Wales has a multi-billion pound funding problem
Wales has a £multi-billion funding problem Wales has a £multi-billion funding problem Gareth Jones – Founder & CEO, TownSq There’s a lot to unpack when it comes to the challenges facing SMEs in Wales looking to fundraise. A Welsh founder who relocated from London recently asked me a quite important question that faces our nation: “Where is Wales’ first unicorn coming from?” I didn’t have a good answer. And that’s a problem. The numbers tell one tale Welsh businesses raised $32.4 million from VCs in 2024 while London secured $11 billion. That’s not a typo – it’s a 340x difference that lays out the scale of the divide. Part of this might be cultural, but it’s a very real indicator of the difference. SEIS and EIS (Seed Enterprise Investment Scheme and Enterprise Investment Scheme) data tells us Welsh businesses get 14x less investment per head than London companies. Even the North West of England gets 20-30% more investment than Wales. When it comes to Innovate UK funding, London companies secure 13x more. North West businesses get 5x as much. This isn’t about natural market forces. This is about creating the conditions for success – and we’re not doing it. I’ve spent years working with founders, and I’ve seen brilliant Welsh entrepreneurs relocate to London not because they don’t love Wales, but because they can’t get the backing they need here. Right now, it’s hard to see how our policy addresses this. Subscribe to the Businessin Wales daily newsletter for FREE here. Learning from America’s mistakes The USA faces identical challenges. California receives more VC investment than 40+ other states combined. When we talk about the American “entrepreneurial culture,” we’re really talking about just four states: California, New York, Massachusetts, and Texas. Last month, the Right to Start movement published a strong argument for the fight back with development banks focused on entrepreneurs’ needs, featuring revenue-based investment, secondary debt markets, and matched funding approaches akin to the Yozma Fund. Wales already has enough of this infrastructure to have a head start. The Development Bank of Wales last month announced a very successful set of results, having invested over £150 million in 2023/2024, supporting over 500 SMEs. But British Business Bank data shows demand is 100 times higher than current supply. We’re not failing because we don’t have the tools. We’re failing because we’re not using them at scale. The grant dependence myth There is one tired narrative that gets peddled when criticising entrepreneurs in Wales. Critics claim Welsh businesses are “hooked on grants” and need to “get real.” This totally misses the point in my opinion. Elon Musk’s three flagship businesses – Tesla, SpaceX, and Starlink – are built entirely on US innovation grants and subsidies. They’ve collectively received over £15 billion in non-repayable grants and subsidised debt, plus over £23 billion annually in government contracts. These companies are now worth well over $1 trillion. This argument alone, to my mind, highlights that grants absolutely have a role to play, but that they have to be focused on the right goals. The other indicator here is that Wales isn’t even getting its fair share of Innovate UK grants, but you could argue the use of the word fair in that statement given that process should be meritocratic. That would lead to an implication that we don’t have the level of innovation activity that would demand increased funding, and to provide it without this would be unfair on clusters that are proving the success of their investments. Both scenarios demand immediate action and create opportunities to focus on doing better. Backing talent I think about the Welsh Government’s Digital Development Fund from the early 2010s. Small £10,000 grants that helped entrepreneurs develop digital innovations. You just need to look at where those entrepreneurs are now. So many of them are creating jobs and wealth – inside and outside Wales. If we looked at schemes like that over a longer-term we might see the real value that can be created by backing entrepreneurs. The solution doesn’t need to be complicated Welsh businesses desperately need better support to identify and execute their innovation potential. They need investment mechanisms that de-risk early R&D. They need novel financial products like convertible debt for immediate cashflow. Projects like Clwstwr and Media Cymru have shown in specific sectors how innovation can be trained, and R&D skillsets developed, but there’s still a gap in connecting this with traditional investors to make sure both sides are speaking the same language. A gap that is a very rewarding opportunity. Most importantly, we need joined-up funding that eliminates the current postcode lottery. The Shared Prosperity Fund has made things worse, creating a fragmented landscape where your address determines your funding chances, with none of it feeling focused or strategic. Our choice A new economic vision won’t change things overnight. But if we commit to developing and fostering the founders we have, we can create unprecedented prosperity for future generations. The question isn’t whether we can afford to invest in Welsh entrepreneurship – it’s whether we can afford not to. Every day we delay, we lose potential jobs, innovation, and wealth to regions that take entrepreneurship seriously. Every Welsh founder who relocates elsewhere in order to succeed represents a lesson for future economic policy. If we want to see job growth and economic independence then we really only have one choice, and we have to face up to how to deliver on it. 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