How we invest

Our Approach

We focus exclusively on event-based business models because they offer:

Diagram to illustrate our multi-channel revenue architecture

Multi-Channel
Revenue Architecture

Our investment strategy emphasises revenue diversification through bringing together content, digital platforms, and year-round engagement into traditional event propositions. This multi-channel approach positions our portfolio companies across multiple touchpoints in their clients' workflows, making them essential to how their audiences conduct business, not just annual events they attend.

By integrating live events with training programs, digital communities, ongoing research, and membership platforms, we create "sticky" customer relationships that compound value over time. This approach transforms one-time attendees into year-round community members, dramatically improving customer lifetime value and recurring revenue profiles.

Community

The market has fundamentally shifted: sophisticated buyers now view community not as a marketing function but as a quantifiable asset class. Our portfolio companies are built to capture and demonstrate engagement metrics that directly translate to valuation premiums.

These engagement metrics have become valuation metrics. Strategic and financial buyers recognize that acquiring our properties means purchasing self-monetising networks that generate value 365 days per year, not just during annual events.

We systematically track and optimise:

  • Membership retention rates
  • Repeat attendance patterns
  • Community engagement depth
  • Data-driven audience insights
  • Network effects and peer interaction
Investment Approach