Blog

Automation
Robert Whitby-Smith, Partner
The relentless pace of automation will increase in 2018. Whilst automation and technological innovation offer the best chance of solving the big societal issues including demographic change, access to healthcare, climate change and resource scarcity – we must be mindful of the social impact. What... read more
Dr Christoph Ruedig
Christoph Ruedig, Partner
Clayton Christensen in his seminal book The Innovator’s Dilemma describes how industries were being disrupted and companies forced out of business by new entrants that were using superior technology. While Christensen focused on manufacturing, his observations hold true for services. Software and... read more
Patient Capital Review
Will Fraser-Allen, Deputy Managing Partner
VCTs were introduced in 1995 to encourage individuals to invest in UK smaller businesses in a tax efficient way. They have been a success story and there is currently £4.2bn invested in VCTs, supporting 1,100 businesses in the United Kingdom.  VCT demand has risen significantly in recent years,... read more
The importance of culture
Ed Lascelles, Partner, Head of Technology Investment – Albion Capital
What did Marc Benioff, CEO of Salesforce, mean when he said at Davos in 2016, “Speed is the new currency of business”? And why did he say it? We continue to see industries all around us evolve at unprecedented rates, disrupted by new business models enabled by innovative technologies. This... read more
Ed Lascelles, Partner, Head of Technology Investment – Albion Capital
Albion Capital has been investing in software companies for almost 20 years. We usually invest in the Series A round, focusing on recurring revenue cloud businesses, typically at the application layer.  This primer sets out the basic framework we use to evaluate SaaS businesses.  We have also... read more
Clean data
Ed Lascelles, Partner, Head of Technology Investment – Albion Capital
Data from UKTN’s investment tracker shows that London has continued its dominant position as a hub for UK tech, providing a base for 78% of the startup and scaleup businesses that raised finance in Q3 2017. Notably, there is strong performance where you see cross-functional expertise – industries... read more
Albion recruiting
Patrick Reeve, Managing Partner - Albion Capital, Chairman – OLIM Investment Managers
In the empty aftermath of the Great War, the novelist John Buchan tried to find a sense of reason and direction with the words, “the only way that we can hope to repay our debt to the Past, is by ensuring that the Future is in debt to us”. And there’s something about this concept that seems... read more
Investors are underestimating and underpricing digital disruption
Ed Lascelles, Partner, Head of Technology Investment – Albion Capital
In 1943 the Chairman of IBM at the time famously said “I think there is a world market for maybe 5 computers.” In 1999 the then Chairman of IBM said “Amazon is a very interesting retail concept but wait till you see what Wal-Mart is gearing up to do…IBM is already generating more revenue, and... read more
Perfect Storm
Andrew Elder, Partner, Head of Healthcare Investment – Albion Capital
Created by a confluence of unforeseen circumstances and leading to drastic outcomes, a perfect storm can occur in any complex system. Hollywood told the tragic story of a fatal weather version, but the confluence is not always destructive - one could argue that a perfect storm of rapidly converging... read more
The Good Schools Guide
Emil Gigov, Partner, Head of Education and Care Home Investment – Albion Capital
Back in September 2011 Albion invested in its first school. Today, with over 400 students on the roll, it is now well established and we are very proud that, only five years after the first students were admitted to Radnor House School, it has been included in The Good Schools Guide with a very... read more

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