Edison Investment Research - Draper Esprit (GROW) Draper Esprit - A peek into Draper Esprit’s portfolio

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Edison Investment Research

Richard Williamson

Draper Esprit - A peek into Draper Esprit’s portfolio

Draper Esprit is an active investor, providing venture and growth capital to Europe’s fast-growing technology businesses. It held its annual investor day on 25 February 2021, where it showcased a broad range of portfolio companies, from recent investments to some of its leading pre-IPO investee companies. Even before the Trustpilot and Cazoo IPOs (uplifts of c 60p and 20p per share respectively), Draper Esprit had reported c 70p per share of additional portfolio value uplift (Graphcore, UiPath) since its H121 results. However, FX headwinds (GBP strengthening against USD) and carry are expected to affect how this value uplift translates into NAV. Draper Esprit’s portfolio includes 67 companies, with 15 later-stage companies in the core portfolio (eg Trustpilot, UiPath, Cazoo, Revolut).

01/04/2021 1 EN

Underlying

Draper Esprit

Draper Esprit is a venture capital firm. Co. is engaged in developing and investing in technology companies across Europe. Co. utilizes three pools of capital to invest in companies: its balance sheet; tax-efficient investing in Enterprise Investment Scheme/Venture Capital Trust; and secondary funds backed by institutional capital focused on this space. Co. is focused on entrepreneurs across four primary sectors: Consumer Technology, Enterprise Technology, Hardware and Electronics, and Digital Health and Wellness. Co. also acquires venture capital portfolios through its division, Draper Esprit Secondaries.

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GB00BY7QYJ50 London Stock Exchange United Kingdom

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Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Richard Williamson

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Draper Esprit - A peek into Draper Esprit’s portfolio

Molten Ventures Plc: 1 director

Transaction in Own Shares

Transaction in Own Shares

Manx Financial Group - Termination of coverage

musicMagpie - Termination of coverage

Topps Tiles - Accelerating growth through Q125

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