Investor Marketing, IR & Business Development


Board-level tech and venture-investing industries, origination and distribution.

Very highly connected. An actively managed personal and private secure-database of over 3,200 senior venture investment industry professionals, categorised into 115 skillsets.

Business Development = analysing, researching, then strategically creating new markets and opening existing markets for companies, corporate financiers and investors.

Marketing = interacting with board-level potential and existing partners, clients, service-providers, investees and investors.   

Channels involve digital, telephone, face-to-face meetings, publishing, events attendance / creation, networking and involvement of senior-professional contacts. 



2017 January to April:

Interim Contract = Chelsea Corporate (Buy-side M&A); Digital Elite (digital-security); ...

Formal Advisory = Chelsea Corporate (Buy-Side M&A); Stadden Forbes (PWM & SFO); Crestbridge (Fund Mgr); SEI (Fund Tech);  SAP (Corp Tech); Metrosoft (Investor Tech); Family Office Magazine; ...

5 years Judge & Mentor, Chicago-Booth Exec’ MBAs in Investment Banking & Private Equity: GNVC International finalists every year, with 'Appiness Ltd' winning in 2016.



2013 – 2016

Long-term extended Contracts =

HedgEmerge (Hedge Fund of Funds); Rampart Capital (Multi Family Office Venture Investment); Whitespace Ventures (Private Equity); Jenson Funding Partners (EIS Venture Capital); Jenson Solutions (Finance Directors Partnership).


Long-term extended formal Advisory =

Jersey Finance (State of Jersey Investment Industry); Stadden Forbes (Single Family Office & Private Wealth Management); TX2events (Board-level Events Organiser); Fasken Martineau (Corporate & Private Equity Law Firm); SSTech (Fund Management Technologies);

The Wealth Journal (International Finance Magazine); Family Office Magazine (Ultra High Net Worth Industry Magazine); Rubicon Ventures (Hi-Tech Venture Capital); Chelsea Corporate (UK Tier One Investment Buy-side Broker);

AltAssets LP Forum (£100m+ Investors into Venture Funds Conference); DC Finance SFO London Conference (£100M+ Single Family Offices Investor Conference).


Other =

Introduced investors into 3 Early Stage Technology companies (£500K+).

Private Advice and Consultancy to many venture finance company directors, including those in SME Funding;  Corporate Venturing; Funding Platforms; Mergers & Acquisitions; Corporate Finance; Tier One Investment, Venture Capital; Private Equity; Investment Networks; Fund Management..


Multiple endorsements =