Investment insights

Have a read through our views on investee companies

Investing in Entrepreneurs

13th June 2022

Case Study: HomeServe Jeremy Middleton is a self-made businessman, angel investor and founder of Middleton Enterprises. After a career in brand management with Procter and Gamble, Jeremy spent a period…

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MJ Gleeson

15th June 2021

MJ Gleeson is a £500m market cap UK housebuilder that redevelop brownfield land in low socioeconomic areas in the North and Midlands of England. Their low-cost properties give young and…

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8th March 2021

Facebook build products that enable people to connect and share with friends and family through mobile devices, personal computers, reality headsets, and in-home devices. Facebook generate almost all revenue from…

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LiveChat Software S.A

21st October 2020

LiveChat (LVC) is a global provider and developer of ‘Live Chat’ related software that is sold in the SaaS model for B2C and B2B communications. The company has a portfolio…

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Match Group

26th May 2020

Match Group are a leading global provider of online dating products through applications and websites. Match operate a portfolio of brands including; Tinder,, PlentyOfFish, Meetic, Ok Cupid, OurTime, Pairs,…

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FDM Holdings

23rd April 2019

FDM sources, trains and places IT & business consultants, known internally as “Mounties”. The FTSE 250 company operates in the UK, North America, EMEA and APAC. Founded in 1991 the…

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Which stocks would you buy today?

11th December 2018

We are entering the 10th year of a bull market, with Brexit and a global trade war escalating. So which stocks would you buy today?  We have bought DotDigital and On…

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SaaStr 2018 – San Francisco

7th September 2018

The team attended the annual Saastr 2018 in San Francisco last week. This conference is attended by 10,000 Execs, Founders and VC’s. It is a great forum to learn about software…

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CTS Eventim

16th February 2018

CTS Eventim is an online ticketing marketplace. They promote live sports and music events, selling tickets via its websites and licencing their software. CTS operates in 23 countries and is…

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On The Beach

24th January 2018

On The Beach is the UK’s leading retailer of packaged short-haul beach holidays. Their business model is a hybrid between a Tour Operator (think Thomas Cook or TIU Travel) and…

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