Our Funds

The LBA EIS Approved RoundTable Syndicate Funds

 

Cross-Fund Sector Allocation

 

 

 

The LBA EIS Approved RoundTable Syndicate Fund is the culmination of 30 years’ experience of pioneering innovation in the UK Angel investment market. This FSA regulated HMRC Approved EIS Fund offers our Investors an innovative way to acquire a portfolio of investments (spread across a number of our carefully selected companies), while taking advantage of the personal tax relief offered by the Enterprise Investment Scheme.

  

LBA EIS Roundtable Syndicate fund 2009 – Fund 1

The First £300k LBA EIS Roundtable Fund 2009/10 was fully invested in January 2011 and co-invested in four companies spread across a range of sectors alongside LBA investors: 

Company

Sector

Stage

EIS Fund Investment

Overall Syndicate Size

Eykona Technologies

Medtech

Early

£60k

£1.19M
(£100k from LBA)

Syrinix

Cleantech

Early

£60k

£575k
(£120k from LBA)

Contact Engine (iPadio)

Mobile

Early

£90k

£705k
(£355k from LBA)

Electrospinning Company

Nanotech

Early

£73k

£253k
(£164k from LBA)

 

 

LBA EIS Roundtable Syndicate Fund 2011 – Fund 2

The £420k LBA EIS Roundtable Fund 2011 co-invested in 5 companies spread across a range of sectors alongside LBA investors

Company

Sector

Stage

EIS Fund Investment

Overall Syndicate Size

CamStent

Medtech

Early

£50k (plus £18k follow on)

£350k
(£120k from LBA)

Momentum Bioscience

Medtech

Early

£80k (plus £20k follow on)

£230k
(£180k from LBA)

Phase Vision

Industrial Technology

Early

£100k

£1.5m
(£643k from LBA)

Michelson Diagnostics

Medtech

Early

£55k

£607k

(£360k from LBA)

Isotera

Cleantech

Early

£75k

£1.1m

(£360k from LBA)

 

LBA EIS Roundtable Syndicate Fund 2012 – Fund 3

The £455k LBA EIS Roundtable Fund 2012, co-invested in 6 companies across a range of sectors, alongside LBA investors.

Company

Sector

Stage

EIS Fund Investment

Overall Syndicate Size

Lumejet

Printing Technology

Early

£90k

£2.5m
(£490k  from LBA)

OR Productivity

Medtech

Early

£90k

£1.9m
(£140k from LBA)

Trident Energy

Clean Energy

Early

£65K

£940K

(£230K from LBA)

Sphere Fluidics

Life Sciences

Early

£48K

£1.65M

(£133K from LBA)

Syrinix

Clean

Early

£90k

£2.1m

(£178k from LBA)

Glopho

Digital

Early

£48k

£300k

(£156k from LBA)

 

LBA SEIS Roundtable Syndicate Fund 2012 – Fund 4

The £250k LBA SEIS Roundtable Fund 2012, co-invested in 6 companies across a range of sectors alongside LBA investors.

Company

Sector

Stage

SEIS Fund Investment

Overall Syndicate Size

StyleChi

E-Fashion

Early

£35k

£150k

(£150k from LBA)

Style on Screen

Digital

Early

£30k

£150k

(£90k from LBA)

Sustainable Marine Energy (Including £21k Follow on)

Cleantech

Early

£61k

£235k

(£210 from LBA)

Travel AI

Digital

Early

£43.5k

£190k

(£150k from LBA)

Videregen

Regenerative Medicine

Early

£37.5k

£1.25M

(£150k from LBA)

Westco Medical

Medical Devices

Early

£29.5k

£145.5k

(£145.5k from LBA)

 

LBA EIS Roundtable Syndicate Fund 2013 – Fund 5

The £290k LBA EIS Roundtable Fund 2013, co-invested in 6 companies across a range of sectors alongside LBA investors. Notably, the £100M Angel Cofund, has co-invested alongside the LBA EIS Roundtable Syndicate Fund 2013 in each of the 6 closed investments.

Company

Sector

Stage

EIS Fund Investment

Overall Syndicate Size

Blu Wireless Technology

Semi-Conductors

Early

£60k

£2m
(£492k from LBA)

Eagle Genomics

Life Science

Early

£40k

£1m
(£200k from LBA)

Contego

Software

Early

£40k

£823k

(£135k from LBA)

Bactest

Cleantech

Early

£55k

£600k

(£180K from LBA)

Plato Media (t/a Hopster)

Digital

Early

£35k

£600k

(£450k from LBA)

Albert Medical

Medtech

Early

£45k

£920K

(£300k from LBA)

 

 

LBA EIS Roundtable EIS Roundtable Syndicate Fund 2014 – Fund 6

The £695k LBA EIS Roundtable Fund 2014 co-invested in 8 companies across a range of sectors alongside LBA investors with the London Co-Investment fund investing in 3 of these.

Company

Sector

Stage

EIS Fund Investment

Overall Syndicate Size

Wonky Star (t/a Night Zookeeper)

Digital

Early

£65k

£445k
(£237k  from LBA)

Ownfone

Mobile

Early

£100k

£750k
(£300k from LBA)

Oxtex

Medtech

Early

£90K

£800K

(£160K from LBA)

Isotera

Cleantech

Early

£90k

£2.5M

(£516K from LBA)

Captive Media

Digital

Early

£115k

£615k

(£172k from LBA)

OR Productivity

Medtech

Early

£40k

£1.05m

(£104k from LBA)

La Salle Education

Edtech

Early

£85k

£622k

(£239k from LBA)

Flat-Club

Digital

Early

£75k

£1.1m

(£160k from LBA)

 

LBA EIS Roundtable EIS Roundtable Syndicate Fund 2015 – Fund 7

The £665k LBA EIS Roundtable Fund 2015 as at 18th January 2016 has completed co-investments in 6 companies across a range of sectors alongside LBA investors. A seventh co-investment is now pending completion with a further two/three investments scheduled to be completed by the end of March 2016.

Company

Sector

Stage

EIS Fund Investment

Overall Syndicate Size

Astrid & Miyu

E-Commerce

Early

£75k

£600k

(£355k from LBA)

Crescent OPS

Mobile

Early

£75k

£750k

(£190k from LBA)

Desktop Genetics

Medtech

Early

£85K

£1.345m

(£235k from LBA)

SSMC

Cleantech

Early

£65k

£1.025m

(£145k from LBA)

Stepjockey

Digital

Early

£70k

£600k

(£300k from LBA)

Syrinix

Cleantech

Early

£70k

£1.6m

(£110k from LBA)

The LBA EIS Roundtable Syndicate Fund 2016 will open for new subscriptions from 18th January 2016. For further information on this fund please contact members@lbangels.co.uk