Opportunities EIS Fund

Fund Type
EIS
Sector
Technology – Knowledge Intensive Companies
Strategy
Capital Growth
Min Investment
£25,000
Portfolio size
5 companies
Target time to full investment
12 months from initial subscription
Status
Evergreen

Parkwalk Opportunities EIS Fund invests in ‘knowledge intensive’ companies patent protected intellectual property (IP) that have spun-out from a UK university.

The Fund enjoys strong deal flow from Parkwalk’s key relationships with top UK universities including Oxford, Cambridge and Bristol. The team also manages a number of university-specific funds which provide proprietary deal flow to the Parkwalk Opportunities EIS Fund.

Parkwalk aims to invest alongside institutional investors on each deal, which have sector expertise and the ability to provide additional follow on funding. In order to manage risk, each investor will get a diverse portfolio of 5 investments ranging from AIM or pre-IPO businesses, to earlier stage university spin-outs across the maturity spread and differing technology sectors.

The Parkwalk Opportunities EIS Fund offers a compelling, tax-efficient vehicle for investment in a portfolio of carefully-chosen, innovative, growth-oriented early-stage companies. The Fund will focus on new businesses formed to develop and commercialise exciting scientific and technological discoveries made at major UK universities, research-intensive institutions and technology clusters.

The Fund will contribute the kind of support needed to translate research-led discoveries into new UK companies with the potential to provide tomorrow’s solutions in key sectors such as medicine, engineering, biochemistry, genetics, materials, computer science and many more. At the same time, Investors in the Fund will have the opportunity to maximise tax-free capital gains.

Encouraging enterprise has rightly become a critical aspect of the research culture at UK universities. The commercial exploitation of intellectual property (“IP”) is therefore a fundamental part of their activities. A substantial part of UK innovation, new technology and growth comes through companies whose original IP emanated from universities.

Parkwalk believes it has unparalleled access to some of the highest calibre innovation and IP generated within UK universities and research-intensive institutions through its strong position within the university commercialisation ecosystem and its relationships with the UK university Technology Transfer Offices.

These early stage technology companies formed around UK innovation may transform society through new therapies, services and disruptive technology products. They often address the significant issues of today’s society: healthcare, renewable energy, clean water and nutrition. Such companies often create local and national economic impact and underpin the technological development of industries critical to the UK.

Through its funds, Parkwalk will seek to provide the means to help ensure Investee Companies develop disruptive technologies into products that could transform tomorrow. Parkwalk’s expertise, knowledge and deal-flow pipeline, together with the compelling EIS tax benefits, generates potential for significant investor returns.

Parkwalk Opportunities EIS Fund

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Please click here to request the prospectus.
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Please click here to download the Key Information Document.
See Parkwalk’s current Performance.

Independent Reviews

Parkwalk EIS funds have been independently reviewed by both the MJ Hudson Allenbridge Tax Advantaged Investments, Tax Efficient Review and MICAP.

Click here to contact the Parkwalk funds team to request further details or call us on 020 7759 2285.

TAX EFFICIENT REVIEW: 88/100
“Parkwalk have returned, in cash, more than investors’ subscriptions in five of their funds within four years. Each of those funds still has ‘live’ investments that should generate further returns for investors.
Parkwalk are now a leading EIS provider within the growth EIS market. They have been around for eight years but the track record is good to date, based on fifteen exits of which seven were at a loss, resulting in a cash-on-cash IRR of over 40% across all fifteen exits.”

Tax Efficient Review Report, March 2018

MICAP

Parkwalk is well received within the market, having received multiple industry awards including EISA Best Fund Manager 2017, Best Fund Manager 2016 and the Best Investment Exit 2016, as well as the 2015 Exit of the Year at the Growth Investor Awards

MICAP Manager Review, March 2018

MJ HUDSON ALLENBRIDGE RESEARCH
“Parkwalk has shown that it is a leading source of EIS opportunities in its specialised sector and has exploited its co-investment strategy with much larger venture capitalists to great effect”

Allenbridge Tax Shelter Report, August 2016