MANAGED EIS FOLLOW-ON PORTFOLIO SERVICE

Over the 20 years we have been investing in Seed and Growth rounds, Endeavour has tended to take our best performers to external private equity for Series A, Series B and pre-IPO rounds. In 2026, we launched a managed service to co-invest in the more successful candidates for later-stage EIS investment.

The evergreen Managed Portfolio Service invests in these later rounds where the price is set on our portfolio companies by co-investors in the round, and by us in the case of others’ portfolio companies. We pick from companies in our own portfolio and those of trusted co-investors, after those companies have proven their model and require expansion capital. The time taken to exit should be less, and the risk of failure considerably reduced.

There are no fees paid by clients when they invest in the Managed Portfolio Service. A performance fee is paid on exit. Read the brochure or send us an email to learn more.

An easy-to-use and fully FCA compliant electronic version of the application form for the Managed Portfolio Service is available now. Please send an email to enquiries@endven.com to register your interest.

 

EIS Tax benefits

  • 30% income tax relief on the value of investments
  • Capital Gains Tax deferral
  • 0% Capital Gains Tax on realisation of investments
  • 100% Inheritance Tax relief after two years
  • Loss relief on holdings sold at a loss.
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