EFM Events

Join EFM at one of our events to find out more about how good financial management and business advice can help you to launch, grow and improve the value of your Business.

We join with business communities and partners to put on informative and useful events where you will learn through practical advice and real examples, grow your network and meet with experts who can help you achieve your business ambitions.

 

October 2019

22 October | Unlocking Funding – From Start Up to Scale Up – iFMeetup at Plexal | London

When: Tuesday, 22 October, 2019

Time: 11:15 – 12:15 BST

Where: Innovation Hub, Plexal, 14 East Bay Lane, The Press Centre, Here East, Queen Elizabeth Olympic Park, London, E20 3BS

Cost: Free for EFM guests

EFM and Informed Funding Presents: Unlocking Funding – From Start Up to Scale Up – iFMeetup at Plexal

Followed by a complimentary networking lunch sponsored by Plexal

Location: Innovation Hub, Plexal, 14 East Bay Lane, The Press Centre, Here East, Queen Elizabeth Olympic Park, London, E20 3BS

 

We are great at creating startups in the UK – ranked 3rd amongst developed nations. Yet fewer than 3% of our startups still exist after a decade and the UK falls to 13th in a league table for scaleups. It can be a major challenge financing a startup from “early-stage” through to a valuable and profitable business with commercialised products or services.

Join this meetup as Informed Funding’s attendees make sense of the different avenues of funding available at the various stages of a startups, including access to grant and R&D funding.

The Panel:

Malcolm Holloway, Director at EFM (Chair)

Malcolm is a finance director, venture capitalist and director of the EFM Network and provides hands on, on-site finance support, operating either as finance director or by providing team members to assist in other finance roles.

He shares his professional and practical experience, gained through many years of financial management and business leadership.

@efmuk

Matt Penneycard, Co-founder at Ada Ventures

Matt is the co-founder of Ada Ventures a seed-stage UK technology investor, backing under-estimated founders building global businesses in over-looked markets.

Prior to Ada Ventures, Matt ran investment funds in the UK and US and has invested in over 60 tech startups.

Julia May, Senior Partner at May Figures Ltd

Voted Best R&D Tax Credits Director (UK) in the Female CEO Excellence Awards 2017

Julia is a prize-winning Chartered Accountant and Chartered Tax Advisor (ex, Arthur Andersen Corporation Taxation specialist). She has a BEng Honours Degree in Engineering Science (specialising in Electrical, Nuclear and Mechanical Engineering) and broad-based industry experience working for a number of software and IT consultancy firms. One of the UK’s leading R&D Tax Credit tax advisors, a delegate of the HMRC’s Research & Development Consultative Committee and a member of the HMRC i-File Working Party she has personally prepared and reviewed hundreds of R&D tax credit and Patent Box claims.

Specialising in handling HMRC Inquiries, she has successfully advised clients who have received queries from HMRC on issues ranging from complications over offshore shareholder structures and taxation of capitalisation of intangible assets to basics such as inadequate record-keeping. She is able to provide clients and their accountants with pragmatic commercial advice when faced with multiple interactive issues, always prioritising the overall needs of the business holistically.

Steve Plant, Associate Finance Director at EFM

Steve is an experienced and approachable finance director who has a passion for working with a portfolio of growing SMEs. In addition to strategic and operational responsibilities, he has experience in business start-ups, acquisitions, disposals, business rollouts, and international investment.

As a Chartered Accountant, Steve has put his skills to good use in countries as diverse as India, Russia and Singapore and relishes working in different cultural environments as well as the UK.

Click here to register for this event

November 2019

7 November | How to be a serial (equity) fund raiser | London

When: Thursday, 7 November, 2019

Time: 18:00 – 20:00 GMT

Where: Workspace's The Leather Market11/13 Weston StreetSE1 3ER

Cost: Free for EFM Guests

Lessons in attracting equity for each stage of business growth.

Accessing equity to grow a business is a real challenge, whatever stage of the journey you are on. And there are so many stages! Just think of Seed, Angel, Series A, Series B, Series C, Mezzanine…and that is all before you go public with an IPO. The great majority of businesses that go from start-up to any significant scale, go through multiple rounds. If you enjoy a craft beer from Brew Dog, just consider that they have been through 12 rounds of funding, raising £300m, to get that to you.

Informed Funding

Join us for this free seminar where you will get the chance to learn more about the phenomenon that is serial fundraising. You will find insight into the type and number of companies that achieve success in the UK together with the sharing of hands-on experience from the panel discussion. Regular funding rounds don’t just need a good product story and EBITDA projection, they also need dedicated sales and marketing combined with effective management of existing investors. It’s a resource-intensive activity and can be a real roller-coaster for the inexperienced (and, sometimes, the ill-advised).

This evening seminar is free to access for all, but with limited places. Please register your interest in attending. Priority will be given to business owners.

Click  here to  register for this event

Thu, 7 November 2019

18:00 – 20:00 GMT

Workspace’s The Leather Market

11/13 Weston Street

SE1 3ER

 

Panel:

Nicola Horton, Principal, Moore Kingston Smith (Chair)

Nicola has over twenty years’ experience providing corporate finance lead advisory services to a wide variety of quoted and private companies. She has advised on public offers, AIM admissions, private company acquisitions and disposals, management buyouts and the raising of debt, development and venture capital.

Serial fund raising that Nicola has advised on include the first three equity fundraisings by craft brewer Brewdog, and two equity fund raising by heritage railway operator, Severn Valley Railway. In recent years Nicola has focused on transactions within the media and technology sectors. Her latest deal was advising on the sale of digital out-of-home advertising agency, Grand Visual, and ad-tech software developer QDOT to the private equity-backed media agency Talon.

Nicola is a Classics graduate of Cambridge University and also holds an MA from the University of Kent and an MBA Finance from Cass Business School, where she is now a member of the MBA Advisory Board.

@MooreKSLLP

Chris Dines, CEO, Informed Funding

Chris has had a long career as an entrepreneur and thought leader in the areas of business intelligence, technology and growth company finance. After managing a successful corporate finance team at PwC, as CEO he built leading Tech Research business, Ovum, going through a series of funding rounds and achieving an IPO on the London Market and subsequent sale (now part of Informa Group). He has built, from scratch, Knowledge Peers and Informed Funding, with both organisations focused on P2P knowledge sharing in the UK SME sector. He is on the boards of leading PropTech business Key Agent and leading PR business, William Murray Communications which completed a recent MBO.

@DieselDines

@InformedFunding

Laurence Krieger, Chief Operating and Product Officer (COPO) at Tide

Laurence Krieger is the Chief Operating and Product Officer (COPO) at Tide, the online current account for small and medium-sized businesses. Krieger has more than 12 years of experience working in senior roles at fast-growing Fintech start-ups.

Before Tide, he was COO of Revolut, where he helped to rapidly scale the business from initial start-up to over 800,000 customers. He was previously founder and CEO of payment business Cobalt where he delivered high profitability and grew annual revenues to more than £100m. He launched one of the first prepaid cards into the UK with Moneysupermarket and has also held senior roles at Yahoo! UK and IE.

@TideBanking

Henry Whorwood, Head of Research & Consultancy at Beauhurst

Henry leads Beauhurst’s research and consultancy team. He is an expert in business finance and has worked on briefs for clients including the British Business Bank, Penningtons Manches, Syndicate Room, and Innovate UK. Henry regularly gives presentations on market trends at events around the country. He studied Classics at the University of Oxford.

Beauhurst provides research and insight into the UK’s high-growth companies and the supporting business ecosystem. Established in 2011, they have collected unrivalled data on over 30,000 ambitious companies, all the investments into them, and the funds that back them. Thousands of business professionals trust their platform to help them research and monitor Britain’s most ambitious firms.

@Beauhurst

@HenryWhorwood

Oli Hammond, Associate, Fuel Ventures

Oli is an Associate at Fuel Ventures, a London based Seed VC investing in: Platforms, marketplaces and SaaS model businesses. Oli previously spent 3 1/2 years at SyndicateRoom as a Senior Analyst, working with early stage companies funding from sophisticated and High Net Worth Angel investors.

@fuelventures

@OliHammond1

About Informed Funding

Informed Funding is an online and offline information resource designed to help New and Growing Companies identify the range of options available to them to raise finance. Workspace customers have free and exclusive access to funding strategy consultations, finance seminars, workshops and access to over 800 sources of finance. Learn more about the Informed Funding and Workspace partnership by visiting the Informed Funding Hub.

This Evening Seminar is free to access for all, but with limited places. Please register your interest in attending. Priority will be given to Business Owners.

Workspace customers and Club Workspace members have free premium access to Informed Funding including free membership and preferential access to its seminars.

By taking part in this event you grant Informed Funding full rights to use the images resulting from the photography/video filming for publicity or other purposes to help achieve our aims. This might include (but is not limited to), the right to use them in printed and online publicity, social media, press releases and funding applications.

Click here to register for this event
13 November | Informed Funding workshop ” How to Grow a Tech Business – Fast” | Workspace | London | London

When: Wednesday, 13 November, 2019

Time: 2:00-4:30pm

Where: Workspace’s Metal Box Factory, 30 Great Guildford Street, Bankside, SE1 0HS

Cost: Free for EFM Guests

Date/time: Wednesday 13th November: 2:00-4:30pm

Venue: Workspace’s Metal Box Factory, 30 Great Guildford Street, Bankside, SE1 0HS

Ambitious companies, based around a technology, represent the most vibrant part of the UK economy. A very high proportion of UK equity deals go into verticals such as Life Sciences, Edtech, Proptech, Artificial Intelligence, Blockchain and Adtech. Fintech alone attracted 10% of all investment deals in 2018.

This workshops brings tech companies and experts together, to focus on some of the specific challenges that Tech Companies face as they look to grow – fast.

The Panel:

Gary Jesson (CEO of EFM Financial Management Group and Finance Director) Group MD and co-founder of EFM.

Gary is a Business Advisor and Finance Director with over 40 years of experience in working with growing SME’s. He applies his knowledge in a wide range of sectors providing strategic financial and business advisory services with a team of experienced professionals on hand to support. He is also directly involved as a director or founder of several companies including a medical business, family investment office and an e-commerce sticker business as well as mentoring many others.

Nick Winters, Head of Technology, Moore Kingston Smith 

Nick heads Moore Kingston Smith’s Technology Sector Group and is his clients’ first port of call for all their strategic, accounting and tax needs. They like that he genuinely enjoys helping their businesses grow.

With a diverse portfolio of clients including mid-sized corporates, entrepreneurs and fast-growing businesses, Nick’s expertise extends beyond the UK. Those wishing to set up a business in the UK as well as those looking to expand internationally come to Nick for his cross-border advice.

An advocate for the benefits of mentoring in business, Nick provides mentoring and training to growing businesses in collaboration with the likes of London & Partners Business Growth Programme and Virgin StartUp.

Andy Sugden, Portfolio Finance Director, EFM Financial Management

Andrew is a robust, “hands on” Finance Director with significant international experience, having worked with a variety of successful media, publishing, telecoms and technology companies varying in size from globally listed operations to family owned SMEs and venture capital backed backed start up businesses. He has a proven track record of delivering increased shareholder value and sustained growth, and of driving transformation and cost effective solutions to businesses in rapidly changing markets.

 

If you would like to register for this event please email Natalia@efm.uk.com

 

 

Informed Funding is an online and offline information resource designed to help New and Growing Companies identify the range of options available to them to raise finance. Workspace customers have free and exclusive access to funding strategy consultations, finance seminars, workshops and access to over 800 sources of finance. Learn more about the Informed Funding and Workspace partnership by visiting the Informed Funding Hub.

 By taking part in this event you grant Informed Funding full rights to use the images resulting from the photography/video filming for publicity or other purposes to help achieve our aims. This might include (but is not limited to), the right to use them in printed and online publicity, social media, press releases and funding applications.

Click here to register for this event

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