rod schwartz - ukbaa summit presentation

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Why Impact Investing is a Great Opportunity for UK Angel Investors Rodney Schwartz, CEO, ClearlySo London—1 November, 2016 Bringing impact to investment

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Page 1: Rod Schwartz - UKBAA Summit presentation

Why Impact Investing is a Great Opportunity for UK Angel Investors

Rodney Schwartz, CEO, ClearlySo

London—1 November, 2016

Bringing impact to investment

Page 2: Rod Schwartz - UKBAA Summit presentation

ClearlySo is Europe’s leading impact investment bank

Entrepreneurs Investors

Page 3: Rod Schwartz - UKBAA Summit presentation

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

Page 4: Rod Schwartz - UKBAA Summit presentation
Page 5: Rod Schwartz - UKBAA Summit presentation

There is no impact investment “see-saw”

We believe impact and return are positively correlated!

Page 6: Rod Schwartz - UKBAA Summit presentation

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 !!

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“3D Investing” since 2008

Risk

Return

Impact

Page 8: Rod Schwartz - UKBAA Summit presentation

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)

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Performance has been surprisingly good!

Page 10: Rod Schwartz - UKBAA Summit presentation

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

Page 11: Rod Schwartz - UKBAA Summit presentation

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.

Page 12: Rod Schwartz - UKBAA Summit presentation

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