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This fintech fund is a stand-out buy

Simon Thompson: Shares trade on a 42.5 per cent discount to proforma NAV
This fintech fund is a stand-out buyPublished on October 31, 2024
  • Profitable exit at 66 per cent premium to cost
  • 42.5 per cent discount to proforma NAV
  • Proforma cash backs up 30 per cent of £162mn market cap
  • Portfolio in the price for less than half book value

Augmentum Fintech (AUGM:97.1p), the first publicly listed fintech fund, has announced its seventh portfolio company exit, all of which have been at or above the last published valuation.

nCino, the NASDAQ listed US digital banking platform, is acquiring FullCircl, the regulation technology platform that processes 300mn checks monthly on a real-time record of companies, officers, and shareholders, for $135mn in a transaction that values Augmentum’s stake at £6mn. The exit price represents a 75 per cent increase on the company’s last published valuation of £3.4mn and a 66 per cent premium to cost.

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