Investor Connect

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Investor Connect: Daniel Cohen of Viola Ventures

In this episode, Hall welcomes Daniel Cohen, General Partner at Viola Ventures. Viola Ventures is part of Viola, Israel’s leading tech-focused investment group with over $3.5B AUM. Founded in 2000, Viola Ventures empowers early-stage start-ups to become global leaders. The fund manages over $1B and has backed some of Israel’s unicorns such as Payoneer, ironSource, […]

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How to Organize Your Deal Flow

Deal flow takes a substantial amount of time for the startup investor. It’s important to organize your deal flow process so it’s efficient. Use these steps to organize your deal flow. Set up a separate email for deal flow and use it to capture deals from websites, social media, and other sources. Have everyone on […]

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Investor Perspectives on Education: Featuring Ash Kaluarachchi of StartEd

In this episode, Hall welcomes back Ash Kaluarachchi, CEO at StartEd. StartEd’s programs are for education innovators with companies around the world with tech-enabled solutions to improve education and workforce learning. The StartEd Immersion program, which is a 5-day commitment, provides mentorship from the StartEd Network – the most seasoned and supportive network of investors, […]

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How to Automate the Deal Flow Process

Running deal flow is a time-consuming process. There are steps you can take to automate it. Here are some key points to consider: Standardize the information you collect by using forms on the website. Capture referral partners or sources so you can measure the results. Collect the startup submissions to run metrics and track progress. […]

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Investor Perspectives on Manufacturing/Supply Chain: Featuring Gregory Foster of Vizen Analytics

In this episode, Hall welcomes Greg Foster, Founder & CEO at Vizen Analytics. Headquartered in Walla Walla, Washington, Vizen offers a fully-managed cloud AI consumption-based subscription service that maximizes forecast accuracy while reducing inventory holding costs. They enable a better way to project product demand while preventing overstock waste and inventory stock-out conditions. Vizen provides […]

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How to Attract Deal Flow

Deal flow is key to a startup investor’s success.  Investors seeking startups to fund can follow these steps to attract deal flow: Build a global network of venture partners, scouts, and micro funds. Showcase your network to the startup community to capture more startup interest.  Set up a series of meetings to attract startups seeking […]

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Investor Connect: Karen Vandiver of New Healthworks

In this episode, Hall welcomes Karen Vandiver, Owner of New Healthworks and Founder of Mindful Meditation Training Institute. New Healthworks services include corporate and executive coaching, professional telehealth services, and mindful meditation training. Karen provides in-office therapy in Harker Heights and in Austin, Texas. Karen is a licensed Marriage and Family Therapist and Texas-approved supervisor […]

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How to Generate Deal Flow From Your Network

Investors seeking more deal flow should look to their own network. Here are some steps to find deals from your contacts: Identify the type of startup you want to fund.  Search for contacts related to that sector and domain.  You’ll find experts with deep knowledge of the technology, as well as those who know the […]

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Investor Perspectives – How to Understand Blockchain: Changes Expected in the Blockchain Sector in the Coming 12 Months

This is Investor Perspectives. I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “How to Understand Blockchain”, you’ll hear about changes expected in the coming 12 months and our guests’ final thoughts. As the COVID pandemic passes, we emerge into […]

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How to Increase Deal Flow

Deal flow is important to the startup investor. After you set up your initial sources, you can expand your deal flow in the following ways: Connect with other startup investors and offer to share your deal flow with them and invite them to return the favor. The best deals come from other investors, especially those […]

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Investor Connect: John Oamen of CutStruct Technology Limited

In this episode, Hall welcomes John Oamen, Co-founder & CEO at CutStruct Technology Limited.  CutStruct Technology is a proptech company aimed at unlocking the next one million homes in Africa by improving the construction business environment, leveraging technology as an enabler in the specific areas of how stakeholders buy, hire for, and manage their projects. […]

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Finding Deal Flow

Deal flow is the lifeblood of startup investing. It’s important to set up sources to provide quality deal flow on a consistent basis. Here are the steps to set up your deal flow sources: 1. Map out the entrepreneurship and funding groups in your geographic area or sector. 2. Use the web and social media […]

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Investor Connect: Ken Hubbard of The Pitch Company

In this episode, Hall welcomes Ken Hubbard, CEO of The Pitch Company. As investors, The Pitch Company feels that business leaders would be more successful if they could get their company story out more concisely and with the pertinent information they need, in an expedited and organized structure.ā€‹ The Pitch Company’s frustration with the process […]

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How to Set Up a Deal Flow Process

Deal flow is key to successful startup investing. It takes a great deal of time, so it’s important to build a strong process for managing it. It helps to use a software tool to track it. Start with the key steps for running deal flow as follows: Set up a deal flow source with angel […]

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Investor Connect: Angel Ribo of The CEO Confidant

In this episode, Hall welcomes Angel Ribo, Founder of The CEO Confidant. Headquartered in Dallas, Texas, The CEO Confidant helps clients create a salesforce that will not only guarantee and improve their own company’s profitability, but also that of their clients. Angel Ribo, known as The CEO Confidant, is a business influencer, LinkedIn strategist, international […]

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Importance of Deal Flow

Deal flow is critical to successful startup investing. Here are some key points to consider: Deal flow gives you experience with founders, valuations, exits, and many other aspects of the startup process.  It teaches you a great deal about the market, current technology, and the startup ecosystem. Deal flow gives you practice on how to […]

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Investor Connect: Joseph Edgar of TenantCloud

In this episode, Hall welcomes Joseph Edgar, Founder of TenantCloud. Headquartered in Austin, Texas, and founded in 2014, TenantCloud is a cloud-based property management system that allows you to manage up to 75 units for free, accept and manage rental applications, store accounting, collect and track rent, manage visual maintenance requests, get a personal listing […]

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Knowing When Not to Invest

So how do you know when not to invest in a startup? Here’s a checklist of show stoppers: – There’s no business plan and no plan for an exit. – There’s no vision for the company. – There’s no growth in the target market. – The business doesn’t provide enough of a return on investment. […]

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Investor Perspectives – How to Understand Blockchain: Participation in the Blockchain Segment and What Investors Look for

This is Investor Perspectives. I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “How to Understand Blockchain”, you’ll hear about participation in the blockchain segment and what investors look for. As the COVID pandemic passes, we emerge into a new […]

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How to Win the Best Deals

The best deals have more investors than they need. So how does an investor gain access to those deals? Startups choose investors who can provide support beyond the fundraise. Here are some examples: 1. Offering specific advice on how to build the business and grow it.  2. Make introductions to potential customers, new employees, or […]

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Investor Connect: Jeff Stewart of GPO Fund

In this episode, Hall welcomes back Jeff Stewart, Co-Founder & Managing Director of GPO Fund. The GPO team invests in tech-driven, founder-led, North American companies that can harness Asia-Pacific public capital markets to achieve growth, business expansion, and market leadership. Historically, venture capital succeeded by investing early in companies that later went public to access […]

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Finding Quality Deals

As a startup investor, you will find there are many deals to consider. In fact, there are too many startups to diligence and pursue. You want to build quality deal flow channels that meet your criteria and screen out the noise. Quality sources often have experienced entrepreneurs working on their second and third businesses. While […]

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Investor Connect: Luke Hohmann of FirstRoot, Inc

In this episode, Hall welcomes Luke Hohmann, CEO & Founder of FirstRoot. Headquartered in Sunnyvale, California, FirstRoot teaches financial literacy and budgeting – through a process known as Participatory Budgeting – and civics, as kids decide how to invest real money in their school.  Participatory Budgeting (PB) is a democratic process in which a group […]

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Knowing When to Invest

So how do you know when to pull the trigger and invest in a startup? After applying the investment thesis, check for the following: – There’s a strong team with integrity, industry knowledge, and business experience. – They have product validation and market validation – the product works and people will pay for it. – […]

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Investor Connect: Carl Grant III of Cooley

In this episode, Hall welcomes Carl Grant III, EVP of Global Business Development at Cooley. Headquartered in Palo Alto, California, Cooley is a law practice where clients partner with them on transformative deals, complex IP, regulatory matters, and high-stakes litigation, where innovation meets the law.  Carl leads Cooley’s business development team firm-wide, which assists clients […]

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Where to Look For Deals

While there’s a great number of startups looking for funding, the startup investor needs to set up deal-flow sources. Your personal network is a good place to start. Contact not only investors in your network but also attorneys and accountants who may see deals seeking funding.  You can join the local angel network in your […]

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Investor Connect: Reyn Aubrey of PocketChange

In this episode, Hall welcomes Reyn Aubrey, CEO of PocketChange. Headquartered in Denver, Colorado, PocketChange is a social media platform created to reverse the chaos created by social media 1.0. They do many things differently, including paying for a donation to charity every time someone posts, likes, or comments on something on the platform. They […]

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Understanding Business Models

In analyzing potential investments, it’s important to understand their business model and how well it meets the venture investors’ requirements.  The business model consists of unit and customer acquisition economics as well as market and business economics. Unit economics is the cost to provide a product that drives gross margin.   This determines how much revenue […]

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Investor Perspectives – How to Understand Blockchain: Primary Trends and What Makes for a Successful Company in This Segment

This is Investor Perspectives. I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “How to Understand Blockchain”, you’ll hear about primary trends and what makes for a successful company in this segment. As the COVID pandemic passes, we emerge into […]

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What the Elevator Pitch Can Do for You

The elevator pitch can do more for you than just give you a short-form pitch. It boils down your pitch to the bare essence. This helps you focus on your core value proposition. It helps you think through your pitch so you can prioritize the most important points. It gives you messaging to use online […]

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Investor Connect: Jonathan Staenberg of Staenberg Venture Partners

In this episode, Hall welcomes Jonathan Staenberg, Founder and CEO of Staenberg Venture Partners. Staenberg Venture Partners is a Seattle-based venture capital firm focused on the technology industry mostly between San Francisco and Seattle. Early in his career, Jon established several marketing groups at Microsoft. He then joined the senior management team of Virtual i-O, […]

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Delivering Your Elevator Pitch

The elevator pitch is one of the most important pitches you can give. Here are some key points to remember in delivering your elevator pitch: Keep it around thirty seconds.  Practice it to get the timing right. Use the rest of your time to engage with your audience in questions and answers. Talk at a […]

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Investor Connect: Bharat Kanodia of Veristrat

In this episode, Hall welcomes Bharat Kanodia, Founder and Chief Appraiser at Veristrat. Veristrat is a professional services company, headquartered in Pleasanton, California. They provide various valuation and advisory services. Veristrat provides services to value various tangible, intangible, and financial assets for the purposes of financial and tax reporting purposes, fairness opinions, purchase price allocations, […]

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The Rolling Close

Today we’ll talk about a rolling close. Closing a fundraising round can be challenging given the schedules of the investors. A rolling close is used in a deal that is open to investors who can sign the documents and send in their money on their own schedule.   This allows the startup to take funding a […]

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Investor Connect: Gayatri Sarkar of She-VC and Advaita Capital

In this episode, Hall welcomes Gayatri Sarkar, Founder of She-VC and General Partner at Advaita Capital. She-VC is a media platform that featured $100B+ combined capital of institutional investors championing the diversity, equity, and inclusion for VCs/PE investors. Advaita Capital is a growth activist tech fund focussed on DEI-ESG metrics in venture asset class.  Gayatri […]

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Polishing Your Elevator Pitch

In pitching your startup for funding, you’ll find many opportunities to engage investors. Not all opportunities will provide substantial time and attention to investors. Develop an elevator pitch for those times when you have only a few moments to capture the investors’ interest. Here are some key points to consider: Start with the problem you […]

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Investor Connect: Troy Schlicker of Reserve Realty & Host of the Austin Spotlight Podcast

In this episode, Hall welcomes Troy Schlicker, Owner, Broker, and Real Estate Advisor at Reserve Realty, and Host of the Austin Spotlight podcast.   Headquartered in Austin, Texas, Reserve Realty is an Austin real estate company specializing in residential buying and selling for homeowners and buyers. Started in 2014, they have helped clients navigate hundreds of […]

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Best Practices for Writing an Elevator Pitch

The elevator pitch is a key tool in your fundraise. Here are some best practices to make your elevator pitch a success: Before delivering your pitch, learn something about your audience. What are their careabouts? What motivates them? Customize your pitch for your audience. Don’t try to tell them everything, instead, tell them just enough.  […]

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Investor Perspectives – How to Understand Blockchain: Growth in the Blockchain Segment

This is Investor Perspectives. I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “How to Understand Blockchain”, you’ll hear about growth in the Blockchain segment. As the COVID pandemic passes, we emerge into a new world. The blockchain space has […]

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Elevator Pitch Types

Elevator pitches can be used in many ways. The pitch states the problem, the solution, and how to learn more about it. In addition to fundraising, it can also be used in sales. Instead of asking for an investment, the ask goes to purchasing the product. Another type of elevator pitch is the question pitch. […]

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Investor Connect: Gady Nemirovsky of Inspiration Ventures

In this episode, Hall welcomes Gady Nemirovsky, Managing General Partner at Inspiration Ventures.  Headquartered in Burlingame, California, Inspiration Ventures is an early-stage investment firm that structures its investments in a way that minimizes risk for their limited partners and benefits founders by better aligning the investors’ interests with the founders. Their interests are completely aligned […]

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Elevator Pitch Template

The elevator pitch follows a simple format. Start with the people who have this problem so the listener has context. Show the cost in time or dollars to demonstrate the size of the problem. Demonstrate your competitive advantage over the other solutions. Quantify the benefit with numbers. Propose the next steps to discuss further. Close […]

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Investor Connect: Karen Contet of AngelHub

In this episode, Hall welcomes Karen Contet, Co-Founder & CEO of AngelHub. AngelHub is Hong Kong’s only SFC-regulated tech investment platform enabling investors to co-invest on a deal-by-deal basis alongside their fund & institutional investors. AngelHub combines a highly selective due diligence process, diverse network of partners, and the WHub start-up ecosystem to empower tech […]

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Intro for an Elevator Pitch

In crafting an elevator pitch, the intro is the most important part. You must grab their attention and make them want to hear more. Start with a problem and show how big and costly it is. Generate curiosity in the listener by telling them you have a solution to that problem. Demonstrate your solution to […]

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Investor Connect: Bryan Saint-Louis, Pastor, Investor, & Host of M.A.D. Casters Podcast

In this episode, Hall welcomes Bryan Saint-Louis, Pastor, Investor & Host of the M.A.D. Casters Podcast. M.A.D. Casters focuses on people who are looking to make differences in their lives (financial freedom, spiritual growth, personal growth, etc) and those actively making differences in their communities (nonprofits, charities, social justice, organizations, etc). The goal is to […]

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Key Elements of an Elevator Pitch

To craft an elevator pitch, start with the end in mind.  Do you want to pitch an investor? Do you want to sell a product?  Start the pitch with the problem you solve and what your company does. There needs to be a hook at the beginning of the pitch to capture attention. Describe your […]

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Investor Connect: James W. Day of EquityZen

In this episode, Hall welcomes James W. Day, Senior Corporate Counsel at EquityZen. EquityZen is a FinTech platform and online marketplace for investors and shareholders in alternative assets. If you are an accredited investor, EquityZen helps you access ordinarily hard-to-find alternative investments (such as secondary sales of pre-IPO equity). If you are an employee or […]

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What Is an Elevator Pitch?

An elevator pitch is a short version of your fundraise pitch. Use it when you are engaging investors in situations where the slides are not available and the time is short. It’s useful for setting up a more formal presentation by giving the investor a reason to take the meeting. The elevator pitch demonstrates you […]

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Investor Perspectives – How to Solve the Cannabis Problem: Changes Expected in the Cannabis Sector in the Coming 12 Months

This is Investor Perspectives, I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “How to Solve the Cannabis Problem”, you’ll hear about changes expected in the coming 12 months and our guests’ final thoughts. As the COVID pandemic passes, we […]

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Pros and Cons of Working With Corporate VCs

There are pros and cons to working with Corporate VCs. Here are the pros: They take a long-term point of view giving the startup time to grow and develop. They bring access to partners, customers, and other resources. They bring domain knowledge far beyond what most traditional VCs bring. They can fund major projects much […]

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Investor Connect: Brandon C. White of Build a Business

In this episode, Hall welcomes Brandon C. White, Host and Editor of Build a Business Success Secrets podcast and playbook. Headquartered in Half Moon Bay, California, Build a Business Success Secrets is a monthly print playbook revealing the inner game about how to build a business. Readers get monthly articles on how to perfect their […]

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Best Practices in Working With Corporate VCs

Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In working with corporate VCs, follow these best practices: 1. Consider access to the R&D departments of the corporate VC and how much value that will add to your startup. 2. Document your work and […]

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Investor Connect: John Dalton of Industrial Device Investments

In this episode, Hall welcomes John Dalton, Managing Partner at Industrial Device Investments (IDI). Headquartered in Knoxville, Tennessee, IDI invests in manufacturers of industrial devices, sensors, machinery, and instruments. More specifically, they prefer specialty product companies that have $5 – $50 million in revenue, $1 – $6 million in earnings, strong technical features such that […]

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How to Achieve Success Running a Corporate VC Fund

Corporate VCs can leverage their position in the industry to sign up good startups with an investment. The corporate VC brings a network of partners, distribution channels, a brand, an existing product line, and more.  An investment can leverage their research dollars and achieve more than if they build it themselves. The pharmaceutical industry recognized […]

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Investor Connect: Patricia Costello of Portfolia

In this episode, Hall welcomes Patricia (Trish) Costello, CEO & Founder of Portfolia. Trish is internationally recognized for her pioneering work in preparing venture capital investment partners through the prestigious Kauffman Fellows Program, which she launched in 1994 with the Kauffman Foundation, and continues as CEO Emeritus. At Kauffman Fellows, she created the first training […]

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Mistakes Companies Make With Corporate VCs

Companies setting up a corporate VC arm often make the following mistakes: Treating the corporate VC arm as purely an acquisition pipeline. There are several other ways to gain value from a corporate VC structure than just recruiting target acquisitions. Not taking enough risk in selecting startups to pursue. The startup world has a higher […]

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Investor Connect: Greg Shepard of BOSS Capital Partners

In this episode, Hall welcomes Greg Shepard, Founder of BOSS Capital Partners. Headquartered in San Diego, California, BOSS Capital Partners is a boutique consulting firm dedicated to working with technology businesses that need operational expertise and guidance to achieve capital-efficient and rewarding outcomes. By utilizing the BOSS – Business Operating Support System – the BCP […]

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How to Set Up a Corporate VC Fund

In setting up a corporate VC fund in your organization, consider the following: Start with the legal structure. You can either create an LLC legal entity for the fund or move the fund inside the corporate structure. Next, establish your investment thesis in alignment with your corporate strategic objectives.   Build an investment structure with a […]

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Investor Perspectives – How to Solve the Cannabis Problem: Participation in the Cannabis Segment and What Investors Look for

This is Investor Perspectives, I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “How to Solve the Cannabis Problem”, you’ll hear about participation in the cannabis sector and what investors look for. As the COVID pandemic passes, we emerge into […]

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How to Make the Corporate VC Fund Model Work

While traditional venture funds increase their fund size over time, corporate VCs should keep their fund size low. Traditional VCs seek higher compensation and can do so by increasing the size of the fund which increases their management fee. Corporate VCs are often compensated as employees of the company with some upside on successful outcomes […]

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Investor Connect: Adam Hull of Redbud Advisors

In this episode, Hall welcomes Adam Hull, Partner at Redbud Advisors. Headquartered in Austin, Texas, Redbud Advisors is the fulcrum to your wealth. They serve as wealth strategists and focus on winning relationships in all forms. Their ideal client makes a multitude of financial decisions in a day, week, and throughout the year. Redbud brings […]

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How Corporate VCs Approach Venturing

There are several approaches corporate VCs can take in setting up their venture program: For finding innovations for current challenges the corporate VC can use collaborative innovation tools such as coding sprints, hackathons, or Xprize competitions. For generating new business concepts, utilize accelerators by either bringing in an existing program or creating your own. For […]

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Investor Connect: Hubert Vaz-Nayak of Chicago Booth Angels Network of Texas

In this episode, Hall welcomes Hubert Vaz-Nayak, Co-Founder and President of the Chicago Booth Angels Network of Texas. The Chicago Booth Angels Network (CBAN) of Texas was formed by Booth alumni in Texas who came together to identify and invest smartly in startups. They focus on early-stage companies that are looking for a diverse, high […]

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Types of Corporate VC Funding

Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Corporate VC funding continues to grow as companies look for innovation and startups look for funding opportunities. There are several types of corporate VC funds. Here are three: 1. Traditional investment fund  – This fund […]

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Investor Connect: David Meltzer of David Meltzer Enterprises

In this episode, Hall welcomes David Meltzer, CEO of David Meltzer Enterprises. David is the Co-Founder of Sports 1 Marketing and formerly served as CEO of the renowned Leigh Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire. Considered one of the top esports entrepreneurs and investors, David is also […]

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Tools for Running a Corporate VC Program

There are several tools for the corporate VC to use in a venturing program. Here’s a list to consider: – Hackathon – invite those in the industry or area to participate in a coding challenge to solve a particular problem. – Shared resources – provide the community with a set of tools and data sets […]

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Investor Connect: Ben Rifkin of Ten Eighty Capital

In this episode, Hall welcomes Ben Rifkin, CEO at Ten Eighty Capital. Ten Eighty is a single-family office and diversified private investment firm with three primary focus areas. Ten Eighty Trading develops proprietary technical trading strategies for the public markets. Ten Eighty Capital invests time, capital, and expertise into operating companies ranging from concepts incubated […]

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Mistakes Founders Make With Corporate VCs

Founders looking to raise funding from corporate VCs should avoid the following mistakes: 1. Not matching the corporate VC to the needs of the startup – corporate VCs bring not only money but strategic value. 2. Not understanding the corporate VC investment strategy – some corporate VCs invest for a financial return, while others invest […]

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Investor Perspectives – How to Solve the Cannabis Problem: Primary Trends and What Makes for a Successful Company

This is Investor Perspectives, I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “How to Solve the Cannabis Problem”, you’ll hear about primary trends and what makes for a successful company in the segment. As the COVID pandemic passes, we […]

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Corporate VC Requirements of Founders

Startups looking to take corporate VC funding should be aware of the requirements put on founders. Here’s a list to consider: – Corporate VCs may seek consent rights on contracts the startup enters with competitors. – They may seek higher levels of compliance on the part of the startup. – They may require additional rights […]

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Investor Connect: Chris Fronda of Logictry

In this episode, Hall welcomes Chris Fronda, CEO of Logictry. Headquartered in Austin, Texas, Logictry, the first-ever Logic Management system, is a no-code, low-code application platform that allows anyone to build business Logic Apps that combine learning and productivity for instant expertise. Logictry helps businesses systematize their processes and institutional knowledge into interactive, actionable content. […]

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Core Functions of the Corporate VC

The corporate VC must set up and run a program. Here’s a list of core functions the corporate VC must cover: Planning out the portfolio – this includes estimating the size of each investment as well as the type of company to invest in. There needs to be a target valuation and percentage ownership for […]

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Investor Connect: Jim Stallings of PS27 Ventures

In this episode, Hall welcomes Jim Stallings, CEO of PS27 Ventures. Based in Jacksonville, Florida, PS27 Ventures is a veteran-owned venture capital firm that invests in early-stage companies that are driving dramatic changes in high-growth markets. Their investments focus on healthtech, e-commerce, fintech, SaaS, and sustainability companies.  They work with a diverse group of founders […]

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Positioning Your Corporate VC Fund

With the growing number of startups seeking funding, it’s easy to increase your corporate VC fund to capture more deals. Fund sizes in many corporate VCs increase almost every year. For many startups, too much funding can bring unexpected problems. It’s best to start small and grow the fund organically. The corporate VC also needs […]

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Investor Connect: JC Otero of Change4Change

In this episode, Hall welcomes JC Otero, COO & Co-Founder of Change4Change. Headquartered in Austin, TX, Change4Change’s mission is to democratize the political fundraising process by broadening the donor base, making fundraising more accessible to all, while combating the influence of big money in politics. It is this monumental challenge that compelled JC to join […]

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Purpose of Corporate Venture Capital

Corporate venture capital is venture funding from a company, rather than a fund raised from limited partners. Most corporate venture capital invests for strategic reasons rather than financial ones. Reasons for corporations to invest in startups include the following: – Gain market insight through their startup portfolio companies – many companies want a front-row seat […]

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Investor Connect: Caroline Lewis of Rogue Venture Partners

In this episode, Hall welcomes Caroline Lewis, Partner at Rogue Venture Partners and Managing Partner of Rogue’s Women’s Fund. Rogue Venture Partners is a venture capital firm specializing in investments in startups. It seeks to invest in new and growing businesses in Oregon and the Pacific Northwest. The company invests in entrepreneurs that reject the […]

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How to Set Up a Corporate VC

Corporate VCs follow the startup cycle with many launching their programs at the peak of the cycle. Most Corporate VCs last about 4 to 6 years, at which point the economic cycle creates a challenging environment for the company. To be successful at running a corporate VC, you’ll need to do the following: Set goals […]

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Investor Perspectives – How to Solve the Cannabis Problem: Growth in the Cannabis Segment

This is Investor Perspectives. I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “How to Solve the Cannabis Problem”, you’ll hear about growth in the cannabis segment. As the COVID pandemic passes, we emerge into a new world. The cannabis […]

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How a Corporate VC Compares to a Traditional VC

Overall, corporate VCs invest more than traditional VCs by about 2%. Corporate VCs operate the same as traditional VCs with some exceptions: – Corporate VCs seek a strategic advantage rather than a financial return – Many don’t lead funding rounds but only follow them – They bring strategic support to the startup such as sales […]

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Investor Connect: Jim Denholm of IronBridge Private Wealth

In this episode, Hall welcomes Jim Denholm, Founder & CEO at IronBridge Private Wealth. IronBridge Private Wealth was founded in Austin, Texas, to combine the strength and resources of a large financial firm with the independence of a local company. They are true fiduciaries of their client’sā€‹ wealth. Having real risk management strategies that adapt […]

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How a Corporate VC Works

Corporate venture capital is an existing business utilizing venture funding to further the company’s strategic objectives. The firm takes an equity stake in startups either through an internal fund or off the corporate balance sheet.  Unlike traditional venture capital, corporate VCs look to gain a competitive advantage for the company and not a financial return. […]

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Investor Connect: Gopi Rangan of Sure Ventures

In this episode, Hall welcomes Gopi Rangan, Founding Partner at Sure Ventures. Sure Ventures is a Silicon Valley-based venture capital firm investing with a mission to enable peace of mind. The main areas of focus are pre-seed and seed-stage startups in the insurance, aging, care, mental health, wealth management, and related sectors. Gopi created Sure […]

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What Is Corporate Venture Capital?

Corporate venture capital is an existing business utilizing venture funding to further the company’s strategic objectives. The firm takes an equity stake in startups either through an internal fund, or off the corporate balance sheet.  Unlike traditional venture capital, corporate VCs look to gain a competitive advantage for the company and not a financial return. […]

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Investor Connect: Ganesh Padmanabhan of BeyondMinds

In this episode, Hall welcomes Ganesh Padmanabhan, VP, Global Business Development & Strategic Partnerships at BeyondMinds, technologist, entrepreneur, and early-stage investor. Founded in 2018, BeyondMinds has built the first enterprise AI solution that is universally applicable and easily adaptable. They deliver hyper-customized, production-ready AI systems that enable sophisticated companies to overcome the massive failure rate […]

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Papering an Advisory Agreement

To ensure an advisor engagement is successful, make sure you set up an advisor agreement. This is a contract between the advisor and the company and defines the work to be done. Here are some key points to consider: Make clear what the advisor will do — bring experience, contacts, domain knowledge, or other. Include […]

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Investor Connect: Jeffrey Cherry of Conscious Venture Partners, LLC

In this episode, Hall welcomes Jeffrey Cherry, Founder and Managing Partner at Conscious Venture Partners, LLC, and Founder/Executive Director of Conscious Venture Lab. Headquartered in Baltimore, Maryland, the Conscious Venture Fund II (the “Fund” or “CVFUND 2”) is an early-stage venture capital fund by Conscious Venture Partners. The fund partners with their business accelerator the […]

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Promissory Notes

For family and friends funding, sometimes a promissory note is used to set up a loan. Here are some key points to consider in reading a promissory note: 1. The note summary section establishes the relationship between the borrower and the lender, the date of the note, the total loan amount, and the agreed-upon interest […]

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Investor Connect: Connor Davidson of Atlanta Seed Company

In this episode, Hall welcomes Connor Davidson, Partner at Atlanta Seed Company. Established in December of 2019, the Atlanta Seed Fund I aims to expand upon their mission of bringing access to high-quality, early-stage investments to their clients. The Fund’s primary purpose is to purchase minority interests in Seed and Series A technology companies across […]

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Waterfalls

In negotiating the valuation, it’s important to understand the impact of that valuation on follow-on rounds and the exit. A waterfall analysis maps out the cap table with subsequent rounds of funding. To run a waterfall analysis, create a spreadsheet with the cap table owners and the current fundraise round. Include the owners, the pre, […]

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Investor Connect: Jim Thomas of Kirenaga Partners

In this episode, Hall welcomes Jim Thomas, Partner at Kirenaga Partners. Kirenaga is a Japanese term used to describe a knife or sword blade. It literally translates to the duration of sharpness or amount of edge retention. Headquartered in Orlando, Florida, Kirenaga Partners is an early-stage venture capital firm focused on building great businesses from […]

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Problem Signs in a Cap Table

The Cap Table is an important part of any diligence process. In reviewing a startup’s Cap Table, look for these signs of a problem: – The current team has little equity and thus little incentive to see it through to an exit. – The Cap Table is complicated with multiple share classes. – The early […]

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Investor Connect: Eric Levine of Eric Levine Global

In this episode, Hall welcomes Eric Levine, Fitness Expert, Investor, and Founder and CEO of Eric Levine Global. Eric started in the fitness industry in 1979, when he was the first franchisee for Golds Gym, and opened up a chain of six clubs. These six clubs were the most profitable in the entire Gold’s chain […]

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What Investors Want to See in a Cap Table

Investors review the cap table as part of their diligence process.  They look for the following in the cap table: The founders have a large enough stake that keeps them motivated. Those who have very little ownership will most likely not stay with it for the long haul. The right people need to have enough […]

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Investor Connect: Phil Pelucha of Billionaires in Boxers

In this episode, Hall welcomes Phil Pelucha, Chief Empowerment Officer at Billionaires in Boxers. Billionaires in Boxers currently provides podcast publicity for circa 100 current and future industry leaders, produces over 50 business podcasts, and manages award-winning podcasts, TV, and movie business content for 15+ satellite TV networks globally. Ranked as one of the Top […]

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How to Handle Convertible Notes in a Cap Table

A fully-diluted cap table shows the impact of the conversion of convertible notes. A convertible note has a date of issue, an interest rate, a discount rate, a valuation cap, and a maturity date.   Upon maturity, the debt typically converts to equity. The conversion is based on the principal amount, accrued interest, and the discount […]

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Investor Connect: Filipe R. Portela of COREangels Impact

In this episode, Hall welcomes Filipe R. Portela, Managing Partner at COREangels Impact. COREangels Impact makes angel investing professional and global, improving outcomes while contributing and enjoying the journey. They are a pre-seed impact investment fund focused on European social & environmental impact projects. COREangels is a network of people who are passionate about helping […]

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How to Manage the Cap Table

It’s important to manage your cap table as you go. Fixing it later will cost you time and money. Here are some key points for managing your cap table: Consider setting up your cap table with a provider that keeps track of all transactions in one place. Founders should take ownership of the cap table […]

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Investor Connect: Tom Byrnes of ThreatSTOP

In this episode, Hall welcomes Tom Byrnes, Founder and CEO of ThreatSTOP. Headquartered in Carlsbad, California, ThreatSTOP uses real-time curated threat intelligence to block threats at firewalls, routers and DNS servers, which isn’t new, but until now has required large security teams, expensive threat intel feeds, and significant manual effort. ThreatSTOP’s cloud platform uses security […]

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The Fully Diluted Cap Table

It’s important for investors to see your cap table in its fully diluted form. The total number of shares issued or outstanding will determine the value of each share from which the shareholder can determine their percent ownership. For startups, issued shares and outstanding shares are the same thing.  Authorized shares do not apply. In […]

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