For Investors

The mission is not to waste people's time. Insufficient deal flow is not our investor's problem. The problem? Waking up to 357 unread emails. My role is not to add to this noise. Sharing World Class Opportunities with Engaged Investors at the right time. A trusted source amongst the clutter. We work with Top Tier Investment Managers & Direct Investment Opportunities Globally. Sharing with HNWIs, Single-Family Offices, Foundations, Endowments and Institutions. Assets raised over the years US$300m+

The Problem

For most, introducing investments is generally seen as an exercise in optionality and asymmetric risk-reward. As an Investor, you are wary, sceptical, and somewhat jaded. You may see the introducer as not having skin in the game; they merely have to fire out a few emails, cross their fingers, and clip the coupon if an investment is made. Nice work if you can get it. But introducers who work like that don't...they don’t get it.

Where you see asymmetric risk-reward on the introducer's side, you see risk and lots of it on your own. As an investor, you must assess each opportunity thoroughly, amongst all the other choices available, and measure it against the biggest and safest one of all, doing nothing.

But as an investment professional, doing nothing probably won't work out; your role is to invest and to do so wisely. If you don't, the risk is real; capital risk, career risk and risk of missed opportunities.

Like most things in life, a paradox persists.

There is the deal flow to assess and noise to dismiss. As an investor, you seek opportunities to provide returns. In doing so, you have to put up with the noise, making it difficult to think straight, let alone choose. Like most, you feel like you are drowning in an ever-increasing wave of opportunities, a tsunami of irrelevant time sinks and inane conversations with people who have scraped your email off a website, bought it from a database and think just because you're open for business, you will look at every opportunity they send. I can imagine it's infuriating. But it's your job.

What you need are filters and a bin, preferably a big one—good opportunities from good sources and a large waste basket for all the shit. Staple that with your proprietary framework for assessment, your network of trusted allies, and your instincts; you're ready to rock and stand a better chance of getting through the day without throwing your smartphone against the wall.

In short, you seek opportunities you understand, which fall within scope, from people you know, like and trust—someone authentic and perhaps refreshingly honest. Could it be me? Maybe, maybe not, there is no one size fits, and my ego doesn't crave that I will be your everything; I believe if I'm everything to everyone, I end up being nothing to no one, and that includes myself, which doesn't help me, nor my son, who constantly needs new shoes, so I focus on..

Venture and Private Companies; Good ones.

Over the years, I have developed relationships slowly and built trust even slower. Some have become partners, friends, associates, and co-investors; in short, they have become my private network. Some of these people have access to the world's best Venture Capital Firms and, thus, their portfolio companies. This means I do. Companies that have gone on to become Unicorns. This has happened many times.

On the other end of the scale is access to well-established private companies with solid business fundamentals. They are not looking for Unicorn status but spitting out healthy dividends year after year; their focus is profit, steady and predictable; how novel? Some may have EIS and SEIS components, while others are simply inaccessible without knowing the right people.

I say I'm an introducer, but really I'm a researcher and curator.

In a noisy world, the aim is not to add more of it.

When you work with me, what you don't see is the research, the time on my own, the reading, the distilling, the documenting, the meetings, the phone calls, the cancellations, the cold calls, the respectful crafting of emails, the re-writing of those emails, the edits, the whittling, the attempts at brevity, the coffees, the pitch decks, drafts one, two, three, four, I could go on, one-pagers much the same, the early evening drinks, the lunches, the conferences, the rejection, the no's, the continuous chipping away, the weekends at my desk, the benchmarking, the referencing, the early mornings and the late nights, in short, the work. What you do see is the result, and I do it for you.

My aim is twofold. One; expand my network with those who want to share in the opportunities I work on. Two, be succinct—initially, just the facts, the sniff test. The colour, the back story, and the detail can follow (for those who want it). My role is not to add to the noise but to connect with relevance. It's the work and preparation that allows me to do this.

If you are an investor and would like me to do this for you - let’s connect, and from there we can quickly conclude what would be relevant to you.