Investment Portal Overview
- Gives you full flexibility and transparency
- Providing you with the data you need when you need it
- Enabling you to make informed decisions and build your portfolio the way you want it
- Across all devices, anywhere, anytime!
FOM’s investment strategy aims to deliver an easy and risk managed way of investing in early stage technology companies. Through portfolio diversification and (S)EIS tax reliefs we have mitigated the risk whilst keeping room for upside potential. Through our strategic industry partners, including Tier 1 Venture Capitalists, Accelerators, Incubators and Universities we see thousands of companies a year to curate a diverse portfolio of 15-20 early stage technology investments across all sub-sectors. In addition our investors have the ability to participate and co-invest in later rounds.
We believe in transparency and the power of data. With this in mind, FOM has created a unique, innovative and completely transparent investment portal giving investors access to investment opportunities, detailed reports and data on the underlying investments. The unification of all of these elements has positioned Force Over Mass as a central point in the technology eco-system; where investors, advisors and early stage companies can come together. Our risk mitigated approach on the “super-growth” technology sector presents a rare investment opportunity.
Once you’ve made your investment into FOM it is then evenly distributed across our upcoming 15-20 investments. These investments are sourced through selected Tier 1 partners including leading Incubators, Accelerators, Universities and Venture Capitalists. This network provides FOM access to exclusive, pre-vetted deal flow.
Your diversified portfolio of 15-20 high growth potential companies is built within 12 months of your investment into FOM. These companies are run by some of the UK’s leading entrepreneurs.
Our investors gain unique insight to FOM’s strategic network of investors, advisors and early stage technology companies. Providing unparalleled access with first mover ability.
FOM investors have the ability to view as well as interact with their portfolio online and across all devices, through our state of the art portal. Creating a fully transparent primary market.
Our investor portal works across devices
Become a member and get more insight into the companies we invest.Become a member now
The aim for the Force Over Mass Capital SEIS/EIS Fund is to invest its investors’ subscription monies in unquoted, early stage companies which are qualifying companies for the purposes of the Enterprise Investment Scheme and/or Seed Enterprise Investment Scheme, offering investors, who meet the schemes’ qualifying criteria, the bonus of obtaining the tax advantages associated with such investments. We typically target technology companies with significant growth potential but we may invest in different sectors from time-to-time where we feel there are strong growth opportunities.
In managing our Fund and making investments on your behalf, we shall have regard to EIS and SEIS legislation and HMRC’s policies in relation to these schemes and take all reasonable steps in order that the fund’s investments attract the SEIS and/or EIS tax reliefs for our investors. Each company in which your monies are invested will be a qualifying company for the purposes of the SEIS or EIS legislation. As to whether you are able to claim any of the tax reliefs depends on your own personal tax circumstances. Please therefore take professional advice from an FCA authorised financial adviser or a solicitor before investing.
We have a firm belief in portfolio theory and therefore each investor’s subscription in our Fund will be invested in a minimum of 15-20 investee companies. No investor will ever have more than 25% of their subscription in the Fund invested in a single investee company.
Once you have made your first subscription in the Fund, when you decide to make a further description in the Fund, you have a little more flexibility in how your additional subscription monies are invested.
If you choose this option on your application form or through our portal, your additional subscription monies will be pooled with your uninvested initial subscription monies and invested in the remainder of the investee companies required to give you a total Portfolio of 15-20 investee companies.
If you choose this option on your application form or through our portal, your additional subscription monies will be invested in 15-20 new investee companies once your original subscription in the Fund has been fully invested. You will end up with two Portfolios of 15-20 investee companies each, 30-40 in total.
Once you have invested a minimum of £25,000 you can request a preference for the Fund to invest your additional subscription monies in a single one of our existing investee companies or prospective investee companies listed on our portal. We will always use our reasonable endeavours to procure that the Fund invests your additional subscription monies in the investee companies you have selected in your Application though this will depend on whether the Investee Company in which you have requested the Fund to invest is carrying out a funding round and the amount it is seeking to raise.
Where you do make such an investment, your additional subscription monies will not be invested in any other away unless we have spoken to you and you have given your consent in writing for us to do so.
It’s important to know that any investments made on any investor’s behalf in a specific Investee Company will always be managed in common with all the investments in the Fund.
The Force Over Mass Capital SEIS/EIS Fund has a typical structure for an EIS fund. Though these are generally deemed for regulatory purposes to be Alternative Investment Funds, they do not have their own separate legal personality like a company or limited liability partnership. By investing in the Fund you are engaging Force Over Mass Capital LLP as your discretionary investment manager to invest your subscription monies in accordance with the terms and conditions of our investor agreement and with our Investment Policy All other investors in the Fund will enter into the same investor agreement and it is the aggregate of all these agreements that form the Fund.
We manage all of our investors’ investments in common. We are responsible for selecting which companies to invest our investors’ subscriptions, managing those investments and then realising those investments. Please note that you will have certain withdrawal rights (see below).