Fund Twenty8

What is Fund Twenty8?

Fund Twenty8 is an investment entity focusing on software, including web marketplaces and SaaS (Software as a Service), as well as investment management. Positioned as a Smart Beta for early-stage investing, the fund distinguishes itself as the first passive EIS (Enterprise Investment Scheme) fund designed for early-stage investments.

They believe that their approach addresses two key underserved areas in the EIS fund market: a shortage of sector diversification within a fund and the limitation of traditional funds that typically invest in only 5 to 8 companies, exposing investors to sector-specific risks. Fund Twenty8 emphasizes the creation of a diversified investment portfolio with a minimum of 28 investments per fund spread across multiple sectors.

The objective is to mitigate risk while providing investors access to a wide array of early-stage companies. On their website, SyndicateRoom illuminates the potential risks and rewards of such high-risk investments, referring to the high chance of capital loss, lack of early liquidity, and absence of protection usually associated with regulated financial entities.

Despite these risks, SyndicateRoom promotes a strategy of diversification through investments in both large, sector-agnostic portfolios as well as more focused, sector-specific opportunities. Their partnership with leading angel investors and fund managers is aimed at providing access to high-quality deals at an early stage.

Accompanying the investment opportunity are significant tax relief options under the EIS and SEIS schemes, including up to 50% income and capital gains tax relief, among other benefits. The SyndicateRoom team brings together expertise in various fields like data science, financial analytics, venture capital, and strategic partnerships, all working internally to build and decide on investment offerings.

What they say:

We provide access to a broad range of investment opportunities, ensuring diversification with numerous holdings per fund.

What we look for: We invest in a diversified portfolio of companies across multiple sectors.