Columbia Lake Partners

You can reach us on the following platforms: ·      Website: https://clpgrowth.com/ ·      Twitter: @CLPGrowth ·      And our LinkedIn page: https://lnkd.in/diFz9X7p You can also sign up for our newsletter from our website home page. The newsletter is home to our features. ‘SHARE THE STORY’ highlights a portfolio client and how #CLPgrowthcapital enhances their business and funding road map. In ‘LET’S TALK’ we talk financial topics related to venture debt and growth capital. We bring you our insights of the venture debt and venture capital markets, our own analyses and a lot more.   #CLPfunded    

Our friends over at GP Bullhound are running their annual European SaaS Survey again! We're big fans of this report, and find it incredibly insightful for us & our portfolio companies. If you're a SaaS company, help them out by taking a look - it takes <10 minutes to complete!

We have just posted our latest newsletter: Who is the most likely buyer of your company in 2024? - https://lnkd.in/eBPqTXAN

We're #hiring a new Investment Analyst in Greater London, England. Apply today or share this post with your network.

The Latest Edition Of Our Newsletter Is Here: LET’S TALK Breaking Even, Our Attribution Framework l Project A Knowledge Conference Partner l Speaker Announcement & More   In this issue – 👉We are discussing Breaking Even in our latest ‘LET’S TALK’ feature. We are now well into a period where VCs have encouraged companies to reduce cash burn, in some cases to the point of generating positive ongoing cash flows. As a result, we’ve seen a sharp increase in financial plans which show a current cash burn becoming break-even over the forecast horizon. In asking ourselves “how likely is this forecast to work out?” - we at Columbia Lake Partners have been using an attribution framework to help assess these plans. We share this with the hope that companies find it a useful way to review their plans as they are built. Follow the newsletter link below for the full feature.   👉We are thrilled to once again be a Proud Project A Knowledge Conference Partner at this year’s #PAKCon2024 conference in Berlin on the 20th of September! It again promises to be an event of practical, high-value curated content sessions, with the Project A team. We look forward to meeting you, should you be attending.    The Columbia Lake Partners Team, including our Partners Craig W. Netterfield, CFA and Daniel Bull will be there. If you would like to preschedule appointments, drop us a message!   👉We are also pleased to announce that our Managing Partner Craig W. Netterfield, CFA is a speaker at #PAKCon2024!   Craig will be covering these topics:   ► Efficiency Meets Expansion: A Breakeven Story   Craig is in conversation with Scoro’s CEO Fred Krieger covering the challenges faced and tactics used to move to efficient growth. 20th September, 11h10 - 11h40 (Berlin) in the Phoenix Hive   ► The Path to a Successful Exit: Strategies for Founders Craig will be moderating a discussion with H. Sean Tucker, Managing Director & Head of Europe at AGC Partners and Wayne Giddens, CFO at Solidatus offering insights into the complexities of selling a business from both the seller’s and buyer’s perspectives. 20th September, 13h00 - 13h40 (Berlin) in the Phoenix Hive   Details in our newsletter link below👇 #CLPfunded #CLPgrowthcapital   👉 And there’s Portfolio News.   Catch it all here: 👉 https://lnkd.in/dE2XUdpG Be sure not to miss our newsletters - get them delivered straight to your inbox. 👉Sign up: https://clpgrowth.com/

We are thrilled to be involved again this year with the Project A Knowledge Conference.

The Latest Edition Of Our Newsletter Is Here: Griffin, U.K’s First Full-Stack, Banking-as-a-Service Platform Licenced As A Bank.   In this issue – 👉 We visit Griffin and hear from CEO and co-founder, David Jarvis in our ‘SHARE THE STORY’ feature. Griffin offers fintechs and innovative brands a turn-key solution to offer banking, payments and wealth solutions to their customers bringing the power of SaaS to banking. Griffin recently exited mobilisation and became fully operational as a bank. Securing a full banking licence is a long, complex process. Earning the approval to enter this highly regulated environment is a significant achievement. We hear from David about - ► Mobilisation, a feature unique to the U.K, and how they used this phase to their benefit. ► Griffin’s full banking licence which gives them an edge over other BaaS companies in the U.K – we discuss that further. ► How Columbia Lake Partners capital support played an integral role in getting Griffin to the point they are today.    Follow the link below to read the full feature.   👉 We announce our FPL league winner and who their winning charity is of a donation from us!     👉 Portfolio News also in this edition!   Catch it all here: 👉 https://lnkd.in/dv5JY3aW Be sure not to miss our newsletters - get them delivered straight to your inbox. 👉 Sign up: https://clpgrowth.com/

Our Portfolio Client Sidekick Secures £8.5m In Debt & Seed Investment To Make Private Wealth Less Private   Sidekick, a wealth management platform for the modern investor that unlocks access to financial products and services typically reserved for high-net-worth individuals, has raised £4.5 million in a seed round and £4 million via a debt facility. The combined £8.5 million will see the startup continue scaling its team and expanding its product lineup while securing a European license. Columbia Lake Partners provided the debt facility. The seed round was led by Pact VC, joined by TheVentureCity, and 1818 Venture Capital alongside previous investors Octopus Ventures, Seedcamp, and Semantic.   Matthew Ford, Co-Founder and CEO of Sidekick explains, "We’re looking to address the growing inequity of wealth creation and let the money of hard-working entrepreneurs and professionals work harder. With over a million people in our target demographic in the UK seeking support for their financial goals, the demand for innovative wealth management solutions tailored to their unique needs is undeniable. Sidekick exists to ensure that it’s not just high-net-worth individuals that have access to the tools and products needed to secure long-term financial prosperity." Recently expanding its product lineup, Sidekick is the only wealth management service of its type in the UK to offer a Portfolio Line of Credit, a Lombard lending product designed to help investors stay invested over the long term while still having access to liquidity when needed. Ford added, “This product has typically been reserved for those with multi-million-pound portfolios and only offered by private banks. Launching this product to a wider client base demonstrates that we can deliver our promise to provide the same financial services once traditionally reserved for the select few.” 👉 Read the full press release here: https://lnkd.in/d6BR6zVY Congratulations to Matthew Ford, Peter Townsend and the Sidekick team! #CLPfunded #CLPgrowthcapital #VentureDebt #GrowthCapital #FundingNews #VCfunding #VentureCapital #Investments #EuropeanTech

The Latest Edition Of Our Newsletter Is Here: Egress’s Patented Technology -The First Cyber Security Cloud Email Platform Applying AI-Enabled Security Tools.   We have the pleasure of being joined by Malcolm Locke, CFO at Egress Software Technologies, in our ‘SHARE THE STORY’ feature. Egress is a leader in adaptive and integrated cloud email security. With their patented technology, they became the first cyber security organisation to apply AI-enabled security tools with adaptive learning capabilities to their cloud email platform. Recently, Egress announced that they entered into a definitive agreement to be acquired by KnowBe4. The combined company will create the cybersecurity market’s largest and most advanced AI-driven human risk management platform. We had the opportunity to catch up with Malcolm and delve into the journey behind Egress and gain valuable insights, from – ► AI discussions, what particular subsets of AI Egress views as more significant threats to data security in the future. ► Following successful international expansion, we gained advice for early-stage founders.    ► How our debt funding was a critical bridge in getting the company to a successful Exit without further equity dilution.   Follow the link below to read the full feature. We also have Portfolio News!   Catch it all here: 👉https://lnkd.in/dpmMyhNK Be sure not to miss our newsletters - get them delivered straight to your inbox. 👉Sign up: https://clpgrowth.com/

We’re all set for TNW Conference 20th and 21st of June. Ignatius Pinto and Kevin Hargaden from our investment team will be heading over to Amsterdam. Let's explore opportunities together - you’re welcome to reach out and chat to them!   #CLPfunded #CLPgrowthcapital   #TNWconference