Diversify your portfolio with SEIS Funds

Are you a UK investor looking to diversify your portfolio by? investing in innovative companies, while also benefiting from attractive tax incentives?

We've joined forces with award-winning B2B SaaS seed investor Haatch, to lower the entry point to their SEIS fund and open it up to all Crowdcube members.

Access to an SEIS fund at this entry point, available to all investor categories, is an industry first.

Today is launch day.

Firstly, what is a SEIS fund?

The Seed Enterprise Investment Scheme (SEIS) is an attractive opportunity for investors of all levels. It is a government-backed tax relief program designed to encourage investment in early-stage companies, offering up to 50% income tax relief on investments up to ￡200,000.

Investing in an SEIS fund provides investors with the unique advantage of diversifying their portfolio with innovative companies while also taking advantage of attractive tax incentives.

Haatch’s SEIS fund offers access to a diverse portfolio of B2B SaaS companies solving deep pains and/or creating large impact for organisations, with a minimum entry point of ￡2,000.

Typically over ￡10,000, this lower entry point is exclusive to this relationship and enabled by the scale of the Crowdcube platform.

Sounds cool, how does it work?

Let's say you invest the minimum ￡2,000 subscription into the current offering.

Net fees, you will be investing ￡1,900 into 10-15 pre-seed and seed-stage B2B SaaS companies over the 24'/25' tax year.

As Haatch makes investments, your SEIS certificates will appear in your Crowdcube portfolio view and by the end of the tax year, your ￡1,900 investment will be fully deployed in 10-15 companies.

You can then claim ￡950 income tax relief by submitting your tax forms via self-assessment or by using our digital claims service with TaxScouts.

You will receive quarterly updates with insights on the performance of your underlying investments and a total approximate value of your investment.

SEIS investments are very early-stage investments, so don't expect to see any tangible return for a minimum of 3-5 years, at which point any gains will be 100% capital gains tax-free.

So, why Haatch & why SEIS funds?

Haatch is an SEIS fund focused on accelerating Pre-Seed B2B SaaS companies to their first ￡1m ARR and building the infrastructure to get to ￡10m+.

1. SEIS is no longer available on a direct investing basis on Crowdcube, so it’s great to be able to offer the highly attractive tax scheme to our members again
2. B2B SaaS is a relatively small category for Crowdcube. Although we have done a few deals, we want to be able to provide our members with more. This is a great way to do so - right at the earliest stages of a company's journey.

After raising ￡2.5M for VCTs in partnership with Octopus, this is our second fund offering.

In short, we are hoping to do more funds.

The key thesis for us is to broaden access by lowering barriers to entry and allowing more people to access high-quality funds, managed by world-class investors.

Please feel free to get in touch if you want to discuss further.

Oh, and here is the Haatch SEIS fund investment link ; )

Until next time!

JK

Risk warning: Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong.