Hello,

I would like to personally thank you for registering to join our Investor Breakfast event on the 19th of May at 8:30 am, hosted at the Institute of Directors in London.

It was a pleasure hosting all guests and invited speakers to discuss venture capital industry insights and developing trends. But before I share any further information about our past event, I would like to take the opportunity to invite you to the next event taking place on the 6th of July. Please click the link below to register your interest.

Lastly, please get in touch with me if you would like to receive the RSVP list.

Once again, thank you for joining us and I look forward to continuing our collaboration!

Did you know that we are actively looking for corporate sponsors for the upcoming events? Let's schedule a call if you have any further thoughts.

EVENT DEBRIEF

Discussion topics:

• Company valuations overview 2022 vs 2023: observing changes and trends.

• What creates meaningful and investable value.

• What to bear in mind when competing with a corporate buyer.

• Striving for operational excellence to drive value for investors.

• Alternatives to raising equity in the current market.

• Term sheet structure changes: investor observations.

• Legal update on developing trends and new terms.

• The outlook for the VC market and valuations in 2023 and beyond.

Noteworthy remarks:

• Will there be another fundraise for the company?

• Who is setting company value: founders or investors?

• Company value creation through outsourcing to experts.

• The impact of ESG credentials on the value of the company.

• Strategic investor participation: accept one or more investor?

• What to consider when accepting strategic investment too early?

• Less popular milestone based investment considerations.

• Challenges with pricing investment rounds.

• Equity financing alternatives: venture debt.

• Back to basics: the importance of two-way due diligence.

• Investor cautions about the "up-round in name only".

• The reality of new valuation multiples and down rounds.

• Flat round is the new norm.

SPEAKER PROFILES

Simon is a globally experienced international Venture Capitalist, investor, entrepreneur and advisor with a strong emphasis on emerging markets and technology. Several times CEO and Board member. Thanks to a "big picture approach", I am a sought after strategic advisor to Boards and Top Management. I have lived and worked on 4 continents, covered 50 countries and more in my different positions and speak 5 languages.

About REALIS Investment House (ABRA Ventures)

REALIS Investment House is both my personal family office as well as my holding company for all my new ventures, which include a 4th VC Fund, a new Digital Banking venture and ongoing advisory and M&A / Corporate Finance activity.

Eyal manages Beringea’s UK equity investment team. He is also responsible for sourcing investments, executing deals and monitoring portfolio companies. He currently sits on the boards of Archdesk, Asterra, CGHero, CreativeX, Gorilla, MPB, Papier, and WiredScore, and he was previously a director of Zoovu.
 
Prior to joining Beringea, Eyal was at Countrywide PLC, where he oversaw investments in the property technology sector. Prior to this, he was Vice President with Oaktree Capital’s European private equity fund and a consultant with McKinsey & Company.
 
Eyal began his career as a software engineer developing advanced telecommunication solutions.
 
Eyal has an MBA from Harvard Business School and Bachelor’s degree in Computer Science from the Interdisciplinary Centre Herzliya.
 

About Beringea

Transatlantic venture capital investor seeking to create lasting success for rapidly scaling entrepreneurial companies

Lyall Davenport is a Principal, co-leading the deal team at Claret Capital Partners, where he has been part of the team since 2015. Lyall was a Co-Founder of MarTech business Hippino in the United States after completing his Bachelor's Degree at the University of California, Berkeley.  

About Claret Capital

Claret Capital Partners is a leading European Growth Lender, investing in technology and life science businesses on a Pan European basis. Claret is currently investing out of its third fund, targeting Growth Stage companies. 

Dan is a Founder, Executive, Investor in SaaS, Education Technology, Services, Digital, and Media. Dan has an extensive career leading and guiding numerous teams, both in the UK and internationally. And after over five years as Chief Executive of one of the UK’s Leading Ed Tech’s, Sparx Learning, he has recently stepped down. Over his tenure Sparx Learning grew from serving 2 to over 2,200 schools, supporting 2 million students, covering 60% of all secondary schools in England and with a footprint in 24 countries.

Dan sits on the Board of BESA (British Educational Suppliers Association) , was the founding director of the Ed Tech Evidence Group and is on the Leadership council at the Centre for Universal Education at The Brookings Institution in Washington.

Dan has worked in commercial, executive, investment and non-executive capacities in the US, India, Philippines, Romania, Canada, Hong Kong, Poland, France, Germany, Australia and China. Dan is a regular author in education and technology publications and is on the Judging panel of the Education Investor awards 2023

Dan sits on the board of Foresight VCT plc, a £200m UK based fund, as a Non-Executive Director.

About Foresight

Foresight VCT Plc invests in fast-growing companies in the UK across a range of sectors, with a primary listing on the London Stock Exchange. Working with the Foresight Group we support companies that are striving to create high-quality, sustainable jobs and economic growth. £197m of Net Asset Value (June 2022).

Bobby is a CEO of the Multi Disciplinary Outsourcing Practice Factotum.

SAGE Global Business Influencer & Voted No 1 in the Top 50 most influential sources of finance news and information on social media by Economia.

Specialist in providing consultancy for growing businesses, assisting with startups and helping getting struggling companies back on track.

A chartered accountant with over 28 years’ experience in professional practice and as a CFO. He built the first multi award-winning SME outsourcing team at SSH before their sale to Azets in 2017.

An experienced keynote speaker, panellist and expert on all issues facing growing businesses. Bobby is a regular contributor to many trade and national media titles including The Mirror, The Times and Economia and previously BBC Radio London’s Business Agony Uncle. A regular judge on the Drapers Independents Awards and a judge on the Women in Accountancy and Finance Awards and Accounting Excellence Awards.

Former Member of The Accountancy Age Advisory Panel, Bobby has a large international network and was formerly a member of the Global Advisory Board of Abacus Worldwide. He is also a Fellow of the Institute of Chartered Accountants in England and Wales and a registered ICAEW Business and Finance Professional.

About Factotum

Factotum is the first truly Multi Disciplinary Outsourcing practice in the UK. Working with businesses of all sizes and stages of their journey. Providing experts to deliver flexible and scalable services in accountancy, payroll, HR, Marketing, IT, Talent Acquisition, Legal & ESG. Factotum allows business owners to focus on what they do best while they do the rest.

Henry is a corporate lawyer and has a wealth of experience advising on early to late stage venture capital fundraisings, on all the different formulations of management buy-outs (acting for funds and management teams) and on cross border mergers and acquisitions (buy and sell-side).

About Humphreys Law

HLaw is a focused-full-service law firm built for the technology sectors. Our teams advise on the entire life cycle in tech, from fund formation, through to VC investment work from seed to late stage, through to M&A at exit - and we have lawyers advising on tax, debt finance, IP, data protection, regulatory and other commercial matters along the way.

EVENT CO-SPONSOR SBP Nordic