The Investment Exchange

Welcome to the latest edition of "The Investment Exchange," your premier source for mergers & acquisitions and investment insights. In this issue, we bring you the latest deals and opportunities plus introduce some of the podcasters, influencers and content creators that are shaping the investment landscape.  

Contents

1. Weekly Update

2. Current Investment Opportunities - Entelechy: Revolutionising Workforce Excellence

3. Current Property Deals - Social Housing with Paul Langshaw

4. Alternative Investment World - Keeping your powder dry with Lee Smith

5. Expert Corner - Samson Lingampalli from I Got You Covered

6. Events, Offers and Announcements - 2 spaces left in our accountability program with over £1000 in FREE gifts

Section 1 - Weekly Update

New data shows that the value of M&A activity in the UK shrank by 33% in 2023 to £208 billion, the lowest in 14 years but the good news is that the year finished strongly with interest rates normalising and CEO’s gaining confidence.

One particularly interesting fact was that the smaller end of the market wasn’t as badly affected and projections for SME acquisition in 2024 remain positive.

Onto the newsletter and we have the usual contributions from Paul Langshaw and Lee Smith. An introduction to our outsourcing partner, “I got You Covered” and we still have 2 spaces left in our mentoring program. Everyone who signs up gets a spreadsheet with 2500 VC firms and 350 family offices worth £1000 so email me for details or to arrange a call

Section 2 - Investment Opportunity 🚀 Entelechy: Revolutionising Workforce Excellence

🌐 Industry Insight:

In today's diverse business landscape, employers face a monumental challenge: finding individuals with the perfect blend of technical prowess and essential human strengths. As Manpower rightly points out, this talent gap spans from manufacturing to marketing, and across sectors from transport to trade.

💡 CBI's Call for Change:

Recognising the inadequacies of the current skills policy, the CBI calls for a shift from solving a 2010 problem to addressing the challenges of 2030. It's time for an evolution in our approach to workforce development.

🚀 Entelechy's Vision:

Introducing Entelechy, founded by David CM Carter. Our mission is clear: to empower employers to enhance the performance and productivity of their workforce. By unlocking the full potential of each employee, team, and the entire organisation, we directly tackle the work-ready, soft-skills dilemma facing all employers. Our unique offering lies in the 54 Character Qualities, the missing domain that underpins human development, fostering greater employee engagement and significantly improving recruitment, retention, and development outcomes.

🎯 Market Potential:

- TAM (Total Addressable Market): 2.7 million UK companies with 33 million employees.

- SAM (Serviceable Addressable Market): 7,659 UK companies with over 250 employees, spending £1,600 per employee annually.

- SOM (Serviceable Obtainable Market): Targeting 1,031 UK companies (13.4%) and 257,812 employees (2.4%) penetration by March 2028.

🌟 Key Advantages:

1. AI-powered Technology: Cutting-edge insights platform.

2. Experienced Team: Over 100 years of combined market expertise.

3. Unique, Innovative, Purposeful: A powerful and scalable solution.

4. Proven Sales Traction: £2.7 million Sales Pipeline generated since October 23 with 167 Companies.

5. Academic Collaboration: Working with a 20,000-student London-based university to establish the world's first University of Character.

💼 Investment Highlights:

- Round Two aims to raise £5 million.

- £4.6 million already invested and committed.

- Up to £1.4 million oversubscription approved.

- Pre-money valuation (PMV) of Round Two is £7.8 million.

- Admission on JP Jenkins in April 24 expected to double share valuation.

📈 Use of Funds:

Drive working capital to accelerate growth.

💡 Investor Opportunity:

- EIS available.

- Unit size £10,000 with 140 Units available.

- IPO planned in four years with a target of >20x return on investment for investors.

📧 Contact for More Information:

David CM Carter, Founder, at [email protected].

Entelechy: Shaping the future of work, one character quality at a time. Join us in unlocking unprecedented potential in the workforce! 🚀

Section 3 - Property - Social Housing by Paul Langshaw

Landlords and investors are increasingly showing interest in social housing for several reasons:

1. Huge Growing Demand: The UK's economic challenges have led to a rising need for safe and affordable housing, creating a substantial demand for social housing.

2. Hands-Off Approach: Social housing offers a steady income, and partnering with the right providers eliminates concerns about vacant periods, tenant management, and property maintenance, providing a more hands-off investment approach.

3. Social Impact: Investing in social housing goes beyond financial gains; it contributes to making a genuine difference by providing stable housing for vulnerable individuals, adding a meaningful and socially responsible aspect to the investment.

4. Diverse Investment Strategies: Investors have various options, such as acquiring properties for rent-to-rent agreements or collaborating with existing organizations in the social housing sector, providing flexibility in investment strategies.

5. Long-Term Stability & Security: Social housing investments offer financial predictability and security through government contracts. The consistent cash flow and long-term nature of these contracts provide financial stability, helping investors navigate economic downturns or unexpected financial challenges.

Below are some current deals. For more information, get in touch on [email protected]

Southampton Deal:

- Investment required: £14,900 per unit

- Monthly return: £635 for 3 years

- Total return: £22,860

- Total FIXED profit: £7,960

- Return on Investment (ROI): 53.42%

London W13 Deal:

- Investment required: £13,300 per unit

- Monthly return: £560 for 3 years

- Total return: £20,160

- Total FIXED profit: £6,860

- Return on Investment (ROI): 51.57%

London N19 Deal:

- Investment required: £14,100 per unit

- Monthly return: £595 for 3 years

- Total return: £21,420

- Total FIXED profit: £7,320

- Return on Investment (ROI): 51.91%

Section 4 - Alternative Investment with Lee Smith

Amidst the current market volatility exacerbated by ongoing geopolitical tensions, I find prudence in adopting a more cautious approach. Observing the turbulent conditions, I've decided to strategically sit on cash and closely monitor the developments.

My anticipation is particularly keen on Ethereum, as I foresee the potential for a significant and explosive move. However, the current market sentiment appears influenced by the launch of ETFs, leading to a trend of people liquidating their positions. Recognising this, I believe exercising a bit of patience is key.

In the upcoming two weeks, I am optimistic that market dynamics will present new opportunities. By carefully navigating this period of uncertainty, I aim to unveil and capitalise on potential openings that align with strategic objectives.

Section 5 - Expert Corner: Samson Lingampalli

If you are looking for an outsourced team member or freelancer, enter the realm of success with IGYC - I Got You Covered, the ultimate growth allies in the business landscape! As the founder, Samson Lingampalli offers exclusive services - a powerful fusion of B2B sales lead generation, SDR as a service, and expert content creation complemented by stunning web design.

But IGYC is not just another company; they are your dedicated team, passionately committed to turning your business dreams into reality. Imagine unlocking promising leads, supercharging your sales strategy, and crafting captivating content and web experiences that leave a lasting impact – that's the IGYC promise.

At IGYC, they transcend the ordinary. They're not just service providers; they are your partners in success, ready to breathe life into your vision. Join IGYC on this exhilarating journey, and let's redefine triumph together in the realms of B2B sales, SDR services, and digital presence. Your success story begins with IGYC - where your growth is their business!

Contact: [email protected] 

Website:http://igyc.co.in

Section 6 - Events, Offers and Announcements: 12-Week Mentorship Program with Access to My Little Black Book of Industry Experts and a Special Gift! 🌟

We still have 2 spots left in our new 12-week mentorship program, designed for individuals seeking accountability, mindset transformation, and insights into strategic partnerships, raising investment, and M&A. 🤝

🌐 Access to Industry Insiders: Participants will enjoy exclusive access to my Little Black Book, a treasure trove of connections across legal, financial, and investment spheres. Forge relationships with professionals who can provide valuable insights, open doors, and contribute to your professional growth.

🎁 Special Gift for Early Birds: As a token of appreciation for the first 5 participants who join, we are offering a free gift worth £1000—a meticulously curated spreadsheet featuring 2500 VC firms and 350 family offices. This invaluable resource is designed to jumpstart your networking efforts and connect you with potential investors.

🤝 Accountability and Mindset Shift: Our program is crafted to foster accountability and cultivate a mindset geared towards thinking bigger. Through mentorship and a supportive community, you'll be empowered to set and achieve ambitious goals.

💡 Learning the Art of Strategic Partnerships: Gain insights into the world of strategic partnerships that can elevate your business to new heights. Learn from experienced mentors and industry experts who have successfully navigated the complex landscape of collaborations.

💰 Raising Investment and M&A Expertise: Delve into the intricacies of raising investment and navigating mergers and acquisitions. Our mentors will share practical wisdom and guide you through the strategies and processes involved in these critical aspects of business growth.

📈 Measurable Outcomes: Leverage the expertise of our mentors and industry contacts to set measurable goals and track your progress. This program is not just about learning; it's about achieving tangible results that align with your career ambitions.

🙌 Why Mentorship Matters:

Mentorship, coupled with access to an elite network and an exclusive gift, is a catalyst for unparalleled professional growth. Join us on this transformative journey, and let's shape a future filled with empowered, well-connected professionals! 🌐✨

Make 2024 the year you invest in YOURSELF. Email [email protected]

We hope you find this edition of "The Investment Exchange" informative and valuable. Your feedback and suggestions are important to us, so please feel free to reach out to us with any comments or ideas for future editions.

Happy investing!

Ross Tomkins, Key Person of Influence @ The Investment Exchange

Note: This content is intended for informational purposes only and does not constitute financial advice. Please consult with a professional advisor before making any investment decisions.