Slides that accompanied the Q3 2019 Quarterly Investment Briefing for West of England on 28th November. The event saw presentations from Paul Jones (British Business Bank), Simon Tutton & Fuschia Curry (Deepbridge Capital), Rosie Bennett (SETsquared) and Harry Destecroix (UnitDX/Carbometrics/Ziylo)
Slides 61-63 include information about those 26 companies that are actively raising investment in Q4 2019. Check out the disclaimer - these aren't recommendations, just information.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
These are the slides that accompanied the Q4 2020 Quarterly Investment Briefing for West of England on 3rd December. The event included lightning talks from Rod Beer at UK Business Angels Association, Henry Whorwood from Beauhurst, Jerry Barnes from BPEC and Jake Ronay from Newable.
Slides 44-45 include information about those 13 companies that are actively raising investment in Q4 2020. Check out the disclaimer - these aren't recommendations, just information.
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
Finance in the South West 2018 - Established (>2 Years) Session PKF Francis Clark
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
QIB Q4 2021: Reflecting on 2021 in the South WestBriony Phillips
These are the slides that accompanied the Q4 2021 Quarterly Investment Briefing for the South West on 6th December. The event included a lightning talk from Silicon Valley Bank and an update on the region from mBriony Phillips, Rocketmakers.
Slides 25-28 include information about those 18 companies that are actively raising investment in Q4 2021. Check out the disclaimer - these aren't recommendations, just information.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
These are the slides that accompanied the Q4 2020 Quarterly Investment Briefing for West of England on 3rd December. The event included lightning talks from Rod Beer at UK Business Angels Association, Henry Whorwood from Beauhurst, Jerry Barnes from BPEC and Jake Ronay from Newable.
Slides 44-45 include information about those 13 companies that are actively raising investment in Q4 2020. Check out the disclaimer - these aren't recommendations, just information.
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
Finance in the South West 2018 - Established (>2 Years) Session PKF Francis Clark
PKF Francis Clark is hosting a seminar which brings together providers of business funding, including both debt and equity; business support agencies including grant specialists; our own corporate finance experts and business owners themselves to provide short, sharp presentations in order to assist business owners and managers in assessing which funding stream is right for them.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
QIB Q4 2021: Reflecting on 2021 in the South WestBriony Phillips
These are the slides that accompanied the Q4 2021 Quarterly Investment Briefing for the South West on 6th December. The event included a lightning talk from Silicon Valley Bank and an update on the region from mBriony Phillips, Rocketmakers.
Slides 25-28 include information about those 18 companies that are actively raising investment in Q4 2021. Check out the disclaimer - these aren't recommendations, just information.
QIB Q1 2022: Angel investment in the South WestBriony Phillips
These are the slides that accompanied the Q1 2022 Quarterly Investment Briefing for the South West on 24th March. The event included lightning talks from Founder Catalyst, Huboo Fulfilment and Ethical Equity. Briony Phillips, Rocketmakers also shared an update on the region and information about 21 companies that are currently raising investment - you can find them on slides 35-38
These are the slides that accompanied the Q2 2021 Quarterly Investment Briefing for West of England on 24th June. The event included lightning talks from Matt Penneycard, Ada Ventures, Matt Hicks, Williams Advanced Engineering and Sam Olof, Science Creates Ventures.
Slides 56-58 include information about those 13 companies that are actively raising investment in Q2 2021. Check out the disclaimer - these aren't recommendations, just information.
These are the slides that accompanied the Q1 2021 Quarterly Investment Briefing for West of England on 25th March. The event included lightning talks from Richard Cobb Michelmores MAINstream, Oliver Woolley CEO Envestors and Gaurav Singh JPIN Venture Catalysts.
Slides 68-70 include information about those 17 companies that are actively raising investment in Q1 2021. Check out the disclaimer - these aren't recommendations, just information.
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
Slides that accompanied the Q3 2020 Quarterly Investment Briefing for West of England on 17th September. The event included an interview with Irene Graham (CEO, Scaleup Institute) and Jenny Tooth (CEO, UKBAA) and a lightning talk from Charles Fallon (Co-founder and Partner, SI Partners).
Slides 22-26 include information about those 28 companies that are actively raising investment in Q3 2020. Check out the disclaimer - these aren't recommendations, just information.
Slides that would have accompanied the Q1 2020 Quarterly Investment Briefing for West of England on 26th March if it had happened! The slides include a presentation from Steve Holt of the Development Bank of Wales and an update on those companies that have raised investment and those that hope to do so in the next quarter.
Slides 19-20 include information about those 13 companies that are actively raising investment in Q1 2020. Check out the disclaimer - these aren't recommendations, just information.
These are the slides that accompanied the Q3 2021 Quarterly Investment Briefing for the South West on 23rd September. The event included lightning talks from Stuart Nicol, QantX, Rosie Bennett, SETSquared, and Briony Phillips, Rocketmakers.
Slides 37/39 include information about those 13 companies that are actively raising investment in Q3 2021. Check out the disclaimer - these aren't recommendations, just information.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
What are investors looking for. Catherine Simpson, Scottish Equity PartnersAlbaInnovationCentre
Catherine is Head of Operations at SEP. With a background in law and investment, she was one of the SEP founder team members. Catherine will give an overview of SEP, what they are looking for from companies seeking investment and what makes a good pitch!
With over 300 debt finance options currently available to businesses, we thought it timely to have a look at that market.
Presenters include:
. Michael Cass (Capitalise)
. Rachel Taylor (SWIG Finance)
. Andrew James (PKF Francis Clark)
In addition to an overview of the debt market, presentations will include tips on how to access the finance that matches your business’ requirements.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
These are the slides that accompanied the Q2 2022 Quarterly Investment Briefing for the South West on 23rd June. The event included a discussion of the equity investment fund history in the South West and a panel discussion with British Business Bank, QantX, and Newable. Briony Phillips, Rocketmakers also shared an update on the region and information about 12 companies that are currently raising investment - you can find them on slides 16-18.
QIB Q1 2022: Angel investment in the South WestBriony Phillips
These are the slides that accompanied the Q1 2022 Quarterly Investment Briefing for the South West on 24th March. The event included lightning talks from Founder Catalyst, Huboo Fulfilment and Ethical Equity. Briony Phillips, Rocketmakers also shared an update on the region and information about 21 companies that are currently raising investment - you can find them on slides 35-38
These are the slides that accompanied the Q2 2021 Quarterly Investment Briefing for West of England on 24th June. The event included lightning talks from Matt Penneycard, Ada Ventures, Matt Hicks, Williams Advanced Engineering and Sam Olof, Science Creates Ventures.
Slides 56-58 include information about those 13 companies that are actively raising investment in Q2 2021. Check out the disclaimer - these aren't recommendations, just information.
These are the slides that accompanied the Q1 2021 Quarterly Investment Briefing for West of England on 25th March. The event included lightning talks from Richard Cobb Michelmores MAINstream, Oliver Woolley CEO Envestors and Gaurav Singh JPIN Venture Catalysts.
Slides 68-70 include information about those 17 companies that are actively raising investment in Q1 2021. Check out the disclaimer - these aren't recommendations, just information.
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
Slides that accompanied the Q3 2020 Quarterly Investment Briefing for West of England on 17th September. The event included an interview with Irene Graham (CEO, Scaleup Institute) and Jenny Tooth (CEO, UKBAA) and a lightning talk from Charles Fallon (Co-founder and Partner, SI Partners).
Slides 22-26 include information about those 28 companies that are actively raising investment in Q3 2020. Check out the disclaimer - these aren't recommendations, just information.
Slides that would have accompanied the Q1 2020 Quarterly Investment Briefing for West of England on 26th March if it had happened! The slides include a presentation from Steve Holt of the Development Bank of Wales and an update on those companies that have raised investment and those that hope to do so in the next quarter.
Slides 19-20 include information about those 13 companies that are actively raising investment in Q1 2020. Check out the disclaimer - these aren't recommendations, just information.
These are the slides that accompanied the Q3 2021 Quarterly Investment Briefing for the South West on 23rd September. The event included lightning talks from Stuart Nicol, QantX, Rosie Bennett, SETSquared, and Briony Phillips, Rocketmakers.
Slides 37/39 include information about those 13 companies that are actively raising investment in Q3 2021. Check out the disclaimer - these aren't recommendations, just information.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
What are investors looking for. Catherine Simpson, Scottish Equity PartnersAlbaInnovationCentre
Catherine is Head of Operations at SEP. With a background in law and investment, she was one of the SEP founder team members. Catherine will give an overview of SEP, what they are looking for from companies seeking investment and what makes a good pitch!
With over 300 debt finance options currently available to businesses, we thought it timely to have a look at that market.
Presenters include:
. Michael Cass (Capitalise)
. Rachel Taylor (SWIG Finance)
. Andrew James (PKF Francis Clark)
In addition to an overview of the debt market, presentations will include tips on how to access the finance that matches your business’ requirements.
PKF Francis Clark is delighted to present our 13th annual Finance in Cornwall event on Tuesday 25th June 2019.
Delegates will hear from more than a dozen sources of funding and business support via short presentations and panel discussions, with the opportunity to ask questions and network with other local business owners and directors and professional advisers.
This year we have also teamed up with Cornwall Lenders Forum (a Cornwall Chamber of Commerce initiative), Acceleration Through Innovation and Cornwall Trade and Investment.
We have welcomed over 150 people to the event each year and we recommend that you reserve a place if you are thinking about expanding or investing further in your business in Cornwall.
These are the slides that accompanied the Q2 2022 Quarterly Investment Briefing for the South West on 23rd June. The event included a discussion of the equity investment fund history in the South West and a panel discussion with British Business Bank, QantX, and Newable. Briony Phillips, Rocketmakers also shared an update on the region and information about 12 companies that are currently raising investment - you can find them on slides 16-18.
Slides which accompanied the Q1 2019 Quarterly Investment Briefing on 6th March. The event saw presentations on Bristol Private Equity Club, the Regional Angel Investment Accelerator and University of Bristol Enterprise Fund. Slides 50 - 52 include information about those companies that have recently raised investment or are actively doing so in Q1 2019. Check out the disclaimer - these aren't recommendations, just information.
PwC - Investment and Corporate Insight's for SIA's In This Together SeriesSales Impact Academy
- According to PWC Venture Capital survey 36% of VCs see a 20% price reduction, 30% see a 30% reduction, and a further 30% see >30% price reduction
- Series B investors are more bullish than early-stage investors
- View from corporates is huge financial and operational
distractions which extends sales cycles unless the need is critical
- M&A is happening, cash-rich companies are taking advantage of the 20-30% drop in price. Corporate venture appetite is tied entirely to business performance
- One of the many cashflow management nuggets included "Burn fat, not muscle!" and develop a cash culture
PwC - Investment and Corporate Insight's for SIA's In This Together Series Paul Fifield
- According to PWC Venture Capital survey 36% of VCs see a 20% price reduction, 30% see a 30% reduction, and a further 30% see >30% price reduction
- Series B investors are more bullish than early-stage investors
- View from corporates is huge financial and operational
distractions which extends sales cycles unless the need is critical
- M&A is happening, cash-rich companies are taking advantage of the 20-30% drop in price. Corporate venture appetite is tied entirely to business performance
- One of the many cashflow management nuggets included "Burn fat, not muscle!" and develop a cash culture
• Presentations from sources of grant, debt and equity funding, as well as business support agencies operating in the region
• The presentations will be short and sharp giving the delegate a basis for an assessment of which funding stream/funder matches their requirements
• To have a targeted session depending on your business needs – with a session focussed on start-up/early stage businesses
• Presentations from sources of grant, debt and equity funding, as well as business support agencies operating in the region
• The presentations will be short and sharp giving the delegate a basis for an assessment of which funding stream/funder matches their requirements
• To have a targeted session depending on your business needs – with a session focussed on start-up/early stage businesses
Crowdfunding law and regulation - EU and national issuesPaul Massey
Introduction to crowdfunding and peeling back the layers of EU and national legislation. Challenges to Capital Markets Union and cross-border investment with a particular look at the Prospectus Directive.
This seminar features presentations from sources of grant, debt and equity funding, as well as business support agencies operating in the region. The presentations will be short and sharp giving the delegate a basis for an assessment of which funding stream/funder matches their requirements.
On Friday 15th October 2021 Rocketmakers launched a new open dataset to celebrate and showcase all the companies working in the Tech for Good sector in Bristol and Bath. The data can be found and explored at www.techforgoodbb.com
Rocketmakers is a software development agency based in Bath building software, websites and apps for fast growth companies that aim to have a positive impact on people and the planet.
Natwest Wellbeing Wednesday: The power of nutrition with Eat Better with BrionyBriony Phillips
A session to help entrepreneurs think about food can help them to feel better and to consider what they can do to support themselves through stressful times. Run on Wednesday 16 Dec 2020 as part of my work at Eat Better with Briony (www.eatbetterwithbriony.co.uk
Slides that accompanied the Q2 2020 Quarterly Investment Briefing for West of England on 18th June if it had happened! The slides include a presentation from Thanh Quan-Nicholls, the Programme Lead for the new Digital Innovation Fund created by UWE and an update on those companies that have raised investment and those that hope to do so in the next quarter.
Slides 39-41 include information about those 24 companies that are actively raising investment in Q3 2020. Check out the disclaimer - these aren't recommendations, just information.
Slides that accompanied the Q3 2019 Quarterly Investment Briefing for West of England on 21st May. The event saw presentations from Dr. Zara Nanu, founder, and CEO at Gapsquare, Bruce Molyneux (angel investor) and Rick Chapman (Entrepreneur in residence at SETsquared Bristol). Slides 44-47 include information about those 26 companies that are actively raising investment in Q3 2019. Check out the disclaimer - these aren't recommendations, just information.
Slides which accompanied the Q2 2019 Quarterly Investment Briefing on 30th May. The event saw presentations from Shaw and Co. on their new Investment Academy, from Bristol and Bath Regional Capital on the City Funds and from Tom Bridges of ARUP who shared insights into what we can learn from Leeds. Slides 66-68 include information about those 24 companies that are actively raising investment in Q2 2019. Check out the disclaimer - these aren't recommendations, just information.
On Thursday 15h November, Engine Shed hosted a special Scaleup Briefing event to learn how culture can help drive organisational growth. To read more about the event, check out this blog: https://scaleupgenerator.co.uk/articles/keeping-people-happy
UKBAA Effective Investor Workshop at Engine ShedBriony Phillips
On Thursday 24th April, Rod Beer (Community Director at the UKBAA) led a 2-hour workshop to help attendees become ‘effective investors’ – specifically for existing and budding angel investors.
Apologies for the font which is rather difficult to read.
On Thursday 22nd March, 50+ investors and members of the investment ecosystem in the West of England gathered for the inaugural Quarterly Investment Briefing sponsored by Smith & Williamson, KPMG and TLT Solicitors. The event also saw the launch of the Bristol Angel Hub at Engine Shed.
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
12:30 - 12:50 Arrive, grab lunch, welcome and intros
12:50 – 13:50 Lightning Talks
+ Paul Jones - British Business Bank
+ Simon Tutton - Deepbridge Syndicate
+ Rosie Bennett - SETsquared Scaleup Programme
+ Harry Destecroix - angel investor, UnitDX
13:50 - 14:00 Beauhurst data & who’s raising
14:00 - 14:30 Networking and drinks
5. Since Q3 Quarterly Investment Briefing (QIB)
24
companies in the West of England have raised in
excess of £68 million
(equity investment only)
6. Living Map
Digitised maps
Raised successfully in Q3 2019 (24)
XMOS
Fabless semi-conductors
Immersive Labs
Platform for business digital security
Molson Group
Construction machinery & equipment
Huboo
Fulfilment for e-commerce
Cytoseek
Cell membrane augmentation tech.
Tumelo
Mobile investment app
Rosa Biotech
AI bio sensing tools
Industrial Phycology
Chemical free water treatment
Footdown
Technology consultancy services
EZ Education
Personalised maths apps
The Career Portal
Info for career change
+ The Bunch
+ RP Translate
+ Flourishzone
+ OneSub
+ This Mum Runs
+ Noiser Podcasts
+ Bud
+ Compact Cane
+ Superhuman
sports
+ Sonorex
+ Bunk
+ FlouretiQ
10. www.british-business-bank.co.uk
@britishbbank
10
Our 6 objectives
* New objectives from April 2018
Increase the supply of
finance
to smaller businesses where markets
don’t work well
Help to create a more
diverse finance market
for smaller businesses, with greater
choice of options and providers
Identify and help reduce
regional imbalances in
access to finance*
for smaller businesses across the UK
Encourage and enable SMEs
to seek the best finance suited to their
needs
Be the centre of expertise
on smaller business finance
in the UK*
providing advice and support for
Government
Achieve the Bank’s other
objectives whilst managing
taxpayers’ money
efficiently
within a robust risk management
framework
1 2 3
4 5 6
11. www.british-business-bank.co.uk
@britishbbank
11
How we operate
Private
sector
money
Expertise
Designing solutions to make
finance markets for small
businesses work better
Money
£7.0bn of public funding
commitments
Private
sector
moneyDebt
funds
Supply-chain
finance
providers
Peer-to-peer
lenders
Challenger banks
Invoice
finance /
factoring
Start Up funding
providers
Asset
finance
providers
High street
banks
Venture
capital
Fund managers
Business Angels
13. www.british-business-bank.co.uk
@britishbbank
13
Advice
46%
of SMEs sought external
finance in the last 12
months
18%49%
of SMEs seeking finance
do not receive all the
finance they need
of SMEs not getting the
finance they need gave up
or put their plans on hold
17%
of SMEs seeking finance
only approached one of
the five largest banks
Source: British Business Bank 2018 Business Finance Survey: SMEs
Likelihood of a SME who
sought advice becoming a
high growth firm
20%
Of SME’s sought advice
when applying for external
finance
19%
Of SME’s who sought
advice researched options
online
14%
17. www.british-business-bank.co.uk
@britishbbank
No representation, express or implied, is made by British Business Bank plc and its
subsidiaries as to the completeness or accuracy of any facts or opinions contained in this
presentation and recipients should seek their own independent legal, financial, tax,
accounting or regulatory advice before making any decision based on the information
contained herein.
No part of this presentation should be published, reproduced, distributed or otherwise
made available in whole or in part in any jurisdiction where to do so would be unlawful.
British Business Bank plc is a public limited company registered in England and Wales
registration number 08616013, registered office at Steel City House, West Street,
Sheffield, S1 2GQ. As the holding company of the group operating under the trading
name of British Business Bank, it is a development bank wholly owned by HM
Government which is not authorised or regulated by the Prudential Regulation
Authority (PRA) or the Financial Conduct Authority (FCA).
It operates under its own trading name through a number of subsidiaries, one of which
is authorised and regulated by the FCA. British Business Bank plc and its subsidiary
entities are not banking institutions and do not operate as such.
A complete legal structure chart for British Business Bank plc and its subsidiaries
20. Deepbridge Syndicate, Deepbridge House, Honeycomb East, Chester Business Park, Chester CH4 9QN
enquiries@deepbridgesyndicate.com | Tel: 01244 746000
Deepbridge Syndicate is a marketing style of Deepbridge Advisers Ltd. Deepbridge Advisers Limited (FRN: 609786) is registered
in England & Wales, Company No. 08614835. Registered Office: Deepbridge House, Honeycomb East, Chester Business Park,
Chester CH4 9QN. Deepbridge Advisers Limited is an appointed representative of Enterprise Investment Partners LLP which is
authorised and regulated by the Financial Conduct Authority (FRN: 604439). Deepbridge Advisers Limited is a subsidiary of
Deepbridge Capital LLP, a limited liability partnership registered in England & Wales, No. OC356449.
IMPORTANT INFORMATION
The content of this presentation is a financial promotion approved by Enterprise Investment Partners LLP (‘EIP’) for the purposes
of section 21 of the Financial Services and Markets Act 2000. The content should not be construed as financial advice. Any
decision to invest should be made only on the basis of the relevant documentation for each investment. Past performance is not
necessarily a guide to future performance. The value of an investment may go down as well as up and investors could lose the
total value of their investment. Investments in small unquoted companies carry a high level of risk. Investments in small unquoted
companies carry an above-average level of risk. These investments are highly illiquid and as such, there may not be a readily
available market to sell such an investment. Tax treatment depends on the individual circumstances of each investor and may be
subject to change in future. The availability of tax reliefs depends on the Company invested in maintaining its qualifying status.
Deepbridge Syndicate does not provide specific individual advice on the suitability of investments with regard to a potential
investor's individual circumstances, risk tolerance or investment objectives and investors should seek independent financial
advice if they are in any doubt whether a product is suitable for them.
22. DISRUPTIVE
Be disruptive to existing
markets or be creating new
markets.
INNOVATIVE
Highly innovative with a clear
USP, and clearly distinguishable
from existing market competitors.
ROBUST IP
Robust intellectual property which
may provide patented or
patentable IP protection.
ENERGETIC TEAM
Energetic and
founding team.
GROWTH
Companies must be growing with
demonstrable customer interest and
market traction.
MARKETS
Product or service must be able
to service vertical and possibly
lateral markets.
SCALABLE
Product or service should be
scalable and have the potential to
be global.
HMRC ASSURANCE
Received before deployment
into companies.
WHAT WE LOOK FOR
26. • Sector specialists
• Hands-on Management
• Potential Tax Reliefs via EIS
• Investor Fee Free*
• Online Investment Platform
Providing funds to the companies who are working to
improve our lives and the lives of future generations offers
more than just a financial opportunity
*Performance incentive fee chargeable on exit
30. Joining Deepbridge Syndicate
Join a network of investors who can choose to self-select their portfolio, and:
• Assess opportunities and invest via your personal online portal
• Invest alongside the Technology and Life Sciences specialists at Deepbridge
• Receive regular company updates and up-to-date documentation
• Regular Syndicate events and webinars
• Benefit from no fees to join or invest. Only a success fee at exit, aligning
Deepbridge with investors.
34. • Mission: turning technology into
innovation & innovation into
businesses, jobs and growth
• The Partnership is a tangible
expression of Universities’ Long
Term Commitment to place-based
innovation
Developing Innovation & Impact
35. • Programmes and partnerships – positioning
universities as anchors for innovation and
collaboration
• Investment programme: Access to finance;
along the growth curve;
• Aligned with Industrial Strategy grand
challenges
• Supporting innovation by sector
• Initiatives to facilitate private and public
co-investment
Investment Programme
36. Meeting the funding challenge:
- Funding Innovation (TRL 1 – 3)
- Match funding
- Opportunity risk: Grant finance
Supporting angel investors:
- Increasing diversity and numbers
outside London
- ‘De-risking’ R&D
£1m investment in the local angel investment ecosystem
Launched July 2019
37. Apply for InnovateUK
R&D Grant
Raise matchfunding
(private investment)
Get on with running the
business
Problem:
• Innovate calls are competitive / oversubscribed
• Disconnect between public and private investment -
risk deemed too high for Angel Investment
• Timeframes to find match funding are tight
• Innovate funds are awarded and not executed
The Grant funding challenge
38. Apply for InnovateUK R&D Grant
Raise angel equity investment
Get on with running the
business
RAIA Pilot Programme
• Partnership SETsquared / UKBAA / Angel syndicates
• R&D grant application support
The Accelerator Model: Public / Private co-investment
Invitation to apply
for RAIA programme
(pre-qualified by
Innovate and Angel
group)
40. RAIA:
Grant + equity funding example
Innovate UK funding:
• Fund up to 50% of a suitable R&D project.
• Grant size £20,000 - £150,000.
• Must be in parallel with angel funding.
So, for example:
• Company is raising a £500k angel round.
• Planning to spend £200k on R&D.
• Innovate UK funds £100k of the R&D project.
• £400k invested by angel investors.
Sales and
marketing:,
£200,000
Overheads:,
£100,000
R&D project (grant
fundable portion),
£100,000
R&D project
(angel-funded
portion), £100,000
41. Innovate UK grant funding “batches”, run every two months.
Apply early as we can only fund around 8-12 companies in total.
Angel network
support
Application
form
Confirm R&D project is
“in scope”
Final selection for
each batch
Start grant application
+ angel funding DD
January 2020:
2 companies in progress
(Approved in Scope / Backed by
Angels pending DD)
March 2020:
Inviting applications
November 2019:
3 Angel backed companies
have submitted applications
42. Investor Platform - update
SETsquared Investment Platform
- Open for all ‘Investor ready’ SETsquared member companies
from across the partnership and Scale Up
- Relaunching 5th December after the Accelerating Growth
Showcase
https://setsquared.envestry.com/
43. Wed 4th December – One Great George Street
VIP lunch for Angel Investors / RAIA partners
61. Raising Q4 2019 – an open call £900k+
Neoptera £5M
Electrifying future of Vertical Flight
Landmark £2M
Location based experience platform
Cotham Technologies £1.5M
No-Code Native Mobile App Development
BeyondRISC £960k
A modern processor architecture for IoT
Sixty £900k
Simple pensions for self-employed people
Engine Shed is a trading activity of The Science Research Foundation whose mission is to stimulate sustainable and inclusive economic growth as an honest broker.
Engine Shed does not give advice on the risks of investment and is not authorised to carry on investment business under the Financial Services and Markets Act 2000 (‘the Act’).
Before investing in a project about which by Engine Shed, potential investors are strongly recommended to take advice from a person authorised under the Act who specialises in advising on investments of this nature.
Engine Shed is not recommending in any way any business or investment opportunity, merely public highlighting information it is aware of.
62. Raising Q4 2019 – an open call £400k +
Lumio Technologies Ltd £750k
Aligns customers’ finances with their values
and lifestyle
LuJam Cyber £750k
Provides Security Risk and Compliance solutions
Higher Steaks £670k
Making meat using cell culture techniques
Smarter Knowledge Exchange Ltd
£650k
Matchmakes academics with businesses, charities
and policy-makers.
Altuity Solutions £500k - £1M
Facilities and Compliance Software in the
PropTech Sector
FamilyPA £500k
Source and book bespoke childcare for busy
parents
Sigma Polaris £500k
Human Capital Management Software
Bitvu £500k
Provide a simple, affordable solution for digital
signage
Yena £400k
A subscription-based startup ecosystem,
providing support to anyone, anywhere.
Engine Shed is a trading activity of The Science Research Foundation whose mission is to stimulate sustainable and inclusive economic growth as an honest broker.
Engine Shed does not give advice on the risks of investment and is not authorised to carry on investment business under the Financial Services and Markets Act 2000 (‘the Act’).
Before investing in a project about which by Engine Shed, potential investors are strongly recommended to take advice from a person authorised under the Act who specialises in advising on investments of this nature.
Engine Shed is not recommending in any way any business or investment opportunity, merely public highlighting information it is aware of.
63. Raising Q4 2019 – an open call £20k +
HighCandi £350k
Automated industrial inspection by drone by way of
a two-way market platform
Hedira £350k
We stop people killing plants
SurfSupp £350k
Nutritional products and supplements for surfers
and water sport participants
LivePrize £100k
Free mobile app that runs live game shows.
Lambda Energy £100k
Retrofit coating increases solar farm output by
10%.
CareCalls £250k
Helps vulnerable individuals remember to do
important things.
Comity £20k - £200k
Transforms insurance spending into life savings
Goalscanner £150k
Video highlights service for grass-roots sports
The BioFactory £200k
All-in-one, off-grid toilet and waste-to-energy system.
Ferryx Ltd £150k
Developing a safe and effective probiotic to treat
inflammatory conditions
BreathSync Ltd £200k
Get people breathing better to calm down and
find focus
The Vegetable Diva £150k
Vegetarian cafe & deli with a zero-waste & zero-
packaging philosophy.
Engine Shed is a trading activity of The Science Research Foundation whose mission is to stimulate sustainable and inclusive economic growth as an honest broker.
Engine Shed does not give advice on the risks of investment and is not authorised to carry on investment business under the Financial Services and Markets Act 2000 (‘the Act’).
Before investing in a project about which by Engine Shed, potential investors are strongly recommended to take advice from a person authorised under the Act who specialises in advising on investments of this nature.
Engine Shed is not recommending in any way any business or investment opportunity, merely public highlighting information it is aware of.
64. What next?
1. Tell me about investment events locally
2. Pick up one page summaries
3. Read and share the Quarterly Investment in Brief
(newsletter)
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.
IMMERSIVE $40 MILLION
MoveGB venture debt funding - has secured a multimillion-pound Barclays’ innovation funding facility to support its nationwide rollout. The loan will be backed by a guarantee of the EIF, enabled by the InnovFin initiative with financial backing from the Commission’s Horizon 2020 programme.
BEAUHURST Q3 report indicates increase in volume of investment but number of deals is declining.
Rosa Biotech £760k a sensing platform capable of detecting the faint chemical signature given off by chronic diseases
CytoSeek £1.1M – a University of Bristol spin-out – has secured investment from ten entrepreneurs who are all members of the Bristol Private Equity Club, the Venture Capitalist fund UKI2S and the University of Bristol Enterprise Fund managed by Parkwalk.
12 companies in Q1
3 are distilleries
Mortgage lender – for those not served by high street banks
NOTE THAT THIS SLIDE IS A “SELECTION”OF OUR PARTNERS. IF A SPECIFIC PARTNER YOU WISH TO SHOWCASE IS NOT LISTED, YOU CAN COPY AND PASTE THE LOGO FROM THE BRITISH BUSINESS BANK WEBSITE PARTNER PAGE TO TAILOR THIS TO YOUR REQUIREMENTS. THIS WAY THE SLIDE CAN BE TAILORED TOWARDS A SPECIFIC PROGRAMME IF RELEVANT.
Time: Approximately 30 seconds
And in the South West, we’re supporting 4,900 small businesses to the tune of almost £500m and that doesn’t include our support to start-ups, where, in this region, we’ve helped more than 4,700 start-ups, with funding of around £35m.
But of course we’d like to do more to help small businesses here.
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.
Invest into growth focused tech and life science companies alongside sector experts and the Deepbridge EIS Funds
Does this title page make more sense?
Leave this blank with just the title
My reflections:
Huge amount of dealflow coming through
Great developments in across the UK in both tech and life sciences, (NW input here) locally to Bristol Unit Dx and now DY being shining examples of this, alongside QTEC. Everywhere you look UK universities and cities are looking to encourage entrepreneurialism more and more
Impact investing becoming more prominent
Bullish investor attitude in the VC space despite the uncertainties politically – developing internationally USA, Australia
Developments in the angel space – UKBAA fund (insert name here) but still work to go. This is where Deepbridge Syndicate fits in to fill the massive gap between fully fledged angel investors and crowdfunding – an angel training ground.
ANDREWS ADDITIONS
DB
EIS up year on year
Grown team – Katie, George, Alison – massive expansion
Australian office open- no limitations, scour the planet! To bring to the best EIS.
Exit
MACRO
Bit of uncertainty, B and political uncertainty, (woodford fund failure, people didn’t realise their exposure to unquoted stock – our motto is that unquoted stock is better with EIS because the downsides are covered and you know what stock you’ve got)
Some shocks to the system – large renewable failing… reiterated the importance of understanding the riskiness, but the potential of high growth is the trick.
Entrepreneurial side – a lot going on in this space, no slow down on founders wanting funding. EU funding drying up so increased demand for EIS SEIS.
Leave this blank with just the title
My reflections:
Huge amount of dealflow coming through
Great developments in across the UK in both tech and life sciences, (NW input here) locally to Bristol Unit Dx and now DY being shining examples of this, alongside QTEC. Everywhere you look UK universities and cities are looking to encourage entrepreneurialism more and more
Impact investing becoming more prominent
Bullish investor attitude in the VC space despite the uncertainties politically – developing internationally USA, Australia
Developments in the angel space – UKBAA fund (insert name here) but still work to go. This is where Deepbridge Syndicate fits in to fill the massive gap between fully fledged angel investors and crowdfunding – an angel training ground.
ANDREWS ADDITIONS
DB
EIS up year on year
Grown team – Katie, George, Alison – massive expansion
Australian office open- no limitations, scour the planet! To bring to the best EIS.
Exit
MACRO
Bit of uncertainty, B and political uncertainty, (woodford fund failure, people didn’t realise their exposure to unquoted stock – our motto is that unquoted stock is better with EIS because the downsides are covered and you know what stock you’ve got)
Some shocks to the system – large renewable failing… reiterated the importance of understanding the riskiness, but the potential of high growth is the trick.
Entrepreneurial side – a lot going on in this space, no slow down on founders wanting funding. EU funding drying up so increased demand for EIS SEIS.
Invest into growth focused tech and life science companies alongside sector experts and the Deepbridge EIS Funds
Does this title page make more sense?
Deepbridge Private investor network, for those investors, and clients; who want to self-select their investments – as part of their wider investment portfolio
Traditionally investors come through advisers, and still do, but there is a significant pool of people who are interested in picking and choosing their investments but perhaps aren’t yet at Angel stage – therefore Deepbridge Syndicate gives that freedom of choice but with the reassurance of Deepbridge Capital doing the leg-work in selecting and supporting opportuntites.
Client who have tax positions
Expertise: Life Sciences and Technology companies with dedicated industry specialists managing and supporting
Hands-on Management: proactive approach to managing underlying investee companies – and intro to connections
Tax Efficient Investing: Unless otherwise stated, all companies featuring on Deepbridge Syndicate are EIS eligible
Investor Fee Free: 100% of EIS tax benefits and have 100% of their investment actually put to work earning investment returns
Online Investment Platform: Build and monitor their own portfolio - access to company financials, video presentations, regular updates and more
Providing funding to the companies who are working to improve our lives and the lives of future generations offers more than just a financial opportunity.
*Performance incentive fee chargeable on exit
Simon to run through a couple of company examples
Fc – pick up online portal gives access to full information on these companies…to enable an informed and personalised decision on investment
Team CVS, Deal in-depth, why deepbridge has invested, what the market is they are disrupting, the investment history…
Simon to run through a couple of company examples
Fc – pick up online portal gives access to full information on these companies…to enable an informed and personalised decision on investment
Team CVS, Deal in-depth, why deepbridge has invested, what the market is they are disrupting, the investment history…
Simon to run through a couple of company examples
Fc – pick up online portal gives access to full information on these companies…to enable an informed and personalised decision on investment
Team CVS, Deal in-depth, why deepbridge has invested, what the market is they are disrupting, the investment history…
Full information
Reassurance from having the experts and management of Deepbridge Capital
Regular up to date information on companies and News on their progress
It is not designed to remove the personal element though – joining Syndicate involves regular Meet the company events, and invitations to webinars to hear from potential investee companies and updates from your investments.
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.
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.
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.
