EIS funds - investments with a difference

77 High Street
Bagshot
Surrey
GU19 5AH

08456 499881

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Experience


Twenty-five years of discretionary portfolio management experience

Lacomp has a long history of providing discretionary portfolio management services to a national and international clientele of private and corporate investors.  This is backed up by a first class administration service, a vital part of any fund management business.

Specialist Expertise

Lacomp has carefully assembled a team of acknowledged experts (details of the Investment Advisory Panel members are on this site and on page 5 of the full Lacomp British Enterprise EIS Funds brochure that can be obtained either from us, or downloaded here, when a Fund is open).

The Panel members represent a vast amount of relevant experience in the field of small company finance and investment.  This enables them to identify exciting, early stage unquoted companies that we believe have potential for exceptional capital growth.  By pursuing this deliberate policy we aim to maximise the potential uplift and capital gains for investors.  Our Panel members see many hundreds of business plans and attend a large number of company presentations over the course of every year so sustained high quality deal flow is assured.

In the case of our EIS Funds, this translates into four key processes: deal flow, selection, monitoring and exit strategy.  The selection process entails, amongst other actions, meeting the management and key members of staff of a potential investee company, combined with site visits and market research to highlight business potential and competition.  This is followed by rigorous commercial, financial and legal due diligence.       

Equally important is ongoing monitoring after an investment has been made.  Members of the Investment Advisory Panel attend each and every board meeting of the chosen companies.  In addition, the Panel members meet on a monthly basis to discuss and review the progress of each company.       

The Panel members are also ideally placed to assist with the planning and execution of the exit strategy.  The Fund will hold shares in investee companies for a minimum of three years in order to satisfy EIS qualification rules and will then seek to sell the shares in years four and five.