This document provides information about a business development company that helps other companies throughout various stages of growth. The company is 15 months old and its principals have many years of experience in accounting, banking, manufacturing, and technology. They offer services such as business planning, raising financing, managing taxes, succession planning, and connecting companies to partner organizations. In their first 15 months they helped source funding totaling £2.8 million for various startup and established companies.

1. Helping to Build
Successful Companies
July 2015

2. • We are a Specialist Business Development
Company
• We are Fifteen Months old
• Our Principals have Many Years experience
• They have worked in Large Accounting Firms,
Commerce, Banking, Retail, Manufacturing, and
High Tech Companies

3. We Help Build Successful Companies
• We help throughout your business life
• We help you achieve your commercial and financial goals by
- developing purposeful plans
- providing part time FD resource
- raising finance for growth
- claiming enterprise tax reliefs and grants
- planning for succession or disposal
- managing wealth

4. We Help Throughout your Business Life
STARTING
OUT
IN A TIGHT
CORNER
SHORT
OF FUNDS
GROWING
NICELY
STUCK
IN A RUT
LOST
CONTRACT
READY TO
STEP BACK
REAPING THE
REWARDS

5. Growth Through Innovation
• Lean Startup
• New Paradigm Growth Programme
• Product Development
• Market Development
• SMART Grants
• R&D Tax Credits
• Intellectual Property Audits
• Cloud Accounting

6. Business Development
• Business Planning
• Orbit Assessment
• EMI Schemes
• Mergers, Acquisitions and Turnarounds
• Tax Mitigation
• Cyber Security
• Succession Planning
• Social Marketing

7. Access to Finance
• Equity Crowdfunding Campaigns
• Finding Investors
• EIS and SEIS Management
• Shareholder Relations
• Raising Debt
• Franchising
• Affinity Finance
• Sale of the Business

8. Our First Fifteen Months
Source Fintech
Startup
Telecom
5 yrs old
Software
15 yrs old
e-Energy
Startup
Portfolio
Year One
Crowdfunding - closed £500k £500k
Angel Rounds - closed £200k £500k £500k
Angel Rounds - open £800k £1m
SMART Grants £200k £200k
R&D Tax Credits - paid £300k £300k
R&D Tax Credits - pending £100k £100k £100k £300k
TOTAL FUNDING £1.8m £600k £300k £100k £2.8m

9. Our Partner Organisations

10. We Helped Build these Successful Companies

11. What Successful Companies Say about Us
• When Dave joined UP it had a transformational effect on the business.
Dave has worked wonders, providing a level-head in high stress situations.
I can say with confidence that Dave is a rarity in the profession and
consider UP to be very fortunate to have him on board.
James Tuckett, investUP
• I have found Simon’s understanding of the issues facing my business
extremely useful and reassuring. He has advised and supported me
through a number of business matters where his experience and expertise
has been invaluable.
Rachel Bright, Look on the BrightSide

12. What Successful Companies Say about Us
• I have absolutely no hesitation in recommending our advisor, business
coach and friend Dave. Since Dave has worked with us at Marathon
Telecom he has been instrumental in helping the board to align our
personal, business and strategic ambitions.
Gareth Hamer, Marathon Telecom
• Simon has brought new approaches to the way we viewed the business by
bringing in procedures to help in our planning, staffing and helped create a
broader customer base. He has become a trusted member of our senior
staff and attends our monthly directors' meetings.
Brian Hunt, Zircon Software

13. How You Should Get in Touch
• Our Initial Consultation is always Free of Charge
• Dave White would love to hear from you
• Call Dave on -
07855 339 051
• Email Dave on –
dave.white@whitebruce.com

14. Helping to Build
Successful Companies
July 2015