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Seeking investment from Calculus?

Seeking investment from Calculus?

Calculus Capital has over 20 years’ experience investing in small and medium sized companies. We pride ourselves on working in partnership with our investee companies, usually taking a seat on the board and providing advice on a strategic level – with the ultimate aim of realising the full potential of the business and its management. We invest across a variety of sectors, typically investing between £1m and £3m in entrepreneurial fast growing businesses that are UK based or have significant UK operations.

If you are seeking investment, we would be delighted to learn about your business and discuss whether Calculus could be a suitable investment partner. Please get in touch with our Investment Team: [email protected] or 020 7493 4940.

We typically invest in privately held companies with the following characteristics:

  • Entrepreneurial businesses with strong growth prospects
  • Strong management team with a relevant track record who are motivated to work with an institutional investor to create substantial shareholder value
  • A clear implementation strategy
  • A strategy for realisation of shareholder value

Alexander Crawford, Co-Head of Investments presents common mistakes made in the business plan.

We are experienced in supporting management teams through a transformational period of business growth. Please click here to view examples of our current portfolio companies.

The support Calculus has provided to Mologic in 2015 and 2018 has been transformational. Without this, the transition into a sustainable social enterprise would not have been possible and would have seriously limited capacity to take on the diversity of disease targets

Mark Davies, CEO of Mologic, a company Calculus exited in July 2021

Non-Executive Directors

We have built up an excellent network of experienced non-executive directors and Chairmen. However, we very much welcome new approaches from qualified and experienced business leaders in all sectors. Please contact our Investment Team:

EIS Association

The EIS Association is a fantastic resource for companies seeking investment, the have published a Funding Guide to assist companies wishing to grow their business with the Enterprise Investment Scheme.

Download the Guide

The EIS Association (EISA) is the official trade body for the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) industry. EISA is a highly effective not-for-profit organisation that exists to aid the provision of capital to UK small and medium-sized enterprises (SMEs) through these two schemes.

EISA works closely with HM Treasury, HM Revenue and Customs, government ministers, MPs and the FCA to enhance EISs and SEISs and promote the benefits of using them to investors, companies and their respective advisers. EISA collaborates with other trade bodies that support investment into SMEs, including the British Venture Capital Association (BVCA), the Association of Investment Companies (AIC), the Institute of Chartered Accountants in England and Wales (ICAEW) and the UK Business Angels Association (UKBAA). The EISA Director General sits on the BVCA Venture Capital Working Group, which aims to present a unified voice from all sections of the SME and venture finance industries to the UK government and the EU.

EISA’s membership is drawn from all areas of the EIS/SEIS industry and includes EIS/SEIS fund managers, lawyers, accountants, tax advisers, corporate financiers, IFAs and wealth managers throughout the UK. Details of our members and membership categories can be found on our website, www.eisa.org.uk, under the ‘Membership’ section.

Please contact Mary Rodgers at [email protected] if you are interested in learning more about EISA and becoming a member.

www.eisa.org.uk

Important Information

The investments referred to in this website are not suitable for all investors. Calculus Capital Limited is not able to give advice to prospective investors about the suitability of the investments. Prospective investors are recommended to seek specialist tax and financial advice before investing in the Calculus EIS Fund or Calculus VCT.

An investment into the Calculus EIS Fund of Calculus VCT may only be made on the basis of reading in full the information set out in the relevant Information Memorandum or prospectus.

When investing, your capital is at risk. The value of shares and income from them may go down as well as up and despite the tax relief you may not recover the amount originally invested. An investment in smaller and unquoted companies carries a higher risk than many other forms of investment. Shares in unquoted companies are not readily marketable. You should not invest in an EIS or VCT unless you can afford to lose some or all of your capital.

An EIS or VCT investment is only appropriate for investors with a medium to long term investment horizon; the timing and extent of realisation cannot be predicted and may extend beyond five years. It is not possible to allow a partial withdrawal of your investment. You may request a total withdrawal, but since many investments made will be in unquoted companies, this may not be possible. Withdrawal within three years for the EIS and five years for the VCT would lead to repayment of any tax reliefs received.

The tax benefits available depend upon your individual circumstances and these benefits may change dependent upon future legislation.

I have read and understood this important information

Important Information

The investments referred to in this website are not suitable for all investors. Calculus Capital Limited is not able to give advice to prospective investors about the suitability of the investments. Prospective investors are recommended to seek specialist tax and financial advice before investing in the Calculus EIS Fund or Calculus VCT.

An investment into the Calculus EIS Fund of Calculus VCT may only be made on the basis of reading in full the information set out in the relevant Information Memorandum or prospectus.

When investing, your capital is at risk. The value of shares and income from them may go down as well as up and despite the tax relief you may not recover the amount originally invested. An investment in smaller and unquoted companies carries a higher risk than many other forms of investment. Shares in unquoted companies are not readily marketable. You should not invest in an EIS or VCT unless you can afford to lose some or all of your capital.

An EIS or VCT investment is only appropriate for investors with a medium to long term investment horizon; the timing and extent of realisation cannot be predicted and may extend beyond five years. It is not possible to allow a partial withdrawal of your investment. You may request a total withdrawal, but since many investments made will be in unquoted companies, this may not be possible. Withdrawal within three years for the EIS and five years for the VCT would lead to repayment of any tax reliefs received.

The tax benefits available depend upon your individual circumstances and these benefits may change dependent upon future legislation.

I have read and understood this important information