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Investors

EIS loss relief
EIS loss relief
The Enterprise Investment Scheme is popular with investors because of the various tax benefits it offers. If an investment doesn’t go to plan, investors may be able to recover some of their money through EIS loss relief. Learn how to calculate and claim EIS loss relief in this article.
EIS tax relief
EIS tax relief
The Enterprise Investment Scheme offers generous tax reliefs to investors as an incentive for backing early-stage companies. Learn more about SEIS tax benefits and the rules startups must follow.
Multiple on invested capital (MOIC)
Multiple on invested capital (MOIC)
Learn how to calculate multiple on invested capital (MOIC) as well as what differentiates it from other key fund performance metrics.
Distributions to paid-in (DPI)
Distributions to paid-in (DPI)
DPI is one of the metrics that private funds use to evaluate a fund’s investment performance and communicate it to the fund’s investors.
Form PF
Form PF
Form PF is a regulatory filing required of all SEC-registered private fund advisers with at least $150 million in assets under management.
Total Value to Paid-In Capital (TVPI)
Total Value to Paid-In Capital (TVPI)
Learn how to calculate net and gross TVPI (total value to paid-in capital), key metrics investors and fund managers use to evaluate a fund’s performance.