Please note – EISA is not a regulatory body and membership of EISA is not an endorsement of an organisation.

Lewis Jenkins

Nyman Libson Paul are an established firm of accountants in London with over 80 years experience. Dave has structured and advised on many EIS and SEIS projects across a range of industries but has, in particular, made a significant impact in the Entertainment Industry sector, in which the firm is a significant player. Dave is a Chartered Accountant, Certified Accountant and Chartered Tax Adviser and is also Chairman of the Institute of Chartered Accountants’ Entertainment and Media Group. Dave has specialised in tax for many years, has been published in Taxation magazine as well as many other publications and has previous ‘big firm’ experience. He also ran his own promotions business for several years, which could explain his empathy for entrepreneurs!

o2h Ventures, a specialist biotech fund manager based in the heart of the thriving biotech community in Cambridge, UK. We invest in early-stage biotech companies involved in novel drug discovery, enabling service tools, and AI/ML technologies. Currently, we have two tax-efficient human health funds open for investment: the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme.

To date, through our funds, we have invested over $10 million in 35+ early-stage biotech companies, empowering impactful research addressing unmet medical needs in areas such as cancer, depression, diseases of the ear and eye, psoriasis, idiopathic pulmonary fibrosis, anti-ageing, and infectious diseases. For more details, please see – www.o2hventures.com

Based in London, Oberon Group provides investment services along with strategic planning and advice to growing businesses. We deliver services to private individuals aiming to maximise returns and take advantage of diverse investment opportunities. Our specialist teams work both independently and collaboratively to deliver a dynamic and personalised service to our private and corporate clients. The business is underpinned by traditional values and integrity complemented by 21st century innovation from a proven team accomplished at delivering inspiring ideas and access to unique opportunities and networks.

At Oberon we pride ourselves in offering clients the personal attention of a private office whilst delivering the capabilities, contacts, and services of a much larger institution. Our clients value the entrepreneurial mind-set our dynamic team brings to the table where our services are tailored to a specific individual or business’ needs, and traditional approaches are considered alongside more innovative ideas. The solutions and strategies implemented are as varied as the individuals and businesses that require them.

 

At Obu, we’re building a critical mass of forward-thinking angel investors – both women and allies – who believe their capital, connections, wisdom and support can create a more equal, progressive, innovative start-up ecosystem.  Too many innovative, purposeful entrepreneurs are falling through the cracks in a manmade system. We need change. And to level the playing field for women entrepreneurs, we need to provide more women and ally investors with a practical platform to invest in them. So that’s what we do at Obu.

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Octopus is synonymous with small company investing and is the UK’s largest specialist manager of tax efficient investments, managing more than £13bn on behalf of both retail and institutional investors. Our experience spans more than 20 years and, in that time, we have invested over £2 billion in early-stage companies.

Each Octopus Ventures EIS portfolio will have around 10-15 companies selected for their ambitious growth targets and potential to become a household name of the future. Investors will have access to the expertise of Octopus Ventures, one of the largest venture capital teams in Europe. Our previous track record for identifying, growing and exiting some of Britain’s brightest companies includes investments in Graze, Secret Escapes, Zoopla and Tails.com, to name but a few. Our pipeline of opportunities spans very early stage (seed) through to Series A and Series B investments.

We have aligned our fees with the interests of our investors. Our annual management charge is only payable if a company is sold for more than the amount invested into it.

We invest in seed and early stage companies from a range of different industries, with a particular focus on technology. Oxford Capital is one of the most experienced tax-efficient investment managers in the UK. Since pioneering the first EIS funds in 1999, Oxford Capital has been recognised multiple times as Best EIS Fund Manager. We have invested over £400m in small companies across the UK and are proud of partnering with some exceptional founders. Our current portfolio includes some well known brands such as Curve, Moneybox, Push Doctor, Spoke and more.  More information can be found at www.oxcp.com.

Oxford Innovation Finance is the home of the Oxford Innovation EIS Growth Fund and OION, one of the oldest and largest Angel Investment Networks in the UK. Providing investors with the opportunity to invest in pre-screened opportunities either directly through our Angel Network or indirectly via our EIS Fund, and providing companies with the opportunity to secure investment from a large, diverse investor base. We look at technology companies from across the UK with a focus on Oxford and make sure we have a diversified portfolio across technology sectors. There is a focus on using the Oxford Innovation network and angel investors with industry experience to support the companies . Oxford Innovation has over thirty years’ experience of incubating and accelerating high growth businesses through the operation  of a network of innovation centres across large parts of the UK, and through Oxford Innovation Advice who provide a range of coaching support for innovative businesses.

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Par Equity is an Edinburgh-based venture capital boutique active across the United Kingdom. It invests in innovative small companies with high growth potential within a number of carefully selected sub-sectors, including software, medical devices, energy-efficient lighting and technical textiles. Although portfolio companies do include businesses serving consumer markets, Par Equity is particularly interested in business-to-business propositions. Investors include many individuals with directly relevant experience of the sub-sectors Par Equity invests in, providing a reserve of intellectual capital to be deployed alongside financial capital. Par Equity offers execution-only investment services to business angels as well as managing an evergreen EIS fund (the Par Syndicate EIS Fund) that invests alongside and on the same terms as business angels in SEIS and EIS-qualifying companies.

Paragon are an independent Insurance Broker, specialising in providing insurance advice and solutions across the investment ecosystem.

For Investors
We provide a 360° support service for investors, providing coverage for your own professional risks – from investment to exit. We also help you to mitigate your risk by ensuring that your portfolio has comprehensive insurance programmes in place, offering a free review and independent advice.

For Start-ups & Scaling companies
We help entrepreneurs understand what insurances are required legally, for investors, contractually and for regulatory requirements. We design bespoke insurance programmes, that provide crucial protection and peace of mind as you build your business, and provide continued support as you grow and scale.

Parkwalk Advisors is one of the UK’s leading technology Enterprise Investment Scheme fund managers. Parkwalk invests in high growth, knowledge intensive companies seeking to develop and commercialise technology and innovation originating from UK universities, research intensive institutions and technology clusters.

Founded in 2009, Parkwalk has assets under management of over £160m and has backed over 85 companies. Parkwalk is now part of IP Group plc, a FTSE 250 company with a market capitalisation of £1.7bn and the UK’s leading developer of intellectual property-based businesses. IP Group has agreements with over 80% of the UK Russell Group Universities, including Oxford, Cambridge and Imperial.

The Parkwalk Opportunities EIS Fund is a growth-targeted investment fund providing investors access to a portfolio of knowledge intensive technology companies, an area the Government continues to support. Investors will get exposure to a range of investments from AIM listed to seed stage companies.

Parkwalk also manages a series of early-stage funds in conjunction with the technology transfer offices of the Universities of Cambridge, Oxford and Bristol.

PEM, established in 1875, is one of the largest independent firms of accountants, tax, and business advisers, with over 250 professionals based in Cambridge. Known for its expertise in supporting startups and the entrepreneurial ecosystem both locally and nationally, PEM assists businesses with SEIS and EIS requirements. The firm also specialises in R&D tax credits, Patent Box claims, and employee incentive schemes, including EMI options, through to exit planning. PEM’s private client team offers tax and estate planning to help individuals, families, and shareholders. Beyond tax, PEM provides a full range of services, including accounting, audit, corporate finance, virtual finance office, and IT support, ensuring clients have the resources to grow.

Jan Fachot, Partner in PEM’s Business Tax team, has over 20 years of experience advising on EIS and SEIS since its introduction in 2012. With a background in Big 4 and top 10 firms, Jan advises on structuring, transactions, and general business taxation.

PEM is a member of Kreston Global, the 13th largest accounting network worldwide, with over 27,000 professionals in 160 independent firms across 114 countries, providing comprehensive accounting, tax, and business advisory services.