The Sunday Summary provides an overview of Hardman & Co research published over the past seven days, as well as an update on other Hardman happenings.
THIS WEEK IN RESEARCH
Jenson Ventures (Jenson Funding Partners LLP)
Jenson EIS Fund
17 March 2025 | Tax Advantaged
NB Private Equity Partners
Update on: NAV, capital, Trump and interest rates
18 March 2025 | Investment Companies
H&T
2024 results: reasons to be cheerful 1, 2, 3, 4 and 5
20 March 2025 | Investment Companies
THIS WEEK IN VIDEO & AUDIO
EIS Navigator | Episode 111. We have been talking about the lack of women in venture capital for far too long. We are delighted that entrepreneur, investor and soon-to-be Investment Committee member at Sustainable Ventures, Julia Groves, joins us to discuss where we are, why this is still a thing and what should be done about. It’s a great discussion with someone who is passionate about entrepreneurship, the environment and diversity.
Tax Advantaged Interview | OnePlanetCapital Climate Change EIS Fund. In this interview, Brian Moretta, Head of Tax-Advantaged Research at Hardman & Co, joins Larissa Adams to discuss his report on the OnePlanetCapital Climate Change EIS Fund, a Sustainable Impact fund that will provide exposure to a small portfolio of climate-tech companies.
Vala at the Hardman & Co Tax Advantaged Forum | March 2025. Managing Director James Faulkner shares how Vala assesses valuations, manages portfolio ups and downs, and why recent vintages have struggled. With market conditions showing signs of improvement, he explains why patience and strategic insight are key to long-term success.
EMV Capital at the Hardman & Co Tax Advantaged Forum | March 2025. CEO Ilian Iliev explains how EMV Capital has a unique investment approach that’s fuelling innovation in deep tech and life sciences, and building high-growth companies in the UK and beyond. Discover how AI, hardware, and international expansion are shaping the future of venture capital.
River Capital at the Hardman & Co Tax Advantaged Forum | March 2025. Dr Marc d’Abbadie, Head of Venture and COO, and David Walters, Investment Director, explain how River Capital is navigating the fast-moving world of AI and venture capital. They share insights on their Fund AI strategy, how they assess valuations, and why they reserve 20% for non-regional investments.
Love Ventures at the Hardman & Co Tax Advantaged Forum | March 2025. General Partner Marcus Love shares insights into how Love Ventures supports exceptional founders, including the fund’s approach to founder-market fit, scalable business models, and navigating exits. Hear how experienced founders are driving success and why the exit market is showing signs of a comeback.
Eos Advisory at the Hardman & Co Tax Advantaged Forum | March 2025. Mark Beaumont, Partner, talks through the transition of Eos Advisory from an angel investment group to a major player in venture capital. He explains how Eos helps academic founders become commercial successes and position companies for global growth, shaping the future of biotech, medtech and sustainability.
Tax Advantaged Interview | Blackfinch Ventures EIS Portfolios. Blackfinch Ventures EIS Portfolios invests in early-stage, technology-enabled investments. It has a target return of an average of 3x capital with at least 10 companies in each portfolio. In this interview, Brian Moretta discusses his report on the Blackfinch Ventures EIS Portfolios from Blackfinch Investments.
Private Company Valuation Forum | Investor power, market challenges & opportunities. In the third episode of this series, Richard Angus, Head of Business Development at Hardman & Co, is joined by Doug Lawson of MarktoMarket and Veronika Oswald of JP Jenkins to discuss the funding crunch facing entrepreneurs. They look at investor sentiment and control in today’s market, how private companies can improve shareholder communication, and future trends in valuations.
