Quarterly Investment Briefing 101

What is a Quarterly Investment Briefing?

Great question – this is a series of four events and newsletters (Quarterly Investment in Brief) kindly supported by KPMG, Smith & Williamson and TLT LLP. These events which occur (unsurprisingly) every 3 months, bring together the investment community to:

  • Share good practice
  • Learn together
  • Network and discover opportunities.

These are strictly not pitching events, and are not open to the wider community – just to active and potentially active investors.

The region has a healthy calendar of pitch events (Silicon Gorge, Bristol Tech Day and SETsquared), and opportunities for scale-up founders to learn from investors (at the Engine Shed Investor in Residence days for example). Part of the benefit of the QIB group is to coordinate and advertise these events so if you want to know more about these or advertise an event, please join the QIB distribution list using the link below or contact me directly.

Each event will focus on a specific theme related to investment including angel investment, regional investment and the role of people in investment. The events have a common structure which includes:

  • Lightning talks from experts from inside and beyond the region
  • Insights from Beauhurst scale up data on investment patterns regionally and nationally
  • Discussion and debate to consider how we can employ good practice and invigorate the local ecosystem
  • Updates on those companies currently raising investment.

In 2018 we heard from speakers from UKBAA, Silicon Valley Bank, Invest Bristol + Bath, Shaw & Co, Eden Ventures and Maven Capital.

In 2019 the events will take place on Weds 6th March, Thurs 30th May, Thurs 12 September and Thurs 28 November and speakers will be announced on the EventBrite listings for each event. To RSVP to attend please check out the relevant event listing on EventBrite: https://www.eventbrite.co.uk/o/engine-shed-4244274397

Who is invited?

The Quarterly Investment Briefing events and newsletters target the investor community - whether angel, VC or funders of funds. To support the event's objectives, founders are not welcome unless they are active investors themselves.

Founders who would like to share their investment proposition with the group are very welcome to do so. Briony collates one page propositions from founders who are raising investment at the time of the events - these are printed and shared, and highlighted in a short presentation to the group.

What principles support the group?

Those who attend the Quarterly Investment Briefing share three common principles:

  • Whoever attends is an active or potentially active investor, or manager of investors – or enabler of investment activity.
  • Whatever is presented is informative, fact-based and regionally relevant.
  • We value the opportunity to learn equally with the opportunity to share.

Where do I sign up?

Investors should complete this short form to join the community and receive our newsletters (c. 8 per year): http://bit.ly/ESQIBFORM

To attend a specific event, please sign up on EventBrite: https://www.eventbrite.co.uk/o/engine-shed-4244274397

The events in 2019 will take place on Weds 6th March, Thurs 30th May, Thurs 12 September and Thurs 28 November.

Instructions for founders...

Founders that are raising investment and wish to submit a one page summary of their proposition should send a one sided, one page summary to Briony at least 24hours before the event (dates listed above): briony.phillips@engine-shed.co.uk

I recommend the following headings for your one page, one sided summary:

  • Problem
  • Solution
  • Business Model
  • Market Opportunity
  • Team
  • Journey so far/timeline
  • Ask/Investment Proposition

Photo by Fabian Blank on Unsplash.