Source Advisors brings together private investors, innovative UK companies and our sectoral and technical experts to maximise capital efficiency. Thus we create a partnership with investors across their portfolio and pipeline companies.
Since 2000 we have built a track record of working with thousands of UK businesses to maximise the value of their innovations. These range from seed stage start-ups to FTSE 250 companies, and are across sectors. We now are using this specialism to offer a unique lens for your investment decisions and portfolios.
With our experience and specialism, Source Advisors has a track record of superior quality and compliance. Investors use GovGrant to benchmark the quality and commerciality of R&D and intellectual property activities for their portfolio and pipeline. All of this reduces portfolio risk.
Opportunities arise when a business is undervalued. Especially when the commercial potential of research and intellectual property is not obvious.
Source Advisors brings a different perspective to due diligence. Through the lens of IP, we identify value, risk mitigants and opportunity that is not considered by others. We leverage our practical knowledge of working with thousands of businesses across sectors to give insight that helps in investment decisions.
We are no longer an economy driven by physical assets, and the greatest value for a company is its Intellectual Property. For companies who recognise this , the value of a patent goes beyond protection and a multiple. This is so because patents boost cashflow through a reduced tax rate from the UK Patent Box scheme. So our clients and investor partners consider patents not just for protection but also for prosperity.
Did you know that less than 800 SMEs in the UK benefit from Patent Box and only take 5% of the benefit that is currently awarded under this tax relief scheme. How many of your portfolio companies may be missing on this upside?
To access this value, Source Advisors helps investors find that hidden gem, often buried deep in company R&D, that provides high coverage for the company’s EBITDA, and turns IP into a valuable, commercial asset. We call this IP Harvest.
We work as partners with the investment community to improve outcomes on value, risk and insight metrics. This includes:
Source Advisors works with the different players in the investment community under different partnership arrangements, always reflecting the highest standards of confidentiality and business ethics.
Each year HMRC provides information on the number of companies claiming tax relief through R&D tax credits and Patent Box. Here we detail the latest stats and what the tell us about the state of innovation in the UK today.