Blackfinch EIS Portfolios
A portfolio investing in early-stage technology firms around the UK
Our generalist EIS Portfolios invest in innovation with purpose. Our 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.
Multi-sector portfolios
Spreading investments across a multi-sector portfolio of ten or more firms helps to mitigate the effect of companies that under-perform or fail. We work closely with firms from early growth to profitability and exit. We know some will flourish while others may falter or fail. We make tough decisions as necessary, and keep our focus on firms bound for success.
EIS explained simply - watch our short video
Blackfinch Ventures EIS Portfolios
With Consumer Duty rules high on the agenda for financial advisers, it’s essential to help clients gain a better understanding of any tax-efficient investments you discuss, so they have confidence in your advice and the products you recommend.
This Blackfinch Ventures EIS video, part of our Unpacked Series, is a great starting point when discussing the Enterprise Investment Scheme and reasons why clients should consider an investment in an EIS-qualifying portfolio. It features all the information clients need to know, including the tax incentives they can claim, how long investors can expect to hold their EIS shares, and the fees and charges they can expect to pay.
The video also outlines why the Blackfinch Ventures team invests in a portfolio of technology-driven early-stage companies, as well as what makes the Blackfinch Ventures EIS Portfolios a unique investment offering in the EIS marketplace.
Learn More About EIS – Podcast Feature Episode
For a clear and practical introduction to the Enterprise Investment Scheme (EIS), listen to Dr Nic Pillow, Ventures Director at Blackfinch Ventures, in conversation with Dr Brian Moretta, Head of Tax Advantaged Research & Investment Analyst at Hardman & Co, on The EIS Navigator podcast.
In this episode, EIS and VC Basics: What is EIS?, Dr Nic Pillow explains how the scheme works, what types of companies qualify, and the benefits it offers investors — including the available tax reliefs and how to identify suitable opportunities.
Drawing on his extensive experience supporting early-stage businesses, Nic brings the concepts to life with real investment examples and insights.
Defaqto Diamond Rated Portfolio
We’re pleased to announce that we have received a 5 Star Rating for the EIS Tax Year 2024/2025 from Defaqto, the UK's most trusted source of financial product intelligence. To find out more, please get in touch.
Blackfinch Ventures: Our Approach
Blackfinch is a hub of tech expertise. The Blackfinch Ventures team combines experienced startup founders, technologists and finance professionals, including three PhDs. Their experience spans mergers and acquisitions, venture capital investing, and small startups and they have already delivered an early successful exit for Blackfinch.
This means that alongside the necessary crunching of numbers, we're also able to deeply empathise with our founder community. We've faced the same heady combination of excitement and challenge that comes with getting a passion or idea off the ground and we know it's rarely a straight-forward road. We use our personal skill sets to add value to our investees, helping them develop ideas, test concepts and find additional applications for future growth.
EIS Tax Benefits
Up to 30% Income Tax relief
Up to 100% Inheritance Tax (IHT) exemption on qualifying investments in as little as two years (and if held at time of death)
Capital Gains Tax (CGT) deferral relief (up to three years prior to investment and up to one year in advance)
Growth free of CGT
Offsetting of capital losses up to 45%
Carry back to previous tax year (for Income Tax relief)
Benefits of tax-efficient investments are subject to change and personal circumstances
Downloads: Blackfinch Ventures EIS Portfolios
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