124 EIS & VC Basics: How to choose the right EIS fund or VCT investment, Tom Britton, SyndicateRoom

In the latest episode in the EIS and VC Basics mini-series for The EIS Navigator, we discuss how investors and advisers can pick the right EIS fund or VCT. SyndicateRoom has moved into third-party management, so has good insight into how to pick a fund. Co-founder Tom Britton joins us to give his views on what investors need to look at and how. Tom covers lots of areas that investors and advisors need to consider. These include the high level filters, as well as strategies and sectors. He chats through the deployment time and how it affects your venture portfolio diversification; and where past performance and exits fit. He covers the more detailed diligence after filtering, the existing portfolio and how it fits into current trends; and looks at the fund manager and its stability in addition to differences in fees and fee structures. Extra factors for VCTs - dividends and buyback policies, and cash levels, are also considered. Read more about the podcast: https://hardmanandco.com/124-eis-and-vc-basics-how-to-choose-the-right-eis-fund-or-vct-for-investment-tom-britton-syndicateroom/ Find out more on our website: https://hardmanandco.com/eis-vc-basics/ Disclaimer Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments. Your capital is at risk. Past performance is not a reliable indicator of future performance. Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein. For more information, please read our full disclaimers: www.hardmanandco.com/research-disclosures www.hardmanandco.com/disclaimer