Note de episod
George and Ian catch up on events in and around the UK small and mid-cap listed tech.
Visma – potential London IPO. Parallels with Sage are inevitable. Visma has grown through acquisition but still delivers on organic growth. It does not, however, scale per the SaaS storybook. A judgement in store not just for London vs the world but PE valuations vs reality and analysis too?
IP Group capital markets event – Ian is hugely enthusiastic and reminded that UK tech is alive and well. The presentations highlighted the scale up issue – where the UK still struggles. The comments re the Mansion…
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