How To Find a Lead Investor
How To Find a Lead Investor Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Most investors do not lead the fundraise round but rather follow-on. There’s a great deal of work and…
What Is the Value of a Lead Investor
What Is the Value of a Lead Investor Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. The lead investor can be an important resource to a startup. Here’s a list of values lead…
Role of the Lead Investor After the Fundraise
Role of the Lead Investor After the Fundraise Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. The lead investor has a role before, during and after the fundraise. Here are some key…
What Are Co-Lead Investors?
What Are Co-Lead Investors? Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. The lead investor typically takes up to half of the round in return for leading the diligence and setting…
Disadvantages to Being a Lead Investor
Disadvantages to Being a Lead Investor Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. While there are many advantages to being a lead investor there are also disadvantages. Here’s…
Advantages to Being a Lead Investor
Advantages to Being a Lead Investor Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. While the lead investor has many responsibilities there are also advantages. Here are some…
How to Raise Funding: Innovating Motion | Episode 26
On this episode of Investor Connect, Hall welcomes Rob Johnson, CEO at MotionAI Technologies. Located in San Francisco, California, MotionAI Technologies is pioneering the development of a Small Motion Model (SMM) that focuses on biomechanics using…
Attributes of a Lead Investor
Attributes of a Lead Investor Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. The lead investor leads the process of negotiating the terms of a deal with a startup. Here are some key…
Responsibilities of a Lead Investor
Responsibilities of a Lead Investor Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. The lead investor leads the diligence and negotiations with the startup. Here’s a list of…
What Is a Lead Investor
What Is a Lead Investor Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. A lead investor is an individual or a group that leads the startup funding round by performing the diligence…
Managing the Grant
Managing the Grant Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. After winning the grant, the work begins. The research must be carried out and the grant providers must be kept…
Best Practices for Writing a Grant Proposal
Best Practices for Writing a Grant Proposal Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. The grant proposal will be read by many people of varying background and technical skill….
How To Write a Compelling Abstract
How To Write a Compelling Abstract Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In applying for a grant, it’s important to include a compelling abstract. Not everyone involved…
Mistakes in Applying for a Grant
Mistakes in Applying for a Grant Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Grant applications are complex and come with many challenges. Here is a list of common mistakes in…
How To Write a Grant Proposal
How To Write a Grant Proposal Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. There are many sources of grants beyond the government such as family offices and foundations. These…
How To Prepare a Grant Application
How To Prepare a Grant Application Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. The grant application process can take over three hundred hours to complete. Take these steps to…
Conditions for Using a Grant
Conditions for Using a Grant Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. SBIR grant funding comes with requirements for how to use it. SBIR funds for phase 1 are focused on…
Success Rates for Grant Funding
Success Rates for Grant Funding Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Grant funding is challenging to obtain. Only a fraction of applications receive funding. Over the…
Where To Find Grants
Where To Find Grants Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. There are many sources of grants for startups. The main funding source for government grants is the SBIR and STTR…
Lifecycle of Grant Funding
Lifecycle of Grant Funding Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. The grant funding process goes through a well-defined lifecycle. Here’s the lifecycle process: Planning…
Pros and Cons of Grant Funding
Pros and Cons of Grant Funding There are pros and cons to grant funding. Here is a list of pros: The funding does not need to be paid back. The funding is non-dilutive as no equity is given. Grants are easy to identify. Grants won can help in raising funding…
Startup Funding Espresso – Pros and Cons of Grant Funding
Pros and Cons of Grant Funding Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. There are pros and cons to grant funding. Here is a list of pros: The funding does not need to be paid…
Shaping Funding in MedTech: Insights from Industry Insiders webinar Part. II
In part two of the three-part series, we continue to explore the evolving funding landscape for medtech companies. Over the past three years, access to capital has become more challenging, pushing startups to adopt innovative commercialization strategies. Our guests, including experts from Hatch Medical and PavMed, discuss the importance of…
Checklist for Writing a Grant Application
Checklist for Writing a Grant Application Before writing a grant application make sure you have these things ready to go: A clear statement of the status of the technology and how it works. A value proposition of the technology and how it can provide benefits. A clearly defined goal for…
Startup Funding Espresso – Checklist for Writing a Grant Application
Checklist for Writing a Grant Application Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Before writing a grant application make sure you have these things ready to go: A clear…
How To Use Grant Funding
How To Use Grant Funding After winning a grant, you’ll need to apply the grant funding to your project Consider these best practices on how to use grant funding: Build a rapport with your grant representative. The grant representative is your contact point with the granting organization. Find a way…
Startup Funding Espresso – How To Use Grant Funding
How To Use Grant Funding Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. After winning a grant, you’ll need to apply the grant funding to your project Consider these best practices…
Applying for a Grant
Applying for a Grant In applying for a grant consider these factors: Set aside time for writing the grant application. It takes over 300 hours to properly write an SBIR grant. Make sure you are giving it the time and attention it requires. Understand the grant review process. Each granting…
Startup Funding Espresso – Applying for a Grant
Applying for a Grant Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In applying for a grant consider these factors: Set aside time for writing the grant application. It takes over…
Should You Pursue a Grant?
Should You Pursue a Grant? Grants provide seed money to startups. Consider these points in determining whether or not you should pursue a grant. Grant funds can only be used for the stated purpose in the grant proposal. If you need funds for operations, inventory, or administrative tasks, then you…
Startup Funding Espresso – Should You Pursue a Grant?
Should You Pursue a Grant? Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Grants provide seed money to startups. Consider these points in determining whether or not you should…
What Is a Grant?
What Is a Grant? A grant is funding to a startup to further the business but does not take equity nor must be paid back. The government provides grants to startups to help commercialize the technology and foster economic growth. Federal grants are given to startups to promote specific technology…
Startup Funding Espresso – What Is a Grant?
What Is a Grant? Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. A grant is funding to a startup to further the business but does not take equity nor must be paid back. The…
Mistakes in Commercialization
Mistakes in Commercialization Commercialization of technology requires key skills in market research, product development, and customer engagement. Avoid these mistakes in commercialization: Focusing on researching the technology only. Set aside time for selling, marketing, and product development. Failing to maintain commitment. Tech commercialization requires several years of work to achieve….
Investor Connect: Cintia Mano of COREangels International
Located globally, COREangels International is a brand of hands-on angels investing in early-stage startups through local portfolio funds. Their organization is driven by the energy of determined entrepreneurs and passionate angels, working every day to support innovation. COREangels funds invest in a portfolio selected by the angels from a pool…
Startup Funding Espresso – Mistakes in Commercialization
Mistakes in Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Commercialization of technology requires key skills in market research, product development, and…
Investor Connect – 802 – Cintia Mano of COREangels International
Located globally, COREangels International is a brand of hands-on angels investing in early-stage startups through local portfolio funds. Their organization is driven by the energy of determined entrepreneurs and passionate angels, working every day…
How To Engage Academics Into Commercialization
How To Engage Academics Into Commercialization Universities often encourage academics to commercialize their technology to advance their research. Here are some key steps to engage academics into commercialization: Focus on the impact of the research rather than the revenue generated. Encourage the researcher to promote the technology into other groups….
Startup Funding Espresso – How To Engage Academics Into Commercialization
How To Engage Academics Into Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Universities often encourage academics to commercialize their technology to advance…
Best Practices for Commercialization
Best Practices for Commercialization In commercializing technology here are some best practices to consider: Educate the market about the problem you solve and the solution you offer. It’s often the case the technology founder assumes the world understands the problem. You must educate the potential customer about the problem and…
Startup Funding Espresso – Best Practices for Commercialization
Best Practices for Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In commercializing technology here are some best practices to consider: Educate the market about…
How To Build an MVP
How To Build an MVP Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. A minimum viable product or MVP is a usable product that has minimal but must-have features. Here are the key steps to building your MVP:…
Startup Funding Espresso – How To Build an MVP
How To Build an MVP Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. A minimum viable product or MVP is a usable product that has minimal but must have features. Here are the key…
Using Prototypes To Raise Funding
Using Prototypes To Raise Funding In raising funding, a prototype is invaluable. Here are some reasons why investors fund projects that have a prototype: The prototype demonstrates you can build it. It gives you a tool to engage customers. Prototypes help you define the product better by observing how the…
Startup Funding Espresso – Using Prototypes To Raise Funding
Using Prototypes To Raise Funding Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In raising funding, a prototype is invaluable. Here are some reasons why investors fund projects…
IC: Shaping Funding in MedTech: Insights from Industry Insiders webinar Part. I
I recently had the opportunity to host the Shaping Funding in MedTech: Insights from Industry Insiders webinar. by Keiretsu Forum. I had the honor of moderating the discussion. The panelists include Paul Gianneschi, Managing Principal and Founder, CEO of Hatch Medical, Dr. Lishan Aklog – Chairman and CEO of Lucid Diagnostics,…
IC – 801 – Shaping Funding in MedTech: Insights from Industry Insiders webinar Part. I
I recently had the opportunity to host the Shaping Funding in MedTech: Insights from Industry Insiders webinar. by Keiretsu Forum. I had the honor of moderating the discussion.The panelists include Paul Gianneschi, Managing Principal…
Steps to Creating a Prototype
Steps to Creating a Prototype A prototype is an early model of your technology to show proof of concept and gather feedback from potential customers. Prototypes can also be used to raise funding from investors. For building a prototype keep these key issues in mind: The current market for your…
Startup Funding Espresso – Steps to Creating a Prototype
Steps to Creating a Prototype Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. A prototype is an early model of your technology to show proof of concept and gather feedback from…
Purpose of Prototypes in Commercialization
Purpose of Prototypes in Commercialization In commercializing your technology one of the most important elements is building a prototype. Prototypes provide several benefits and should be a high priority to complete as soon as possible. Many inventors use their resources to write another white paper or run another experiment. The…
Startup Funding Espresso – Purpose of Prototypes in Commercialization
Purpose of Prototypes in Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In commercializing your technology one of the most important elements is building a…
Best Practices for Grant Writing
Best Practices for Grant Writing Raising grant funding is a key step in commercializing your technology. Here are some best practices for grant writing to consider: Research the goals and objectives of grants to understand what is currently of interest. Make sure you have set up a legal entity for…
Startup Funding Espresso – Best Practices for Grant Writing
Best Practices for Grant Writing Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Raising grant funding is a key step in commercializing your technology. Here are some best practices…
Funding Options for Tech Commercialization
Funding Options for Tech Commercialization There are several options for funding the commercialization of technology. Here’s a list of sources to consider: Self-funding — consider putting some of your own funds into the business. This proves to others your commitment to the project. Make sure this funding goes to key…
Startup Funding Espresso – Funding Options for Tech Commercialization
Funding Options for Tech Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. There are several options for funding the commercialization of technology. Here’s a list…
Finding Anchor Customers
Finding Anchor Customers An anchor customer is one that provides a substantial amount of business on a recurring basis. These customers are important as they give you a base level of business each month. You save the time and cost of prospecting for the customer as they are already signed…
Startup Funding Espresso – Finding Anchor Customers
Finding Anchor Customers Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. An anchor customer is one that provides a substantial amount of business on a recurring basis. These…
Investor Connect: Mike Vandenbos of KingsCrowd
In this episode of Investor Connect, Hall T. Martin chats with Mike VandenBos, VP of Business Development at KingsCrowd. KingsCrowd empowers everyone to invest in startups confidently through research, ratings, data analytics, founder interviews, and financial products. Mike shares his journey from discovering startups through Michael Lewis’s book “The New…
When Should You License Your Technology Instead of Building a Startup
When Should You License Your Technology Instead of Building a Startup In commercializing your technology there are two primary paths: building a startup or licensing the technology to others. You should consider licensing your technology when the following conditions exist: The development cost of bringing the final product to market…
Startup Funding Espresso – When Should You License Your Technology Instead of Building a Startup
When Should You License Your Technology Instead of Building a Startup Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In commercializing your technology there are two primary…
Investor Connect – 800 – Mike Vandenbos of KingsCrowd
In this episode of Investor Connect, Hall T. Martin chats with Mike VandenBos, VP of Business Development at KingsCrowd. KingsCrowd empowers everyone to invest in startups confidently through research, ratings, data analytics, founder interviews, and…
How To License Your Technology
How To License Your Technology Licensing your technology to another company provides another path to commercialization. Here are some key steps to licensing your technology: Prepare information about the technology including an introduction, product description, and manufacturing information. Also document the product benefits, market research, and pricing. The product information…
Startup Funding Espresso – How To License Your Technology
How To License Your Technology Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Licensing your technology to another company provides another path to commercialization. Here are some…
What Is Licensing in Commercialization
What Is Licensing in Commercialization Licensing in commercialization is the right to manufacture and sell a product with the technology of another company. In return for the right, the licensee pays a royalty fee for each unit sold. Licensing brings the following advantages to the licensee: You gain the know-how…
Startup Funding Espresso – What Is Licensing in Commercialization
What Is Licensing in Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Licensing in commercialization is the right to manufacture and sell a product with the…
Key Legal Documents Used in Commercialization
Key Legal Documents Used in Commercialization There are several legal documents used in the commercialization process Here’s a list of key documents to know: Non-disclosure agreement — referred to as an NDA, this document requires the signatories to confidentiality with regards to information about the project. Material transfer agreement —…
Startup Funding Espresso – Key Legal Documents Used in Commercialization
Key Legal Documents Used in Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. There are several legal documents used in the commercialization process Here’s a list…
Different Paths of Commercialization
Different Paths of Commercialization There are different paths of commercialization. These paths include startups and licensing. Founders license the technology from the source and then establish a company to create a product to sell for a profit. The startup requires a team to build, sell, and support the product. The…
Innovation Models
Innovation Models Technology commercialization applies new technologies to the formation of a business. Innovation drives technology commercialization. To grow your business you may need to foster the development of the technology and its supporting functions. Here are several innovation models to consider to grow your technology. Open innovation model. Some…
Intellectual Property in Commercialization
Intellectual Property in Commercialization A key component in commercialization is intellectual property. Intellectual property refers to work or invention that comes from the creativity of the mind such as a design, literature, or artistic works. It comes in several forms including patents, copyrights, trademarks, trade secrets, and industrial designs. Government…
Startup Funding Espresso – Different Paths of Commercialization
Different Paths of Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. There are different paths of commercialization. These paths include startups and licensing….
Startup Funding Espresso – Innovation Models
Innovation Models Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Technology commercialization applies new technologies to the formation of a business. Innovation drives technology…
Startup Funding Espresso – Intellectual Property in Commercialization
Intellectual Property in Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. A key component in commercialization is intellectual property. Intellectual property refers…
Testing Your Idea for Commercialization
Testing Your Idea for Commercialization Before commercializing your technology, test the idea with these questions: What product should you build? There are many ways to apply technology to a problem. Who is the target customer and can they pay for it? It’s important to gain clarity on your target audience…
Startup Funding Espresso – Testing Your Idea for Commercialization
Testing Your Idea for Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Before commercializing your technology, test the idea with these questions: What product…
Key Steps in Commercialization
Key Steps in Commercialization Once you start down the path of commercialization, there are some key steps to accomplish. Determine patent strategy. There are several ways to protect intellectual property including patents, trade secrets, trademarks, and more. Review each option for your technology. Gain a Freedom to Operate opinion. This…
Startup Funding Espresso – Key Steps in Commercialization
Key Steps in Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Once you start down the path of commercialization, there are some key steps to accomplish. Determine…
Elements of Commercialization
Elements of Commercialization Commercialization is the process of transitioning technologies from the lab into products in the marketplace to create financial value. Here are the key elements of the commercialization process: Assessing the technology. This includes identifying the commercial potential by examining multiple markets, applications, and use cases. Checking feasibility. This includes a review of […]
Startup Funding Espresso – Elements of Commercialization
Elements of Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Commercialization is the process of transitioning technologies from the lab into products in the…
How to Raise Funding: Achieving Funding Goals | Episode 25
In this episode of Investor Connect, host Hall T. Martin shares essential strategies for raising funding, drawing from his extensive experience in the field. Hall engages with guests from McKee, discussing their smart home controller product and their journey in securing investments. He emphasizes the importance of investor relations and the various methods Ten Capital […]
What Is Commercialization?
What Is Commercialization Commercialization is transitioning technologies from the lab into products in the marketplace. It is important because it brings new technologies to solve problems. Technologies and products bring new capabilities and can also reduce the costs of existing solutions. Commercialization requires refactoring the technology into a product that…
Startup Funding Espresso – What Is Commercialization
What Is Commercialization Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. Commercialization is the process of transitioning technologies from the lab into products in the…
Key Questions for Succession Planning
Key Questions for Succession Planning Succession planning is a key part of running a family office. Here are some key questions to consider in planning your succession program. Do you need a succession plan? All family offices need a plan to help transition the business to the next management team….
Succession Planning for Family Offices
Succession Planning for Family Offices In running a family office, succession planning is an important function. Here are some key considerations in succession planning: Understand the generational differences in the family and how it may impact the future leadership. Some generations do not want to continue a family office but…
Startup Funding Espresso – Succession Planning for Family Offices
Succession Planning for Family Offices Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In running a family office, succession planning is an important function. Here are some key…
More Best Practices for Running a Family Office
More Best Practices for Running a Family Office In running a family office consider these additional best practices. Document your family legacy. Capture in writing the history of the family and its business. Share the story with the entire family. Educate the next generation of the family. Assess the skills and education. Build a program […]
Startup Funding Espresso – More Best Practices for Running a Family Office
More Best Practices for Running a Family Office Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In running a family office consider these additional best practices. Document your…
Best Practices for Running a Family Office
Best Practices for Running a Family Office In running a family office here are some best practices to consider: Set up a mission statement that captures the values of the family. Tie that mission statement to the operational goals and financial results. Set up the legal entity and the operations…
Startup Funding Espresso – Best Practices for Running a Family Office
Best Practices for Running a Family Office Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In running a family office here are some best practices to consider: Set up a mission…
ACA Event Takeaways from Merom Klein & Louise Klein of Courage Growth Partners
Welcome to another episode of Investor Connect! I’m Hall T. Martin, and today we explore funding strategies with Louise Yochi Klein and Merom Klein of Courage Growth Partners. Louise Yochi Klein, PsyD, and Merom Klein, PhD, are distinguished business psychologists and leadership experts. As Principals at Courage Growth Partners, Yochi and Merom specialize in equipping […]
Best Practices for Setting Up a Family Office
Best Practices for Setting Up a Family Office In setting up a family office consider these best practices: Build an investment strategy that leverages the strengths of the family including their skills, resources and network. Set up a formal diligence process to screen incoming deals in a rigorous manner. Assess…
Investor Connect – 799 – Merom Klein & Louise Klein of Courage Growth Partners
Welcome to another episode of Investor Connect! I’m Hall T. Martin, and today we explore funding strategies with Louise Yochi Klein and Merom Klein of Courage Growth Partners. Louise Yochi Klein, PsyD, and Merom Klein, PhD, are distinguished business…
Startup Funding Espresso – Best Practices for Setting Up a Family Office
Best Practices for Setting Up a Family Office Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In setting up a family office consider these best practices: Build an investment…
Drawbacks to Starting a Family Office
Drawbacks to Starting a Family Office There are drawbacks in starting up a family office. Consider these challenges in setting up your family office. The upfront and ongoing costs can be considerable. These costs include the following: Hiring professionals and operational people can cost a great deal in today’s market….
Startup Funding Espresso – Drawbacks to Starting a Family Office
Drawbacks to Starting a Family Office Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. There are drawbacks in starting up a family office. Consider these challenges in setting up your…
Operational Objectives for a Family Office
Operational Objectives for a Family Office In running a family office there are several key operational objectives for the family office to achieve. Here’s a list of key areas to consider: Governance. This includes leadership, board management, communications and succession planning. The leadership should continuously improve the operational efficiency of…
Startup Funding Espresso – Operational Objectives for a Family Office
Operational Objectives for a Family Office Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In running a family office there are several key operational objectives for the family…
Choosing a Leader for a Family Office
Choosing a Leader for a Family Office In setting up a family office, one must choose someone to lead it. There are several types of leaders to consider: Operations — focuses on the day-to-day tasks of running the business. This leader provides oversight over all aspects of the business including…
Startup Funding Espresso – Choosing a Leader for a Family Office
Choosing a Leader for a Family Office Hello, this is Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing. In setting up a family office, one must choose someone to lead it. There are several types of…
Problems in Family Offices
Problems in Family Offices There are challenges in running a family office. Here are some key problems to watch out for: Treating the family office as a hobby rather than a business. The family office is a legal entity with employees, investments, and tax filings. It’s important to treat it…