The EIS Navigator

By Brian Moretta, Hardman & Co

For those interested in the UK venture capital industry, particularly the areas that are supported by government schemes. These include the Enterprise Investment Scheme, EIS, Seed Enterprise Investment Scheme, or SEIS, and Venture Capital Trusts. This means we are looking at small, growth companies - often at the startup stage. We interview leading people in the industry, whether fund managers, company founders or experts from other service providers. The aim is to dig deeply into topics, getting away from the promotional material that predominates elsewhere. Although we’re not going to ignore the pandemic, venture capital investing is a long-term endeavour and we will focus on topics that are relevant at any time. The first few episodes include discussions of angel investing, intellectual property and accelerators. We’re aiming for a new episode every two weeks. Your host, Brian Moretta, is Head of Tax Enhanced Services at Hardman & Co. The latter a supplier of independent research in the industry and he has examined many EIS funds and companies. His background is an actuary turned fund manager who then moved into equity research. He also has some academic chops, being an Honorary Fellow at Heriot-Watt University where he does some occasional teaching. He has always had a strong interest in getting underneath companies, getting beyond the superficial and understanding how they really work and finds this space fascinating. Some of this is because transparency is hard, some because the industry is not well understood. This podcast is an attempt to shine a bit more light on what is going on. Every episode will have show notes at hardmanandco.com/podcast. If you want to contact us or give feedback, whether about the podcast or anything else you can email us at enquiries@hardmanandco.com. We want this to be helpful for listeners so any constructive feedback is welcome. We really hope you enjoy the podcast!

  1. 1.
    33 - A long-term perspective on EIS and VCT investing with John Glencross
    53:20
  2. 2.
    32 - Building a second multi-million pound exit and lessons learnt with Scott Weavers-Wright
    59:24
  3. 3.
    31 - How legals can solve investor and founder problems with Anthony Rose
    1:03:16
  4. 4.
    30 - What to look for when video game investing with Steve Iles
    55:49
  5. 5.
    Bonus - An advisor's perspective on EIS and VCT product selection with Stephen Jones
    39:29
  6. 6.
    29 - An advisor's perspective on making EIS and VCT investments with Stephen Jones
    31:40
  7. 7.
    28 - When and how startups should expand overseas with Tofiq Qureshi
    41:37
  8. 8.
    27 - Insights into angel investing with Kirsten Connell
    57:41
  1. 9.
    26 - Mads Jensen on developing sales and sales processes in B2B SaaS
    45:51
  2. 10.
    25 - Dr. Paul Mattick on multi-stage investing and having a regional focus
    57:48
  3. 11.
    24 - Dan Somers on making big ideas investible and measuring impact
    51:18
  4. 12.
    23 - Steve Harris on the corporate finance approach to venture capital investing
    59:21
  5. 13.
    22 - Will Goodwin and Fred Ursell on investing in consumer businesses and how their process has evolved
    51:16
  6. 14.
    21 - Matthew Cushen on product market fit: what it is, how you get it and how you know you have it
    57:34
  7. 15.
    20 - Jasper Smith on transitioning from serial entrepreneur to venture capital investor
    55:33
  8. 16.
    19 - Sunil Shah on investing in drug and therapeutic development
    55:07
  9. 17.
    18 - Tom Britton on systematic venture capital investing and radical diversification
    1:00:55
  10. 18.
    17 - Bevan Duncan and Ken Wotton on a private equity approach to quoted investments
    1:04:15
  11. 19.
    16 - Rajeev Saxena on marketing for startups
    42:56
  12. 20.
    15 - an all-star panel look back on 2020 and look forward to 2021
    1:02:47
  13. 21.
    14 - Max Middleton & Jake Wombwell-Povey on measuring sustainability
    44:31
  14. 22.
    13 - Ian Warwick on transforming companies and lessons for EIS investing
    56:38
  15. 23.
    12 - Scott Weavers-Wright on building a family company into a £70m exit
    1:09:42
  16. 24.
    11 - Sanjeev Gordhan on how much to invest in venture capital
    50:02
  17. 25.
    Bonus - Andy Davidson on reforming EIS investing
    44:53
  18. 26.
    10 - Andy Davidson on the 5 reasons startups fail
    57:04
  19. 27.
    9 - Ilian Iliev on investing in hardware companies and managing intellectual property
    45:34
  20. 28.
    8 - Andreas Roald on making and investing in films
    51:26
  21. 29.
    7 - Rob Murray Brown on equity crowdfunding
    1:00:53
  22. 30.
    6 - Andy Round on supporting companies after investment
    48:01
  23. 31.
    5 - Pippa Gawley on climate investing
    52:08
  24. 32.
    4 - Matthew O'Kane on thematic EIS investing
    53:52
  25. 33.
    BONUS - Introducing EIS for companies looking to raise money
    38:08
  26. 34.
    3 - Paul Miller on accelerators and social impact investing
    49:32
  27. 35.
    BONUS - Introducing EIS for investors and advisors
    38:07
  28. 36.
    2 - Reuben Wilcock on creating an investment process
    45:28
  29. 37.
    1 - Andrew Castell talks about investing with angels
    48:12
  30. 38.
    0 - EIS Navigator Trailer
    2:01

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