The Investment Exchange

Welcome to the latest edition of "The Investment Exchange," your premier source for mergers & acquisitions, investment and personal growth 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 - Greetings

2. Current Investment Opportunities - DataWollet May 2025 Investors' Update

3. Expert Corner - A fully funded 36-month Veblen Directors Membership for one winner

4. Events, Offers, Insights and Announcements - "KKR and Stonepeak Lead £1.7 Billion Acquisition of Healthcare Giant Assura, Signaling Strong PE Interest in NHS-backed Assets"

5. Property with Paul Langshaw: Investment Strategy and Free Property Inspection Template Offer

6. Bonus TRT Protocols with Dr Max Draper, Dr Andrew Winge & Dr Adam Hotchkiss

Section 1 -Reflection from Chennai: A Week of Healing and Humbling Perspective

Sitting at the airport in Chennai, reflecting on what has been an intense and eye-opening week, I can’t help but feel grateful for the incredible experience. I’ve spent time with some of the most talented and compassionate specialists in every discipline,. From longevity, gastroenterology, orthopaedics and respiratory medicine. The level of care, expertise, and human attention here has been nothing short of extraordinary.

While my chest is still tight and the team couldn't land on a definitive diagnosis (it's somewhere between pneumonia, pneumonitis, and pulmonary oedema), I now have a clear treatment plan and a better sense of the road ahead. It’s likely that climbing any more mountains this year is off the cards, but with three months of active rest and three months of focused training, I’m confident I’ll be ready for the next summit—both physically and mentally.

However, beyond the medicine, what has struck me the hardest is the stark contrast between privilege and poverty here. India is rich in spirit, culture, and community, but it’s impossible to ignore how little so many people have. It’s humbling—a powerful reminder of how fortunate I am, and how important it is to use that privilege to be better, do better, and help more people wherever I can.

This week hasn’t just been about recovery. It’s been a reset.

Thank you to my amazing team for your ongoing support. I’ll be back soon—and I’m bringing friends 😊

Section 2 - Investment Opportunity: DataWollet May 2025 Investors' Update

Key Highlights:

• National Finalist in the Tech Nation OnetoWatch competition; competing for a £1M prize on June 9th, despite being a pre-seed startup. This offers great exposure, including a pitch at London Tech Week.

• Due diligence stage for the Morgan Stanley Innovation Lab, from 6,000 applications.

• Completed Sie Ventures Catalyst Program, resulting in significant VC interest.

• Added 3 enterprise clients to the pipeline, including cold inbound from a FTSE 250 and potential discussions with Jersey FSC.

• Partnership with ScotWest (largest Credit Union in Scotland) now live.

• New product: Launched a B2B browser integration solution after re-prioritizing focus from B2C.

Product Development:
Based on feedback from VCs, the decision was made to shift focus towards a B2B model, leading to the development of a B2B browser extension in May.

Go-to-Market:
The app is live with organic growth, boosted by the partnership with ScotWest, reaching 40,000 members through newsletters and social media.

Investment:
The Sie Ventures Catalyst Program has been instrumental in refining the pitch. With growing VC interest, DataWollet expects institutional investment post-revenue, once traction is proven.

Financials:

• Monthly burn: £17k

• Runway: 3.5 months

Pipeline & Partnerships:

• Positive inbound interest from 2 FTSE 250 companies.

• The team is preparing to go live internally with its first enterprise client and then to the public in early July.

• A growing pipeline of enterprise and SMB clients is building.

Challenges:

• Despite a strong 82.5% score on a grant application, DataWollet was not successful.

• VCs are seeking £100k ARR before committing to investments, which remains a hurdle for the unproven solution.

• Capacity remains a challenge, limiting the team’s ability to seize momentum.

Focus for Next Month:

• Internal test with the first enterprise client.

• Continue to build documentation and secure funding.

• Grow the pipeline and overcome capacity constraints.

Team:
The founders, Jen and Luke, are working at full pace and focused on getting to revenue.

For more details or to catch up, feel free to reach out. Thank you for your ongoing support.

www.linkedin.com/in/jjlothian

Section 3 - Expert Corner:

I wanted to share something that I think you’ll really want to know about.

Veblen is running a competition right now, and the prize is honestly pretty incredible:
👉 A fully funded 36-month Veblen Directors Membership for one winner
👉 Plus $1,000 discount vouchers for 15 runners-up

If getting into boardrooms or taking on more strategic leadership is part of your journey, this is 100% worth a look.

The membership gives you:
✔️ Access to real board opportunities
✔️ A network of 250+ experienced leaders
✔️ Monthly coaching from people who’ve been there
✔️ Media support to raise your profile
✔️ And a bunch of other helpful tools

To enter, it’s simple:
1️⃣ Write 200 words or less on why you’re ready for the boardroom
2️⃣ Submit it here → 

https://veblendirectors.com/bb-competition/?utm_source=VeblenComp&utm_medium=Email&utm_campaign=RossTomkins

⏰ Deadline is June 12, and winners will be announced June 13.

No pressure—but if it sounds like something that fits where you're headed, I’d definitely encourage you to go for it. It’s a strong opportunity.

Section 4 - Events, Offers, Insights and Announcements: "KKR and Stonepeak Lead £1.7 Billion Acquisition of Healthcare Giant Assura, Signaling Strong PE Interest in NHS-backed Assets"

We like to keep an eye on whats happening in the world of healthcare and a private equity consortium led by KKR and Stonepeak is set to acquire Assura, a London-listed healthcare landlord, in a deal valued at £1.7 billion (around $2.3 billion). Assura, an FTSE 250 company, owns and develops healthcare facilities leased predominantly to NHS general practitioners, providing a stable, government-backed revenue stream.

The deal follows Assura's rejection of a merger proposal from Primary Health Properties, which would have created a £6 billion healthcare property group. Instead, Assura's board recommended the KKR-Stonepeak offer, viewing it as a compelling outcome for shareholders.

This acquisition reflects ongoing private equity interest in UK-listed companies with stable, long-term income, particularly those in the healthcare sector. It also highlights the broader trend of UK companies moving to private ownership or delisting, amid challenges facing the London Stock Exchange in retaining and attracting listings. The exchange is under increasing pressure to reform in order to remain competitive globally.

Interesting stuff

Section 5 - Property with Paul Langshaw: Investment Strategy and Free Property Inspection Template Offer

It’s been a busy week of travel from North Wales to London for some investment meet-ups, but well worth the journey to network with incredible people. There’s a strong sense of optimism in the property investment space, and a recent Nationwide UK survey shows that demand for rental properties continues to rise, despite rent stabilizing.

While the Renters Reform Bill is still in progress, it hasn't dampened spirits. Having gone through previous legislative changes, I can assure you that those who adapt early will emerge stronger. The shift towards professionalism in the sector has been coming for years, and those landlords who have embraced it are unphased by the changes.

Despite regulatory challenges, the payoffs remain worth it, especially in high-yielding northern areas, supported living, and HMOs. Record-keeping will be crucial, as landlords must maintain perfect records to ensure safety, create great homes, and meet legal requirements, especially when seeking possession of properties. The courts will rely heavily on well-maintained records, and any errors could jeopardize a case.

Essential records include tenant communications, rent payments, property inspections with photos, maintenance logs, safety certificates, and deposit documentation. Professional landlords with meticulous records will find the courts more supportive, and eviction processes should become quicker under the new system.

Landlord licensing is already in effect in many areas, raising barriers to entry and benefiting serious investors as amateur landlords exit the market. This, combined with the ongoing housing shortage and government new-build targets falling short, will reduce competition for professional landlords.

In times of change, preparation is key. Get your systems right, maintain impeccable records, and focus on providing quality accommodation. This will turn regulatory changes into a competitive advantage.

As a helpful resource, I’ve created a comprehensive annual tenanted property inspection template that follows national guidelines. If you'd like a free copy, simply email me, and I’ll send it over.

This investment landscape is evolving, but for those willing to evolve with it, the opportunities remain substantial.

Here are 3 ways we can work together

1. Apply to join our small group accountability program. With a full 12 months to work together, this could just be what you need to supercharge your business growth, raise investment or get started on the business acquisition ladder.

2. Submit a pitch deck or investment proposal to share in an upcoming newsletter

3. Reach out about Joint Venturing, partnering or working with me

You can follow me below

Contact [email protected]

Bonus Section 6

The TRT Protocols Course offers an evidence-based, six-week online program designed to guide men through understanding and optimizing their testosterone levels. Led by experienced physicians specializing in men's health and hormone optimization, the course provides:

• Week 1: Foundations of testosterone and its impact on overall health.

• Week 2: Interpreting lab results and understanding hormonal imbalances.

• Week 3: Natural methods to enhance testosterone production.

• Week 4: Introduction to testosterone replacement therapy (TRT) and its protocols.

• Week 5: Advanced TRT strategies and monitoring.

• Week 6: Integrating lifestyle changes for sustained hormonal health.

This course is ideal for individuals seeking to take control of their hormonal health, offering practical knowledge without the need for prior medical expertise. For more information and to enrol, visit TRT Fundamentals.

Happy investing!

Ross and The Investment Exchange Team

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.

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 de