefits.
  • Years 2-3: Follow-on EIS investments for scaling and growth.
  • Investments are diversified across at least ten companies to mitigate risk.

The fund emphasizes active involvement, helping startups recruit key staff, refine business strategies, and develop market-ready products.

Fund Performance

Past performance metrics for Oxford Technology's other funds demonstrate significant returns on successful exits. The fund adopts a long-term view, with anticipated investment horizons of 5–12 years.

Tax Benefits

SEIS Benefits

  • 50% Income Tax Relief: On investments up to £200,000 annually.
  • 50% Capital Gains Tax Exemption: For reinvested gains.
  • 100% Inheritance Tax Relief: After two years.
  • Loss Relief: On failed investments.

EIS Benefits

  • 30% Income Tax Relief: On investments up to £2 million.
  • Capital Gains Tax Deferral: For reinvested gains.
  • 100% Tax-Free Growth: After three years.

Tax treatment depends on individual circumstances and may change.

Fund Documents

Contact Information