Hildred Capital’s Post

Fantastic hike through the Presidio in SF with Tod Sacerdoti! We stopped at the Spire (see pic), and it was sobering to see what Andy Goldsworthy's creation looked like after it was burned in protest. Tod pointed out that the charred exterior has a more striking look, but it just made me sad. 😢 The conversation was super stimulating, however. Tod and I debated the merits of board intervention to maximize shareholder value in private companies. Because of the realities of venture capital, only the top companies in the portfolio end up mattering. So should VCs distract themselves by attempting to influence the outcomes in the rest of their portfolios, and is impacting those companies even possible? We both agreed that having a positive impact is difficult. My view is that VCs should utilize networks of operators who have industry expertise and execution chops to influence outcomes. To that end -- anyone need help? I'm here! 😉 🚀

With these results it is clear how well TEAM plc are doing in such a short space of time. Such capacity for additional growth too.

In case you haven’t seen any of my previous posts (it’s okay, I’ll forgive you), Neba Private Clients is part of Team Plc, a listed company on the London Stock Exchange. For those curious about our latest updates, check out the Chairman’s (Mark Clubb) post and the accompanying links for the interim results. #UAE #nebeprivateclients #MPS #abudhabi

Yesterday's match may not have gone as planned for England, but it's a powerful reminder that even the best teams face challenges. In property investment, just like in football, setbacks are part of the journey. At Track Capital, we believe in bouncing back stronger with strategic planning and unwavering determination. Whether you're new to property investment or a seasoned investor, we're here to guide you every step of the way. 🏴󠁧󠁢󠁥󠁮󠁧󠁿⚽️🏠 #TrackCapital #PropertyInvestment #Resilience #InvestSmart #EnglandFootball #BounceBackStronger

Choosing the right investor is just as important as a VC choosing the right founder to back! When you're looking for capital think about the skills and capability gaps and choose an investor that will help fill those gaps. Some questions to help with reverse due diligence. 🤔 What is your IIP - Ideal Investor Profile? Define the ideal traits and characteristics you seek in an investor. Consider factors such as industry expertise, network, operational experience, and cultural fit. 🤓 What are your expectations? Clarify your expectations from the investor. Are you seeking access to their expansive network, specific subject matter expertise, or a seasoned generalist to offer diverse industry insights? 👩💻 Do you need a strong product or GTM investor to help with your next phase? Assess whether your next growth phase requires specialised guidance in product development or go-to-market strategy. Look for investors with a track record of success in these areas who can provide invaluable insights and support. 🌏 Is going global the next key milestone in your journey? Consider whether your potential investor has a proven track record of helping launch in international markets. Their firsthand experience can be invaluable in overcoming challenges and seizing opportunities abroad Remember, the right investor isn't just a source of capital but a strategic partner who can help propel your venture to new heights. Join us at OnePitch VC's reverse pitch viewing party: https://lu.ma/77jftdye

There are many great stories out there which can help to embolden and inspire people to great things. Lee and Ceri had many pivotal moments along their journey which lots of people would recognise and could relate to their own circumstances. From accidental landlords who spotted an opportunity, their story for me really illustrates the power of FOCUS. Not only did they Follow One Course Until Successful, they emersed themselves in their chosen field, learned everything they could about their market and became recognised experts in their local area. 2 of my favourite books on self development align with this subject, The One Thing by Gary Keller and Essentialism by Greg McKeown. Diversification is often spoken about as a key strategy to wealth preservation but in order to establish yourself in any business or pursuit, you really have to live it, day in and day out. I love sharing these success stories and would welcome you to share yours, there is a link at the bottom of the article. #investinhmos #successstories #investmentproperty

TEAM well-placed for International Growth on the back of Wealth exodus Mark Clubb, Chairman of TEAM plc (LON:TEAM), provides an update on the company's recent achievements and future plans in this presentation. With assets under management approaching £1 billion and revenues more than doubling, he discusses the company's robust investment performance, strategic acquisitions, and plans for international expansion. Learn about the new developments, including the launch of competitively priced funds and the conversion of assets under advice to assets under management. This presentation offers valuable insights into Team PLC's growth, operational strategies, and market opportunities. Watch to understand the company's current position and future direction. #AssetManagement #WealthManagement #Investing #Growth #MultiAsset #IncomeFunds #Equities #Stocks #Jersey #Globaleye #NebaWealth #TEAMEast #Results

Insightful and inspiring conversation between Robin Capital and Lomax Ward from Outsized Ventures. As en Emerging Manager, I relate to the need for prioritizing what is most important and being in it for the long term. https://lnkd.in/eqxbHMpF

👉 Proud of crossing the $1B threshold for total transaction value in one-year for the first time! 🚀 👉 Thrilled about the 12 acquisitions (including a New Platform Creation that began in August) we (Soundcore Capital Partners) completed in 2023, I'm even more excited for 2024. We already have four more companies under LOI that we expect to close in Q1 and have a new platform Fresh Idea fully activated with direct outreach and company visits underway! 👉 With rushed + blind reupping that supported aggressive fund size increases and AUM gathering (= lower returns) by many GPs, which was oddly celebrated by so many, the vast majority of private equity firms grossly overpaid for (and over levered) companies between 2016-2022. With interest rates rapidly up ~550bps and leverage less plentiful, and therefore exit multiples are down, hardly any of those buyers want to sell for negative arbitrage, which resulted in a stagnant M&A market and ultimately means little DPI (stands for Distributions to Paid-In and represents how much value has been returned to LPs relative to how much capital has been called by a GP) in 2023. In stark contrast, consistent purchase price discipline allowed our firm (Soundcore Capital Partners) to exit 36.4% of our portfolio in 2023 and in turn generate substantial DPI to our LPs. #results #business