Calculus EIS Fund

About Calculus EIS Fund

Calclus EIS is notable for being the UK's first HMRC-approved EIS fund. Launched in 1999, the fund focuses on building portfolios of unquoted UK companies with growth potential in the UK's fastest growing sectors: technology, healthcare and media. Calculus Capital has regularly recieved industry accolades for its funds — including "Best EIS Investment Manager 2018" at the Growth Investor Awards, and "Best EIS Fund Manager 2017" by the EISA.

Summary

About Calculus Capital

Calculus Capital was founded in 1999 by John Glencross and Susan McDonald. The same year, Calculus launched the country's first "HMRC approved" EIS Fund. As a fund manager, Calculus Capital aims to create diverse investment portfolios across Enterprise Investment Scheme (EIS) and Venture Capital Trust (VCT) investment funds. Their in-depth due diligence process for each investee company typically takes 4-7 months on average.

How does SyndicateRoom's Access EIS Fund compare?

By comparison, SyndicateRoom's Access EIS fund builds investors a large portfolio of 50+ companies across all sectors, co-investing with experienced angel investors who have an average IRR of 42%. Our model is based on our proprietary analysis of the UK startup market, which showed that on average, the market grows by 28% each year. With large portfolios, and a large network of angels providing access to the best deals, earlier, we aim to replicate that annual growth for our investors while mitigating risk. This data-driven approach aims to work around the limitations of a single fund manager attempting to pick winners.

Our minimum investment is just £5,000.

Are you the fund manager? Email tom@syndicateroom.com with any comments or amends.