Experienced investment professional, with a mission of driving UK eco-systems with strategic capital. Worked across early-stage markets agnostically in sectors. Experience in both debt and equities. Track record in deployment and returns.
- Fund Managing Early Stage Investments in South West region.
- Deploying for the British Business Banks SWIF.
- Investments between £250,000- £5,000,000 Early Stage.
- Portfolio Management including board position in investees.
- Delivering the final year of the of Venture Debt fund of £20m.
- Fund Raising £35m follow on fund for succession team.
- Launch and deliver a regional fund for SME equity.
- Portfolio Management- 45 debt business
- LP stakeholder management (Triodos Bank).
- Team management of 12 staff of Investment Managers, Investment Analyst, Marketing function, legal.
- Investment managing a £20m venture debt fund. Deployed £10m of investment over a 4 year deployment window.
- Achieved 4 commercial exits (IPO, three trade sales) into 14 companies.
- As of July 2025 only two serving remaining loans, 0% arrears.
- Secondary role Fund Managing EIS fund (2 exits as of July 2025).
- Portfolio Management of regional investment funds in the creative sector.
- Fund monitoring and reporting responsibilities accountable to the to the trading board under the CIO.
- Board observer responsibilities for portfolio.
- Audit and reporting.
- Investment through equities, loans and revenue shares in the early stage markets.
- Presentation (committees and stakeholders)
- Board duties
- Financial analysis
- Business model analysis
- Media trained
- Compliance
- Due Diligence