At Hardman & Co's Tax Advantaged Forum, hosted in association with GrowthInvest, we heard from EverQuest Capital Partners, MMC Ventures, Parkwalk and PXN Investments. The webinar concluded with a panel discussion. Chaired by Steve Dobson of GrowthInvest, the panel explores some of the key issues facing EIS investors and managers, including the challenge of generating liquidity and balancing potential exits with the continued growth of portfolio companies. The speakers discuss how they approach exits and subsequent funding rounds, including aligning interests with management teams and considering whether to realise part of an investment while retaining an ongoing stake. The panel also examines changes in portfolio valuations, the impact of market conditions and interest rates, and why investors may want to focus on underlying business performance and eventual exit value rather than short-term valuation movements. The discussion also considers the wider economic environment and its implications for investment opportunities in areas such as critical supply chains, technology and UK innovation. Watch the full event on-demand: https://us06web.zoom.us/webinar/register/1017829083259/WN_3lPsCebMRvCmdzG3JUKxAA Read more on our website and check out our fund reviews here: https://hardmanandco.com/research/tax-advantaged-research/ Key topics covered: EIS investing Venture capital Investment exits Investor liquidity Portfolio company growth Exit strategy Follow-on funding Management alignment Portfolio valuations Interest rates and market conditions Long-term investment performance Critical supply chains Deep tech and technology investment UK innovation Important notice: This content has been prepared purely for information purposes, and should not be construed as an offer, or the solicitation of an offer, to buy or sell any security, product, service or investment. Nor should it be viewed as a substitute for viewers’ own due diligence. The companies or legal entities covered in this content may or may not pay us a fixed fee for this content to be made available. This content contains factually correct information at the time of publication which has been provided to us by our client to which the content relates, who have also confirmed that it has not been misleadingly presented. Investing in early-stage growth companies is speculative and involves a high degree of risk. An investor could lose all or a substantial amount of his or her investment, and the securities, legal entities or alternative investments mentioned in this content may not be suitable or appropriate for all investors. Access to liquidity may be totally or highly restricted. Each investor’s particular needs, investment objectives and financial situation were not taken into account in the preparation of this content. Each investor must make his or her own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein. The fact that Hardman & Co has made available through this content various information constitutes neither a recommendation to enter into a particular transaction nor a representation that any financial instrument is suitable or appropriate for you. Each investor should consider whether an investment strategy of the purchase or sale of any product or security is appropriate for them in the light of their investment needs, objectives and financial circumstances. For more information, please read our full disclaimers: www.hardmanandco.com/research-disclosures www.hardmanandco.com/disclaimer #EIS #EISInvesting #VentureCapital #TaxAdvantagedInvesting #InvestmentStrategy #InvestmentExits #PortfolioManagement #UKInnovation #DeepTech
