Wealth Club

“The returns profile of those businesses reflects better, we believe, on the way the UK works” – why does Seb Wallace of Triple Point prioritise seed-stage investments for the Triple Point Venture VCT? And why focus on B2B companies? Watch Seb’s interview ➜ https://lnkd.in/eJ3uhuhh ‣ “It’s actually become a very large market”: recent investment Treefera, monitoring the carbon sequestration of forests ‣ Why the VCT invested in Heat Geek, enabling installation for heat pumps at scale ‣ Maturing investments Scan.com (medical imaging management) and Modo Energy (a recent coinvestment with MMC Ventures) ‣ “It’s one thing to speak to an investor, it’s another to speak to someone who’s sat in your shoes” – how does Triple Point use mentors like Christian Faes, Charles ▫️ Delingpole and Dr Henry Carleton to support investee founders? ‣ Exits, risks and failures ⏯ Watch now: https://lnkd.in/eJ3uhuhh 🎧 Or listen later – see the comments for podcast links 👇 IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice. For more information on Triple Point Venture VCT, please see https://lnkd.in/e9yaJ5uS #seedstage #businesstobusiness #investing

“In the conventional VC space you’re looking for a small number of outlier returns to generate the majority of the fund’s performance. What I think makes [Octopus Apollo] a little bit different is…” Hear the views of Paul D. of Octopus Ventures, promoted last year to lead fund manager of Octopus Apollo VCT. Paul explains what is behind the B2B-focused Venture Capital Trust’s recent performance and what the investment strategy seeks to deliver. Watch now: https://lnkd.in/gqXaH-A9. In this interview: ‣ Why Octopus Apollo VCT focuses on business-to-business companies ‣ Recent investments in Definely (AI legal document software) and Semble (“the operating system for a private hospital”) ‣ Maturing investment Natterbox (cloud telephony provider) ‣ How does Octopus Ventures find and win deals? ‣ Today’s exit environment (including Countrywide Healthcare Supplies, sold to phs Group) ‣ How risky is this VCT? How does Octopus Ventures seek to manage the risks? ⏯ Watch now: https://lnkd.in/gqXaH-A9. 🎧 Or listen later – see the comments for podcast links ⬇️ IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice. For more information on Octopus Apollo VCT, please see https://lnkd.in/gm2Sf4Sb #venturecapital #businesstobusiness #investing

“We believe in what we’re doing, and we believe in UK tech”, says William Horlick in our latest Meet the Manager interview for Molten Ventures VCT. The Venture Capital Trust aims to make Molten Ventures’s pure-play technology investing available within a tax-efficient wrapper. Watch now: ⏯ https://lnkd.in/gNB5XZJ3. In this interview: ‣ “Our North Star is…” – What Molten Ventures VCT aims to do for investors ‣ “These are bread-and-butter companies for us” – what sectors does Molten Ventures focus on? ‣ “We are slightly different in where we find our deals” – what is Molten’s advantage in sourcing investments? ‣ Why Molten invested in Binalyze (cybersecurity) – helping enterprises react to data breaches ‣ Recent investments in FintechOS (software for banks and insurance companies) and Bristol semiconductor designer XMOS ‣ “Our two most valuable assets are both fintech” – Thought Machine (core banking software) and Form3 (payments platform) ‣ “It’s been a great run” – the exit of Endomag (cancer trace and detection), and why shareholders can feel good as well as financially rewarded by the exit ‣ How risky is Molten Ventures VCT? Watch now ⏯ https://lnkd.in/gNB5XZJ3 Or listen later – podcast links in the comments ⬇️ IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice. For more information on Molten Ventures VCT please see https://lnkd.in/gibAwKpV #investing #fintech #healthtech #venturecapital

“When we think about diversity within the founding team, it’s not just ethnicity or gender – we’re really looking for diversity of thought, diversity of background, because studies show diverse teams outperform homogenous teams – and that’s what we’re trying to deliver back to our investors.” – Jeffrey Faustin of Jenson Ventures talks to Wealth Club about how they approach seed-stage investing. Watch now: ⏯ https://lnkd.in/epQs_-aq In this interview: ‣ “Unique IP and specific founder sets” – what is a typical Jenson investee company? ‣ How and why Jenson looks for diverse founding teams ‣ Recent investment: Mangrove Energy (demand-side forecasting model for renewable energy) ‣ Maturing investment: Sküma® Water (water filtration system) ‣ Success story: Voneus broadband (2022 exit to Macquarie Group) ‣ “A hands-on approach” – what support do seed-stage companies need? ‣ How risky are seed stage investments? Watch the interview to learn more: ⏯ https://lnkd.in/epQs_-aq Or listen later – podcast links in the comments below… IMPORTANT: The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice. The investments described are high risk and illiquid.   #seedstage #investing #founders #diversity

What’s so important about founders? We talk to Andrew Wolfson and Alicia Taylor of Pembroke VCT (Venture Capital Trust) to learn about their investments, how they choose founders to back, and what strategic support they give after investment. Watch now: ⏯ https://lnkd.in/ebSi5Vy2. In this interview: ‣ Bird’s eye view of Pembroke VCT (portfolio size, AUM, founding ethos) ‣ “We’re quite bullish on the consumer” – why is Pembroke known for its consumer investments? ‣ “What the business has achieved since inception we think has been remarkable” – investing in With Nothing Underneath and founder Pip Durell  ‣ “He realised it was the world we live in that defines people’s disability[…] so he set about changing that” – investing in Transreport and founder Jay Shen ‣ How does Pembroke find and win these deals? ‣ What sometimes happens to companies Pembroke rejects? ‣ “We saw something in her that we thought was worth backing – and we’ve been proven right so far…” The story behind biggest investment LYMA and founder Lucy Goff ‣ Surviving lockdowns and becoming a Deloitte #UKFast50 company – the story behind Secret Food Tours ‣ Why has it been a hard time for exits? ‣ How risky is Pembroke VCT? Ultimately, why should investors consider it? Watch now ⏯ https://lnkd.in/ebSi5Vy2 Or listen later on  🎧 Spotify https://lnkd.in/ekD3CQrP 🎧 Apple Podcasts https://lnkd.in/eTAJx2Rt IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice. For more information on Pembroke VCT please see https://lnkd.in/eu4WxWCC #founders #earlystage #investment #venturecapital

“We’re big believers that talent is distributed across the entire country, but access to capital is very London-centric…” We talk venture capital investing in the north of England with David Foreman of Praetura Ventures. Watch now: ⏯ https://lnkd.in/e5JgeFMf In this interview:  ‣ What type of companies does Praetura invest in, at what stage, and why? ‣ Why focus investment in the north of England? ‣ Recent investment in Seatfrog (1 million customers with zero paid marketing) ‣ Why Praetura invested in Manchester-based #adtech Lunio and #fintech AccessPay ‣ “I learned more about running a business in 9 months working with a mentor than I had in nine years of just doing the best thing I could think to do.” What’s so important about mentorship, and how does Praetura deliver this? ‣ Maturing investments Reacta Healthcare (allergen testing medical product) and Percayso Inform (#insurtech that recently acquired Cazana) ‣ How is the largest holding, Modern Milkman, doing? ‣ “A lot of buyers are trying to put the risk onto the company” – what’s the exit environment like at present? ‣ How risky is Praetura’s part of the market? Watch the interview to learn more: ⏯ https://lnkd.in/e5JgeFMf Or listen later – podcast links in the comments below… IMPORTANT The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice. The investments described are high risk and illiquid. #venturecapital #businessgrowth #manchester

In City AM: Who backed these five British venture-backed success stories? https://lnkd.in/eHAxbpvQ The article highlights “British businesses that have grown from small startups to industry champions, earning their investors huge returns. [Crowdfunding and VCTs] have helped create a series of British champions … Listing on London’s AIM has also been an excellent option for companies, even though it’s fallen out of favour in recent years.” Elliot Gulliver-Needham’s article features VCT-backed Quantexa (AlbionVC) and interactive investor (Unicorn Asset Management), from AIM Abcam and Gamma, and from crowdfunding, Revolut. Read more: https://lnkd.in/eHAxbpvQ #venturecapital #britishbusiness

A hybrid Venture Capital Trust – one that invests in both AIM and private companies – from a Manchester-based investment manager: the Seneca Growth Capital VCT has several points of difference. Richard Manley, CEO of Seneca Partners Limited talks to Jonathan Moyes about the current portfolio, how their investment approach works in practice, and some examples of recent investments and exit activity. Take a look: ⏯ https://lnkd.in/e6vVYjne In this interview: ‣ Why invest in both private and AIM companies?  ‣ How much has the Seneca management team invested in the VCT? ‣ How does Seneca get its deal flow? ‣ Investing in Forma-Care UK Ltd (£1.3 million round in summer 2024) ‣ An AIM example: following on into OptiBiotix Health Plc (gut microbiome supplements) ‣ Maturing investments Bright Network (graduate recruitment platform) and HubBox – (ecommerce parcel network) ‣ What does Seneca do post-investment? ‣ Exits (including 23.5 DEGREES LIMITED and Transense Technologies plc) ‣ How risky is investing in the VCT? ‣ How are AIM market conditions at the moment? Does this influence investment? Watch the interview to find out more: ⏯ https://lnkd.in/e6vVYjne IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice. To find out more about Seneca Growth Capital VCT please visit https://lnkd.in/gWGemDc. #investing #growthcapital #manchester

“There are businesses appearing today that are just doing such interesting things, and that won’t stop – and so we will always want to continue to back individuals doing extraordinary things…” Hugo Lough of Mercia Ventures talks to Wealth Club about the Northern VCTs – watch now ⏯ https://lnkd.in/eHQaXCC2 In this interview: ‣ How does Mercia find deals – and what helps to win them? ‣ Investing in Promethean Particles – a #deeptech company manufacturing MOFs (Metal Organic Frameworks) ‣ Investing in Heidi – UK’s third largest ski holiday booking platform ‣ Investing in Semble – software platform for private healthcare providers ‣ Top two investments in the portfolio – Pure Pet Food and CurrentBody ‣ Exits (including Gentronix, Part of Scantox Group) ‣ Recent investment in Wobble Genomics Ltd (enable testing of early stage breast cancers off a small amount of blood) ‣ How risky is investing in the Northern VCTs? Watch the interview to learn more: ⏯ https://lnkd.in/eHQaXCC2 Or listen later on  🎧 Spotify https://lnkd.in/e-B5eqMp 🎧 Apple Podcasts https://lnkd.in/eypXDYah IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice. To find out more about Northern VCTs please visit https://lnkd.in/eReHFVvg. #investing #venturecapital #businessgrowth

Could 2025 be the year to invest in private markets, asks David Stevenson in the FT? Wealth Club is mentioned in his Adventurous Investor column – read it here: https://lnkd.in/eNjd6RAn #privatemarkets #privateequity #investing