On 24 September we were delighted to host our second Tax Advantaged Forum in association with GrowthInvest, showcasing new approaches in EIS (Enterprise Investment Scheme) investing. The webinar featured presentations from three managers: EverQuest Capital Partners LLP, Green Angel Ventures and o2h Ventures.
The forum started with a presentation from Brian Moretta, Head of Tax Advantaged Research at Hardman & Co, followed by the funds presenting on their strategies and insights, with Q&A moderated by Steve Dobson, Head of Investment at GrowthInvest.
Missed this Forum? Not to worry – download the presentations below and catch up with recordings of each session. If you would like to watch the full event, please head over to our YouTube channel where you can also watch the March 2025 Tax Advantaged Forum, too.
Brian Moretta introduced three standout managers tackling some of the biggest global challenges from reindustrialising the UK with cutting-edge technology, to fighting climate change, to breakthroughs in life sciences. We heard from EverQuest Capital Partners on investing in Deep MakeTech to transform supply chains, Green Angel Ventures on why climate innovation is both urgent and profitable, and o2h Ventures on revolutionising health and life sciences. Along the way, the discussion unpacked how EIS works, the powerful tax advantages and why venture capital can supercharge a diversified portfolio.
EverQuest Capital Partners is a venture capital firm backing high-growth and scale-up businesses across the supply chain. It focuses on value-driven sectors with strong near-term exit potential. EverQuest backs disruptive enabling technologies that power the UK industry and invests in Deep MakeTech: advanced processes, materials, and design technologies transforming British manufacturing, with a broad exposure across semiconductors, healthcare, renewables, automotive, agriculture, and defence. The company manages both the EverQuest EIS Fund and the CPI Evergreen Fund. 50% of its portfolio companies tripled in value in the last 12 months, and EverQuest is trusted by co-investors including BGF, Northern Gritstone, and Maven.
In the Q&A, the team explained how their strategic partnership with CPI benefits investors by providing access to a vetted pool of high-potential companies, often off-market and oversubscribed, with accelerated development through CPI’s technologies and expertise. On exits, EverQuest adopts a retrofitted approach focused on trade sales, combining bottom-up planning with CPI’s market knowledge to maximise the potential for high-value acquisitions. We hear about EverQuest’s portfolio performance and achievements, with rigorous pre-investment planning to ensure value creation milestones are realistic and investment risk is mitigated.
Download the EverQuest Capital Partners slide deck
Green Angel Ventures is the UK’s reference early stage investor in climate innovation. Since 2017, this specialist climate impact venture capital firm has built an exciting portfolio of ~50 companies fighting climate change in key sectors including energy, transport, circular industry, the built environment and agritech. Green Angel Ventures’ experienced team manages the EIS Climate Change Fund, benefiting from the expertise of its network of 300+ specialist investors.
Antoine Pradayrol, Chief Investment Officer at Green Angel Ventures, addressed concerns about investing in climate ‘hard tech’, explaining that while often seen as riskier and more capital intensive than software, in practice the difference is modest, with similar failure rates and many ways to scale efficiently through modular design, contract manufacturing and corporate partnerships. He highlighted Green Angel Ventures’ expertise and due diligence as key to managing these investments. He also explained the importance of the FCA’s new Sustainability Impact label under the UK’s SDR regime, which requires clear impact objectives, strict investment criteria and transparent reporting — demonstrating that Green Angel Ventures is a genuine climate impact investor rather than engaging in greenwashing.
Download the Green Angel Ventures slide deck
o2h Ventures is a biotech specialist fund manager based in Cambridge, focused on backing innovative biotech companies that are transforming human health. The company invests in pre-seed and seed-stage ventures developing novel therapeutics, pioneering medical technologies, and software or AI solutions that advance healthcare. o2h Ventures has invested over $10m into more than 35 biotech ventures to date, many of which it has supported from the earliest stages and has since progressed substantially. These companies are tackling areas of high unmet medical need, including cancer, depression, diseases of the ear and eye, psoriasis, idiopathic pulmonary fibrosis, ageing, and infectious diseases. o2h Ventures has invested in spinouts from leading universities such as Cambridge, Oxford, UCL, Dundee, Sussex, and Nottingham—often leading the deals and taking Board positions.
Chris White, Vice President of o2h Ventures, gave an inside look at the new Seven Sisters Human Health Growth Fund, a specialist biotech investment opportunity based in Cambridge. In the presentation, Chris explained why the UK is a hotspot for biotech and how early-stage investments in therapeutics, AI-driven drug discovery and biotech enablers can offer both financial returns and societal impact, and why this fund could be a game-changer for investors. He also touched on an exciting direct SEIS investment opportunity for those looking to get in at the earliest stage. Packed with insights on portfolio strategy and exit pathways, Chris outlined how o2h supports its companies from seed to clinical stage. In the Q&A he explained the certainty of tax relief timing, higher investment limits, eligibility of larger or older companies and the R&D intensity requirement, for example, for KI EIS funds.
Download the o2h Ventures slide deck
