- The document summarizes the agenda and presentations for a Quarterly Investment Briefing event held in Bristol on June 28th.
- The event included lightning talks from investment professionals like Melanie Goward of Maven Capital Partners and Mike Jackson of Shaw & Co. on funding local scaleup businesses.
- Data from Beauhurst was presented, showing the top funders and sectors getting funding in the Bristol region. Several local companies that recently raised funds successfully in Q2 2018 were highlighted.
- The briefing aimed to inform and connect local investors with growing businesses in the region. Participants were encouraged to get involved in future investment events and the local entrepreneurship community.
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. Technology Commercialization
. Mergers & Acquisitions
. Turn-around complex projects
. Ventures & Alliances
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Are You Using the Tools of the Future to Find the Skills of the Future?Catalant Technologies
Companies are increasingly faced with the challenge of finding and retaining the right knowledge talent to meet key business initiatives and project demands. Innovative companies are opting to venture outside of traditional staffing models to the on-demand economy, where experienced business experts are choosing to work independently.
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- Pros and cons of alternative funding models
- Using strategic partners to establish process and grow your team
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Find out about Boardwalk's services for:
. Technology Commercialization
. Mergers & Acquisitions
. Turn-around complex projects
. Ventures & Alliances
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Companies are increasingly faced with the challenge of finding and retaining the right knowledge talent to meet key business initiatives and project demands. Innovative companies are opting to venture outside of traditional staffing models to the on-demand economy, where experienced business experts are choosing to work independently.
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• Best practices for delivering an optimised candidate experience while remaining compliant
• Key takeaways and stories from global companies leading inventive talent pipelining strategies
Not all angel groups are created equal. Hear from the leaders of the top angel groups in Boston on where to begin when you are approaching angel groups. Learn what to expect, what they like to see, and how to make your application and pitch stand out.
Questions answered will include:
How do you approach angel groups?
How do you get a Champion?
What are the most important parts of the application? What aspects of my company will Angels care most about?
What is the best way to prepare for your pitch to an angel group?
What about the JOBs act and the new solicitation rules, how does that change the landscape?
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- Examples of clients who are starting to operationalize the Demand Unit Waterfall today
- How the waterfall supports Account-Based Marketing
- The top issues that ABM practitioners will face and what they can do to enable a smooth transition
This slide deck prepared by Gerard Buckley (Chair, MLA) is from our Entrepreneur Workshop: Accessing Capital From an Angel Investor Network - Your First Professional Investment – Who, What, When, Where and How?
The session took place at PwC on October 29, 2013
"BI-Havior, Advanced Analytics as it should be", Yogev Peled, Founder and lea...Dataconomy Media
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Watch more from Data Natives Tel Aviv 2016 here: http://bit.ly/2hw1MY0
Visit the conference website to learn more: http://telaviv.datanatives.io/
Follow Data Natives:
https://www.facebook.com/DataNatives
https://twitter.com/DataNativesConf
Stay Connected to Data Natives by Email: Subscribe to our newsletter to get the news first about Data Natives 2017: http://bit.ly/1WMJAqS
About the Author:
Founder and leading innovation of QlikView-Israel Master of Business Administration 20 years of experience in the field of business intelligence and data analysis. Winner of world Technologist Award for the year 2010 In Qlik.
CapitalX is a corporate strategy and advisory firm, with a specialized focus on innovation and technology.
We use market research and data science to gain perspective on market opportunities and business challenges. These insights allow our clients to de-risk key decisions and execute strategic initiatives with confidence.
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If you don’t have the right talent acquisition strategy, 2019 could be one of your most challenging years. The rapid onset of new technologies and the increasing competition for talent is forcing organisations to re-engineer their approach to talent in order to be successful.
You need the right foundations in place to develop a robust talent acquisition strategy to attract, hire and retain great people while also preparing for future changes that could affect how to recruit, particularly in competitive markets.
Join Craig Sweeney, SVP of Client Solutions at WilsonHCG, as he discusses:
• The evolution of the talent landscape and what it means for workforce development and management in 2019
• How to use advanced analytical and intelligent technology to create a more efficient and expedited recruitment process
• Best practices for delivering an optimised candidate experience while remaining compliant
• Key takeaways and stories from global companies leading inventive talent pipelining strategies
Not all angel groups are created equal. Hear from the leaders of the top angel groups in Boston on where to begin when you are approaching angel groups. Learn what to expect, what they like to see, and how to make your application and pitch stand out.
Questions answered will include:
How do you approach angel groups?
How do you get a Champion?
What are the most important parts of the application? What aspects of my company will Angels care most about?
What is the best way to prepare for your pitch to an angel group?
What about the JOBs act and the new solicitation rules, how does that change the landscape?
Unraveling the New Demand Unit Waterfall: A Conversation with SiriusDecisionsDemandbase
Most marketers are familiar with the SiriusDecisions Demand Waterfall, and the impact it has had on the way companies track and manage leads. Recently, the company unveiled a new version of this iconic model which takes a more account-centric view of the world.
On July 25, Alisa Groocock, Research Director at SiriusDecisions, Terry Flaherty, Senior Research Director at SiriusDecisions, and Peter Isaacson, CMO at Demandbase, will discuss the changes in B2B marketing that led to the new Demand Unit Waterfall, and why it’s such a good fit for Account-Based Marketing (ABM).
In this webinar, we’ll cover:
- The major changes introduced in the new waterfall
- Examples of clients who are starting to operationalize the Demand Unit Waterfall today
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This slide deck prepared by Gerard Buckley (Chair, MLA) is from our Entrepreneur Workshop: Accessing Capital From an Angel Investor Network - Your First Professional Investment – Who, What, When, Where and How?
The session took place at PwC on October 29, 2013
"BI-Havior, Advanced Analytics as it should be", Yogev Peled, Founder and lea...Dataconomy Media
"BI-Havior, Advanced Analytics as it should be", Yogev Peled, Founder and leading innovation of QlikView-Israel
Watch more from Data Natives Tel Aviv 2016 here: http://bit.ly/2hw1MY0
Visit the conference website to learn more: http://telaviv.datanatives.io/
Follow Data Natives:
https://www.facebook.com/DataNatives
https://twitter.com/DataNativesConf
Stay Connected to Data Natives by Email: Subscribe to our newsletter to get the news first about Data Natives 2017: http://bit.ly/1WMJAqS
About the Author:
Founder and leading innovation of QlikView-Israel Master of Business Administration 20 years of experience in the field of business intelligence and data analysis. Winner of world Technologist Award for the year 2010 In Qlik.
CapitalX is a corporate strategy and advisory firm, with a specialized focus on innovation and technology.
We use market research and data science to gain perspective on market opportunities and business challenges. These insights allow our clients to de-risk key decisions and execute strategic initiatives with confidence.
Generating Leads with Analyst Content Webinar Slides_SJN Final.pdfShawnNewman13
Duncan Chapple and Shawn Newman delivered a great webinar today introducing their new SageWorkshop on leveraging analyst content to generate leads and personalize cold emails.
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It’s not a secret that the need to modernize traditional finance operations and evolve into a “Digital Finance” organization has become a key priority for finance leaders.
In this video recap of the webinar held on 12/11/ 2019; Raul Vega, Auxis CEO, discussed the key risks and challenges organizations typically face as part of their transformation journey, and how to develop and execute a strategy that provides the business case and outcomes you expect based on your specific company size and needs.
What was covered:
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The Truth about Crowdfunding | Capital Advantage 2015CrowdfundSuite
Primer on Crowdfunding, How to Succeed, Myths and Truths for Entrepreneurs, Investors and Stakeholders. Crowdfunding will be a $35B sector in 2015 globally. Presentation from Capital Advantage 2015 event in Vancouver.
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2. QIB Guiding Principles
Those who attend the Quarterly Investment Briefing share
three common principles:
• Whoever attends is an active or potentially active investor, or
manager of investors – or enabler of investment activity.
• Whatever is presented is informative, fact-based and regionally
relevant.
• We value the opportunity to learn equally with the
opportunity to share.
3. Agenda
16:10 - 16:15 Welcome and introduction
16:15 – 16:55 Lightning Talks
+ Melanie Goward, Maven Capital Partners
+ Charles Grimsdale previously of Eden Ventures
+ Mike Jackson, Shaw & Co.
16:55 – 17:10 Q and A
17:10 - 17:20 What Beauhurst data tells us
17:20 - 17:50 Networking and drinks
11. Mike Jackson
Built & sold tech events business £12m turnover, £2m EBITA
Angel invested in 25 Bristol tech businesses
Joined Shaw & Co to help local scaleups raise funds
12. Independent corporate finance advice.
We help ambitious business owners successfully
complete the most important transactions in their
business lives.
14. 24 startups receive average £20K for 10% equity
10 week programme
9 raised approx £5m
15. Pre-Seed £100k-£500k Friends/Family/Fools
Angels, Angel Clubs
SEIS Funds
Seed £1m-£3m Angel Syndicates/Clubs
Family offices
EIS/VCT Funds
ICOs
Early VCs
Series A £5m-£10m VCs
Mid-market Funds
Funding
16. Gate 4
Exit Potential
Gate 2
Market Size
Gate 1
Solving a
Problem
Have they identified potential
exit routes and show
knowledge of similar exits?
Do they have a detailed
competitor analysis and clear
market differentiation?
Does the addressable
market have headroom to
allow the company to
rapidly grow?
Is the company solving a
real problem for
users/customers and is the
solution sticky?
Gate 3
Competitor
Landscape
Hard stops
Gate 8
Traction
Gate 6
Team and Board
Gate 5
Funding &
Valuation
Can they demonstrate sufficient
customers/revenue/active users to
achieve funding goal?
Is there a clear vision for the
business and practical growth
plans post-investment?
What are the strengths and
weaknesses of the current
team and Board and what
skills/roles are missing?
Do they know what
amount of funding is
required, why and at
what valuation?
Gate 7
Business Plan
Research
Advice Strategy Planning Business KPIs
Funding Readiness
17. ClosingMarketingPreparation
2 weeks 4 weeks 6 weeks
• Analyse Term Sheets and
select shortlist
• Negotiate with potential
funders
• Select preferred funder and
set exclusive period
• Provide requested DD
materials/access
• Receive Funding
• Email no-name teaser and
follow up to gauge interest
• Email Investment Deck and
Financial Model to
interested funds
• Introduce funds to
Management and arrange
meetings via Email
• Rehearse and critique
Management Presentations
• Agree target raise,
valuation and timescale
• Prepare five year Financial
Model and stand alone
Investment Deck
• Refine Investor list
• Plan Management
Presentations
• Identify Due Diligence
requirements
Meetings
2 weeks
• First Fund and Management
meetings/calls
• Adapt Investment Deck,
Financial Model and
Management Presentations
based on feedback
• Second & Third Fund and
Management meetings/calls
• Set deadline for written offers
• Receive Term Sheets
3-5 initial Meetings 1-2 Term Sheets5-10 Investment Decks issued
Funding Process
19. Charles Grimsdale
@cgrimsdale
Eden Ventures
Melanie Goward @Maven_CP
Investment Director, Maven Capital Partners
Mike Jackson @WebStartBristol
Director of Scale ups, Shaw & Co.
Nick Sturge @nicksturge
Director, Engine Shed
22. Five ‘triggers’ for inclusion
Secured
equity
investment
1
Secured
venture debt
2
Completed
management
buyout/in
3
Participated
in selected
accelerator
programmes
4
Has been or
is a scale-up
5
28. YellowDog
Processing power
The Mortgage Lender
Home loan provision service
Micrima
Breast scanning technology
Living Map
Digitised maps
Rovco
Underwater surveying & inspection
Left Handed Giant
Brewery
Raised successfully in Q2 2018 (26)
Senta
Cloud-based accountancy software
Beta Boulders
Gym - climbing, yoga and fitness
Ziylo
Carbohydrate sensing technology
Lost and Gounded Brewers
Brewery
Rockit
Automatic pram rocker
Lupe Technology
Cordless vacuum cleaners
+ Gamebench
+ Good Sixty
+ FluoretiQ
+ Go Faster Group
+ StatsBomb
+ LettUs Grow
+ Evolved Intelligence
+ Love Henri
+ ITEC
+ LUX Rewards
+ Bristol Distilling Co.
+ Shift2Go
+ Perceptual Robotics
+ Sekforde
29. Raising Q3 2018 – an open call
FORTH
£300k - biomarker profiling to test blood samples
Alexander Joseph
£220k – luxury cordless lamps
Cerberus
£500k – secure communications via microchip
GROW BRISTOL
£1.25M – nutrient dense & ultra local produce
31. Angel in
residence – call
for volunteers
Regional
Investment
Funds - update
New angel
syndicate?
The finance ecosystem in West of England
32. What next?
1. Tell me about investment events locally
2. Pick up one page summaries
3. Read the Quarterly Investment in Brief (newsletter)
4. Join us for the TechXpo – departing 17:40
The Quarterly Investment Briefing exists to encourage and enable more investment activity and to provide a platform to share good practice in the West of England. It is an initiative run by the Engine Shed in partnership with KPMG, Smith & Williamson and TLT.
Dots indicate level of activity – clear = unknown
Founder’s story
As his father and both grandfathers ran their own companies, Jim grew up in an environment that allowed him to peek behind the curtains and observe the inner workings of their organisations, fostering his natural hereditary interest in business.
He decided to build a career in corporate finance where he could help business owners like his father and grandfather achieve success.
Jim joined PwC, the biggest and the best of the Big Four.
Although a great training in the core skills, such an organisation was never going to meet Jim’s need for entrepreneurial innovation. Nor, he felt, would he be able to truly help SME business owners from within such a huge corporate machine.
His dream of setting up an independent corporate finance boutique catering solely to the midmarket owner-manager was born.
Jim founded Shaw & Co. on 5th December 2011.
Approach to sales process
Talk to scale-up founders, try to solve the challenges they face – hence the creation of this community and series of events – 4 events, 4 newsletters a year.
When started? Q3 2010, Q1 2015 and 245 in Q1 – partly to do with data development, partly to do with newly recognised businesses
Dead – declared or ceased trading
Seed -
Venture – few years old, got traction VC funding
Growth 5+years multiple offices VC + asset mgmt., corporates, mezzanine lenders
Dots indicate level of activity – clear = unknown
Micrima - develop and commercialise microwave radar breast imaging technology initially pioneered at the University of Bristol. Detects breast tumours in younger patients
12 companies in Q1
3 are distilleries
Mortgage lender – for those not served by high street banks
