The Symvan SEIS and EIS Fund

Fund Overview

The Symvan SEIS and EIS Fund supports early-stage technology startups, focusing on B2B SaaS and other high-potential sectors. It adopts a lifecycle investment approach, providing funding from seed to Series A stages, with active support throughout.

  • Minimum Investment: £20,000
  • Portfolio Size: 8-12 companies
  • Targeted Returns: £2.85 for every £1 invested over 5–7 years
  • Sector Focus: Technology, with an emphasis on B2B SaaS

Investment Strategy

Symvan’s lifecycle approach involves:

  • Funding companies from seed to Series A.
  • Ensuring active post-investment involvement, including board participation and mentorship.
  • Sourcing companies with clear market opportunities and scalable business models.

Investments are made quarterly, with strong emphasis on due diligence and monitoring.

Fund Performance

Since its inception in 2014, Symvan has:

  • Invested £14 million across 30 companies.
  • Achieved a 37% aggregate valuation uplift, including both realised and unrealised investments.
  • Secured successful trade sale exits for two companies.

The fund aims for high returns, acknowledging the risks associated with early-stage investments.

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.

EIS Benefits

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

Tax treatment depends on individual circumstances and may change.

Contact Information