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The Tax-Efficient Investor – by Wealth Club
Wealth Club
82 episodes
1 day ago
Become a smarter investor. Meet the managers of UK venture capital and private markets funds. Find out what goes into their investment decisions, learn about some of the companies they’re backing, and why you might consider investing with them. For UK individuals who are experienced investors. This podcast is brought to you by Wealth Club, the UK’s largest specialist investing service for non-advised investors. Find out more at https://www.wealthclub.co.uk/.
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All content for The Tax-Efficient Investor – by Wealth Club is the property of Wealth Club and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Become a smarter investor. Meet the managers of UK venture capital and private markets funds. Find out what goes into their investment decisions, learn about some of the companies they’re backing, and why you might consider investing with them. For UK individuals who are experienced investors. This podcast is brought to you by Wealth Club, the UK’s largest specialist investing service for non-advised investors. Find out more at https://www.wealthclub.co.uk/.
Show more...
Investing
Business
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Why invest in university spinouts? Anne Dobrée, Parkwalk Advisors
The Tax-Efficient Investor – by Wealth Club
10 minutes 29 seconds
9 months ago
Why invest in university spinouts? Anne Dobrée, Parkwalk Advisors

What is special about university spinout companies? Why should investors consider backing them via an EIS fund? Veteran spinout investor Anne Dobrée, of Parkwalk Advisors and former head of ventures at the University of Cambridge, talks to us about:

  • Why invest in university spinout companies?
  • Who are Parkwalk, and what makes them qualified to do this?
  • Recent Parkwalk investments: Accelercomm, Phoremost and Evoralis
  • How does Parkwalk find and win these investments?
  • Example of a maturing investment: Cytora (AI platform for insurers)
  • Recent exits: Versed AI (bought by Exiger), PetMedix (bought by Zoetis)
  • How risky is investing in spinouts?

For more details, including documents & how to invest, see https://www.wealthclub.co.uk/y/parkwalk-eis.

IMPORTANT
The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. EIS investments are high risk and illiquid. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.

The Tax-Efficient Investor – by Wealth Club
Become a smarter investor. Meet the managers of UK venture capital and private markets funds. Find out what goes into their investment decisions, learn about some of the companies they’re backing, and why you might consider investing with them. For UK individuals who are experienced investors. This podcast is brought to you by Wealth Club, the UK’s largest specialist investing service for non-advised investors. Find out more at https://www.wealthclub.co.uk/.