Emv Capital Plc · LSE:EMVC
Emv Capital — NetScientific — Proactive One2One Investor Forum (January 2023)
10 slides from Emv Capital's conference presentation, Jan 26, 2023
Slide 1: Combining Good Science, Proactive Management and Smart Investment to Deliver Returns
Combining Good Science, Proactive Management and Smart Investment to Deliver Returns for Shareholders Proactive One2One Investor Forum 26th January 2023
Slide 2: Disclaimer
Disclaimer This presentation (and any information contained in any oral presentation accompanying it) (Presentation) has been prepared by NetScientific Plc (Company). This Presentation has not been approved by an authorised person in accordance with Section 21 of the Financial Services and Markets A
Slide 3: About NetScientific
About NetScientific NetScientific plc (AIM: NSCI) is an investment and commercialisation group • Identifying, investing, and building high growth companies in the UK and internationally • Portfolio of 24 companies in life sciences, sustainability and industrials • Supported by EMV Capital Ltd a full
Slide 4: Effective Board Leadership & Corporate Governance
Effective Board Leadership & Corporate Governance Dr. Ilian Iliev, CEO Ed Hooper, Executive Director and Group General Counsel • Founder and MD of EMV Capital, a VC in life sciences, • Former Partner of a City headquartered international law firm sustainability and industrials • 20+ years experience
Slide 5: Growth Strategy Key Levers
Growth Strategy Key Levers • Proactive commercial management: established processes, tailored for each company • Cohort focus approach: deeper direct stakes alongside advised capital – scope for significant investment returns • Service fees: corp. finance and portfolio service fees supporting cost o
Slide 6: 2022 Progress Despite Market Conditions
2022 Progress Despite Market Conditions • Portfolio: supported several portfolio companies through our platform - fund-raises, increased valuations and key milestones reached • Partial Liquidity: profitable secondary from a privately held portfolio company – demonstrating capability to do partial ex
Slide 7: Group Portfolio
Group Portfolio 24 companies with a focus on Life Sciences, Sustainability and Industrials NASDAQ-listed *Portfolio comprises of equity investments and exposure to companies through carried interest, realisable on exit BALANCED PORTFOLIO FOR ENHANCED PERFORMANCE AND RISK MITIGATION 7
Slide 8: Deal flow of new opportunities
Active Portfolio Management: How do we do it Within our broader portfolio, there is a ‘Cohort focus’ on companies where we have significant direct/indirect stake, influence and can make a difference CONTINUED SUPPORT THROUGH SUCCESSIVE STAGES Acquire stake Rebuild/ review Support on Investment IPO/E
Slide 9: Portfolio Highlights: Selective Deeper Involvement
Portfolio Highlights: Selective Deeper Involvement Q-Bot, UK (robotics as a service, home retrofit PDS Biotechnology Corp, NASDAQ:PDSB Vortex, US-UK (liquid biopsy, oncology, insulation, 19.3% direct, 16.4% managed) (Immuno-oncology, c.4.7% share) 30% direct) • Mature robotics technology company wit
Slide 10: Summary - Q&A
Summary - Q&A Transformed business, with exciting growth trajectory • Accelerated progress, good performance and strengthened balance sheet • Enhanced portfolio with added potential, drive for exits/liquidity events • Management commitment and focus, well placed and flexible • Align underlying (and
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