A Fresh Take on SEIS & EIS Crowdfunding
Alternative assets are having a moment. SEIS and EIS crowdfunding blend tax relief with modern funding techniques to give your clients a genuine edge. Advisers can guide investors beyond typical stocks and bonds, tapping into early-stage ventures that promise growth and valuable tax incentives.
This deep-dive explores how SEIS (Seed Enterprise Investment Scheme) and EIS (Enterprise Investment Scheme) crowdfunding works, why it matters, and how Oriel IPO’s commission-free marketplace and educational hub can supercharge your practice. Ready for a hands-on resource? Explore our investment research platform with Oriel IPO today
The SEIS & EIS Advantage: Tax Reliefs for Smart Advisers
When you think tax incentives, you might yawn. But SEIS and EIS offer:
- Income Tax Relief
Investors can reclaim up to 50% (SEIS) or 30% (EIS) of their investment against income tax in the same year. - Capital Gains Tax (CGT) Exemption
Profits from qualifying SEIS/EIS shares are free of CGT after a three-year hold. - Loss Relief
If things go south, losses can be set against income tax, trimming the net cost. - Carry Back Relief
SEIS allows up to £100k to be carried back to the prior tax year.
For advisers, this isn’t just another bullet point. It’s a way to tilt the risk/reward ratio in your client’s favour. And when you combine that with the data and deal flow on a dedicated investment research platform, you’re offering something few competitors match.
Crowdfunding Meets SEIS & EIS: Democratising Early-Stage Investment
Crowdfunding democratises the investor pool. Suddenly, not only VCs but also high-net-worth individuals and experienced retail investors get in on the action.
How it works in practice:
- A startup applies for SEIS/EIS eligibility.
- Platforms vet the business, ensuring genuine potential and compliance.
- Investors browse curated opportunities.
- Funding targets are set, and investment rounds open.
- On close, capital flows and tax reliefs kick in.
The appeal? Collective due diligence. A single adviser or investor gains access to peer insights, documented forecasts and deal metrics in one place. That’s a major leap from ad-hoc introductions or cold emailing founders.
Why Oriel IPO’s Marketplace Matters
You’ve seen big-name sites offering equity crowdfunding. But here’s the catch: many charge hefty success fees or lack detailed filtering. Oriel IPO breaks the mould with:
- Commission-Free Model
No hidden cuts on funds raised. Startups pay subscription fees, not a slice of your client’s capital. - Curated, Vetted Deals
Only firms meeting strict SEIS/EIS criteria make the cut. Quality control you can trust. - Transparent Subscription Pricing
Startups know costs upfront. Investors and advisers avoid surprises. - Educational Support
Webinars, guides and CPD-accredited training materials demystify SEIS/EIS rules. - Dedicated Adviser Tools
Downloadable research packs, scenario calculators and pitch decks tailored for professional presentations.
By centralising research and due diligence, this investment research platform helps you present clear, compelling opportunities—and demonstrate genuine added value to clients.
Bringing SEIS & EIS Crowdfunding into Your Practice
So, how do you get started? Follow these practical steps:
- Register on Oriel IPO
Sign up with your firm details. You’ll gain access to adviser-only content. - Explore the Vetted Pipeline
Filter by industry, ticket size and stage. Bookmark promising startups. - Conduct Client Briefings
Use downloadable pitch packs for crisp, professional meetings. - Model Tax Reliefs
Illustrate net cost and projected returns with built-in calculators. - Facilitate Investments
Guide clients through the subscription process on Oriel IPO’s secure portal. - Monitor Progress
Receive regular updates on portfolio companies via the dashboard. - Plan Exits
Track liquidity events and CGT windows to maximise reliefs.
This approach keeps your workflow tight—and your clients informed every step of the way. And if you’re ready to explore the full feature set, dive into this investment research platform and find curated SEIS deals
Managing Risk & Diversification in Alternative Assets
No adviser worth their salt ignores risk. SEIS/EIS crowdfunding demands a careful balance:
- Diversify Across Deals
Spread allocations to mitigate single-company exposure. - Blend with Core Portfolio
Consider these as satellite positions alongside equities, bonds and real assets. - Regular Due Diligence
Keep tabs on regulatory changes, sector shifts and company milestones. - Client Profiling
Assess risk appetite and tax position before recommending SEIS/EIS.
In short, treat SEIS/EIS crowdfunding like any other alternative asset: plan, document, review.
Case Study Snapshot: TechStart Ltd.
Imagine TechStart Ltd., a software startup raising £500k under SEIS. You identify them on Oriel IPO’s platform, assess their financials, then pitch to a client inclined to short-term CGT planning. The client invests £30k. Thanks to SEIS relief, their net outlay is £15k. In year three, TechStart secures a Series A exit, tripling valuation. All gains are CGT-free. Not bad for a tidy slice of a wider portfolio.
This is the kind of story you can replicate—and track—in real time.
The Role of Education: Empowering Advisers
SEIS and EIS are potent, but complex. Oriel IPO’s learning hub offers:
- Bite-size video tutorials
- Deep-dive webinars with industry experts
- CPD-accredited reports
- Wholesome market updates
You don’t have to reinvent the wheel. Lean on these resources to sharpen your SEIS/EIS expertise—and bring fresh insights to client meetings.
Staying Ahead in a Competitive Landscape
Platforms like Seedrs and Crowdcube are household names. But they often target retail investors and charge variable fees. Oriel IPO’s adviser-focused, commission-free subscription model is designed for professionals who:
- Want robust research tools
- Need verified SEIS/EIS eligibility
- Appreciate transparent pricing
By focusing on the adviser experience, Oriel IPO ensures you spend less time chasing paperwork and more time advising.
Conclusion: A Practical Edge for Modern Advisers
SEIS & EIS crowdfunding isn’t a fad. It’s a durable alternative strategy that pairs tax relief with early-stage growth. For advisers ready to broaden their toolkit, platforms that combine curated deals, zero commission and rich educational resources are vital.
Ready to make SEIS & EIS crowdfunding a core part of your offering? Get started on our investment research platform and streamline SEIS & EIS funding
What Advisers Are Saying
“Oriel IPO’s marketplace is a breath of fresh air. No surprise fees, clear research packs and tax models that clients actually understand.”
— Emma Walker, Chartered Financial Planner
“I’ve cut my due diligence time in half. The curated SEIS/EIS deals and CPD resources make all the difference.”
— Liam Patel, Independent Adviser
“Our clients love the transparency and the way tax reliefs are modelled. SEIS & EIS has become a firm favourite.”
— Sarah Ng, Wealth Manager
