Insights

The Impact Bite Podcast Series

Hosted by Will Lowry, co-lead of the institutional investor network at ClearlySo, this podcast series showcases the varying perspectives of different investor categories in relation to the current investment landscape. Below you can register to recieve the podcast and also read more about the topics and guests.

June 15, 2020

See more about each day’s podcast below:

In this edition he interviews David Atkinson, Senior Investment Manager at Panoramic Growth Equity.

Panoramic specialises in Management Buy Outs and growth funding of companies looking for £1m to £5m of equity and debt capital.

Backed by leading institutional investors, Panoramic has over £100m of assets under management and is currently investing its £65m second fund.

22 investments have been made across these two funds to date, in a wide range of sectors including food & drink, manufacturing and technology.

With notable investments including Cascade Technologies, Capitfy, Heck Food and PodPoint – which sold to French energy giant EDF Energy earlier in the year.

In this edition he interviews Erik Karlsson, Investment Manager at H&M CO:LAB.

H&M CO:LAB is the corporate venture investment arm of H&M, the global fashion retailer.

H&M CO:LAB is not only responsible for delivering the group’s corporate mission of supporting entrepreneurship, but is also one of the strategies through which H&M plans to become fully circular by 2030.

The team’s investment focus covers sustainable fashion, new retail, as well as ‘enablers’ more broadly which it defines as technologies capable of improving customer service and/or delivery.

H&M CO:LAB has made 17 investments to date, including notable investments in:

  • Klarna – the Swedish fintech company
  • Re:newcell – who are revolutionizing the recycling of textiles

In this edition he interviews Helen Villiers, Investment Manager & Paul Cannings, Partner from YFM Equity Partners.

YFM is a renowned UK focused SME investor specialising in both Growth Capital and Management Buyout investment solutions.

YFM’s impressive track record has seen it grow to over £300m of AuM, of which over £180m is reserved specifically for investments out of its Venture Capital Trust vehicle.

The team has made 20 investments and 8 successful exits over the past 3 years, and are currently invested in 40 business in the UK across a wide range of sectors including software, manufacturing, consumer and business services – with recent notable VCT investments including Sharpcloud, to support the continued roll out of its enterprise SaaS product and Unbiased, the UK’s leading online platform for finding financial advisors.

YFM’s VCT strategy targets equity investments of £2-5m into high growth businesses generating at least £1m of revenue, who require the funding to accelerate the growth of an already proven product or service.

In this edition he interviews Eva Tarasova, Investment Director at Wharton Asset Management.

Wharton Asset Management is a second generation, single Family Office with interests in both Venture Capital and Private Equity.

Wharton’s current portfolio reflects of a rich variety of sectors – including bio-technology, healthcare, technology, AI and consumer goods – as well as a broad range of investment stage – including Seed, pre-IPO and MBOs.

The one common feature across this impressive portfolio – however – is the Wharton team’s core focus on disruptive technologies that have the potential to change millions of people’s lives for the better.

Including:
• Medisieve – medical device company working on blood borne diseases including the unloved malaria and COVID-19.
• Superawesome – the EdTech that ensure children safely engage with digital media ecosystems.
• Oscar – disruptive retail tech from Pakistan.

In this edition he interviews Pauline Wink, Managing Director at 4impact VC.

4impact is an impact focused venture fund investing in Dutch digital tech-4-good enterprises with international ambitions delivering societal and sustainable impact, alongside financial returns.

Launched in 2019, 4impact’s focus is across three investment pillars being Inclusion, Health & Well-being, and the Environment.

The fund typically invests in late Seed opportunities with equity tickets of up to EUR 0.5m in the first round, with the ability to invest up to a few million per investment.

The team has backed 3 portfolio companies to date, including a smartphone app that empowers the blind and visually-impaired, a software solution that simplifies solar system sales, and a software that increases diversity in the hiring process.