About
Our History
Calculus is a pioneer of EIS, having created the first UK approved EIS fund in 1999. Since then, we have gone on to launch a generalist EIS Fund every year and multiple VCT share issues, and in October 2022 we launched our first Knowledge Intensive EIS Fund.
We have built a strong reputation as an investor in EIS and VCT Qualifying Companies through our multi-award-winning Calculus EIS Funds and the Calculus VCT. Our focus on capital appreciation, a diligent investment and monitoring process and our record of profitable exits distinguishes us from other EIS and VCT fund managers.
What people say
One of the longest-standing managers in the VCT/EIS area, Calculus has a highly experienced and stable team.
Hardman and Co, Calculus EIS Fund Review, December 2021
The Manager is further consolidating its position as a leading generalist EIS manager by using its strong fund raising to augment its ability to attract good opportunities.
Allenbridge, Tax Shelter Report, Issue 243
Team
Aitian Li
Investment Associate
Alexander Crawford
Co-Head of Investments
Arvind Shandilya
Investment Associate
Bella White
Client Services
Brad Noel
Associate, Media and Entertainment Financing
Christopher Gould
Financial Planning and Analysis Manager
Dominic Harris
Head of Portfolio Management
Elizabeth Klein
Investment Director
Francesca Rayneau
Director, Head of Sales and Marketing
Frank Spurway
Associate, Sales & Marketing
John Glencross
CEO and Co-Founder
Julie Ngo
Chief Operating Officer
Natalie Evans
Finance Director
Mariyah Dosani
Director - Media and Entertainment Financing
Matthew Moynes
Director, Sales & Marketing
Oliver Warren
Assistant Director, Sales & Marketing
Richard Banks
Fund Administration Analyst
Richard Moore
Co-Head of Investments
Sanskriti Singh
Investment Analyst
Smit Mehta
Investment Associate
Susan McDonald
Chairman and Co-Founder
William Prince
Financial Controller
Corporate Governance
Calculus Capital Limited which is authorised and regulated by the Financial Conduct Authority (FCA registration number 190854) is committed to maintaining high standards of corporate governance.
Calculus Capital has a board with a diverse range of experience and backgrounds:
John Glencross – Chief Executive Officer & Co-founder
Susan McDonald – Chairman & Co-founder
Julie Ngo – Chief Operating Officer
The Directors meet quarterly and on an ad hoc basis as required.
The Board has established an Audit Risk and Compliance Committee which plays an important role in the appraisal and supervision of key aspects of the Company’s business including financial reporting and internal controls.
The Directors have also established an Investment Committee whose responsibilities include determining and agreeing with the board the Company’s framework or broad policy for fund investment and considering all investment and divestment proposals.
The Company takes into account the requirements of the Stewardship Code and also has in place internal policies and guidelines on a variety of matters including financial reporting, anti-money laundering, anti-bribery and corruption, conflicts of interest, and promoting sustainable practices within the firm.
Calculus Capital Limited is a member of the EISA and the BVCA.