Providing advice and support covering strategy, finance, planning and fund raising for technology and early stage ventures - companies helped include software business looking for improvements in planning and performance measurement prior to potential fund raise, financial services business applying technology to improve business performance and customer service, and software venture requiring step change in financial forecasting, planning and presentation ahead of investment round.

This includes producing equity research and providing IR advice to UK listed companies with Progressive Equity Research.

Tech and early stage venture finance consultant / director

DuplexIR (Dry Hill Ventures Ltd)

Developed DuplexIR (www.duplexir.com) a platform for companies, and their advisers, to quickly and easily find out what investors and analysts really think.  
The system goes direct to investors and analysts electronically - avoiding the pitfalls of broker based feedback, and the expense of full interview and report based perception audits.
It allowed respondents (fund managers/analysts) to choose whether their responses are anonymous or not and also provides them with a record of what they have said. Furthermore, it is secure and private.
System was used by a number of UK listed companies including FTSE100 constituents.

Stopped due to ill health, now resolved.

Founder, Director

Edison

Writing paid for equity research for a couple of days per week whilst researching, specifying, developing and testing the DuplexIR platform

Analyst

Seymour Pierce

Ran team of equity analysts whilst also carrying role as Technology analyst.  Hired new staff and implemented new systems and practices to help improve the offering and reputation of the firm.

Left having failed to stop my board colleagues in their attempts to raise funds from an inappropriate source (read Kleptopia by Tom Burgis for some hints).

Head of Research, Board Director

Piper Jaffray

Worked in equity sales, focused on UK technology and medtech stocks.  Piper's great European adventure didn't last long - still a great company in the US though.

Equity Sales

Altium Securities

Covered UK Technology and Growth Industrials stocks

Equity Analyst, Technology and Growth Industrials

Evolution Securities

UK technology analyst. Left having raised issues regarding behaviour of certain colleagues - inc the one done for insider trading - not a fun time.

HSBC

Equity Analyst covering Pan-European Technology Hardware and leading team.  Personal coverage included Siemens, Philips, STMicroelectronics, ASML, Infineon and Thomson Multimedia.  Role also involved corporate development, including involvement in international post-results roadshows.

Equity Analyst, Head of Tech Hardware Research

Initially co-managed UK small cap funds, restructuring and turning around fund performance, from bottom to top quartile, then moved to pan-Euro analyst role covering leisure, tech and support services sectors

Fund Manager / Analyst

Gartmore

Worked as analyst on highly successful UK smaller companies team. Left when approached to turnaround and run the £700m small-cap funds at RSA.

Investment, finance and strategic advice

Detailed understanding of technology industries and early stage ventures 

Provides financial, operational and (occasional) technical insight

Focus on delivering results and making things work

Increases chances of success and helps manage the risk of failure

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