We are delighted to announce the next Hardman & Co Tax Advantaged Forum, “Four distinct approaches to EIS investing”, in association with GrowthInvest.
Register now to save your spot.
You’ll get the chance to hear from Blackfinch Ventures, Haatch, OnePlanetCapital and Oxford Technology Management present exciting investment opportunities followed by live Q&As. The event will start with an introduction to EIS/SEIS and an update on current themes by Dr Brian Moretta.
This is a valuable opportunity to broaden your investment options.
We encourage you to register early for the event to secure your place. Sign up on Zoom.
Blackfinch Ventures Tim Wynn-Jones will introduce the manager’s generalist EIS Portfolios, with the core strategy to invest in innovation with purpose. The manager’s focus is on early-stage technology businesses across the UK; firms with strong teams, scalable ideas and the ambition to shape the future. These firms often make use of a wide range of generalist technologies such as software-as-a-service. They may also be businesses in the global growth markets of deeptech, fintech and the energy transition.
Haatch Ventures Olivia Drinnan will provide an update on Haatch’s progress, including recent profitable exits, an overview of the investment strategy, current portfolio construction and key features of the Haatch SEIS Fund and the Haatch EIS Fund.
OnePlanetCapital Declan McEvilly will explain how the OnePlanetCapital Climate Change EIS Fund allows investors to invest into a diversified portfolio of EIS eligible companies that have developed technology and processes that will mitigate emissions when scaled. The sector is underpinned by very powerful market dynamics. The team at OneplanetCapital believes that it is possible to have high levels of positive environmental impact whilst simultaneously achieving high levels of growth.
Oxford Technology Management Andrea Mica will cover how early-stage science and technology investments can make large returns, how changes in tax may change how investments are made and how Oxford Technology Management’s funds are set up to make the most of the opportunities that are out there.
Blackfinch Ventures invests in innovation with a clear technology mandate backing ambitious founders who are reimagining industries across a wide range of sectors including deeptech, fintech and the energy transition; founders who not only have traction but clarity, and a vision for impact that scales.
Tim Wynn-Jones, Head of New Product & Investor Relations: Tim brings extensive experience in renewable energy finance, development and technology deployment. He holds an MSc in Sustainability and Corporate Responsibility and has led large-scale energy projects, managing departments and generating significant revenue. Prior to joining Blackfinch, Tim founded a consultancy firm advising energy companies and investors, supporting Blackfinch’s Energy and Ventures teams, and currently serves on the investment committee for the group’s listed infrastructure fund.
Haatch Ventures is a modern, operator-led venture capital manager backed by the government-owned British Business Bank, deploying capital at pace into high-conviction early-stage companies. Haatch has built a diversified portfolio of early-stage UK software businesses in industries including fintech, healthtech and applied AI.
Olivia Drinnan, Director & Advisor Fundraising: Olivia is a well-known SEIS/EIS expert and has trained financial advisors across the UK, helping them navigate tax-efficient investment opportunities for their clients. As the key contact for financial advisors at Haatch, she provides expert guidance on how to recommend Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) investments, enabling clients to maximise tax reliefs and benefit from potential returns.
OnePlanetCapital is a specialist investment manager focused on investing into early stage businesses that are combating climate change and supporting climate technology. OnePlanetCapital is passionate that it can achieve both high environmental impact and strong returns by investing into the most innovative technology. Climate technology is a broad investment sector with a range of industries, technologies and business models. OnePlanetCapital Climate Change EIS Fund focuses on sub-sectors such as energy, transport, the built environment and recycling to name a few. The fund targets a 3x return over an estimated timeframe of five to eight years.
Declan McEvilly, Director & Co-founder: Declan is responsible for investor relations, fundraising and product development. He has been in the EIS and venture capital market for 13 years.
Oxford Technology Management is a fund manager specialising in investing in start-up and early stage technology companies since 1983. It ran the first Technology VCT and the first blended EIS and SEIS Fund. Its funds take advantage of SEIS and EIS tax reliefs to de-risk investments and offer investors significant tax-free capital growth potential. It invests in life, physical and data science start-ups at the pre-seed and seed stage, using its expertise to help its portfolio companies develop scalable business models, robust pricing strategies and effective R&D programmes.
Andrea Mica, Director: Andrea joined Oxford Technology in 2012. Prior to this he gained extensive experience in the technology space as an investor, consultant and entrepreneur. He has an MSc in Industrial Design Engineering from Delft University of Technology, and a further degree in Innovation and Creativity from the State University College of New York. He has four patents to his name and a few more in preparation.
