The EIS & VC Navigator

By Brian Moretta, Hardman & Co

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Category: Investing

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Subscribers: 4
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Episodes: 138

Description

For those interested in the venture capital, particularly in the UK and investors through the Enterprise Investment Scheme, EIS, Seed Enterprise Investment Scheme, or SEIS, and Venture Capital Trusts. Guests are leading people in the industry, whether fund managers, company founders or experts from other service providers. The aim is to dig deeply into topics, getting away from the promotional material that predominates elsewhere. Venture capital investing is a long-term endeavour and we will focus on topics that are relevant at any time. New episodes come out every two weeks (although we do take holidays!) Your host, Brian Moretta, is Head of Tax Advantaged Services at Hardman & Co. The latter supplies independent research in the industry and he has examined many EIS funds, VCTs and companies. His background is an actuary turned fund manager who then moved into equity research. He also has some academic chops, being an Honorary Fellow at Heriot-Watt University where he does some lecturing. He has always had a strong interest in getting underneath companies, getting beyond the superficial and understanding how they really work and finds this space fascinating. Some of this is because transparency is hard, some because the industry is not well understood. This podcast is an attempt to shine a bit more light on what is going on. Every episode has show notes at https://hardmanandco.com/podcast. If you want to contact us or give feedback, whether about the podcast or anything else you can email us at enquiries@hardmanandco.com. Any feedback from listeners is welcome as well as suggestions for future guests. We really hope you enjoy the podcast!

Episode Date
131 Using AI and YouTube in a VC investment process with Johnathan Matlock of Empirical Ventures
Mar 24, 2026
130 How deeptech can insulate investors from AI software concerns with Ilian Iliev of EMV Capital
Mar 10, 2026
129 Why the bear view of AIM is overdone with Oliver Bedford of Hargreave Hale**
Feb 24, 2026
128 Founding and building a female-led VC firm with Jessica Rasmussen of Two Magnolias
Jan 27, 2026
127 How to invest venture capital into manufacturing effectively with Stephane Mery and Hannah Wade of Everquest Capital Partners
Jan 13, 2026
126 All star panel discuss EIS & VCTs in 2025 and look forward to 2026
Dec 30, 2025
125 EIS & VC Basics: How venture capital exits work in EIS & VCTs with Kealan Doyle of Symvan Capital
Dec 09, 2025
124 EIS & VC Basics: How to choose the right EIS fund or VCT for investment with Tom Britton of SyndicateRoom
Dec 02, 2025
123 EIS & VC Basics: How companies can find the right EIS or VCT manager for investment with Michael Theodosiou of Symvan Capital
Nov 25, 2025
122 EIS & VC Basics: How to choose between EIS and VCTs for investing with Francesca Rayneau of Calculus Capital
Nov 18, 2025
121 EIS & VC Basics: What are Knowledge Intensive EIS funds? with Glen Stewart of Committed Capital
Nov 11, 2025
120 EIS & VC Basics: What are SEIS reliefs? with Olivia Drinnan of Haatch
Nov 04, 2025
119 EIS & VC Basics: What is SEIS? with Jeffrey Faustin of Jenson Ventures
Oct 28, 2025
118 EIS & VC Basics: What are the VCT tax reliefs? with Paul Mattick of Mercia
Oct 21, 2025
117 EIS & VC Basics: What are VCTs? with Nel Isaac of Foresight Group
Oct 14, 2025
116 EIS & VC Basics: What are the EIS tax reliefs? with Brian Moretta of Hardman & Co
Oct 07, 2025
115 EIS & VC Basics: What is EIS? with Nic Pillow of Blackfinch Ventures
Sep 30, 2025
Update on the EIS Navigator
May 27, 2025
114 Comparing hardware and software investing in venture capital with Matt Jellicoe of OnePlanetCapital
May 13, 2025
113 Impact used to be nice to have but now it's a commercial edge with Nicky Dee of Carbon13
Apr 29, 2025
112 How to grow UK venture capital and exciting news about Kin Group with Richard Hoskins
Apr 01, 2025
111 Why is the lack of women in venture capital still a thing with Julia Groves of Sustainable Ventures
Mar 18, 2025
110 Ideas for using EIS and VCTs for tax planning with Rakesh Murria of Ascension Ventures
Jan 21, 2025
109 Where are we in the venture capital cycle with Henry Whorwood of Beauhurst
Jan 07, 2025
108 All star panel discuss EIS & VCTs in 2024 and look forward to 2025
Dec 24, 2024
107 Legal dos and don'ts of EIS and VCTs with Tom Wilde of Shoosmiths
Dec 10, 2024
106 Founder finance fails and how to fix them with James Segal of Fin-house
Nov 26, 2024
105 Finding the venture opportunity in the energy transition with Reuben Wilcock of Blackfinch Ventures
Nov 12, 2024
104 How to make genuine impact venture capital investments with Gabby Morgan of Conduit Connect
Oct 01, 2024
103 What Seedrs data tells us about crowdfunding and venture investing with Jeff Lynn of Republic Europe
Sep 17, 2024
102 EIS is 30! The past, present and future of the scheme with Christiana Stewart-Lockhart of the EIS Association
Sep 05, 2024
101 Why fintech is still important in UK venture capital with Marcus Love and Adrian Love of Love Ventures
Aug 20, 2024
100 Building a venture firm, assessing founders and science-based investing with Mark Beaumont of Eos Advisory
Aug 06, 2024
99 Building a medical company without a specialist background with Clare Brenner of Myogenes
Jul 09, 2024
98 Building environmental companies and making green investing more popular with Nick Dimmock of 350PPM
Jun 25, 2024
97 How to master the financials to create success in SaaS with Anthony Nitsos of SaaS Gurus
Jun 11, 2024
96 How EIS and VCTs fit in a financial plan and how to pick the right products for your clients with Rob Bell of Finova Money
May 28, 2024
95 How to build successful startups in manufacturing and operations with Renan Devillieres of OSS Ventures
May 14, 2024
94 How governance enables startup growth and how to start it well with Dermot Campbell of SEEIO
Mar 26, 2024
93 How to be a contrarian venture capital investor and making taboo investments with Will Gibbs of Octopus Ventures
Mar 12, 2024
92 The state of valuations in the current market and what they mean for investors with John Glencross of Calculus
Feb 27, 2024
91 Why investing in profitable companies matters more than ever with Harry Heartfield of Edition
Feb 13, 2024
Bonus: Venture capital indexation and how to grow the industry without increasing valuations with Richard Blakesley of Venture Cubed
Jan 30, 2024
90 What matters most when rating companies for venture capital investment with Richard Blakesley of Venture Cubed
Jan 23, 2024
89 Assessing start-up science companies and creating the right experiments with Andrea Mica of Oxford Technology
Jan 09, 2024
88 An all-star panel looks back on UK VC, (S)EIS and VCTs in 2023 and forward to 2024
Dec 27, 2023
87 How marketing data can be used when lending to growth companies with Katherine Chan of Juice
Dec 12, 2023
86 Investing in consumer companies and finding out what consumers really want with Phoebe Scriven of VGC Partners
Nov 28, 2023
85 How to invest in and grow early-stage B2B SaaS companies with Fred Soneya and Jeremy Luzinda of Haatch Ventures
Nov 14, 2023
84 How the macroeconomy affects venture capital investments with Ewan MacKinnon of Maven
Oct 31, 2023
83 Avoiding startup failure, getting boards working well, work/life balance, fintech and much more with Elliot Limb of Cubed
Oct 17, 2023
82 British Business Bank CEO Louis Taylor on the UK funding market and addressing market failures
Oct 03, 2023
81 Why investor concerns over hardware are overblown with Damon Bonser of British Design Fund
Aug 29, 2023
80 A VC perspective on AI's impact on startups with James Pringle of Portfolio Ventures
Aug 15, 2023
79 The anatomy of busts: comparing the VC market across three cycles with Kealan Doyle of Symvan Capital
Jul 25, 2023
78B Investor confidence and ESG: how the new disclosure rules will drive responsibility with Lee Coates of ESG Accord
Jul 18, 2023
78A How ESG rule changes will make investors happier with Lee Coates of ESG Accord
Jul 11, 2023
77 Life sciences is not just drugs with Savvas Neophytou and Ben Carter of Deepbridge
Jun 06, 2023
76 How venture debt works with David Hayers of Hambro Perks
May 16, 2023
75 Fundraising market from equity crowdfunding to Series B with Antonia Burridge and John Baker of PwC
May 02, 2023
74 Making GP/LP venture capital funds accessible to retail investors with Jonny Blausten of Sprout
Apr 18, 2023
73 Patterns in venture capital exits with Henry Whorwood of Beauhurst
Apr 04, 2023
72 What happened at Silicon Valley Bank and its effect on UK startups with Brian Moretta of Hardman & Co
Mar 21, 2023
71 Why agritech's time has come with Paul Rous of Regenerate Ventures
Mar 07, 2023
70 The challenges and successes of supporting companies after investment with Ben Leslie of Puma
Feb 21, 2023
69 Why venture building will become more important, controlled experiments and fixing EIS with Andy Davidson of Nova
Feb 07, 2023
68 How companies should prepare to fundraise with Richard Cooper of Oxford Innovation Finance
Jan 24, 2023
67 Tax advantaged AIM investing with Matt Currie of Seneca Partners
Jan 10, 2023
66 An all-star panel looks back on the year for EIS & VCTs and how 2023 is shaping up
Dec 27, 2022
65 How leisure investments successfully navigated covid and will cope with the recession with Harry Heartfield of Edition
Dec 13, 2022
64 How the power law affects your investing with Graham Schwickkard of SyndicateRoom
Nov 29, 2022
63. A new plan to generate secondary liquidity with Rufus Pearl of PlanD
Nov 15, 2022
62. How companies pivot with Reuben Wilcock of Blackfinch Ventures
Nov 01, 2022
61. How to choose a VCT or EIS fund with Ewoud Karelse of Evelyn Partners
Oct 18, 2022
60. Biotech update and investing with Sunil Shah of o2h Ventures
Oct 04, 2022
59. Impact companies and their investors: Weedingtech with Boundary Capital and Go Thrift with OnePlanetCapital
Sep 20, 2022
58. Valuations in venture investing with Dave Foreman of Praetura Ventures
Sep 06, 2022
57. Lessons from edtech investing with Matthew O'Kane of Nexus Investment Ventures
Aug 23, 2022
56. Foresight's acquisition of Downing's venture businesses with Matt Smith and Jack Eadie of Foresight
Aug 09, 2022
55. How regional investing is changing with Michael Vassallo of Maven
Jul 26, 2022
54. How to make ESG work in venture capital with Andrew Noble of Par Equity
Jul 12, 2022
53. The evolution of tax advantaged platforms with Dan Rodwell of GrowthInvest
Jun 28, 2022
52. Building a new IFA firm focused on tax advantaged products with Matthew Bugden of One Four Nine
Jun 14, 2022
51. How the angel market might change and storm clouds with Modwenna Rees-Mogg of AngelNews
May 31, 2022
50. Venture capital portfolio diversification with Brian Moretta of Hardman & Co and guests
May 03, 2022
49. Developing secondary markets for venture capital investments with Mason Doick of JP Jenkins
Apr 19, 2022
48. How to start your first VC fund with Richard Hoskins of Kin Group
Apr 05, 2022
47. How partnering with Williams enables deeptech investing with Andy Bloxam of Foresight
Mar 22, 2022
46. Data driven insights into private market valuations and behaviour with Doug Lawson of MarktoMarket
Mar 08, 2022
45. Choosing VCTs and EIS funds and building panels with Luke Barnett of St. James Place
Feb 22, 2022
44. A case study on consumer investment and corporate partners with Parminder Basran of VGC
Feb 08, 2022
43. Making good returns while doing social good with Emma Steele of Ascension
Jan 25, 2022
42. Building a differentiated angel investment network with Paul Tselentis of 24Haymarket
Jan 11, 2022
41 An all-star panel looks back on 2021 for EIS & VCTs and into 2022
Dec 28, 2021
40 - How investing in startups to save the planet makes financial sense with Nick Lyth of Green Angel Syndicate
Dec 14, 2021
39 - Why most investors are underweight venture capital with Brian Moretta of Hardman & Co
Nov 30, 2021
38 - Why ESG isn't making the right difference and what will fix it with Matt Jellicoe of OnePlanetCapital
Nov 16, 2021
37 - State of seed investing with Stephen Page of SFC Capital
Nov 02, 2021
36 - Buying Mobeus and state of the VCT market with Bevan Duncan of Gresham House
Oct 19, 2021
34 - Investing in early-stage science companies with Lucius Cary
Sep 21, 2021
33 - A long-term perspective on EIS and VCT investing with John Glencross
Sep 07, 2021
32 - Building a second multi-million pound exit and lessons learnt with Scott Weavers-Wright
Aug 24, 2021
31 - How legals can solve investor and founder problems with Anthony Rose
Aug 10, 2021
30 - What to look for when video game investing with Steve Iles
Jul 27, 2021
Bonus - An advisor's perspective on EIS and VCT product selection with Stephen Jones
Jul 20, 2021
29 - An advisor's perspective on making EIS and VCT investments with Stephen Jones
Jul 13, 2021
28 - When and how startups should expand overseas with Tofiq Qureshi
Jun 29, 2021
27 - Insights into angel investing with Kirsten Connell
Jun 15, 2021
26 - Mads Jensen on developing sales and sales processes in B2B SaaS
Jun 01, 2021
25 - Dr. Paul Mattick on multi-stage investing and having a regional focus
May 18, 2021
24 - Dan Somers on making big ideas investible and measuring impact
May 04, 2021
23 - Steve Harris on the corporate finance approach to venture capital investing
Apr 20, 2021
22 - Will Goodwin and Fred Ursell on investing in consumer businesses and how their process has evolved
Apr 06, 2021
21 - Matthew Cushen on product market fit: what it is, how you get it and how you know you have it
Mar 23, 2021
20 - Jasper Smith on transitioning from serial entrepreneur to venture capital investor
Mar 09, 2021
19 - Sunil Shah on investing in drug and therapeutic development
Feb 23, 2021
18 - Tom Britton on systematic venture capital investing and radical diversification
Feb 09, 2021
17 - Bevan Duncan and Ken Wotton on a private equity approach to quoted investments
Jan 26, 2021
16 - Rajeev Saxena on marketing for startups
Jan 12, 2021
15 - an all-star panel look back on 2020 and look forward to 2021
Dec 29, 2020
14 - Max Middleton & Jake Wombwell-Povey on measuring sustainability
Dec 15, 2020
13 - Ian Warwick on transforming companies and lessons for EIS investing
Dec 01, 2020
12 - Scott Weavers-Wright on building a family company into a £70m exit
Nov 17, 2020
11 - Sanjeev Gordhan on how much to invest in venture capital
Nov 03, 2020
Bonus - Andy Davidson on reforming EIS investing
Oct 27, 2020
10 - Andy Davidson on the 5 reasons startups fail
Oct 20, 2020
9 - Ilian Iliev on investing in hardware companies and managing intellectual property
Oct 06, 2020
8 - Andreas Roald on making and investing in films
Sep 22, 2020
7 - Rob Murray Brown on equity crowdfunding
Sep 08, 2020
6 - Andy Round on supporting companies after investment
Aug 25, 2020
5 - Pippa Gawley on climate investing
Aug 11, 2020
4 - Matthew O'Kane on thematic EIS investing
Jul 28, 2020
BONUS - Introducing EIS for companies looking to raise money
Jul 21, 2020
3 - Paul Miller on accelerators and social impact investing
Jul 14, 2020
BONUS - Introducing EIS for investors and advisors
Jul 07, 2020
2 - Reuben Wilcock on creating an investment process
Jun 30, 2020
1 - Andrew Castell talks about investing with angels
Jun 16, 2020
0 - EIS Navigator Trailer
Jun 03, 2020