Services

For the investment community

The investment sweet spot

The fundamental to investment growth, risk management and returns is the ability to know when to buy businesses, how to steer them through growth or performance improvement, and knowing when, to sell them and to whom. To gain an edge, investors have to plan and capture the full upside from incentives on R&D, Intellectual Property and patents.

Source Advisors brings together private investors, innovative UK companies and our sectoral and technical experts to maximise capital efficiency. Thus we create a partnership with investors across their portfolio and pipeline companies.

Since 2000 we have built a track record of working with thousands of UK businesses to maximise the value of their innovations. These range from seed stage start-ups to FTSE 250 companies, and are across sectors. We now are using this specialism to offer a unique lens for your investment decisions and portfolios.

value.

Reliable cashflow and capital efficiency are key to long-term success. Working with Source Advisors, innovative companies achieve superior post-tax profit and free cashflow metrics from their research and intellectual property.

risk.

With our experience and specialism, Source Advisors has a track record of superior quality and compliance. Investors use GovGrant to benchmark the quality and commerciality of R&D and intellectual property activities for their portfolio and pipeline. All of this reduces portfolio risk.

insight.

As a venture-funded company ourselves, Source Advisors brings an entrepreneurial and commercial perspective to innovation, R&D and IP. We have a track record of using our technical and commercial insights to get higher cashflow and valuation outcomes than comparable market benchmarks.

For incubators

Source Advisors brings value to their community and accelerates start-up development.

For start-up investors

Source Advisors brings extended runway on their investment.

For PE investors

Source Advisors brings higher returns and greater flexibility on investment horizon.

Identifying and valuing investment opportunities

Opportunities arise when a business is undervalued. Especially when the commercial potential of research and intellectual property is not obvious.

Source Advisors brings a different perspective to due diligence. Through the lens of IP, we identify value, risk mitigants and opportunity that is not considered by others. We leverage our practical knowledge of working with thousands of businesses across sectors to give insight that helps in investment decisions.

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Improving performance

We are no longer an economy driven by physical assets, and the greatest value for a company is its Intellectual Property. For companies who recognise this , the value of a patent goes beyond protection and a multiple. This is so because patents boost cashflow through a reduced tax rate from the UK Patent Box scheme. So our clients and investor partners consider patents not just for protection but also for prosperity.

Did you know that less than 800 SMEs in the UK benefit from Patent Box and only take 5% of the benefit that is currently awarded under this tax relief scheme. How many of your portfolio companies may be missing on this upside?

To access this value, Source Advisors helps investors find that hidden gem, often buried deep in company R&D, that provides high coverage for the company’s EBITDA, and turns IP into a valuable, commercial asset. We call this IP Harvest.

Exit strategies and valuing a business to sell

When selling or exiting from an investment, it is important that sellers recognise the value held by the business. Source Advisors provides an accurate and evidenced value of IP. We work with investors and advisors, to help understand the company and the market through the lens of IP and inform which exit strategy will drive the right outcome,e.g. suitable buyers, appropriate value.

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to find out how you can make the most of your innovation

Source Advisors– adding value to your investments

Why Source Advisors – bringing insight to your investments

We work as partners with the investment community to improve outcomes on value, risk and insight metrics. This includes:

Incubators and accelerators
Angel investors
Family offices
Venture capital companies
Corporate VCs
Private equity firms
Specialist lenders, brokers and advisors

Incubators and accelerators
Angel investors
Family offices
Venture capital companies
Corporate VCs
Private equity firms
Specialist lenders, brokers and advisors

Source Advisors works with the different players in the investment community under different partnership arrangements, always reflecting the highest standards of confidentiality and business ethics.

Our research

The university spinout report

We know that universities play a key role in transforming innovations into commercial success. Here we have identified which UK universities have the best track record of supporting new business, which are the most successful spinout companies founded at UK universities and which industry attracts the most investment.

HMRC statistics

Each year HMRC provides information on the number of companies claiming tax relief through R&D tax credits and Patent Box. Here we detail the latest stats and what the tell us about the state of innovation in the UK today.

Prosperity Pending – CBI Economics analysis

At Source Advisors we believe that innovation needs to be the driving force behind the UK’s economic growth. We are delighted to have commissioned the CBI to conduct this important analysis that signposts the ways in which UK is going to be an innovation powerhouse.

Services

For the investment community