Oxford Technology Management Ltd.

What is Oxford Technology Management Ltd.?

Oxford Technology Management Ltd. (OTM), founded by Lucius Cary in 1983, is an investment fund that specializes in making and managing investments primarily in startup and early-stage technology-based companies located in the UK.

OTM is known for hands-on management and building a diversified portfolio with the following characteristics:- Targets unlisted, UK-based technology businesses with high growth potential.- Supports companies typically with initial investments in the range of £100,000 to £2,000,000, and may also invest similar amounts in subsequent funding rounds.- Focuses on companies within easy reach of Oxford to allow for more direct management involvement.- Balances the portfolio by investing about half of the funds in early-stage companies that have attained initial sales, and the rest in startup companies in earlier stages of development.The investment team at OTM comprises individuals with scientific or engineering backgrounds, ensuring a deep understanding of the technology in potential investment opportunities.

OTM utilizes the Seed Enterprise Investment Scheme (SEIS) and the Enterprise Investment Scheme (EIS) to offer tax-efficient investment options.

These schemes provide various tax reliefs for investors, such as a reduction in their income tax bills, zero capital gains tax on investments, and inheritance tax relief after 2 years.OTM places a strong emphasis on constructing a portfolio that not only supports technological innovation but also maximizes potential returns for investors through capital growth and the utilization of SEIS and EIS tax reliefs.

By maintaining this investment thesis, OTM demonstrates its commitment to fostering the success of high-tech UK businesses while offering investors opportunities to engage with early-stage ventures in a tax-efficient manner.