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The Angel Next Door

The Angel Next Door

175 episodes — Page 3 of 4

Ep 74Demystifying Life Science Investing

What are the unique hurdles that entrepreneurs encounter in the complex field of life sciences? In this episode of The Angel Next Door Podcast, Yaniv Sneor, co-founder of the Mid Atlantic Bio Angels, shares his extensive experience in angel investing specifically within the life sciences arena. As an expert in navigating the intricacies of this sector, Yaniv provides critical insights into the detailed processes and strategies required for successful investments in life sciences.During the conversation, Yaniv sheds light on how the Mid Atlantic Bio Angels evaluate life science opportunities. He explains the organization's focused approach, which includes thorough due diligence, a global perspective for sourcing deals, and collaboration with experts worldwide to make informed decisions. He discusses the foundational reasons behind the inception of the group, emphasizing the necessity for specialized knowledge in effectively navigating life science investments.This episode is invaluable for anyone interested in the specialized field of life sciences investing. Yaniv clarifies the complexities of the sector, transforming what often seems like an enigmatic venture into a comprehensible and approachable subject. This episode addresses both the hurdles and strategies in life science investments, making this a crucial listen for both budding entrepreneurs and seasoned investors keen on exploring the dynamic intersection of healthcare and investment. To get the latest from Yaniv Sneor, you can follow him below!LinkedIn - https://www.linkedin.com/in/yaniv-sneor-5534131/https://bioangels.net/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

May 30, 202422 min

Ep 73Four Reasons start-ups fail and one of them is NOT money

Is creating a successful startup more about the product or the connection with your customers? This intriguing question sets the stage for a highly informative episode where we unpack the complex relationship between startups, customer engagement, and the transformative impact of purpose-driven branding with guest expert Brian Mac Mahon.Brian, with a wealth of experience from nurturing nearly 300 startups at ExpertDojo, shares his foresight on overcoming the biases that plague the startup ecosystem. His global perspective and involvement in the early stages of startup development provide a unique lens through which we can examine the keys to building a sustainable and emotionally resonant business.This episode is a condensed guide for both budding and established entrepreneurs on the vitality of customer relationships, the strategic use of outreach tools, and the untapped potential of blockchain technology. Brian's wisdom is not just theoretical; it's backed by stories of real-world successes and failures, making it an essential listen for anyone looking to fine-tune their entrepreneurial approach and secure a competitive edge in the marketplace. To get the latest from Brian Mac Mahon, you can follow him below!LinkedIn - https://www.linkedin.com/in/brianmacmahon2/https://expertdojo.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

May 23, 202438 min

Ep 72Navigating the AI Landscape: Exciting Opportunities and Strategies for Investors

Are you an angel investor looking to navigate the AI landscape and make strategic investment decisions?In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with special guest Katie Taylor, the CEO of Narratize, an innovative AI company. Katie shares her journey in the AI space, from her time at Purdue University to becoming one of the seven developer ambassadors advising OpenAI with ChatGPT. She explains how Narratize’s approach to AI differs from other companies, emphasizing the importance of large language model agnosticism and responsible AI principles. This episode is a must-listen for investors seeking insights into the evolving AI marketplace and the strategies they can employ to make informed and impactful investment decisions.This episode offers a compelling exploration of the AI marketplace and the critical considerations for angel investors. Katie’s perspectives shed light on the evolving landscape of generative AI and the potential for its exponential growth. With insights on security, privacy, and diversity in AI leadership, this episode equips listeners with the essential knowledge to make informed investment decisions in the dynamic AI space. Whether you're an experienced angel investor or someone interested in the world of AI entrepreneurship, this episode provides valuable insights and thought-provoking discussions that make it a must-listen for anyone interested in the intersection of AI and investment. To get the latest from Katie Taylor, you can follow her below!LinkedIn - https://www.linkedin.com/in/kathryn-katie-trauth-taylor/https://www.narratize.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

May 16, 202422 min

Ep 71A Vision for America's Small Businesses

Learn about the world of entrepreneurship and the power of small businesses in the United States.In this episode of The Angel Next Door Podcast, host Marcia Dawood welcomes Congressman Aaron Bean to discuss his fascinating journey to becoming a member of the US House of Representatives. Congressman Bean's story is one of resilience and determination, as he talks about successfully building four small businesses, including a putt-putt golf business and a retail insurance agency, while also serving in various elected positions. As he shares his experiences, Congressman Bean emphasizes the importance of entrepreneurship and the role of government in supporting small businesses, making this episode a must-listen for anyone passionate about fostering entrepreneurship and economic growth.Throughout the conversation, Congressman Bean reflects on his journey from serving as a city commissioner and mayor to being elected to the Florida House of Representatives before becoming a member of the US House of Representatives. He highlights the challenges he faced, the victories he achieved, and the impact of his work on supporting small businesses. The episode dives into the role of government in creating an environment conducive to entrepreneurship, addressing regulations, and providing opportunities for private investors to support innovative ideas. Listeners will gain valuable insights into the intersection of politics and small business, highlighting the importance of engaging with government to foster an entrepreneurial spirit and drive economic progress. Congressman Bean's perspective offers a unique understanding of the legislative process and how it intertwines with the entrepreneurial landscape, making this episode essential listening for those interested in the future of small business and economic policies in the United States. To get the latest from Congressman Bean, you can follow him below!https://bean.house.gov/https://aaronbean.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

May 9, 202424 min

Ep 70Using Philanthropic Capital to invest in For-profit Companies

How can philanthropic capital be used to drive investments in for-profit companies, particularly those led by underrepresented founders?In the latest episode of The Angel Next Door Podcast, hosts Marcia Dawood are joined by Patrice and Leah Brickman, founders of Inspire Access, a 501(c)(3) organization aiming to mobilize philanthropic capital to support underrepresented founders in the entrepreneurial space. The episode dives into the experiences and insights of Patrice and Leah, who discuss the impact of investment capital on businesses, particularly those led by women and people of color, and how Inspire Access is pioneering a new approach to redirecting donor-advised funds toward mission-aligned investments, ultimately bridging the investment gap for underrepresented entrepreneurs.As Patrice and Leah share their expertise and experiences, they offer a compelling case for why redirecting philanthropic capital to support for-profit companies led by underrepresented founders is a crucial step in empowering and uplifting these entrepreneurs. This episode is a must-listen for anyone interested in impact investing, philanthropy, and promoting diversity and inclusion in entrepreneurship, as it offers a roadmap for driving positive change through strategic and purpose-driven investments. To get the latest from Patrice and Leah Brickman, you can follow them below!LinkedIn - https://www.linkedin.com/in/patrice-brickman-2b46637b/https://www.linkedin.com/in/leah-brickman/https://www.inspireaccess.org Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

May 2, 202422 min

Ep 67Crowdfunding for the Main Street

Tune in to the latest episode of The Angel Next Door podcast as host Marcia Dawood sits down with George Cook, co-founder of Honeycomb Credit. George shares how the platform is revolutionizing crowdfunding for small businesses, addressing the challenges faced in accessing capital from traditional lenders. This insightful episode offers a compelling look at the impact of investment crowdfunding with microloans on Main Street entrepreneurs and its potential to shape the future of business financing. If you're interested in learning about the evolving landscape of small business funding and the role of crowdfunding in supporting local economies, this episode is a must-listen. To get the latest from George Cook, you can follow him below!LinkedIn - https://www.linkedin.com/in/george-cook-honeycomb/https://www.honeycombcredit.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Apr 25, 202427 min

Ep 68Thinking Bigger: Elevating Women to Grow and Scale Fundable Companies

How does one pivot from humanitarian work to launching a game-changing business in the luxury camping industry to becoming a Venture Capitalist? In this episode of The Angel Next Door Podcast, Marcia sits down with Sarah Dusek, co-founder of Under Canvas and Enygma Ventures, to explore her remarkable journey from non-profit endeavors in Africa to revolutionizing outdoor hospitality to investing in innovative change. Sarah's pathway to success exemplifies the entrepreneurial courage and innovation needed to thrive in today's business climate.This discussion with Sarah isn't just about her transition to an accomplished entrepreneur; it's also about her shift to a venture capitalist with Enygma Ventures, focusing on female-led businesses in Africa. Confronting the fundraising challenges as a woman in business, Sarah now dedicates herself to empowering other female entrepreneurs, sharing lessons gleaned from her own experiences. To get the latest from Sarah Dusek, you can follow her below!LinkedIn - https://www.linkedin.com/in/sarahhdusek/https://www.enygmaventures.com/https://www.inc.com/magazine/202311/ben-sherry/how-a-pe-backed-glamping-company-grew-its-valuation-by-5x-in-just-13-months.html Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Apr 18, 202430 min

Ep 69The SEC's Role in Empowering Entrepreneurs and Angel Investors

Are you an aspiring entrepreneur looking to navigate the complex world of small business capital formation, aka raising money? In the latest episode of The Angel Next Door Podcast, host Marcia Dawood engages in an insightful conversation with Stacey Bowers, Director of the Office of the Advocate for Small Business Capital Formation at the Securities and Exchange Commission. Stacey shares her extensive experience, ranging from working in securities law to representing founders and small businesses in raising capital, eventually leading her back to the SEC in a significant role. The episode goes into the crucial role of the Office of Advocacy in amplifying the voices of small businesses and investors to advance their interests in the capital markets.In a stimulating discussion, Stacey unveils the vital functions of the Office of Advocacy, shedding light on its mission to support small businesses, investors, and underrepresented entities. The office undertakes substantial outreach, collects data, and publishes an annual report that encapsulates the challenges and experiences of small businesses and investors. The episode emphasizes the array of educational resources available, including a glossary to demystify legal jargon and a funding roadmap to guide potential entrepreneurs in their capital-raising endeavors. With an emphasis on promoting awareness and engagement, this episode is a must-listen for both aspiring entrepreneurs and angel investors seeking comprehensive insights into small business capital formation and the vital support available through the SEC's Office of Advocacy. To get the latest from Stacey Bowers, you can follow her below!LinkedIn - https://www.linkedin.com/in/stacey-bowers-1a65ba/https://www.sec.gov/news/press-release/2024-32024 SEC Small Business Forum Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Apr 11, 202431 min

Ep 66Demystifying Family Offices

Are you confident in the way the younger generation is approaching entrepreneurship and investment?In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down for an intriguing conversation with Sal Buscemi, an expert in family offices and investing. Sal shares his journey into the world of investing and demystifies the concept of family offices, shedding light on their unique perspectives and approaches. As the founder of a boutique multi-family office, Sal unveils invaluable insights into the world of family offices, offers advice for early stage investors, and discusses the changing landscape of wealth creation.This episode is a must-listen for anyone seeking to gain a deeper understanding of family offices, early stage investing, and the evolving dynamics of wealth creation. With insightful discussions on strategies for engaging with family offices, navigating investment opportunities, and the long-term vision of wealth preservation, this episode is a compelling resource for aspiring entrepreneurs and seasoned investors alike. To get the latest from Sal Buscemi, you can follow him below!LinkedIn - https://www.linkedin.com/in/salvatore-buscemi/Sal's book Investing Legacy: How the .001% Invest - https://a.co/d/8BqCmTdhttps://salvatorebuscemi.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Apr 4, 202421 min

Ep 65Rethinking Wine: How One Entrepreneur Revolutionized the Market with Archer Roose

Are female entrepreneurs facing different challenges compared to their male counterparts?In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Marian Leitner-Waldman, the founder of Archer Roose, a brand challenging the traditional wine industry by offering premium quality wine in cans. Marian shares her journey of building a successful brand in a predominantly male-dominated industry, her innovative approach to packaging and marketing, and the hurdles she faced as a female founder in the world of entrepreneurship. From her experiences navigating the wine industry to securing partnerships with major players like JetBlue and Elizabeth Banks, her story is an inspiring testament to resilience and the power of disrupting established norms.Marian's entrepreneurial journey began with a passion for building, from founding a nonprofit in high school to working with impactful organizations like the Gates Foundation. Her dedication to fostering social impact led her to challenge the status quo of the wine industry, where she identified a lack of options for consumers who simply wanted a single glass of wine without the snobbery often associated with the traditional wine culture.This episode is a must-listen for anyone interested in the intersection of entrepreneurship, social impact, and innovation. Marian's journey serves as an inspiring example of how questioning established norms and pushing through obstacles can lead to transformative changes in traditional industries. Her insights into the challenges faced by female entrepreneurs provide valuable perspectives for both aspiring business owners and investors, offering a compelling narrative of resilience, innovation, and the pursuit of creating positive change. To get the latest from Marian Leitner-Waldman, you can follow her below!LinkedIn - https://www.linkedin.com/in/marianleitner/https://archerroose.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Mar 28, 202422 min

Ep 64Prioritizing Health for Business Success: Insights from a Peloton Instructor Turned Entrepreneur

Do you ever think about how our heart's work leads us to our heart's people? In the latest episode of The Angel Next Door Podcast, host Marcia Dawood dives into the world of entrepreneurship and the profound impact it can have on our lives. Joining her is the inspiring entrepreneur and wellness advocate, Nicole Meline, who shares her journey from being a Peloton instructor to becoming a successful entrepreneur with her platform, Alter Together.Nicole Meline's captivating storytelling takes listeners through her transformative entrepreneurial journey. From her initial foray into the world of fitness in New York City to ultimately launching her own wellness platform, Nicole's story is a testament to the power of following one's heart's desires. Throughout the episode, she eloquently articulates the fusion of her passion for fitness, her skills in leadership, and her unwavering commitment to wellness, culminating in the creation of Alter Together.This episode is a must-listen for anyone interested in entrepreneurship, wellness, or personal growth. Nicole Meline's insights into nurturing one's body and mindset to achieve both wealth and wellness offer thought-provoking perspectives on redefining success. As she discusses the correlation between wealth and wellness, listeners are encouraged to reevaluate their own definitions of success and explore the depth of their personal and professional journeys. Whether you're an aspiring entrepreneur, an angel investor, or simply seeking inspiration for personal growth, this episode offers profound wisdom and invaluable insights into the intersection of entrepreneurship and holistic wellbeing. To get the latest from Nicole Meline, you can follow her below!LinkedIn - https://www.linkedin.com/in/nicolemeline/Ignite 7-day Reset - https://alter.nicolemeline.com/programs/ignite-7-day-reset?cid=3591792&permalink=ignite-day-1-welcomehttps://www.nicolemeline.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Mar 21, 202425 min

Ep 62Navigating Fundraising in Women's Health Tech

Have you ever wondered what it takes to succeed as an underrepresented founder in the world of entrepreneurship? In this episode of The Angel Next Door Podcast, host Marcia Dawood engages in a riveting conversation with guest Alison Greenberg, the co-founder of Ruth Health, a virtual care platform for pregnancy and beyond. Alison shares her journey as an entrepreneur and her mission to revolutionize the healthcare space by making maternity care more accessible and affordable as well as caring for all. She discusses the challenges of raising capital as an underrepresented founder and provides insightful advice for both entrepreneurs and angel investors.Alison discusses her passion for addressing the gaps in maternity care and her entrepreneurial journey in founding Ruth Health. With a focus on developing the doula workforce and embracing telehealth, Ruth Health aims to transform the landscape of birthwork, advocating for the recognition and importance of doulas in improving pregnancy outcomes. Alison's insights into the fundraising journey and the significance of having a clear investment thesis provide valuable perspectives for entrepreneurs and angel investors alike.Tune in to this episode to gain a deeper understanding of the challenges faced by underrepresented founders in healthcare and entrepreneurship, and to learn from Alison's impactful journey of building a mission-driven company. Whether you're an aspiring entrepreneur, an angel investor, or simply passionate about making a difference in healthcare, this episode is a must-listen for its inspiring narrative, practical advice, and thought-provoking insights into inclusive capitalism and the impact of innovative healthcare solutions. To get the latest from Alison Greenberg, you can follow her below!LinkedIn - https://www.linkedin.com/in/greenbergalison/https://ruthhealth.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Mar 14, 202429 min

Ep 63Revolutionizing the Venture Capital Landscape with Fabric VC

Are you ready to dive into the world of entrepreneurship and venture capital with an innovative twist? In this episode of The Angel Next Door Podcast, host Marcia Dawood chats with the vibrant Laurel Mintz, the Founder and General Partner of Fabric VC. Laurel's journey from a background in law and marketing to becoming a successful entrepreneur and venture capitalist is a captivating testament to her determination and forward-thinking mindset. Her unique perspective and passion for supporting diversity in venture funding sets the stage for an inspiring and informative conversation that sheds light on the power of women in finance and the future of investment.In this engaging episode, Laurel Mintz shares her personal investor journey and the pivotal moment that led her to start a venture capital firm. She discusses the origins of Fabric VC and the mission behind it, emphasizing the importance of weaving together diverse founders with funding. With a commitment to supporting underrepresented entrepreneurs, Laurel discusses the fabric thread count, a second layer of diligence that focuses on companies needing support from a marketing perspective. Her insightful approach to investing and dedication to empowering women in the financial landscape make this a must-listen episode for anyone interested in the intersection of entrepreneurship, diversity, and venture funding. To get the latest from Laurel Mintz, you can follow her below!LinkedIn - https://www.linkedin.com/in/laurel-mintz/https://www.fabricvc.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Mar 7, 202426 min

Ep 61Championing Diversity in VC Funding through Emmeline Ventures' Innovative Approach

Are you interested in learning how to bridge the gap in entrepreneurship for underrepresented communities? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Naseem Sayani, co-founder of Emmeline Ventures, to discuss her journey as an angel investor and her dedication to supporting diverse founders. Naseem shares how her background in management consulting and her passion for women's health, financial inclusion, and sustainability led her to become an angel investor and co-found Emmeline Ventures with her partners La Keisha Landrum Pierre and Azin Radsan Van Alebeek. They dive into the challenges faced by female founders in securing venture capital funding, the importance of diverse representation in investment, and the need to reshape the conditioning around risk and failure for women in the entrepreneurship space.This episode provides a captivating insight into the world of angel investing and the invaluable work being done by Emmeline Ventures to support underrepresented founders. Listeners will gain a deeper understanding of the challenges faced by female founders and the vital role of investors in driving equity and inclusion in the startup landscape, making it a must-listen for anyone interested in entrepreneurship, venture capital, and fostering diversity and inclusion in business. To get the latest from Naseem Sayani, you can follow her below!LinkedIn - https://www.linkedin.com/in/nsayani/https://www.emmelineventures.vc/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Feb 29, 202424 min

Ep 60Navigating the Future of Capital Markets with SEC's Commissioner Uyeda

Can the gatekeepers of capital truly predict the next groundbreaking innovation, or does overregulation stifle potential? This question sits at the heart of today’s pressing conversation with Commissioner Uyeda on The Angel Next Door Podcast with host Marcia Dawood. Entrepreneurs and innovators face a myriad of challenges, but how can regulation strike the right balance between protection and empowerment? This episode dives into the complexities of capital formation, regulatory insight, and the budding entrepreneur's right to risk.Commissioner Uyeda, currently serving his second term at the Securities and Exchange Commission (SEC), brings a wealth of knowledge to the table. Sworn in December 2023 for another five-year term, the commissioner is poised to witness significant rule adoptions and finalizations, especially under Chair Gensler's directive leadership. Appointed as one of five bipartisan SEC commissioners, Uyeda is instrumental in ensuring the regulatory body remains effective and cost-efficient amid a rapidly evolving electronic era.This episode is a must-listen for anyone involved or interested in the startup ecosystem, angel investing, and the broader financial landscape of entrepreneurial ventures. Marcia and Commissioner Uyeda touch on pivotal issues, from the nonpartisanship needed within the SEC to the nuanced differences between fraud and investment losses, as well as the practical concerns of raising the financial thresholds for accredited investors. With an eye towards inclusive innovation and insights that could shape the future of investment policies, The Angel Next Door Podcast shines a spotlight on the delicate interplay between regulatory frameworks and the inherent risk-taking that fuels American ingenuity. To get the latest from Commissioner Uyeda, you can follow him below!LinkedIn - https://www.linkedin.com/in/mark-uyeda-5227aa5/https://www.sec.gov/news/speech/uyeda-remarks-securities-regulation-institute-012224https://www.sec.gov/about/commissioners/mark-t-uyeda Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Feb 22, 202430 min

Ep 59Empowering Entrepreneurs: Congressman Magaziner's Advocacy for Innovation and Growth Opportunities

Have you ever considered the role of angel investors in fostering and supporting the entrepreneurial spirit in America? In this episode of "The Angel Next Door Podcast," host Marcia Dawood sits down with Congressman Magaziner to explore the intersection of innovation, entrepreneurship, and public policy. Congressman Magaziner has served as Rhode Island's general treasurer and now represents Rhode Island in Congress, where he focuses on expanding economic opportunity, defending democracy, and promoting innovation. The episode dives into his journey, the importance of a strong social safety net for fostering innovation, and the need for pro-innovation policies to maintain American leadership in a global context. To get the latest from Congressman Magaziner, you can follow him below!LinkedIn - https://www.linkedin.com/in/sethmagaziner/https://sethmagaziner.com/https://magaziner.house.gov/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Feb 15, 202419 min

Ep 58The Power of Inclusive Investing: Breaking Barriers and Bridging the Gap in VC

In this episode of The Angel Next Door Podcast, Lorine Pendleton, a venture capitalist and founder of 125 Ventures, shares her inspiring journey from angel investor to founding a fund focused on underrepresented founders and impactful startups. She discusses the importance of diversity in venture capital, the potential for financial success in investing in underrepresented founders, and the intersection of technology, sports, and media in the entrepreneurial landscape. Lorine's impactful story and insightful commentary make this episode a compelling exploration of the transformative power of diversity in the world of angel investing and venture capital, making it a must-listen for aspiring entrepreneurs and investors seeking deeper insights into the entrepreneurial ecosystem. To get the latest from Lorine Pendleton, you can follow her below!LinkedIn - https://www.linkedin.com/in/lorinependleton/https://www.portfolia.co/https://125ventures.vc Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Feb 8, 202421 min

Ep 57Preparing Hardware Startups for Fundraising Success

Are you an aspiring entrepreneur looking for inspiration and guidance to navigate the world of startups and venture capital? In this episode, Christina Tamer, Vice President for Venture Programs at Venturewell, shares her insights and experiences in supporting entrepreneurship. With nearly a decade of experience, Christina discusses her journey from working at a venture fund to her impactful role at Venturewell. She emphasizes the importance of supporting entrepreneurs from diverse backgrounds and the transformative power of technology-focused startups. Listeners are in for an insightful conversation as Christina Tamer provides an overview of Venturewell's mission and the Aspire program, a vital initiative that supports technology startups on their journey to securing seed funding. The discussion highlights the critical role of Aspire in preparing scientific founders and technical entrepreneurs to communicate effectively with investors and attract potential funding. Additionally, the episode touches on the Catalyst program and its impact in building a more diverse and inclusive angel investing community, emphasizing the significance of empowering underrepresented individuals in the entrepreneurial ecosystem. If you're seeking inspiration and practical advice on entrepreneurship, this episode is a must-listen, offering valuable insights from an industry expert passionate about promoting economic development through innovation and venture investment.To get the latest from Christina Tamer, you can follow her below!LinkedIn - https://www.linkedin.com/in/christinatamer/VentureWell - https://venturewell.org/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Feb 1, 202419 min

Ep 56Revolutionizing Startup Support: Insights into Angel Investing and Entrepreneurial Empowerment

Are women entrepreneurs facing obstacles in paying themselves fairly, which might be impacting their businesses in more ways than one? In the episode, Marcia explores this topic with guest Nicola Corzine, the CEO of Nasdaq Entrepreneurial Center and an experienced angel investor. Nicola shares her insights into entrepreneurs' challenges and how they impact their businesses. She also discusses the open deal source model she developed to provide fair access to startup founders and the focus of Nasdaq Entrepreneurial Center on providing free resources and support for entrepreneurs, particularly in terms of gender and race equity in entrepreneurship. To get the latest from Nicola Corzine, you can follow her below!LinkedIn - https://www.linkedin.com/in/nicolacorzine/Nasdaq Entrepreneurial Center - https://thecenter.nasdaq.org/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Jan 25, 202428 min

Ep 55Backstage Chronicles: Innovations and Challenges in Fund and SPV Management

Have you ever wondered about the hidden complexities and risks involved in managing special purpose vehicles (SPVs) and funds in angel investing? In this episode Marcia and repeat guest Denise Dunlap, co-founder of Loon Creek Capital, do a deep dive into SPVs and fund administration. Denise, a seasoned angel investor, shares her invaluable insights and expertise, shedding light on the often overlooked long-term implications and administrative challenges of setting up and managing SPVs and funds.She unveils the critical considerations and risks associated with choosing service providers, drawing from real-life examples that underscore the necessity of assessing the sustainability and business models of such entities. Offering a glimpse into the intricate regulatory and legal landscape of managing SPVs and funds, Denise provides essential guidance for angel investors and entrepreneurs navigating the dynamic world of angel investing and fund administration.To get the latest from Denise Dunlap, you can follow her below!LinkedIn - https://www.linkedin.com/in/denisedunlap55/Loon Creek CapitalDenise's 1st episode on The Angel Next Door - Denise Dunlap talks Revenue Based FinancingDenise's 2nd episode on The Angel Next Door - Surprising Lessons Learned About Revenue-Based Financing Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Jan 18, 202427 min

Ep 54Strategies, Tax Benefits, and Insights into the Midwest Startup Scene

Have you ever thought about the potential for angel investing in the heartland of America? In the latest episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Bart Dillashaw, a startup attorney and angel investor based in the middle of Nebraska. Bart shares his journey into angel investing and how he has been involved with the Nebraska Angels, an Angel Capital Association member, for over a decade. He discusses the group's significant growth and its ranking as one of the top ten most active angel groups in the country. Bart also sheds light on the types of industries they primarily invest in, such as B2B SaaS, and talks about the intricacies of angel investing, including the accredited investor definition, tax advantages, and innovative strategies for maximizing investment opportunities. Bart’s extensive experience in the startup and angel investing landscape provides valuable knowledge and expertise that can inspire and empower both seasoned and aspiring angel investors. Listeners will gain a deeper understanding of the challenges and opportunities in angel investing, along with practical insights on accessing deal flow, diversifying investments, maximizing tax advantages, and driving impactful growth for early-stage companies. The episode is a must-listen for anyone interested in angel investing, entrepreneurship, and the evolving landscape of early-stage investments in the heartland of America.To get the latest from Bart Dillashaw, you can follow him below!LinkedIn - https://www.linkedin.com/in/bart-dillashaw-a0a658/Enterprise Legal Studio - https://elegalstudio.com/Nebraska Angels - https://www.nebraskaangels.org/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Jan 11, 202424 min

Ep 53Anticipating 2024: Trends in Angel Investor Strategies, AI Industry, and Startup Challenges

What trends and shifts can we expect to see in the world of angel investing and venture capital in 2024? In the latest episode of Minutes with Marcia, host Marcia Dawood recaps the significant changes and trends from the past few years and anticipates what the future holds for the investing landscape. The episode covers the resilience of angel investors amidst economic fluctuations and the evolving methods of early-stage investing, including the preferences of the upcoming Gen Z investors. Marcia emphasizes the significance of data-driven due diligence, the role of board members in startup success, and the potential challenges and opportunities that may emerge in the angel investing world in the upcoming years. In this insightful episode, Marcia shares her reflections on the recent years in venture capital and angel investing, highlighting the pivotal moments in the investment landscape and discussing the prospects for 2024.https://www.washingtonpost.com/business/2023/12/18/recession-economy-inflation/2023 Angel Funders Report - https://www.angelcapitalassociation.org/angel-funders-report-2023/2023 OASB Annual Report - https://www.sec.gov/files/2023-oasb-annual-report.pdf Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Jan 4, 20248 min

Ep 52In Remembrance of Bill Payne: A Tribute to His Contributions in Angel Investing

In this heartfelt tribute episode, Marcia Dawood honors the iconic angel investor, Bill Payne, who passed away the week of December 20, 2023. Through a touching reflection on Bill's immense contributions to the world of angel investing, Marcia shares personal anecdotes and highlights Bill's pivotal role in shaping the landscape of angel investing. Using excerpts from an earlier episode featuring Bill, listeners gain insight into his journey into angel investing and his passion for educating and mentoring entrepreneurs and investors. Bill's unwavering dedication and wisdom leave a lasting impact, prompting an outpouring of tributes from the global community and a commitment to preserving his invaluable teachings. This tribute provides a touching exploration of Bill's journey and his unwavering commitment to educating, mentoring, and shaping the angel investing landscape, prompting a collective dedication to preserving and sharing his wisdom with future generations of investors and entrepreneurs. Bill Payne Bio from The Grainger College of Engineering - https://grainger.illinois.edu/alumni/distinguished/William-PayneAnn and Bill Payne ACA Angel University - https://www.angelcapitalassociation.org/aca-angel-university/ The Angel Next Door episode with Ann and Bill Payne - https://the-angel-next-door.simplecast.com/episodes/ann-and-bill-payne-w74vnWdx Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Dec 28, 20238 min

Ep 51The Changing Face of Angel Investing: Data Reveals New Dynamics

In this short episode of Minutes with Marcia (Part 1 of 2), host Marcia Dawood dives into the recent data released by the Angel Capital Association (ACA), the Securities and Exchange Commission, and insights from Dr. Ron Weissman, the current chair of the ACA. The episode reflects on the significant shifts in the venture capital climate over the past two years, highlighting the challenges faced by entrepreneurs in accessing capital and the impact on angel investments. Marcia also emphasizes the importance of angel investors expanding their knowledge of the various funding avenues available to entrepreneurs, particularly regulation crowdfunding which is being utilized by more underrepresented founders.Listeners are immersed in an insightful analysis of the 2021 and 2022 fiscal years in the world of angel investments, revealing the impact of market fluctuations on funding availability and job creation. The episode leaves the audience anticipating part two, where Marcia promises to explore future trends in angel investments for 2024. 2023 Angel Funders Report - https://www.angelcapitalassociation.org/angel-funders-report-2023/2023 OASB Annual Report - https://www.sec.gov/files/2023-oasb-annual-report.pdf Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Dec 21, 20237 min

Ep 50Embracing Profit and Purpose: Exploring the Potential of B Corp Certification

In this episode, Marcia dives into the world of B Corps with guest Anne Chambers. The episode begins with a question that sparks curiosity: Are B Corps the future of business? Anne shares her expertise as a B Corp certified entrepreneur and sheds light on the importance of these certifications in today's business landscape.Anne shares her journey from working at Procter and Gamble to starting her own agencies and founding her current company, 17 Ways. The conversation revolves around the concept of B Corps and the impact they can have on society and the environment. Anne also discusses the value of aligning business goals with the UN's Sustainable Development Goals (SDGs) and the potential for B Corps to drive positive change in the world.Marcia and Anne discuss how B Corps differ from Benefit Corps, the challenges faced by businesses striving for impact, and the potential for B Corps to revolutionize the way we do business. Don't miss this enlightening conversation that will inspire you to consider the future of business and the role we all have in creating a better world.To get the latest from Anne Chambers, you can follow her below!LinkedIn - https://www.linkedin.com/in/annechambers1/17Ways - https://www.17ways.co/UN's 17 Sustainable Goals - https://sdgs.un.org/goalsSign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Dec 14, 202328 min

Ep 49Demystifying Femtech - Pioneering Breakthroughs and Transforming Women's Healthcare

In the latest episode, Marcia welcomes guest Brittany Barreto, an expert in femtech and founder of FemHealth Insights, to discuss how femtech is revolutionizing women's health and empowering female founders to create solutions for a trillion-dollar market. Brittany Barreto is a scientist by training and a passionate advocate for women's health. With her background in molecular and human genetics, she shares her journey from being a nerdy geneticist to a successful entrepreneur in the femtech industry.Brittany's first startup was the world's first DNA-based dating app. Now focusing on the broader femtech industry, Brittany discusses the importance of addressing the unique health needs of women and the tremendous potential for innovation in this underserved industry. This episode dives deep into the challenges and opportunities in femtech, highlighting the need for innovative solutions that go beyond "me too" products.Brittany emphasizes the importance of investing in first-ever products that address critical women's health issues like endometriosis and improving the patient experience in areas such as pelvic floor health. She also shares valuable insights into the femtech market, including the growth of the industry, potential exit opportunities, and the necessity of considering sex and gender in scientific research and product design. Whether you're an investor, a startup founder, or simply interested in the future of women's health, this episode is a must-listen for anyone looking to tap into the trillion-dollar potential of femtech. To get the latest from Brittany Barreto, you can follow her below!LinkedIn - https://www.linkedin.com/in/brittanybarreto/FemHealth Insights - https://www.femhealthinsights.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Dec 7, 202322 min

Ep 48Demystifying Investing using Special Purpose Vehicles (SPVs) – Part I

Is investing with Special Purpose Vehicles (SPVs) a complex and somewhat exclusive realm or can it be simplified and democratized? Nik Talreja, co-founder and CEO of Sydecar IO, joins Marcia Dawood on this enlightening episode of The Angel Next Door Podcast to offer some intriguing answers that challenge the norms.Nik, possessing a rich background in law and investments, has spent considerable time rubbing shoulders with venture capitalists, which led him to establish the remarkable Sydecar platform. As a passionate innovator seeking to alleviate investment complexities, Nik Talreja was born to be a game changer. He began his journey investing in Israeli startups and quickly noticed a gap in the marketplace for efficient SPV management. Unhappy with the services provided by vendors, Nik and his co-founder decided to take matters into their own hands. They created a fund called 18 Ventures, and ultimately, Sydecar was born. The platform began as a vital tool for their investors, but it rapidly gained popularity among other managers who were desperately seeking similar solutions.In this episode, Nik Talreja demystifies the intricate process of managing small-scale investments through SPVs, shedding light on how Sydecar standardizes and automates complex procedures – right from raising capital to issuing K-1 forms. The platform’s potential has expanded beyond just venture capital workflows and now serves the private market investing industry as a whole. As Sydecar aims to support emerging and mid to late stage managers, as well as fintech partners, this episode is a must-listen for entrepreneurs, investors, and all stakeholders in the private sector who want to streamline their operations.To get the latest from Nik Talreja, you can follow him below!LinkedIn - https://www.linkedin.com/in/niktalreja/Sydecar.io - https://www.sydecar.io/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Nov 30, 202331 min

Ep 47Minutes with Marcia: Do Good While Doing Well

This episode is introducing a new type of podcast episode - Minutes with Marcia. She explains that these episodes are shorter, around four to six minutes, to cater to the overwhelming amount of content that people are exposed to nowadays. This first installment is addressing the ability to do good while also doing well. She goes on to discuss how angel investing provides an opportunity to achieve both emotional and financial rewards. Marcia highlights the risks that come with angel investing but emphasizes that many angels invest in early-stage companies because they care about the big problems these companies are trying to solve. She shares examples of angel investments in companies working towards solving important issues like Alzheimer's disease and women's health.Marcia explains that angel investments are not solely driven by financial gains, but also by the desire to make a positive impact in the world. She emphasizes the importance of diversifying investment portfolios to mitigate risks and continues to advocate for the support and funding of entrepreneurs who tirelessly work to solve challenging problems. The episode concludes with Marcia's call to action, encouraging listeners to consider becoming the change they want to see in the world by supporting startups in their own communities.Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Nov 23, 20234 min

Ep 46Demystifying the Friends and Family Round

Have you ever wondered how difficult it is for startups to find early money? In this short episode of The Angel Next Door Podcast, host Marcia Dawood demystifies the friends and family round, shedding light on the challenges and potential solutions for entrepreneurs seeking funding at the very beginning stages of their journey.The episode is divided into three parts: raising from friends and family, alternative options for those without a support network, and the possibilities of non-dilutive funding. Marcia explains how entrepreneurs can structure their fundraising efforts, the importance of building strong relationships with potential investors early on, and the benefits of leveraging non dilutive funding sources. Listeners are encouraged to approach funding with the right mindset and effectively communicate with investors throughout their entrepreneurial journey.How To Raise a Friends And Family Round on fi.coThe No. 1 thing entrepreneurs don’t spend enough time doing Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Nov 16, 202312 min

Ep 45Lessons Learned from Raising Over $200 Million

Have you ever wondered what it takes to successfully raise funds for a startup? In this thought-provoking episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Colin Gardiner, an operator in residence at Techstars and a seasoned investor with a track record of raising over $200 million. Colin shares his journey into the world of angel investing, starting with his parents' entrepreneurial background and their experience raising capital for their business. Throughout the episode, he offers valuable insights and lessons learned from his own fundraising experiences, emphasizing the importance of storytelling, communication, and strategic forecasting for founders seeking investment.Colin highlights the importance of setting up a strong foundation for fundraising, from anchoring valuation to building relationships and consistently updating investors. Colin also emphasizes the value of storytelling and how it can make a significant impact on securing investment. Listeners will gain valuable insights on strategic forecasting, under-promising and overdelivering, and effectively communicating a company's progress to investors. Ultimately, this episode serves as a comprehensive guide for anyone interested in the intricacies of successful fundraising in the startup world.To get the latest from Colin Gardiner, you can follow him below!LinkedIn - https://www.linkedin.com/in/colingardiner/Colin's podcast :Wannabe Angels" - https://wannabeangels.com/Marcia's episode on Wannabe Angels - https://wannabeangels.com/p/importance-of-investing-in-diverse#detailshttps://www.techstars.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Nov 9, 202323 min

Ep 41Beyond Hard Work: Discovering the Creative Path to Success In Startup World

How can entrepreneurs tap into their creativity to become more well-rounded and successful? In this episode, Marcia sits down with Susie deVille, speaker, author and Founder & CEO of the Innovative & Creativity Institute.Building a business is hard work and Covid certainly didn’t make things easier; deVille offers insights on how to navigate uncertainty, make bold decisions, and build self-trust. Drawing from her own experiences and her book "Buoyant: The Entrepreneur's Guide to Becoming Wildly Successful, Creative, and Free," deVille emphasizes the importance of connecting to one's innate creativity and redefining the traditional notions of hard work. Through practical strategies and the power of inspiration, entrepreneurs can find success and freedom in their journey.Susie deVille's impressive background in anthropology, publishing, investing, and coaching (just to name a few) is the perfect foundation for her discussion on creativity and entrepreneurship. Having faced personal and professional challenges, deVille has learned firsthand the limitations of the prevalent advice given to entrepreneurs. She challenges the notion that success can only be achieved through constant hard work and hustle. Instead, deVille presents a new approach based on creativity and self-expression. In this episode, deVille introduces practical strategies for entrepreneurs to tap into their creativity. deVille also introduces the concept of the five M's: morning pages, meditation, movement, moments of inspired learning, and making something. By incorporating these practices into their daily lives, entrepreneurs can unlock their creative potential, make bolder decisions, and foster success in their endeavors. This episode serves as a guide for entrepreneurs and angel investors looking to embrace their creativity and harness it for greater success and fulfillment in their business and personal lives.To get the latest from Susie deVille, you can follow her below!LinkedIn - https://www.linkedin.com/in/susiedeville/The AlchemistThe Artist's WayBuoyant Book TrailerBuoyant Amazon Buy LinkInnovation and Creativity Institute websiteSign Up for Inspired! (free, weekly newsletter)The Sketchbook Entrepreneur Masterclass Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Nov 2, 202329 min

Ep 38Uncovering Hidden Gems: Exploring the Investment Ecosystem in America's Heartland

Have you ever wondered what drives the innovation and entrepreneurial spirit in a city? Especially a city in the middle of the country? Well, in this episode of The Angel Next Door Podcast, we dive into the world of entrepreneurship in Columbus, Ohio, and explore how the city has become a hub for startups and angel investing with guest Parker MacDonell. In this episode, we learn about his involvement with Rev One Ventures, a nonprofit organization that not only invests in startups through its startup studio but also manages a series of investment funds. Throughout the conversation, Parker shares his insights into successful and not-so-successful investments, and how he found his niche in B2B software and life sciences companies. He also highlights the role of collaboration among angel investors and the importance of learning from others with different expertise. Whether you're an aspiring entrepreneur or an angel investor yourself, you won't want to miss Parker MacDonell's fascinating journey and his contribution to the vibrant startup ecosystem in Columbus.To get the latest from Parker MacDonell, you can follow him below!LinkedIn - https://www.linkedin.com/in/parker-macdonell-4762005/ Learn More about RapChat - https://rapchat.comCheck out this blog from the late John Huston - https://www.angelcapitalassociation.org/blog/ohio-techangel-funds-success-by-aligning-entrepreneur-and-angel-goals/Register to attend the ACA 2024 - The Summit of Angel Investing in Columbus, Ohio happening May 13-15, 2024https://events.angelcapitalassociation.org/summit2024 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Oct 26, 202329 min

Ep 42Bridging the Funding Gap with AI Matching Platform, Scroobious

Why does gender bias persist in fundraising, preventing many deserving entrepreneurs from accessing the funding they need? In this episode Marcia is joined by founder and angel investor, Allison Byers. They discuss the need for awareness and innovation to overcome gender inequity in venture capital.Allison Byers, a two-time founder and experienced operator in tech companies, shares her journey from being on the founding team of a medical device company to becoming an angel investor. She highlights the inefficiencies and gender bias she encountered during the fundraising process, which inspired her to start Scroobious. Scroobious is a marketplace to more easily connect entrepreneurs to investors and investors to the companies they want to support.The episode underscores the importance of awareness in tackling the funding gap in entrepreneurship. By uncovering the biases ingrained within the venture capital industry, Allison and Marcia emphasize the need for comprehensive education and support for founders, enabling them to present their opportunities in a way that resonates with investors. Through the tools Scroobious offers, entrepreneurs gain access to quality resources and guidance, helping them navigate the fundraising landscape and increase their investability. To get the latest from Allison Byers, you can follow her below!LinkedIn - https://www.linkedin.com/in/allison-byers/Read more about Dana Kanze's data here: https://hbr.org/2017/06/male-and-female-entrepreneurs-get-asked-different-questions-by-vcs-and-it-affects-how-much-funding-they-getWatch Dana Kanze's TED Talk here: https://www.ted.com/speakers/dana_kanzeMore on Scroobious: https://www.scroobious.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Oct 19, 202323 min

Ep 40Board Dynamics and Growth: Lessons on Balancing Investor Influence for Early-Stage Startups

Do advisors truly add value to early-stage companies, or are they just a box to check off? In this episode, Marcia explores how to best utilize advisors and eventually a board of directors with guest Kirsten Moorefield, co-founder of Cloverleaf. Kirsten shares her insights on how to leverage advisors effectively and avoid common pitfalls. She emphasizes the importance of finding advisors who align with a company's specific needs and warns against the practice of giving board roles solely based on investment.As co-founder of Cloverleaf, a platform that helps teams improve collaboration and productivity, Kirsten discusses the challenges she and her partner faced when starting their tech company with limited knowledge and connections. Through trial and error, they learned the value of being specific when seeking advice and leveraging the expertise of advisors who could provide practical help. The episode dives into the nuances of valuation, early-stage funding, and the importance of traction beyond revenue in determining a company's potential for success. Kirsten discusses her own experiences with raising funding and the lessons she learned along the way. She emphasizes the role of customer feedback and genuine market interest as indicators of traction, rather than relying solely on monetary investments. Overall, this episode provides valuable insights for both founders and investors, highlighting the importance of strategic advisors and the impact they can have on a company's growth and success.To get the latest from Kirsten Moorefield, you can follow her below!LinkedIn - https://www.linkedin.com/in/kirstenmoorefield/Read more about Queen City Angels: https://www.qca.comCloverleaf Board Member Sue Bevan Baggott: https://www.linkedin.com/in/suebaggott1/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Oct 12, 202334 min

Ep 44The Journey of Disabled Entrepreneurs: Overcoming Challenges and Finding Success

Continuing the conversation from last week’s episode with Diego Mariscal about the lack of funding going to disabled entrepreneurs, Marcia is joined by the inspiring Keely Cat-Wells to explore her own experiences in the world of entrepreneurship. Keely shares her personal journey of resilience and determination, from her dreams of becoming a professional dancer to starting a talent agency exclusively for representing disabled individuals. The episode dives into Keely's mission to provide equitable opportunities for disabled talent in the entertainment industry and her recent venture into creating a scalable solution to bridge the gap between underrepresented talent and meaningful employment. Keely recounts her unexpected path to entrepreneurship, propelled by her own firsthand experiences with ableism and discrimination. From being dismissed by the medical system to facing exclusion in the workplace, Keely's determination to champion disabled talent fueled her journey. The episode showcases her groundbreaking work with C Talent, the talent agency she founded, and the subsequent acquisition that led her to venture into the tech space with Making Space. As disabled individuals face barriers to traditional employment opportunities, Keely's venture, Making Space, empowers companies to access pre-qualified, underrepresented talent, while simultaneously addressing issues of recruitment, retention, and turnover. By leveraging technology and creating a Trojan horse effect, Keely is determined to ensure that diverse candidates, including disabled individuals from low-income communities, can secure and thrive in meaningful employment.Be prepared to be inspired and educated as Keely shares her experiences, triumphs, and powerful vision for a more accessible and equitable future. To get the latest from Keely Cat-Wells, you can follow her below!LinkedIn - https://www.linkedin.com/in/keelycatwells/Keely's website - https://keelycatwells.com/Making Space Media - https://makingspacemedia.com/C-Talent - https://www.whalar.com/c-talentDiego Mariscal's LinkedIn - https://www.linkedin.com/in/diego-mariscal-6363787a/Watch Diego's GMA segment - https://www.goodmorningamerica.com/GMA3/video/organization-support-disabled-people-mentorship-101872639 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Oct 5, 202324 min

Ep 37Disrupting the Investment Space for Entrepreneurs with Disabilities

Have you ever wondered why entrepreneurs with disabilities are so underrepresented in the startup world? In this episode of "The Angel Next Door Podcast," host Marcia Dawood explores this thought-provoking question with her guest, Diego Mariscal. Diego, who was born with cerebral palsy, is a passionate advocate for disability-focused entrepreneurship. As the founder of an accelerator program for founders with disabilities, Diego shares his insights and experiences to shed light on the challenges and opportunities faced by this community. Diego Mariscal, a pioneer and disruptor in the disability space, joins Marcia to discuss the immense potential of entrepreneurship among people with disabilities. With 1 billion individuals having a disability, Diego highlights the untapped market and the need for inclusive investment practices. He shares his personal journey as both an entrepreneur and an advocate, emphasizing the importance of recognizing and celebrating disabilities as a form of diversity. The episode delves into Diego's efforts to create an ecosystem for disabled entrepreneurs, the significance of Disability Pride Month, and his plans for a groundbreaking micro fund focused on funding startups led by individuals with disabilities. To get the latest from Diego Mariscal, you can follow him below!LinkedIn - https://www.linkedin.com/in/diego-mariscal-6363787a/Check out Diego's Tedx Talk here - https://www.youtube.com/watch?v=JVG94W0gBPcWatch Diego's GMA segment - https://www.goodmorningamerica.com/GMA3/video/organization-support-disabled-people-mentorship-101872639Keely Cat-Wells - https://www.linkedin.com/in/keelycatwells/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Sep 28, 202325 min

Ep 43Why Female Entrepreneurs Get Less Funding

Why do female entrepreneurs receive less funding than their male counterparts? In this solo episode, Marcia focuses in on the various factors contributing to the lack of funding for women, including biased questions during the fundraising process and the perception that women start slower-growing, less scalable businesses. She also explores the importance of diversifying the pool of investors and expanding networks to create more opportunities for women in the startup world. Marcia highlights research findings and shares insights on how female entrepreneurs can navigate the funding landscape more effectively. She also discusses the upcoming documentary "Show Her the Money" and its mission to raise awareness and spark change. With a focus on creating a more equitable startup ecosystem, Marcia emphasizes the need for ongoing conversation, networking, and collective action to move beyond the current 3% mark and empower women to secure the funding they deserve.Show Her the Money movie trailer: https://showherthemoneymovie.comGet tickets for Opening Night in Philly here: https://www.tickettailor.com/events/thewomensfilmfestival/993793#Connect with Catherine Gray on LinkedIn: https://www.linkedin.com/in/catherinelgray/Read more from Dana Kanze here: https://hbr.org/2017/06/male-and-female-entrepreneurs-get-asked-different-questions-by-vcs-and-it-affects-how-much-funding-they-get Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Facebook: https://www.facebook.com/theangelnextdoorpodcastTikTok: https://www.tiktok.com/@marciadawood

Sep 21, 202310 min

Ep 39Surprising Lessons Learned About Revenue-Based Financing

Curious about revenue-based financing? In this episode, Marcia sits down with Denise Dunlap, co-founder of Sage Growth Capital, to discuss this unique model of funding, which combines elements of both loans and equity investments.Denise shares how her experience as an angel investor led her to start Sage Growth Capital, with a focus on supporting companies that may not qualify for traditional equity investment. With an emphasis on revenue-based financing, Denise explains how they offer funding to companies with recurring revenue streams, supporting businesses in various industries.Denise also sheds light on the lessons she and her partners have learned over the past couple of years. As they continue to invest in companies planning to raise equity funding, Denise discusses the unexpected recognition of their value proposition. She addresses the average check size they provide to companies and sheds light on the repayment timeline, dependent on the business's performance. Gain insight into the true cost of equity and the benefits of revenue-based financing in this captivating conversation.To get the latest from Denise Dunlap, you can follow her below!LinkedIn - https://www.linkedin.com/in/denisedunlap55/Learn more about Sage Growth Capital - https://www.sagegrowthcapital.com*All other companies discussed in this episode are linked on their website above. Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Sep 14, 202326 min

Ep 36The Rise of Revenue-Based Financing and How Anyone Can Participate for as little as $100

Can revenue-based financing revolutionize the way startups raise capital and allow anyone to invest for as little as $100? In this episode of The Angel Next Door Podcast, Marcia is talking to Justin Renfro from Wefunder, who heads up the Revenue-Based Financing division. Together they explore the potential of revenue-based financing as an alternative to traditional equity funding.What is Revenue-Based Financing? It's a unique way growing businesses can receive financial capital in exchange for a percent of ongoing gross revenues.Justin shares insights from his experience working with entrepreneurs and explains how Wefunder aims to democratize investing into startups. Marcia and Justin delve into the challenges faced by founders in raising capital, the infrastructure provided by Wefunder to support startups, and the importance of community-driven investment in fostering economic growth.To get the latest from Justin Renfro, you can follow him below!LinkedIn - https://www.linkedin.com/in/justinrenfro/Read more about Revenue Based Financing from WefunderLearn more about Sepia Coffee Project - https://wefunder.com/sepia.coffee.projectLearn more about Love Box - https://wefunder.com/loveboxLearn more about Neutral Ground - https://wefunder.com/neutral.groundLearn more about SW Basics - https://wefunder.com/swbasics Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Sep 7, 202325 min

Ep 35How Expanded Legislation Can Help Incentivize Small Business Investments with Congressman David Kustoff

Congress holds a great amount of influence on how easy it is for small businesses to raise capital.. This week on The Angel Next Door, Marcia speaks with Congressman David Kustoff, representative from the 8th congressional district of Tennessee. Marcia and the Congressman discuss his background and how he came to be a member of the House, as well as his work on the House Committee of Ways and Means introducing new legislation with hopes of making it easier for small businesses to raise capital. Congressman Kustoff explains how he got started as an attorney in the Memphis area, eventually being appointed US Attorney for the Western District of Tennessee by President George W Bush. After serving as US Attorney, he returned to his private practice. Growing concerned with the direction he saw the country taking, he saw his opportunity to make a difference when a vacancy in the House opened in his district in Tennessee, and won the seat in 2016. Currently in his 4th term in Congress, David serves on the powerful House Committee of Ways and Means, which holds jurisdiction over taxes, health care, trade, and family support programs. In talking with his constituents and businesses in his district, Rep. Kustoff hears a lot about inflation, supply chain and labor issues, and the difficulty small businesses have with navigating tough regulations when raising capital. He explains how in 2017 the Ways and Means Committee enacted the Tax Cuts and Jobs Act (TCJA). Among other things, TCJA greatly lowered the corporate tax rate, encouraging more businesses to be structured as C-Corporations, which can then benefit from the Qualified Small Business Stock (QSBS) provision of IRC 1202. QSBS makes capital gains from small business stocks exempt from federal taxes if they meet certain requirements. Marcia shares an example of how she benefited from IRC 1202 in one of her early investments, which inspired her to take even more money and put it back into the economy and help entrepreneurs. Congressman Kustoff points out the importance of legislation that fosters the entrepreneurial spirit, especially given how, without new legislation, the TCJA provisions expire in 2025. It’s for this reason, Rep. Kustoff has introduced the Small Business Investment Act of 2023, which would protect and expand these provisions, provide incentives for investing in startups and small businesses, and make it cheaper for small businesses to raise capital. The Small Business Investment Act of 2023, changes the QSBS holding period for stock, currently at 5 years, to a phased approach, making these investments more attractive to investors. The bill also allows the ownership of convertible debt to count towards the holding period, and expands the eligibility to S-corporations. Congressman Kustoff hopes to gain some movement on the bill quickly, with a companion bill introduced by Senator John Cornyn moving through the Senate. He encourages any listeners with questions about the bill to contact his office. This episode delves into how legislation from Congress greatly affects how small businesses raise capital and how the same legislation can make investments more attractive to angel investors. Enjoy!Click Here to read Marcia's profile on LinkedInClick here to learn more about Congressman KustoffClick here to read the press release about the Small Business Investment Act Learn more about the House Committee on Ways and MeansClick here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

May 18, 202322 min

Ep 34Investments and Capital Markets from the Point of View of SEC Commissioner Hester Peirce

The mission of the SEC is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. This week on The Angel Next Door, Marcia talks with one of the five SEC Commissioners, Hester Peirce. Listeners get to hear Commissioner Peirce’s story on becoming a commissioner and her take on some hot topics in today’s investment arena. Commissioner Peirce begins by discussing her background, starting off as a securities attorney at a private law firm. After making connections within the SEC, she became a staff attorney there for about 8 years. She left the SEC and worked for the Senate Banking Committee, while researching how to make regulation better and more efficient, before eventually returning to the SEC as a commissioner. She explains the role of a commissioner and how they work together to do what is best for U.S. based investors and business owners. The commissioners are not allowed to meet with each other unless all are present and it is public or publicly disclosed as a closed meeting. Despite this obstacle, Commissioner Peirce states that all the commissioners are independently talking to investors, companies, and people affected by SEC regulations and they are able to lean on the experience and knowledge of their colleagues to make better decisions together.Marcia and Commissioner Peirce go on to discuss fraud and the misperception that failure is fraud in the private investment world. They make the point that just because an investment fails doesn’t mean there is fraud, but it is often perceived that the failure may be due to fraud. Commissioner Peirce explains that this misperception is fueled by a lack of interaction with people actively engaged in private markets. They also touch on the recent bank failures and how having a variety of sources of funding is very important, as different companies rely on different forms of funding at different stages. In her role, it is important to Commissioner Peirce that she supports a variety of sources of capital formation that can fill the voids when other sources fail by creating a regulatory structure that makes sense, protects investors, and keeps the capital spigots flowing. Lastly, Marcia and Commissioner Peirce talk about the accredited investor definition and diversity in capital markets. The commissioner worries there is a move to raise the thresholds to be an accredited investor, and she looks for ways that sophistication can be determined outside of income thresholds. Although it is difficult to write legislation on issues that are not definitively measurable, she believes that education and experience can be used to counter the concerns that wealth is not a proxy for sophistication. Commissioner Peirce also discusses how there are alternatives for diversifying capital markets, but they are not always obvious to those searching. She explains we need to get the word out to founders that there are pools of available capital and that we need to get word to investors that sometimes they need to go looking where they haven't thought to look for the right investment. This is an intriguing episode that provides a unique perspective on investing and capital formation from one of the top regulators in the nation. Tune in to hear the discussion!Click Here to read Marcia's profile on LinkedInClick here to read about Commissioner Peirce on SEC.govClick here to read speeches and statements from Commissioner PeirceClick here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

May 4, 202324 min

Ep 33Working to Support Small Businesses with Congresswoman Ann Wagner

Startup growth is everywhere including the middle of the country!Marcia talks with Congresswoman Ann Wagner, who represents the 2nd district of Missouri and is the highest ranking republican on all matters concerning capital markets, investor protection, and capital formation. She is the first woman to chair the House Financial Services subcommittee on Capital Markets. Congresswoman Wagner discusses why she ran for office, the entrepreneurial ecosystem of her home state, and the work she is doing in congress to help advance legislation to support small businesses and investors in the US. Congresswoman Wagner starts off by telling listeners her background as the daughter and granddaughter of small business owners from Missouri. She recounts how she learned early on the value of a dollar and a good work ethic. Her father would say he wanted the government off his back so he could provide a service to his community, take care of his employees and provide for his family. Feeling privileged to now represent her constituents, the congresswoman believes it is critical to address the issues impacting their wallets. She discusses the work being done in her home district in the St. Louis area. She talks about the large startup ecosystem and how it is one of the fastest growing startup scenes in the country. She and Marcia mention how many of the “fly over” states are actually booming innovation hubs, directly affecting the nation’s economy, but how congress can do more to create more opportunities for these small businesses and investors. Congresswoman Wagner touches on several groups in the St. Louis area that are contributing to the growth of small businesses, such as St. Louis Arch Angels, 39 North, Cortex Innovation Community, NGA, and TRex Innovation Center.They go on to discuss Congresswoman Wagner’s work and goals as the chair of the Capital Markets subcommittee. She plans to pursue innovation and opportunity and provide oversight of the Biden Administration to hold financial regulators accountable, specifically the SEC and CFPB. With capital formation being a top focus of the subcommittee, by the end of April they will put together a major package of legislative bills focusing on public markets, small business and entrepreneurs, and retail investor opportunities. Congresswoman Wagner is optimistic these bills, which show bipartisan support, will be successful moving through Congress. In addition to the legislation, the congresswoman looks to hold hearings with SEC divisional directors to examine the deluge of proposed rules that she believes are solutions looking for problems and fail to consider the compliance costs and burden on smaller companies. Finally Marcia and Congresswoman Wagner talk about the definition of accredited investor and the previous hearing held by the Financial Services Committee which included testimony from ACA Board Member Eli Velasquez. Congresswoman Wagner explains that Eli’s experience is exactly why the committee is working to reform the current definition and that she will be introducing the Increasing Investor Opportunities Act, which would amend the Investment Company Act to provide for private market access and increase retail investor exposure to private markets while maintaining the investor protections. She believes wealth is not a proxy for sophistication, and opportunities for wealth creation should not be reserved for the wealthiest Americans. Marcia also touches on a study completed by the Desert Angels in Arizona, which quantifies the significant economic impact their investments have made on the local economy serving as a benchmarking standard for other communities. This is a great episode for listeners to learn about some of the work being done in Congress to increase opportunities for investors and small businesses, and how these opportunities can provide a massive positive impact on communities throughout the country. Click Here to read Marcia's profile on LinkedInClick here to learn more about Congresswoman Ann WagnerClick here to read ACA's Data Insights on the Desert Angels impact studyMore on the House Financial Services CommitteeClick here to read about and watch the Financial Services hearing with Eli Velasquez Click here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

Apr 13, 202323 min

Ep 32Insights from Mark Herschberg on Startup Equity, Fractional C-Suite Executives, and Cybersecurity

This week on The Angel Next Door, Marcia talks with modern renaissance man Mark Herschberg. From MIT educator and cybersecurity professional to startup CTO (Chief Technology Officer) and author, Mark has worn many hats throughout his professional career. Despite his expansive resume, he and Marcia focus on his time spent in the world of startups, mostly as an executive, including 2 startups he is currently working on. Mark starts by telling listeners about his journey of graduating from MIT and deciding not to go the typical wall street, classic tech, or consulting route. Instead he fell into the startup and investment world. As an operator at heart, Mark found that he enjoyed working with small/early stage companies and quickly became a career executive and CTO for those types of companies. He explains how his experience as an executive, which required him to evaluate the companies that were looking to hire him, has helped him be a more successful investor as well. Marcia and Mark go on to discuss what would be the right amount of equity for each role in a startup. Mark tells listeners what he has seen in his experience, with companies typically setting aside 10-15% equity to be split between C-level employees. Lower level executives such as VPs or directors may receive 1-2% equity, while some companies may offer a combination of equity and money. Mark also explains different rounds of funding, such as seed rounds and series funding rounds (A, B, C), and at what stage a company may be in those rounds. Mark then explains what a fractional C-suite executive is, a role that he has held in several startups for over a decade, specifically as a CTO or CTPO(Chief Technology/Product Officer) . As a fractional CTO, he is able to provide his expertise and guidance to a startup without breaking the bank, allowing them to hire more junior level employees at a lower cost. He expresses how he has seen some companies make the mistake of hiring junior level employees without having senior level guidance, and believes more companies will begin to rely on fractional executives. Finally, Mark touches on 2 startups he is currently working on. He created an app, Brain Bump, which helps users retain information they learn from content such as books, podcasts, or blogs. Initially created as a counterpart to his book, The Career Toolkit, he is working on expanding the app’s reach for both consumers and content creators. He also is working on a startup in the cyber security arena, and tells Marcia about his concerns regarding today’s cyber security issues. This episode is packed with great insight from a remarkably educated expert in many fields. You don’t want to miss it!Click Here to read Marcia's profile on LinkedInClick here to read Mark Herschberg's profile on LinkedInLearn more about the Career Toolkit book and more resourcesCheck out the Brain Bump app hereClick here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

Mar 16, 202334 min

Ep 31Using AI to Make Smarter Investments with Kim Banham

In this episode of The Angel Next Door, Marcia talks with Kim Banham, a partner at Connetic Ventures. Kim and Connetic Ventures have brought a new look to VC firms by using Wendal, an AI platform that allows one to make data-driven decisions that remove all bias from investing. Kim starts off by telling us how she joined Connetic 7 years ago, with a love for funding early stage companies that could not get traditional bank loans, specifically companies building disrupting technology and platforms. The team at Connetic Ventures, based in Covington, KY, realized that they needed to build a technology to change the way VC and funding was occurring and allow them to make smarter, unbiased decisions to be successful in early-stage investments. Now every company that applies for funding through Connetic first goes through Wendal, which they call their ‘junior analyst’. Kim explains how Wendal works, asking every founder the same questions, eliminating any bias of age, race, or gender, and giving each company a star rating to allow the application process to move quickly. Connetic is able to respond to applicants within 7 business days and invest in as little as 2-3 business days after the first call with the founder. To date, they have invested in about 100 companies with 64% of the founders being female or a minority, which is about 10 times higher than the industry norm, without that metric being a specific goal of the firm. Kim goes on to explain how they use a personality assessment through Wendal called TeamPrint, which tells them how each founder and leadership team member is wired. The platform is able to provide feedback on the potential of how successful the company could be, again without bias. Every founder that applies for funding (about 4500 so far) is provided this feedback so they can make more informed decisions on who to hire, what leadership gaps need to be filled, and in which roles each member of their team would be best suited for the company’s success. Kim encourages all founders of early-stage companies to apply, reiterating that every company receives the data and feedback from Wendal, despite whether they receive funding. Finally, Marcia and Kim discuss the importance of time for early-stage companies, as founders often spend a great amount of time fundraising when they should be growing the business. Connetic Ventures and Wendal are working to minimize the time spent on fundraising, eliminating any bias from that process, and allowing access to capital for all founders. Tune in for some great insight on how new technology is changing the way entrepreneurs can receive capital, while providing real data to help them be more successful!Click Here to read Marcia's profile on LinkedInClick here to read Kim Banham's profile on LinkedInClick here to learn more about Connetic VenturesClick here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

Mar 9, 202331 min

Ep 30Dawn Batts shares 2 important factors in angel investing success

This week on The Angel Next Door, Marcia sits down with fellow angel investor Dawn Batts. After years of experience in investment and pension fund management, Dawn noticed a trend of money moving away from traditional assets such as stocks and bonds and into private equity investments. This change brought her to the world of angel investing and eventually to her co-founding Detroit based angel group Commune Angels. Dawn starts off by discussing her background and how she discovered the world of angel investing. At the beginning of her journey, she invested in several companies at the ‘friends and family’ stage. After receiving a call from a friend about starting an angel group, Dawn and a few others came together to form Commune Angels with the idea of creating a new type of angel group. Dawn explains how she and the other co-founders were very intentional and diligent in deciding the structure and image of Commune Angels prior to launching in August 2020. The founders looked to create a safe and inclusive environment that focused on members’ experience as well as financials. They thought lower membership fees and lower investment minimums would allow more access to diversification for their members, but they also made sure to be founder friendly. Marcia and Dawn go on to discuss the importance of education in investing. While Commune Angels has 4 internal education sessions a year, Dawn promotes education outside of the group, primarily through cohorts. In 2021, she led a cohort backed by 1863 Ventures to find emerging investors and curate an experience to introduce them to angel investing and engage in the ecosystem in different ways. Dawn explains how cohort education allows people to build connections and start to build a network that can help build future success and bring more investment opportunities. Finally, Dawn touches on the Catalyst Angel Program in the Great Lakes region, which she works with to help emerging Black, Latinx and/or female investors learn more about investing and build networks of connections, many through cohort education. She also gives a couple examples of companies that the Commune Angels group has invested in so far. This episode provides some great insight on how the angel investing world can adapt to allow more opportunities for more investors and how education is a crucial part of that change.Click Here to read Marcia's profile on LinkedInClick here to read Dawn Batt's profile on LinkedInLearn more about Commune AngelsClick here to read more about the Catalyst Angel ProgramCheck out AJA LabsLearn more about EspervitaClick here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

Mar 2, 202323 min

Ep 29Why the Current Accredited Investor Definition is Keeping Investors Out

In this quick episode of The Angel Next Door, Marcia talks about today’s accredited investor definition, how that definition limits who can invest, and how change can get more capital into the hands of underrepresented founders. She reviews the current requirements to be an accredited investor which is mainly based on wealth and income and how the Angel Capital Association plays a role in bringing awareness of the impact of changes to the definition to our legislators. Recently, the House Financial Services committee held a hearing on “Sophistication or Discrimination? How the Accredited Investor Definition Unfairly Limits Investment Access for the Non-Wealthy and the Need for Reform.” Marcia details how Eli Velasquez, fellow ACA board member and previous guest on the podcast, testified at the hearing, telling his experiences in the investing world. Eli discusses how he had built an impressive 20+ year resume that provided him the opportunities to evaluate thousands of investment deals, but not participate in the deals because he was not an accredited investor. He witnessed a young inexperienced investor leverage his family trust fund to become accredited and make deals, despite himself being only $20,000 from the income threshold to become accredited and having a wealth of experience. Eli explains in his testimony that he missed out on a generation’s worth of opportunities because of the definition of an accredited investor, before he was finally able to write his first check in 2020. Marcia goes on to provide examples of changes that could be made to expand the definition of the accredited investor. These changes could lead to positive impacts on who can invest and, with that, which founders receive the capital they need to grow their businesses. Listen in for a truly impactful story. Click Here to read Marcia's profile on LinkedInClick here to read about and watch the Financial Services hearingClick here to read Eli Velasquez's profile on LinkedIn Click here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

Feb 23, 20239 min

Ep 28Jenny Lane talks investing with philanthropic dollars

For this week’s episode, Marcia returns to discuss impact investing and Donor Advised Funds (DAFs) with guest Jenny Lane. Jenny has a background in equity crowdfunding and nonprofit fundraising with a passion for community development, and now, as the CEO of the Ohio Impact Fund, she is working on putting DAF dollars to work investing in early-stage companies. Jenny starts off by telling listeners how she became aware of private investing about 5 years ago. She worked for a company that built the first equity crowdfunding campaign before there were platforms like StartEngine to make it easier. She tells us how she did a lot of work for breweries and restaurants and touches on how those types of businesses perform well with equity crowdfunding. Although working in equity crowdfunding allowed Jenny to have an impact on who received funding, she wanted to have an even bigger say and be able to uplift underrepresented founders and business models. She explains how she was introduced to someone who runs multiple impact funds and how DAFs can be used to provide capital to startups and generate returns that can be used for charitable purposes or future investments. Jenny now runs the Ohio Impact Fund, with a focus on putting capital into startups that solve social, economic or environmental issues through their product or service. The fund has already invested about $1 million in 10 different companies, and provides us with a few examples of companies they have invested in. Marcia and Jenny go on to discuss more about how investments into startups through the money in DAFs can be used to elevate for-profit companies while also making the world a better place. Jenny tells listeners because there are no laws stating how or when DAFs need to give out money, many funds continue to grow as the donated dollars sit dormant. Ohio’s 6 largest cities have over $1.7 billion sitting in community foundation DAFs. Jenny is working hard to connect national organizations that know how to move this capital legally and safely to the managers of the large foundations/DAFs. Marcia and Jenny end the episode by touching on how Ohio is looking to help startups grow through programs like SSBCI (State Small Business Credit Initiative) and JobsOhio, and how the driving force is collaboration over competition. This episode is packed with great information on how DAFs can help both private startups and community development through charitable returns. Listen in to learn more!Click Here to read Marcia's profile on LinkedInClick here to read Jenny Lane's profile on LinkedInClick here to learn more about the Ohio Impact FundClick here to learn more about SSBCIClick here to learn more about JobsOhioClick here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

Feb 16, 202325 min

Ep 27Alisha Griffey talks Donor Advised Funds

On this episode of The Angel Next Door, Marcia introduces listeners to Alisha Griffey, the founder of Daintree Capital. After spending years as an operations leader in the startup world, Alisha grew frustrated with the traditional funding process. She noticed that very few companies run by women or people of color receive the funding they need. That’s when, about 3 years ago, Alisha moved to the investor side of the equation to see if she could do something to address that problem. Marcia and Alisha start off this episode discussing why Alisha decided to become an investor and start Daintree Capital. Alisha then tells our listeners how she noticed several problems that affected what types of founders receive investments and how many different business models were often overlooked by traditional investors. Daintree and its female leadership team focuses on investing in underrepresented founders to address these issues. Alisha tells us how Daintree uses working capital loans as an investment instrument because it allows them to help a more diverse set of business models. Many companies only need a relatively small investment for things like inventory funding, opening new locations, or advertising, but traditional investors tend to overlook these investments. Daintree Capital has provided 58 loans to date with a 0% default rate. Marcia and Alisha go on to discuss Donor Advised Funds (DAF) and how these funds can be used for investing in these often overlooked companies through providing loans. Alisha tells us how she learned how DAFs can be used to invest in early stage companies before they enter the raising capital death trap and how she launched 2 charitable DAFs, including an impact fund that serves as a balance sheet to make loans to underrepresented founders. Alisha also tells our listeners how the funds sitting in DAFs cannot generate personal returns to the donors but can be put to use as loans through impact funds, generating interest that can then be put back into the DAF, donated to a 501(c)3 non profit, or used as future loans. Finally, Alisha explains that over $150 billion is sitting in DAFs and that these funds can be used to make loans to help both private companies in need of capital and nonprofit organizations at the same time. Daintree Capital is working to use this method to help underrepresented founders get the funding they need to grow. Listen in for some fantastic insight on an uncommon method of investments!Click Here to read Marcia's profile on LinkedInClick here to read Alisha Griffey's profile on LinkedInClick here to learn more about Daintree Capital Click here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

Feb 9, 202328 min

Ep 26Jake Whitman talks fundraising through accredited investors and equity crowdfunding

On this week’s episode of The Angel Next Door, listeners get a taste of what it takes to build a brand and raise capital as Marcia sits down with angel investor-turned-entrepreneur Jake Whitman. After a successful career with Procter & Gamble and working for SoFi in the SF Bay Area, Jake decided to head to Cincinnati with the objective of buying a company. There he joined Queen City Angels as an angel investor but then decided to enter the entrepreneurial world and start Really Good Boxed Wine. Jake is a wine enthusiast and after trying a few different disappointing boxed wines with his wife, he knew there was an opportunity to make a splash in the industry and create a truly premium boxed wine experience, which provides a 50% reduction in carbon footprint versus bottled wine. He contacted a woman he knew that owned a vineyard and started to build a brand and a plan. Jake explains how he recognized early on that raising capital would be a necessary step to build the brand he wanted. He was able to raise $310k through a friends and family round and spent a year testing and developing the brand and product to prepare for subsequent rounds. Jake describes how he was very intentional in testing small before launching nationwide. The first launch was local to the Cincinnati area with the product selling out in 5 days, leading to a wider launch that sold out in 4 days throughout about 23 states. Jake explains how this allowed them to know if the business would be successful while generating real data to continue to build the brand. After sending out surveys and receiving feedback, Jake realized they needed to completely rebrand prior to launching nationwide in order to provide the premium experience he aimed for.Marcia and Jake go on to discuss how during the next seed round, Jake approached fundraising with a hybrid plan of gaining investments from both accredited investors and equity crowdfunding. Launching a campaign through SeedInvest, Jake was very calculated in using a structured and scheduled plan and approached crowdfunding with a marketing campaign mindset. He chronicles how they selected which platform to use, how long the campaign would last, and how they used a specific calendar of announcements and communications to capitalize on investor interest. They implemented an early investor perk for those that invested prior to the halfway point of the campaign and distributed a discount code to interested investors so they could try the product prior to investing (also increasing sales of the product). Listen in, as Marcia and Jake give listeners a ton of great insight into a story of an idea turning into a successful company, and what had to happen to get there. Click Here to read Marcia's profile on LinkedInClick here to read Jake Whitman's profile on LinkedInClick here to check out Really Good Boxed Wine (Use Promo code ANGEL, for 15% off your first order) Click here to learn more about Queen City AngelsClick here to see 4 bottles of wine vs. a box of Really Good Boxed WineClick here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

Feb 2, 202338 min

Ep 25John Harbison talks real data behind investing

On this week’s episode, Marcia Dawood dives into the real data behind outcomes and exits with John Harbison. In addition to being an ACA Board Member with Marcia, John is a member and Chairman Emeritus of Tech Coast Angels, one of the largest angel investment groups in the country, where he has invested in 60 companies. John tells us how he started out launching startups for security tech company Raytheon, bringing 2 companies to liquidity events within a year and a third to $800 million in revenue in 7-8 years. He describes how he took that experience to angel investing and joined TCA in 2003. TCA was formed in 1997 and has invested over $260 million into over 500 companies. John discusses how the over 400 members of TCA bring a wide array of expertise to investments, how crucial having that expertise is to helping startups grow, and how collective learning is monumental in making successful investment decisions. John and Marcia discuss the data John analyzes as part of the ACA data analytics committee and how real data will show investors how to make smarter investments that gain higher returns. ACA publishes a yearly Angel Funders Report and monthly Angel Insight Publications that show measurable data on investments made by many angel groups throughout the country, including TCA. With this data, investors can now make more educated decisions on investments through factually tested hypotheses rather than opinion. They also look at what the data says about the best time to invest in a company, the difference between investing through convertible notes versus priced equity, and how important early growth and valuation increases during investment rounds are to an early investor’s return. John gives listeners some examples of his own investments and how they were affected by these significant factors. John and Marcia close the episode with some discussion on TCA’s largest exit, exiting with a 360x return, and how patience plays a large role in the success of an investment, with TCA’s largest exit taking 15 years. This episode is packed with great information backed by real data that can help any investor make smarter decisions. After listening to the episode, check out the links to find out more information. Click Here to read Marcia's profile on LinkedInClick Here to read John Harbison' profile on LinkedInClick here to learn more about Tech Coast AngelsClick here to read the Angel Funders ReportClick here to learn more about the Angel Insight PublicationsClick here to sign up for Angel Insight Monthly mailing listClick here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show? Email us at [email protected]

Jan 26, 202338 min