rod schwartz - ukbaa summit presentation
TRANSCRIPT
Why Impact Investing is a Great Opportunity for UK Angel Investors
Rodney Schwartz, CEO, ClearlySo
London—1 November, 2016
Bringing impact to investment
ClearlySo is Europe’s leading impact investment bank
Entrepreneurs Investors
INSTITUTIONAL INVESTORS
EARLY GROWTH VENTURES IMPACT INVESTMENT FUNDS
ESTABLISHED & MATURE VENTURES
INDIVIDUAL INVESTORS
CLEARLY SOCIAL ANGELS
INDIVIDUAL INVESTOR NETWORK
CLEARLYSO CLIENT GROUPS
What does ClearlySo actually do?
INSTITUTIONAL FUND MANAGERS
PENSION FUNDSFOUNDATIONS
IMPACT INVESTMENT
FUNDS
There is no impact investment “see-saw”
We believe impact and return are positively correlated!
What makes impact investment work?
Legitimacy/moral authority
Access to free labour
Ability to sell products at higher prices
Readier access to publicity
Access to below market rate capital !!
“3D Investing” since 2008
Risk
Return
Impact
ClearlySo angel deals – sums raised
2009-12 2013 2014 2015 2016 ann.0
2
4
6
8
10
12
14
OtherClearlySo
Clearly Social Angels Deals (£m)
Performance has been surprisingly good!
Brain in Hand uses mobile phone technology to help users, including those with Autistic Spectrum Disorders, achieve goals and independence
Using web and mobile tech to facilitate remote medical diagnosis and management, they reduce patient hospital referrals
] Buddy have created an app that supports mental health therapy
Insane Logic provides educational software and tools to help those with speech and learning difficulties to communicate
Third Space Learning uses technology to connect disadvantaged students with maths experts for one-to-one learning support
Ieso Digital Health (Psychology Online) provides evidence-based mental health therapy online
Uses proven therapeutic inventions used in clinical practice, and combine them with online and mobile games to maximise engagement
Energy Deck is an award-winning, cloud-based energy analytics and engagement platform focused on energy saving in buildings
Gojimo is the leading mobile-first revision app that helps students revise and test their knowledge in preparation for their exams
]Talk life is a peer-to-peer support network for young people with mental health issues
ClearlySo Ltd is an appointed representative of Catalyst Fund Management & Research Ltd which is authorised and regulated by the Financial Conduct Authority (No. 185678).
ClearlySo has raised £15m+ for 33 tech for good clients since 2013
Other ClearlySo angel deals
Aduna specialises in new product development, packaging and branding of health food products made from raw materials from Africa. Aduna creates demand for under-utilized natural products from small-scale producers in Africa.
SteamaCo designs and develops smart meter and cloud technology that enables energy companies to turn solar panels into investable utility assets. SteamaCo brings modern, clean energy to those who have never had it.
Eyejusters sells and distributes the same adjustable focus glasses through NGO/charity partners such as Peace Corps Volunteers and Project Dharma (India) in emerging markets
Latimer works with youth talent to produce award winning media content, campaigns and services for global brands, governments and NGOs. Latimer provides training and employment opportunities for young people.
Why Impact Investing is a Great Opportunity for UK Angel Investors
• Varied sectors• International exposure• Compelling entrepreneurs• Positive societal impact• Something to brag about to your kids or at cocktail parties• You can see our deals by registering and self-certifying on
the ClearlySo website
Bringing impact to investment