Funding and Finance Summit

Raising in a challenging investment environment

Tech leaders from across the South West are invited to a free event to get concrete learnings from investment experts and learn how to access finance.

As the sector continues to navigate choppy economic waters, Tech South West is delivering the first region-wide Funding and Finance Summit to provide expertise and insight for tech businesses in the region.

This free event  will take place via Zoom on 20 April 2023 from 0930-1130 and is aimed at the tech sector's business & finance leaders and entrepreneurs. It will provide access to expert financial advice and insight on raising investment in a challenging environment.

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April 20

9.30am - 11.30am

Online

Workshop details

Granted logo

How to use non-dilutive funding to accelerate innovation

This interactive session with Granted Consultancy will explore what non-dilutive funding is, how it can help your business and what the options are at different growth stages.

Innovation grants will also be explained in detail, including what's available, what to consider when, and innovating to accelerate growth and investment.

Finally, we'll take a deep dive into R&D tax credits and how to access them.

Growth lending logo

Using debt to scale up a tech business

An interactive panel discussion led by Chris Mears of Growth Lending, with the chance to ask your questions.

A small panel of debt providers will come together from the debt and alternative finance world, to help you to examine the options when using debt to scale your tech business.

Mercia logo

Investor readiness: what investors look for

Rafael Joseph and Adam Watts from Mercia will guide you through getting ready for investment, with topics including:
  • Key dos and don't when connecting with¬†investors
  • What information you need to prepare
  • Telling the story of your business
  • Making your business attractive to investors
  • What does 'good' look like in terms of KPIs?
Who's Fabio? logo

How to get your startup idea funded?

Spoiler alert: There are only 3 steps to go from idea to getting funded.

In this session, JP and Darren of¬†Who's Fabio?¬†will share their Recipe for going from ‚ÄúI have an idea‚ÄĚ to your first round of funding. 72% of founders that have implemented the Recipe with Who's Fabio? have secured funding and got their startup off the ground.

Have you ever thought about what needs to be true of your startup idea before you can secure funding from investors?

5

How to approach your first VC funding round

When should you start exploring options around VC funding?

How do VCs generally think about evaluating opportunities, and how can you assess whether your business would meet common criteria?

How can you catch the attention of VCs and deliver a knock-out pitch?

James Bateman, Head of Mid-Market Private Equity Partnerships at Microsoft, will take you through all you need to know and give you the chance to ask questions.

3

How to angel invest like a pro

Led by Roderick Beer of the UK Business Angels Association, this session will look at the key strategies that successful angel investors deploy in order to build a successful portfolio of investments.

Topics will include:

  • What to look for in a great investment
  • The numbers behind a successful portfolio
  • How to maximise your chances of a successful exit

Full schedule

09.30 - 09.40

Welcome and introductions

Tech South West and Mercia

09.40 - 10.10

First round of workshops

Investor readiness - what investors look for

Mercia Asset Management

How to use non-dilutive funding to accelerate innovation

Sara Palmer, Granted Consultancy

Using debt to scale up a tech business

Chris Mears, Growth Lending

10.15 - 10.45

Second round of workshops

How to get your startup idea funded

Darren Ball and Juan Pablo Luchetti, Who’s Fabio?

How to approach your first VC funding round

James Bateman, Microsoft

How to angel invest like a pro

Roderick Beer, UK Business Angels Association

10.45 - 11.15

Panel Discussion: ‚ÄėRaising in a Challenging Investment Environment‚Äô

  • Ed Tellwright - British Business Bank (chair)
  • Chris Dyson - Ashfords
  • Rafael Joseph - Mercia
  • Sara Palmer - Granted
  • James Bateman - Microsoft
  • Juan Pablo Luchetti - Who‚Äôs Fabio?

11.15 - 11.30

Networking

Meet the speakers

Sara Palmer

Sara Palmer

HEAD OF PARTNERSHIPS | GRANTED CONSULTANCY
Chris Mears

Chris Mears

REGIONAL HEAD - DEBT FINANCE | GROWTH LENDING
Rafael Joseph

Rafael Joseph

INVESTMENT MANAGER | MERCIA ASSET MANAGEMENT
Adam Watts

Adam Watts

VENTURE CAPITAL INVESTOR | MERCIA ASSET MANAGEMENT
Darren Ball

Darren Ball

DIRECTOR AND CO-FOUNDER | WHO'S FABIO?
JP

Juan Pablo Luchetti

PASSION AND CO-FOUNDER | WHO'S FABIO?
James Bateman

James Bateman

HEAD OF MID-MARKET PRIVATE EQUITY PARTNERSHIPS | MICROSOFT
Roderick Beer

Roderick Beer

MANAGING DIRECTOR | UK BUSINESS ANGELS ASSOCIATION
Chris Dyson

Chris Dyson

PARTNER & HEAD OF TECHNOLOGY SECTOR | ASHFORDS

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