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Investor Ready: Series B

About this event


A “how-to” interactive workshop to help you secure crucial Series B funding needed to take your business to the next level, whilst considering options to future-proof your strategy.

Event Description

During this session we'll be joined by experts from the investment community who’ll walk you through how the deals and the funding markets have coped with the uncertainty of the past year and the challenges and opportunities that lie ahead.

They’ll share their expert advice on approaching Series B funding (raises of £10 million plus) that typically involves investors providing capital to your business in exchange for ‘preferred shares’ i.e. shares without voting rights.

We’ll also hear from Zandra Moore, CEO of Panintelligence who recently successfully secured funding to execute the next stage of their growth strategy. Zandra will share her experience, top tips and know-how for investment seekers.

This session is suitable for founders and decision makers considering Series B investment and exit planning.

We’ll cover:

  • What is Series B investment and what are the key eligibility criteria for businesses?
  • What activity does Series B investment typically support?
  • What does good fundraising look like? The dos and don’ts for Series B fundraising.
  • Have the expectations of investors changed due to the pandemic, particularly when looking at tech-led businesses?
  • Future-proofing - preparing you for exit, trade sales, IPO (stock market) and further rounds of private equity funding.


09:30 Introduction

Paul Mann, Partner and Head of Private Equity & Hannah Crosland, Senior Associate, Squire Patton Boggs

09:35 The Investment Landscape

Will Schaffer, Investment Director, Mercia Asset Management

09.40 Future Proofing and IP Strategy

Kerry Lee, Partner, Squire Patton Boggs

09:45 The Investor View

Dan Smith, Head of Yorkshire & North East, Lloyds Development Capital

10:05 The Business View

Zandra Moore, CEO, Panintelligence

10:20 Q&A

10:30 Event Close

Q&A is encouraged throughout this interactive workshop, submit your question during registration to our line-up of expert speakers for further insight into investment success.

We have also have limited spaces for people to participate in this session in-person as well as online, you’ll have the option to let us know you’d like to join us at the Nexus building during registration.

For those attending in-person, Paul and Kerry from Squire Patton Boggs will be available to give tailored 1 on 1 advice through drop-in sessions, available on a first-come-first-served basis straight after the session. We’ll share some more information in the pre-event communications so keep an eye out.

Part or all of this online event may be recorded and shared as part of post-event content online. We will clearly indicate during the session when the recording will commence and end. If you would like to find out more about our recording policy, or opt-out of this activity, get in touch with the team: events@nexusleeds.co.uk

Our privacy notice (https://nexusleeds.co.uk/privacy-policy/) details how we use your data, what we use it for, how we keep it safe and how you can opt out of any data processing activities.

Hosted by

  • Team member
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    Nexus Events

  • Guest speaker
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    Paul Mann Partner and Head of Private Equity @ Squire Patton Boggs

  • Guest speaker
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    Jan Spence

  • Guest speaker
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    Hannah Crosland Senior Associate @ Squire Patton Boggs

  • Guest speaker
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    Zandra Moore CEO & Co-founder @ Panintelligence

  • Guest speaker
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    Will Schaffer Investment Director @ Mercia Asset Management

  • Guest speaker
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    Daniela Douse Squire Patton Boggs

  • Guest speaker
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    Dan Smith Head of Yorkshire & North East @ Lloyds Development Capital

  • Guest speaker
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    Kerry Lee Partner @ Squire Patton Boggs

  • Guest speaker
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    Dan Smith


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