Deepbridge Syndicate is an online capital raising platform for experienced investors, enabling them to self-select and manage their own portfolio of investments in innovative Life Science and disruptive Technology companies, alongside experienced and hands-on investment specialists, Deepbridge, via the Deepbridge Life Sciences EIS fund and the Deepbridge Technology Growth EIS Fund.
Deepbridge Syndicate is a marketing style of Deepbridge Advisers Limited, registered in England & Wales, Company No. 08614835. Registered office: Deepbridge House, Honeycomb East, Chester Business Park, Chester CH4 9QN. Deepbridge Advisers Limited (FRN: 609786) is an appointed representative of Enterprise Investment Partners LLP which is authorised and regulated by the Financial Conduct Authority (FRN: 604439). Deepbridge Advisers Limited is a subsidiary of Deepbridge Capital LLP, a limited liability partnership registered in England & Wales, No. OC356449.
Life Sciences companies, simply put, are any businesses focussing on improving and innovating the Healthcare sector. This can include medical devices, diagnostic tools, drug development, therapies, and R&D. Innovation in this sector is developing at a rate never seen before, especially in light of our aging population and the increasing pressure on healthcare systems, providing considerable opportunities to fund revenue generating companies seeking commercialisation investment.
Investing in Healthcare is different. It often takes in-depth knowledge of the sector to fully understand the proposition and therefore many opportunities are not as accessible as they should be for individual investors – Deepbridge Syndicate aims to open up these opportunities, using the considerable sector knowledge of Deepbridge’s Advisory Committee to source the companies and manage the investment.
Healthcare can be a close-to-home need or a global need, we aim to support the companies which are improving both healthcare systems across the world and healthcare for our future generations.
Find out more about the potential of investing in Life Sciences.
The technology companies Deepbridge focusses on include Energy & resource innovation, Medical technology and IT-based technology. Our criteria for our Technology companies is robust IP, global scalability, disruptive in nature, potential for multiple vertical markets thereby giving better prospect for valuations at a later stage, and with particular importance on significant management experience.
Our definition of “Disruptive” is when an investee company is either creating a new market or substantially disrupting an existing market.
Deepbridge’s founders spent most of their career in the technology sector, so focus on Technology was a natural position, especially as hands-on investors – and investing into these companies harnesses that expertise.
Find out more about the potential of investing in Disruptive Technology.
The minimum investment on Deepbridge Syndicate is £10,000 per company. If you would prefer to invest in multiple companies, please do get in touch at email@example.com and we will help with the process.
Deepbridge Syndicate is open to experienced investors, HNWIs, Private Client groups and Family Offices. Investors must prove they have the necessary experience and knowledge in order to understand the risks involved in relation to early stage investing. Potential investors will complete an Appropriateness Test prior to investing.
The Life Science EIS and Technology Growth EIS is targeting UK tax-paying individuals:
- Seeking an attractive, medium term investment opportunity
- With income tax liability in the current or prior tax years
- With large capital gains to defer
- Who will benefit from IHT relief
Investors should note that their investment comprises of shares in small unquoted companies (often with high risk) and that they are unlikely to have access to their capital for at least 3-4 years from the date of application. Please refer to the risk section for further information.
There are no charges levied on the investor upon deployment, resulting in 100% allocation of the subscription. This ensures maximum tax efficiency for investors.
Deepbridge fees charged to Investee Companies and on exit:
Initial Fee: 5%
Annual Maintenance Fee: 2%
Performance fee: an incentive fee of 20% of cash returned to the investor, in excess of 120% of the funds invested is payable to Deepbridge on exit.
For further information on other fees, please visit FEES.
We welcome working with business angel networks, individual introducers, angel syndicates, trade associations and relevant professional bodies working within the investment/taxation/private client industry, to encourage investment in these companies with the objective of supporting the advancement of Healthcare innovation and emerging Technologies. To learn more about referring clients, please email firstname.lastname@example.org
All companies featured on Deepbridge Syndicate have gone through extensive due diligence and valuation by the experienced team at Deepbridge.
Deepbridge Syndicate have a highly experienced Investment Committee which vet and assess all companies so that investors can be confident of realistic company valuations and be reassured by Deepbridge’s proactive ongoing management of the investee companies.
Deepbridge adopts a policy of valuing the investments of the Deepbridge EIS at fair value. Deepbridge endeavours to adhere to the International Private Equity and Venture Capital Valuation Guidelines that were developed by the Association Française des Investisseurs en Capital (AFIC), the British Venture Capital Association (BVCA) and the European Private Equity and Venture Capital Association (EVCA).
Deepbridge Syndicate follows the well-respected “Lead Investor” style model, i.e. an experienced investor/professional investor has confirmed investment in the company, in our case Deepbridge Life Sciences EIS and Deepbridge Technology Growth EIS, before releasing the opportunity to further investors. Experienced investment gives confidence and reassurance to subsequent angel investment.
The added benefit of our Lead Investor model is that all investee companies have gone through extensive due diligence by Deepbridge Advisers who negotiate the company valuation and take an active position on the board to guide the company through the next stage of growth, also ensuring that the company does not act to negate their/your EIS position.
Many of our portfolio companies will receive investment from multiple sources, Deepbridge Syndicate endeavours to have full transparency on where investment has come from.
You will have the same beneficial rights as the investors in Deepbridge Life Sciences EIS and Deepbridge Technology Growth EIS, i.e. the same share price and same right to exit. Deepbridge takes a seat on the board of investee companies and endeavours to act in the best of interests of all shareholders at all times.
We aim to make investing as simple and as secure, as possible, whilst ensuring you understand the risks involved in early stage investing. To find out the short steps you have to take please visit How do I invest?
Once you have invested in a company, your online ‘My Investments’ profile will give you access to monitor the progress of the funds raised, updates from the Investee Company, Q&As etc. Yo can also use the Deepbridge Syndicate platform to monitor external investments by uploading them manually, thereby giving a comprehensive overview of your investments.
Once your investment has been collected, Deepbridge will send regular updates, invitations to events and other relevant updates for the lifetime of the investment. Of course, we are always available on the phone or by email if you have any questions!
Deepbridge does not hold client funds and therefore your investment and shares are held by KCP Nominees Ltd. who will act as Custodian and Nominee, acting on the instruction of Deepbridge.
All companies featuring on Deepbridge Syndicate are EIS eligible, the Government inventive scheme to encourage investment in early stage/growth companies.
Potential Tax Reliefs
- 30% income tax relief
- CGT deferral
- IHT relief after 2 years
- Tax free gains
- Loss relief available
- No Remittance Charge For Non-Domiciled UK Residents Bringing Funds Onshore For Investment Via Business Investment Relief.
To find out more on the tax reliefs available please visit Guide to EIS.
In special circumstances we will run non-EIS eligible investment opportunities, the same amount of due diligence will be undertaken and it will be made clear that it is not an EIS opportunity. More often than not it will be a company Deepbridge has previously invested in but who have filled their EIS quota.
Once we have received your application to invest and confirmed it – you can cancel your pledge within 14 days thereafter.
Yes, we run regular Meet the Company events across the UK, to give you the chance to meet the team behind the idea and find out more about the opportunity. Once you have registered, we will update you on details of the next events.
If you are a life science company looking to raise funding and would like to feature on Deepbridge Syndicate, please email email@example.com with a brief introduction to your company.