Investor Connect

We help Startups and Investors Connect for Funding
Connect - Listen - Invest

Discussion Topics

How to Negotiate Valuation With a Startup

How to Negotiate Valuation With a Startup The key to negotiating the valuation for a startup is to find and examine each value that is already in the business, as well as each value that must be built to achieve a successful exit. Start with the team and check to see how many of the […]

Read more

Minimum Information an Investor Should Receive

Minimum Information an Investor Should Receive After closing an investment round, the startup should set up a monthly report to the investors. Here’s a list of information to send an investor: Customer wins — list out key sales successes. Celebrate every win. Key metrics — show the core 1-3 metrics that drive your business. Cash […]

Read more

Investor Connect: Daran Herrman of Goboto and Establishing Your Empire Podcast

On this episode of Investor Connect, Hall welcomes Daran Herrman, CEO at Goboto and the Host of Establishing Your Empire Podcast. Headquartered in Austin, Texas, and founded in 2018, Goboto is a full-service marketing company with 100+ clients all over the world including China, Australia, UK, Indonesia, Singapore, and Kansas. Clients range from nonprofits that […]

Read more

Investor, Advisor, Mentor, Board

Investor, Advisor, Mentor, Board There are four ways someone can help a startup outside of becoming an employee. You can be an investor, an advisor, a mentor, or a board member.  As an investor, you can fund the startup. As an advisor, you can guide the founder on strategy and make introductions. As a mentor, […]

Read more

Investor Connect: Dan Gonzales of Startup Mindsets Podcast

On this episode of Investor Connect, Hall welcomes Dan Gonzales, Executive Producer and Host of Startup Mindsets Podcast. Headquartered in San Francisco, California, and founded in 2020, Startup Mindsets has interviewed more than 50 entrepreneurs, venture capitalists, and innovation leaders since April 2020 and has inspired people to take entrepreneurial action across the world. Week […]

Read more

What You Should Do After You Sign the Check

What You Should Do After You Sign the Check An investor does a great deal of work before the investment is made and must also do work afterward. Here are some key points to consider: As an investor, you need to maintain contact with the startup. Make sure there’s control over the compensation of the […]

Read more

Nine Types of Angel Investors

Nine Types of Angel Investors There are many types of angel investors. Here are nine types commonly seen in the startup community: 1. Networkers — they know a great number of people and can make introductions to them. They are helpful in finding more investors as well as team members for the startup. 2. Product-oriented […]

Read more

Investor Connect: Scott (Shalom) Klein of Get Down to Business

On this episode of Investor Connect, Hall welcomes Scott (Shalom) Klein, Host of the Get Down to Business radio show and podcast.  Dr. Scott (Shalom) Klein is a well-regarded community activist and entrepreneur. Shalom is a published author who hosts the popular “Get Down to Business” radio show in Chicago and serves as an Officer […]

Read more

Angel Investing Best Practices Continued

Angel Investing Best Practices Continued Angel investing is fun but difficult especially if you want to make a return on your investment. Here are more best practices to keep in mind: Take ownership of your due diligence and don’t rely solely on others. Work with angel investors both within your group and from other groups. […]

Read more

Angel Investing Best Practices

Angel Investing Best Practices Angel investing is fun but difficult, especially if you want to make a return on your investment. Here are some best practices to keep in mind: Treat entrepreneurs well because word travels fast in the startup community. No matter how hard you study, the real learning is in the doing.  You […]

Read more

Investor Connect: Jaime Moreno de Los Rios of Secfi

On this episode of Investor Connect, Hall welcomes Jaime Moreno de Los Rios, Chief Operating Officer at Secfi. Headquartered in San Francisco, California, and founded in 2017, Secfi is trusted by thousands of startup employees for equity planning and financing. Secfi is the first to provide a proprietary suite of equity planning tools, 1:1 guidance […]

Read more

Know Your Why

Know Your Why In funding startups, it’s important to know your why. This goes beyond making money, saving for retirement, and financial goals.  What is your mission or cause that you are passionate about? Start with your passion and what drives you. Consider what impact your investment will have on the community, the technology sector, […]

Read more

Investor Connect: John Livesay, Best-Selling Author and Host of The Successful Pitch Podcast

On this episode of Investor Connect, Hall welcomes John Livesay, aka “The Pitch Whisperer”, best-selling author, host of The Successful Pitch podcast, and sales keynote speaker.  The Successful Pitch is heard in over 60 countries, and interviews successful thought leaders and entrepreneurs who share their stories so you can have a road map to success. […]

Read more

Powerball vs. Moneyball

Powerball vs. Moneyball There are two approaches to venture investing: Powerball and Moneyball. Powerball looks for startups that will be unicorns and pay outsized returns upon an exit. These are called home runs. Moneyball looks for startups that will return a decent amount to the investor but not outsized returns. These are called singles and […]

Read more

Investor Connect: Devin Miller of Miller IP Law and The Inventive Journey Podcast

On this episode of Investor Connect, Hall welcomes Devin Miller, Founder of Miller IP Law and Host of The Inventive Journey Podcast. Headquartered in Mountain Green, Utah, and founded in 2019, Miller IP Law is a law firm that assists startups and small businesses with patents and trademarks across the US and worldwide. Miller IP […]

Read more

Evaluating the Startup’s Metrics

Evaluating the Startup’s Metrics In reviewing a startup, ask the founder or CEO for the metrics they use to guide the business. Check for these points in their metrics: 1. Do they have a key set of metrics? Many startups aren’t tracking anything. 2. Is the metric appropriate for their type and stage of business?   […]

Read more

Investment Opportunities in Foodtech

This is the Investor Connect KiwiTech 2022 podcast series. In this series, we discuss trends and topics in the startup world. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining us for the Investor Connect KiwiTech 2022 podcast series. For more episodes, please visit the site at: http://investorconnect.org  […]

Read more

Beyond the Growth Story

Beyond the Growth Story In raising funding it’s important to demonstrate the growth story — sales, team, product, and fundraise are in motion. These are the core four things investors look for to judge the startup’s traction and momentum. Here are additional proof points to highlight to the investor: 1. Market size – show a […]

Read more

Competitive Advantages

Competitive Advantages In the pitch, investors look for the startup’s competitive advantage. “Me too” companies are more difficult to fund because they have few if any competitive advantages. A true competitive advantage increases your revenue by 30% or reduces your cost by the same amount. Here’s a short list of potential competitive advantages you can […]

Read more

Investor Connect: Matt DeCoursey of Full Scale and The Startup Hustle Podcast

On this episode of Investor Connect, Hall welcomes Matt DeCoursey, Co-founder and CEO of Full Scale, the Host of the Startup Hustle podcast, top-selling author of “Million Dollar Bedroom” and “Balance Me”, as well as the co-author of “The Realist’s Guide to a Successful Music Career”. Headquartered in Kansas City, Kansas, and founded in 2018, […]

Read more

Drawbacks to Convertible Notes

Drawbacks to Convertible Notes Convertible notes are often used by startups in the early stages of fundraising as they are fairly simple to use and need little legal work compared to equity agreements. There are drawbacks one should know.  Here’s a short list to consider: Convertible notes are not equity agreements and do not qualify […]

Read more

Investor Connect: Coss Marte of CONBODY

On this episode of Investor Connect, Hall welcomes Coss Marte, Founder, and CEO at CONBODY. Headquartered in New York, NY, and founded in 2014, CONBODY is a prison-style boot camp that employs formerly incarcerated individuals as fitness instructors.  CONBODY was founded by Coss Marte, a former drug kingpin who created the CONBODY method while serving […]

Read more

Build Your Community

Build Your Community In funding startups, it’s important to build out your startup ecosystem. A stronger startup scene will bring better funding opportunities. Here are some key points for building your startup ecosystem: – The startup world goes through cycles every 3-5 years with new technologies, companies, and programs, so it’s important to keep up […]

Read more

TEN Capital Presents AMA: Equity Essentials For Founders with Jeff Erickson of Forecastr

This is the TEN Capital AMA show. I’m Hall T. Martin, the host of the show in which we interview investors and founders on current topics.  Our guest is: Jeff Erickson of Forecastr I hope you enjoy this episode. For a full transcript, click here. Check out our other podcasts here: https://investorconnect.org/  For Investors check […]

Read more

Testing the Serial Entrepreneur

Testing the Serial Entrepreneur Entrepreneurs who have failed are often strong leaders in their next venture. To know if a serial entrepreneur is on track to success after their first failure, check these points: – Character — if they don’t have character, then nothing else will matter. – Passion — burnout cases won’t make it […]

Read more

Investor Connect: Jeff Erickson of The Startup Stack/Forecastr

On this episode of Investor Connect, Hall welcomes Jeff Erickson, Founder of The Startup Stack, Angel Investor, and Director of Partnerships at Forecastr. Headquartered in San Francisco, California, and founded in 2020, The Startup Stack was created to help early-stage companies build a successful foundation by making the best operational tech offers available in one […]

Read more

Roadmap Investing

Roadmap Investing In funding startups, it’s important to look at not just the current product, but the roadmap overall. Some technology markets have a long, rich future ahead while other markets do not. Look for the technologies that have a broad future with a clear trajectory. Startups propose products to take to market.  While that […]

Read more

Best Practices for Startups Raising Funding

Best Practices for Startups Raising Funding Raising funding is difficult. Here are some best practices for startups raising their next round: Investors are busy, so organize your fundraise around their schedule, not yours. Focus on investors who fund your stage and type of startup. Provide updates about your business and progress, and be proactive about […]

Read more

Investor Connect: Regula Schegg of Circulate Capital

On this episode of Investor Connect, Hall welcomes Regula Schegg, Managing Director, Asia, at Circulate Capital. Headquartered in Singapore and founded in 2018, Circulate Capital is an investment management firm dedicated to the development of a circular economy to combat plastic pollution through investments in high-growth opportunities at the nexus of climate-tech and plastics recycling […]

Read more

How to Become an Accredited Investor

How to Become an Accredited Investor To invest in startups directly, one must be an accredited investor.  The Securities and Exchange Commission sets the criteria for who is accredited. Here’s a list of those who meet the criteria: Individuals who have a net worth exceeding $1M. Individuals who have earned income exceeding $200K per year […]

Read more

Everything You Need to Know About Aerospace Investing

This is the Investor Connect KiwiTech 2022 podcast series. In this series, we discuss trends and topics in the startup world. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining us for the Investor Connect KiwiTech 2022 podcast series. For more episodes, please visit the site at: http://investorconnect.org  […]

Read more

How Investors Can Help Their Companies

How Investors Can Help Their Companies In funding startups, it’s important to choose companies you can help.  If you only write a check and nothing more, then the investing experience will be minimal. It’s only a return and nothing more.  It’s best to choose startups that you can help by adding value. Here are some […]

Read more

After You Write the Check

After You Write the Check After you write the check, it’s important to remain engaged. Here are some key steps to follow: Stay in touch with the CEO and keep up-to-date on their status. Track the progress of the company to determine if it’s worth a follow-on investment. Review the financials regularly to stay up […]

Read more

Investor Connect: Pete Mohr of Simplifying Entrepreneurship

On this episode of Investor Connect, Hall welcomes Pete Mohr, Founder of Simplifying Entrepreneurship and host of the Simplifying Entrepreneurship Podcast. Headquartered in Elora, Ontario, Pete helps entrepreneurs transform their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos of running a business. Being a business owner isn’t […]

Read more

Asset Allocation

Asset Allocation In angel investing, it’s important to set aside funds for startup investments. In most cases, investors dedicate 5%-15% of their discretionary funds to angel investing. There are several issues with asset allocation for angel investing compared to publicly-traded stocks, bonds, and mutual funds. Startup investments are illiquid as there’s no market for reselling. […]

Read more

State Tax Credits

State Tax Credits Many states offer tax credits for startup investments. Those states with a state income tax will reduce your capital gains tax burden. The typical requirements are as follows: 1. The business must be a C-Corp or an LLC entity. 2. The entity was organized no more than 3 years before the investment. […]

Read more

Investor Connect: Lawrence Chavez of EveryDay Contacts

On this episode of Investor Connect, Hall welcomes Lawrence Chavez, CEO at EveryDay Contacts.  EveryDay Contacts is a premium daily disposable contact lens, doctor-enabled, subscription-based, direct-to-consumer company designed for both patients and eye care professionals. Built around a unique technology that enhances the wettability of the silicone hydrogel daily disposable lenses, EveryDay Contacts is coming […]

Read more

Stock Options

Stock Options Stock options are a key part of the compensation of employees. These are called Incentive Stock Options or ISOs. If you exercise and sell the shares immediately, the proceeds will be taxed at the ordinary tax rates for the difference between the exercise price and the fair market value. For ISOs, your options […]

Read more

Investor Connect: David Narrow of Sonavex

In this our 700th episode of Investor Connect, Hall welcomes David Narrow, CEO at Sonavex. Sonavex is a venture-backed clinical stage Medtech company spun out from Johns Hopkins with two FDA clearances. The company’s technology uses deep learning to improve arteriovenous fistula (AVF) maturation times for patients with end-stage renal disease. Despite the fact that […]

Read more

Gains and Losses

Gains and Losses There’s an old saying, it’s not how much you make, it’s how much you keep that counts.  Tax management is an important topic for angel investors.  There are specific laws that give tax breaks to investors for startup investments. The first is called Section 1244 which gives the investor the ability to […]

Read more

When to Follow On

When to Follow On In most startup funding, there will be a need for additional rounds of funding. Here are some questions to ask before making that follow-on investment: 1. Does the team demonstrate integrity? 2. Do they have traction in the market yet? 3. Do they hit milestones and are they good to work […]

Read more

Investor Connect: Luis Rivera of HEXA Global Ventures

On this episode of Investor Connect, Hall welcomes Luis Rivera, Managing Director at HEXA Global Ventures. Founded in 2019 and headquartered in Richardson, Texas, HEXA Global Ventures is a seed capital investment firm that brings more than just capital. They have created an ecosystem consisting of resources, experience, talent, and specific service companies to help […]

Read more

Apply Your Investment Thesis to a Startup

Apply Your Investment Thesis to a Startup Before investing in a startup, apply your investment thesis to it to see if it makes sense. Write out the company’s strategy and how it fits into the overall market.   Review their position relative to the competition. For the target company, look for a material event that recently […]

Read more

Building Your Investment Thesis — View of the Future

Building Your Investment Thesis — View of the Future For investing in a startup, consider the future and what will be needed then. Don’t just look at the world as it is today.   It takes several years to build a business and what you see now will inevitably change. Map the trends and extrapolate out […]

Read more

Investor Connect: Gustaf Brandberg of Gullspång Re:food

On this episode of Investor Connect, Hall welcomes Gustaf Brandberg, General Partner at Gullspång Re:food.  Founded in 2020 and headquartered in Stockholm, Sweden, Gullspång Re:food makes enduring investments in entrepreneurs solving the food system’s structural problems for generations to come. Portfolio companies such as Oatly, NICK’S, Planted, Motatos, and Stockeld Dreamery are all driving sustainability […]

Read more

Invest Early-Stage or Late-Stage – What’s the Challenge?

Invest Early-Stage or Late-Stage – What’s the Challenge? Venture capital has two choices in funding startups.  They can go for early-stage companies or late-stage companies. So, which stage to focus on? The risks are higher for early-stage companies, but the valuations are lower. Any meaningful acquisition typically leads to a successful investment outcome. Later-stage companies […]

Read more

Investor Connect: Gregory Dewerpe of A/O Proptech

On this episode of Investor Connect, Hall welcomes Gregory Dewerpe, Founder at A/O Proptech. Headquartered in London, England, A/O Proptech is Europe’s largest proptech VC firm. They are stage agnostic, investing permanent capital to support entrepreneurs and companies from Series A to later-stage growth and they enable founders to create, iterate and scale disruptive products […]

Read more

Diligencing the Exit

Diligencing the Exit In diligencing the startup’s exit strategy, check the following: – Do they have a list of potential buyers? – What companies are on the list? – What milestones must be met to qualify for a buyout? – What price is the going rate for buyouts in this sector? – Will the acquirer […]

Read more

Diligencing the Use of Funds

Diligencing the Use of Funds In diligencing the startup’s use of funds, check the following points: – How much is spent on compensation? – Is it appropriate for an early-stage company? – How much is spent on sales, and does it align with the company’s sales strategies? – How much is spent on marketing, and […]

Read more

Investor Connect: Donna Harris of Builders + Backers

On this episode of Investor Connect, Hall welcomes Donna Harris, Founder and CEO at Builders + Backers.  Founded in 2020 and headquartered in Arlington, Virginia, Builders + Backers invests in exceptional entrepreneurs who are building global-scale ventures to power an entirely different future – one where technology creates value for many instead of capturing it […]

Read more

Diligencing the Terms

Diligencing the Terms  In diligencing the startup’s term sheet, check the following points: Is the valuation or cap rate appropriate for the stage of the company?  If it’s out of line, then other terms such as liquidation preferences may be needed. What dilution will the investors go through, such as options pools and follow-on funding? […]

Read more

Diligencing the Legal Issues

Diligencing the Legal Issues In diligencing the startup’s legal documents, ask the following questions: For the intellectual property, ask what was filed and when? Did they file a provisional patent or a utility patent? It takes three years from the date of filing for the patent to be approved, so it most likely will not […]

Read more

Investor Connect: Alexander Borschow of Semillero Partners

On this episode of Investor Connect, Hall welcomes Alexander Borschow, Managing Partner at Semillero Partners. Founded in 2015, and located in San Juan, Puerto Rico, Semillero Partners is an early-stage venture capital firm investing in purpose-driven sustainable food and food tech companies. Investing in these sectors will empower a new generation of entrepreneurs working to […]

Read more

Diligencing the Team for Skills

Diligencing the Team for Skills In diligencing the team, here are some key areas to check: Sales skills — the CEO and others must be able to sell their product or service.   In the early stages of a startup, there won’t be a dedicated sales force, and everyone on the team must be able to […]

Read more

Investor Connect: James Wagoner of Joule Case

On this episode of Investor Connect, Hall welcomes James Wagoner, CEO at Joule Case. Joule Case is a portable power station that replaces gas generators and provides power wherever the power grid is unavailable or unreliable. Joule Case has developed a patented alternative energy technology solution that will make it the standard oil of the […]

Read more

Diligencing the Financials

Diligencing the Financials In diligencing the startup’s financials, ask the following questions: What is the key assumption behind the financials? Does it assume a product will reach the market at a specific time? Does it assume we’ll have hired new team members by a certain date? What funding does the plan assume? What price and […]

Read more

Diligencing the Customers in the Market

Diligencing the Customers in the Market In diligencing the customers in the market, check for the following: 1. Who is the target customer?   2. What is the ideal customer profile? 3. What is the customer acquisition strategy and cost? 4. Do they have a standard process for acquiring customers? 5. For pre-revenue companies, what is […]

Read more

Diligencing the Competition

Diligencing the Competition In diligencing the competition, check to see how well the startup knows its competitors.   Do they know what the competitors offer, how they price it, and what their advantage is over that competitor? Even if the startup tells you there’s no competition, rest assured there is. Sometimes competition is for the customer […]

Read more

Diligencing the Demand

Diligencing the Demand In diligencing the demand for a startup’s product, here are some key points to check: Is the product a nice to have or a must-have? For customers buying the product, assess their budgets. Do they have deep pockets, or do they have average pockets? Assess their place on the technology curve. Do […]

Read more

Investor Connect: Olivia Kim of GingerBread Capital

On this episode of Investor Connect, Hall welcomes Olivia Kim, Principal at GingerBread Capital. GingerBread Capital invests in the next generation of female founders leading high-growth businesses and aims to encourage and support other women in doing the same. They invest across a variety of industries and business models and are generally stage-agnostic, typically investing […]

Read more

Diligencing the Technology

Diligencing the Technology In diligencing the technology in a startup, here are some key questions to ask: How many of the tech modules have been completed and how many more must be completed before going to market? Does the technology provide a substantial advantage over the competition? One way to check this is to see […]

Read more

Investor Connect: Gerald Gallagher of Healthworx

On this episode of Investor Connect, Hall welcomes Gerald Gallagher, Venture Capital Manager at Healthworx. Healthworx is a $100M healthcare fund that operates at the intersection of healthcare and innovation by creating, co-creating, and investing in Series A and B startups to improve healthcare quality, accessibility, and affordability. As the innovation and investment arm of […]

Read more

Diligencing the Team

Diligencing the Team In diligencing a startup for investment, the team is one of the most critical factors and the one that is most often overlooked by investors. I see investors focus on the product, the market, and the competition and ignore the team assuming every skill is at the ready. The first and most […]

Read more

Sizing the Market

Sizing the Market In diligencing the market, look for a market that is large and has strong growth potential. If a new technology has spurred the growth of the market, then this may be a good time to invest. Markets that are behind on the latest technology are ripe for growth. The Total Available Market […]

Read more

Investor Connect: Nasir Ali of StartFast Ventures

On this episode of Investor Connect, Hall welcomes Nasir Ali, Managing Partner at StartFast Ventures. StartFast is an early-stage venture capital firm that invests in recurring revenue software businesses outside the major start-up hubs. StartFast Fund II invests at the Seed/A Round stages in B2B SaaS companies. Their geographic focus enables them to invest at […]

Read more

The A Team With the B Plan

The A Team With the B Plan In funding startups, look for the A team working on the B plan. In this situation, the team can clearly accomplish the task at hand because they’ve done it before and the task is not that hard. The opposite of this is the team that has little experience […]

Read more

Financial Analysis

Financial Analysis In diligencing a startup, analyze the financial statements to understand the business better. Here are key items to check: – Where does the revenue come from? – What could stop or halt the revenue? – How far is the company from profitability? – How much cash is on hand and, given the burn […]

Read more

Future of Funding Series: Investor Acquisition Marketing for Crowdfunding Campaigns with Jason Fishman of Digital Niche Agency

This is the Investor Connect Crowdfunding Launch Program. I’m Hall T Martin, the host of the show, in which we take questions from startups and investors on crowdfunding topics.  I hope you enjoy this episode. For a full transcript, click here. Thank you for joining us for the Investor Connect Crowdfunding Launch Program where we […]

Read more

Business Model Analysis

Business Model Analysis The business model shows where the company incurs costs in order to generate revenue.  In diligencing a startup, spend some time analyzing the business model to determine how robust and profitable it is. Check the revenue to see how much is recurring, repeating, or one-off. The more revenue that is recurring based […]

Read more

Investor Connect: Michael G. Hiles of 10XTS

On this episode of Investor Connect, Hall welcomes Michael G. Hiles, Founder, and CEO at 10XTS. 10XTS helps capital markets participants leverage the emerging global decentralized capital market infrastructure. Their solutions are built upon XDEX, an institutional-grade asset tokenization platform and network that puts the power of holistic data ownership back into the hands of […]

Read more

Due Diligence Mistakes

Due Diligence Mistakes There are several mistakes one can make in the due diligence process. Here are a few points to check: Focusing on every potential risk in the deal and not the primary risks. In this case, diligence turns into a never-ending slog with no endpoint. Many CEOs are successful entrepreneurs who did well […]

Read more

The Risks in the Deal

The Risks in the Deal In diligencing a startup, focus on the key risks. Here’s a short list to review: The team — do they have the skills and will they remain committed to the company? The market — will the market continue to grow? The competition — will there be new competitors that come […]

Read more

Investor Connect: Stefano Gurciullo of Redstone VC

On this episode of Investor Connect, Hall welcomes Stefano Gurciullo, Partner at Redstone VC. Redstone is a Berlin-based venture capital firm managing multiple VC funds and working with corporate venture funds. They reinvented corporate venture capital through their VC-as-a-Service model, which connects industry leaders with ambitious founders. Together with their industry partners, they activate corporate […]

Read more

Risks and Assumptions

Risks and Assumptions In diligencing a startup, it’s important to articulate the risks and the assumptions you have about the startup. Start by identifying the risks in the deal. The team, product, market, technology, and competition are key sources of risk.  List out each one and what risks the company faces. Prioritize the most important […]

Read more

Key Factors in Diligence

Key Factors in Diligence There are several factors to achieve success in running a due diligence process. First, dedicate at least 20 hours to due diligence.   Many investors dedicate less than 20 minutes. Share your diligence findings with other investor groups in return for their findings. Apply your skills and network to the process where […]

Read more

TEN Capital Presents AMA: Finding Product-Market Fit featuring Jeff Eversmann of Long View Technology Ventures

This is the TEN Capital AMA show. I’m Hall T. Martin, the host of the show in which we interview investors and founders on current topics.  Our guest is: Jeff Eversmann of Long View Technology Ventures I hope you enjoy this episode. For a full transcript, click here. For more episodes from Investor Connect, please […]

Read more

Form C Disclosures for Crowdfunding

Form C Disclosures for Crowdfunding Equity crowdfunding is a regulated fundraise by FINRA, the Financial Industry Regulatory Authority. A company can raise up to $5M on equity crowdfunding. Anyone can invest. Those who are not accredited investors are limited to $2,200 per year per company. Those raising funding must file a Form C with the […]

Read more

Investor Connect: Bill Flynn of Catalyst Growth Advisors

On this episode of Investor Connect, Hall welcomes Bill Flynn, CEO, and Chief Catalyst at Catalyst Growth Advisors. Started in 2016, Catalyst Growth Advisors is based in Boston, MA, and serves leaders worldwide by predicting the future through deliberately creating it, leveraging, and teaching a growth framework largely influenced by the greatest thought leaders in […]

Read more

What Is Reg CF Crowdfunding?

What Is Reg CF Crowdfunding? Reg CF refers to the SEC regulation for equity crowdfunding. This form of crowdfunding offers the investor an equity stake in the company. By contrast, rewards platforms provide the product to those who provide funding. In equity crowdfunding, the investor must hold the stock for at least twelve months. Anyone […]

Read more

How Equity Crowdfunding Is Different From Traditional Fundraises

How Equity Crowdfunding Is Different From Traditional Fundraises Equity crowdfunding is different from traditional fundraises. Here is a list of differences to consider: Traditional fundraises expose your company to accredited investors which is a much smaller group. Equity crowdfunding exposes your company to the general public which brings greater branding and awareness. This helps promote […]

Read more

Lessons Learned Using a Product-Led Growth Strategy in a SaaS Business

This is the Investor Connect KiwiTech 2022 podcast series. In this series, we discuss trends and topics in the startup world. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining us for the Investor Connect KiwiTech 2022 podcast series. For more episodes, please visit the site at: http://investorconnect.org […]

Read more

Legal Issues in Equity Crowdfunding

Legal Issues in Equity Crowdfunding There are specific legal issues regarding equity crowdfunding campaigns. Here’s a list to keep in mind: The regulations for fundraising are as follows: Reg CF — SEC designation for an equity crowdfunding raise that lets anyone invest in a startup for equity up to $5M. Reg A+ — SEC designation […]

Read more

How Long Does It Take to Run an Equity Crowdfunding Campaign?

How Long Does It Take to Run an Equity Crowdfunding Campaign? In running an equity crowdfunding campaign you’ll need to budget time to prepare for the campaign as well as run it. Preparations include applying to launch a fundraise campaign. This requires completing a Form C and setting up your campaign on a crowdfunding portal […]

Read more

Investor Connect: Jeremy Miller of Health-E Commerce

On this episode of Investor Connect, Hall welcomes Jeremy Miller, Chairman, and Founder of Health-E Commerce. Health-E Commerce is the parent brand of a portfolio of brands that consists of its brand FSA Store, HSA Store, WellDeserved Health, and Caring Mill. Health-E Commerce’s mission is to make it simple and convenient for the 35 million […]

Read more

Equity Crowdfunding Checklist

Equity Crowdfunding Checklist There are several key elements to running a successful equity crowdfunding campaign. Here’s a checklist to consider: Create a campaign plan — list of what you will promote and when.  This includes updates, events, and other activities to promote your fundraise. Build the campaign documents — the pitch deck, video, and talking […]

Read more

Investor Connect: Benjamin Grubbs of Next 10 Ventures

On this episode of Investor Connect, Hall welcomes Benjamin Grubbs, Founder of Next 10 Ventures. Next 10 Ventures is an operating and investment company focused on incubating and accelerating new businesses, content, products, and services within the global creator economy. Its mission is to enrich, inspire, and entertain kids and young adults via the investments […]

Read more

How to Find More Investors for Crowdfunding Campaigns

How to Find More Investors for Crowdfunding Campaigns In running a crowdfunding campaign, you may need to find additional investor groups for your fundraise. These investors include those who are interested in your industry category, or have a passion for the cause, or share the same affinity for the product or service you are promoting. […]

Read more

What to Do for a Successful Crowdfunding Launch

What to Do for a Successful Crowdfunding Launch Before launching your crowdfunding campaign, make sure you do the following: Create high-quality images and videos for the campaign page.  Poor visuals reflect poorly on the company. Create a well-organized and compelling story about your fundraise. Focusing solely on the product and nothing else will leave the […]

Read more

How to Spot the Best MedTech & Healthcare Deals in a Changing World

This is the Investor Connect KiwiTech 2022 podcast series. In this series, we discuss trends and topics in the startup world. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining us for the Investor Connect KiwiTech 2022 podcast series.  For more episodes, please visit the site at: http://investorconnect.org   […]

Read more

Telling Your Story in a Crowdfunding Campaign

Telling Your Story in a Crowdfunding Campaign  Storytelling is an effective tool in a fundraise. Here are some key points on how to tell your story in a crowdfunding campaign: Start with your overall cause, such as helping students graduate or improving people’s wellness. Call out your value proposition upfront — for example, “we help […]

Read more

Testing Your Deal for a Crowdfunding Raise

Testing Your Deal for a Crowdfunding Raise Crowdfunding works well with certain types of products and businesses. Consider these points in determining if crowdfunding is a good fit for your campaign: 1. Is the value proposition immediately clear when someone sees it? 2. Does it solve a specific need rather than a general tool? 3. […]

Read more

Investor Connect: Patrick Polak of Newion Partners

On this episode of Investor Connect, Hall welcomes Patrick Polak, Managing Partner at Newion Partners. Founded in December 2000, Newion Partners is an Amsterdam-based venture capital firm investing in B2B cloud, SaaS, and software companies. Newion is a highly dedicated and involved investor that is actively engaged with its portfolio companies and keeps in close […]

Read more

How to Choose a Crowdfunding Platform

How to Choose a Crowdfunding Platform There are many platforms available for crowdfunding. Consider these points in choosing one for your fundraise: Set your fundraising goals so you know how much money you need to raise. Do you want a general platform with broad coverage or a niche platform with deeper relationships? In addition to […]

Read more

Investor Connect: Jessica Karr of Coyote Ventures

On this episode of Investor Connect, Hall welcomes Jessica Karr, Founding General Partner at Coyote Ventures. Coyote Ventures is a venture capital fund investing in early-stage startups that are innovating in women’s health and wellness, founded by Jessica Karr and Dr. Brittany Barreto, who are scientists turned entrepreneurs turned investors. Women’s health is a $1T+ […]

Read more

More Mistakes in Crowdfunding Campaigns

More Mistakes in Crowdfunding Campaigns  Fundraising requires preparation and execution.  Avoid these additional mistakes in running your crowdfunding campaign: Not building your crowd before launching your campaign. It’s important to identify your crowd and raise awareness about your upcoming campaign. Not developing relationships with influencers and networkers who can extend the reach of your campaign. […]

Read more

Mistakes in Crowdfunding Campaigns

Mistakes in Crowdfunding Campaigns  Fundraising requires preparation and execution.  Avoid these mistakes in running your crowdfunding campaign: Not understanding the rules and regulations around crowdfunding, including what you can and cannot do. Launching without market validation or product validation.   You must prove to the investor that customers will pay for the product, and it works. […]

Read more

Investor Connect: Edward Ismawan Chamdani of Ideosource Venture Capital, Gayo Capital and StarCamp

On this episode of Investor Connect, Hall welcomes Edward Ismawan Chamdani, Managing Partner at Ideosource VC, Gayo Capital, and StarCamp. Ideosource Venture Capital started in 2011 investing in more than 30+ tech startups with a combined valuation of multiples of billions of US dollars in 2021. Ideosource VC was set up as a two GP […]

Read more

Benefits of Crowdfunding

Benefits of Crowdfunding Crowdfunding brings many benefits to the startup raising funding. Here are some key points to note: It gives the startup a whole new network of potential investors to pursue. Instead of raising only from accredited investors, crowdfunding raises from everyone. It gives the startup a way to raise money for reasons beyond […]

Read more

Best Practices for Crowdfunding Campaigns

Best Practices for Crowdfunding Campaigns In running an equity crowdfunding campaign, include these best practices: 1. Tell a story — show how you came up with the idea for the product and how customers and partners validate it. 2. Prepare your investor network — build a list of potential investors who you can pursue. 3. […]

Read more

Future of Funding Series: Tips for a Successful Crowdfund Raise with Jonny Price of Wefunder

Future of Funding Series: Tips for a Successful Crowdfund Raise This is the Investor Connect Crowdfunding Launch Program. I’m Hall T Martin, the host of the show, in which we take questions from startups and investors on crowdfunding topics. I hope you enjoy this episode. For a full transcript, click here. Thank you for joining […]

Read more