Our recent EIS Forum, held in association with GrowthInvest, brought together leading EIS investment managers to explore the opportunities and challenges across innovation, deep tech and scaling businesses in the UK.
The Forum featured presentations and Q&A sessions from EverQuest Capital Partners, MMC Ventures, Parkwalk and PXN Investments, followed by a panel discussion chaired by Steve Dobson of GrowthInvest. The sessions provide insights into different approaches to EIS investing, including investment strategy, portfolio construction, deal sourcing, risk, valuations and potential exit routes.
There are two ways to watch:
Below you can watch the individual presentations and Q&A sessions, alongside the relevant presentation materials.
Brian Moretta introduces the Forum and provides an overview of EIS and venture capital investing. He discusses the potential role of venture capital within a diversified portfolio, the different stages of venture-backed businesses and the principal EIS tax advantages, including income tax relief, capital gains tax relief and deferral, loss relief and potential inheritance tax benefits.
Topics covered: EIS investing, venture capital, portfolio diversification, EIS tax relief, capital gains tax, loss relief, inheritance tax and recent EIS changes.
Download Brian’s slide deck.
Dr Stephane Mery and Peter Smith explain EverQuest Capital Partners’ approach to EIS investing, with a focus on deep tech, advanced materials, processes and technologies addressing critical areas of the UK economy.
The presentation and Q&A explore technical due diligence, investment risk, access to specialist expertise, exit planning and working with management teams to create value.
Topics covered: EIS, deep tech, technology investment, critical supply chains, technical due diligence, investment risk, exit strategy and value creation.
Download EverQuest Capital Partners’ slide deck.
Nishil Patel outlines MMC Ventures’ research-driven approach to venture capital and EIS investing, with a focus on the commercial potential of individual businesses.
The session also examines some of the key risks associated with EIS and early-stage investing, including risk to capital, illiquidity, deployment risk, the venture capital J-curve and EIS qualification risk.
Topics covered: EIS investing, venture capital, early-stage technology, investment risk, portfolio diversification, illiquidity, the J-curve, EIS qualification and HMRC.
Download MMC Ventures’ slide deck.
Susie Harris presents Parkwalk’s specialist approach to investing in technology businesses emerging from the UK’s leading universities.
The session looks at university spinouts, early-stage technology investment and how Parkwalk’s different funds can support businesses as they develop and scale. The Q&A also explores portfolio reporting, valuations, deal flow and competition within the Cambridge investment ecosystem.
Topics covered: EIS, university spinouts, deep tech, UK innovation, technology investment, university technology transfer, portfolio reporting, valuations and deal flow.
Download Parkwalk’s slide deck.
Pauline Cassie discusses PXN Investments’ approach to supporting innovation across the North of the UK, following the merger of Par Equity and Praetura Ventures.
The presentation covers PXN’s EIS and Knowledge Intensive EIS funds, its regional investment approach and the opportunities created by its expanded investment team and network across Scotland, Manchester and the wider North of the UK.
Topics covered: EIS, Knowledge Intensive EIS, regional investment, Northern UK innovation, venture capital, deal flow, portfolio development and investment exits.
Download PXN Investments’ slide deck.
The Forum concludes with a panel discussion, chaired by Steve Dobson of GrowthInvest.
The panel considers some of the key issues facing EIS investors and managers, including generating liquidity, balancing exits with continued portfolio company growth, follow-on funding and management alignment.
The discussion also explores portfolio valuations, changing market conditions and interest rates, as well as the importance of focusing on underlying business performance and eventual exit value.
Topics covered: EIS investing, investment exits, investor liquidity, portfolio valuations, follow-on funding, market conditions, deep tech, critical supply chains and UK innovation.
Presentation PDFs are available alongside each video session above, providing an opportunity to revisit the key points covered by each speaker.
Whether you missed the live event or would like to revisit the whole session, the full recording is accessible for a limited time, providing an opportunity to hear directly from the managers about their investment approaches and the issues they are seeing across the EIS market. Watch the full Forum recording here.
The event qualifies for unstructured CPD through GrowthInvest, so viewers of the full recording can still log this learning time. After watching, email us to request your certificate.
Don’t miss our next Tax Advantaged event in November 2026 – look out for more details soon.
