The Silicon Valley Podcast

In this episode, we sit down with Ron Petrinovich, a seasoned entrepreneur and co-founder of Freedom Equity Group (FEG). With deep roots in Silicon Valley and a legacy shaped by family, faith, and business acumen, Ron shares pivotal moments from his entrepreneurial journey—including multiple business restarts, scaling a company to national success, and eventually exiting in 2024. Ron offers candid insights into what it takes to build a company with values at the core, the importance of team-building from day one, and how he designed a unique internal point system that fueled performance and growth. From leadership evolution to fostering a scalable culture, this episode is packed with practical wisdom for entrepreneurs at any stage.

In this episode of The Silicon Valley Podcast, we sit down with Rick Otton, author of How to Sell Without Ever Saying a Word, and a global expert in communication, influence, and what he calls Subliminal Science. Rick has built a career challenging traditional sales tactics, instead unlocking the power of subconscious communication and emotional decision-making. Introduced through M&A strategist Craig Keegan, Rick shares the lessons and philosophies that have helped him build successful brands and businesses across the world—without spending big on advertising. We explore how Rick's unique approach applies to entrepreneurship, dealmaking, brand building, and life itself.

Episode Summary: In this episode of The Silicon Valley Podcast, we sit down with Jeffrey Tiong, the visionary founder and CEO of PatSnap, a global leader in IP and R&D intelligence. From identifying a market gap in patent data to building a unicorn that serves some of the world's top innovators, Jeffrey shares the insights behind his entrepreneurial journey—and where he sees the future of innovation heading. We explore how the role of intellectual property is evolving in a fast-moving tech world, why PatSnap chose not to go public in Singapore, and how powerful AI agents are reshaping the B2B landscape. Whether you're a founder, investor, or technologist, this episode is packed with actionable takeaways on staying competitive in today's innovation economy.

In this episode, we sit down with Keshia Theobald-van Gent, a seasoned venture capital investor with deep expertise in fund economics, portfolio strategy, and founder alignment. Keshia shares her sharp insights into how today's most successful VCs operate and what emerging fund managers and founders need to know to succeed in this dynamic ecosystem. Whether you're a founder seeking to better understand how VCs evaluate your startup, or an emerging fund manager preparing to launch your first fund, this episode is packed with actionable takeaways and deep industry wisdom.

Episode Description: In this insightful episode, we sit down with Mohamed Ahmed—engineer-turned-founder, investor, and author—to explore the real mechanics of venture capital, startup life, and personal growth. Mo brings his unique perspective from launching a successful startup, exiting, and now advising others through the VC lens. Whether you're an entrepreneur, investor, or someone navigating your own career transition, this episode is filled with real talk, valuable frameworks, and unfiltered stories you won't want to miss. What We Cover: Mo's career journey: From big tech to startup founder to venture capitalist The truth about how VC really works behind the scenes How VCs and LPs think—and what most founders get wrong Media myths: What's often misunderstood about startups and founders Balancing growth with personal life: Tips for maintaining perspective Mental wellness and leadership—why it matters more than ever Making the leap from employee to entrepreneur: Key mindset shifts The challenge of engineers becoming business leaders The emotional journey of selling your company—and what happens next Lessons learned after an exit: What no one tells you Future trends in entrepreneurship and venture capital The core message behind Mo's book and how it can help you Key Takeaway: Success in entrepreneurship isn't just about raising capital or scaling fast—it's about aligning purpose, people, and personal growth. Connect with Mohamed Ahmed:

In this episode, Shawn sits down with John Bisack, an experienced operational strategist and advisor who specializes in helping private equity-backed companies navigate the critical post-acquisition phase. With a background in transforming businesses for profitability, growth, and long-term scalability, John brings deep insights into what it really takes to deliver on the promises of a private equity deal—beyond the closing table. Disclaimer: The content in this episode is for informational purposes only and does not constitute financial, investment, or legal advice. Always consult with qualified professionals before making business decisions.

In this episode, Shawn sits down with Paul Adler, a veteran strategist in global revenue growth and a trusted advisor for companies entering the complex world of Federal Government markets. With decades of experience guiding businesses through the intricacies of federal contracting, Paul shares practical insights, battle-tested strategies, and hard-won lessons for founders and executives ready to scale through government channels. Whether you're a startup looking for your first pilot program, or a scaling company considering the government as a strategic customer, this episode offers the clarity and context you need to succeed.

In this episode, we're joined by Stan Christensen, a veteran dealmaker, negotiation expert, and founder of Arbor Advisors. With over two decades of experience teaching negotiation at Stanford University and leading high-stakes transactions in the tech world, Stan offers a masterclass in how to navigate complex deals, align incentives, and come out ahead—whether you're raising capital, selling your company, or simply trying to keep a negotiation from falling apart. Stan shares his career-defining moments, hard-earned insights from the front lines of investment banking, and why most founders misunderstand who really does the work behind the scenes. This is a must-listen for entrepreneurs, operators, and anyone who wants to become a better negotiator.

Episode Overview Today's guest is Shalabh Gupta, a visionary entrepreneur and the CEO of a publicly traded company. With deep experience in both public and private markets, Shalabh brings a mission-driven mindset to solving complex problems through innovation. In this episode, he shares his journey to the public markets, lessons learned from operating in the spotlight, and what it really takes to drive long-term shareholder value while staying true to your company's core mission. Whether you're a founder, investor, or aspiring public company executive, this conversation is packed with insights into what it means to lead boldly in the public eye.

Rahul Pangam — Entrepreneur, AI Strategist, and Founder

In this episode, we sit down with Manish Patel, whose career has spanned Google, venture investing, and product innovation. From playing a pivotal role in scaling transformative products like AdWords and Google Maps to shaping Silicon Valley's startup ecosystem, Manish brings invaluable insights from the front lines of technology, entrepreneurship, and venture capital. Listeners will hear about his inspiring journey — from growing up in a family business to navigating the world of big tech and early-stage investing — and get practical advice on building startups, raising Series A rounds, and preparing for the future of business.

In this episode of The Silicon Valley Podcast, we sit down with Tom Eggemeier, CEO of Zendesk, to discuss the transformative power of AI Agents, the evolving landscape of M&A, and the future of customer experience. Tom shares his insights on how businesses can leverage AI to drive growth, the decision-making process behind strategic acquisitions, and what's next for Zendesk. What You'll Learn in This Episode: ✅ AI Agents vs. Traditional AI – What sets them apart and how they're reshaping customer service. ✅ The Role of AI in Business Growth – How AI can enhance both customer and employee experiences. ✅ M&A Strategy at Zendesk – The company's approach to acquisitions and lessons from past deals. ✅ AI's Impact on Competitive Advantage – Will AI adoption create stronger moats or increase disruption risks? ✅ Zendesk's Future Vision – What innovations are coming and where the company is headed in the next decade. Key Questions We Discuss:

In this episode of The Silicon Valley Podcast, we sit down with Cameron Herold, a world-renowned business leader, entrepreneur, and the mastermind behind the explosive growth of 1-800-GOT-JUNK?, where he scaled the company from $2 million to $106 million in just six years. From launching businesses as a teenager to coaching top CEOs—including Kimbal Musk—Cameron has mastered the art of scaling operations, creating high-performance cultures, and driving business success. He's also the founder of COO Alliance, the only peer group dedicated to helping Chief Operating Officers excel in their roles. What You'll Learn in This Episode: ✅ How Cameron transformed 1-800-GOT-JUNK? into a global brand ✅ His Sunday Night Planning Method for a productive week ✅ The DORAGI Coaching Framework and its impact on leadership ✅ The secret behind Vivid Vision and how it fuels business growth ✅ How to delegate effectively without micromanaging ✅ The TORC Hiring Method to ensure you build an A+ team ✅ The power of daily huddles in maintaining team alignment ✅ Real-life strategies for handling workplace conflict and fostering company culture Cameron also shares actionable insights on project management, hiring strategies, and leadership development, making this episode a must-listen for entrepreneurs, executives, and anyone looking to scale a business effectively. Resources & Links:

Episode Summary: Shutting down a business is a complex and often overwhelming process—but it doesn't have to be. In this episode, we sit down with Dori Yona, Co-Founder & CEO of SimpleClosure, a venture-backed startup using technology to streamline business closures. Dori shares his personal journey as a founder facing the challenges of winding down a company, what he learned, and how those experiences led to building a solution that reduces a months-long process into days or weeks. From understanding the legal and financial considerations to ensuring a smooth transition for all stakeholders, this conversation is packed with practical advice for founders, investors, and anyone involved in the startup ecosystem. Guest Bio: Dori Yona is a seasoned entrepreneur and startup founder who understands firsthand the challenges of shutting down a business. During his previous venture, his company came close to closing, and he was tasked with navigating the shutdown process—only to find a lack of clear information, guidance, and support. After dealing with lawyers, accountants, and endless confusion, he realized that 90% of startups that raise capital will eventually shut down, yet the process remains a daunting mystery. That experience led him to co-found SimpleClosure, a company dedicated to helping startups wind down properly and efficiently through technology-driven solutions. Key Topics Discussed: ✔️ The step-by-step process of winding down a business ✔️ The do's and don'ts of business closures and why they matter ✔️ The timeline and costs associated with shutting down a company ✔️ Best practices for ensuring fair treatment of employees, investors, and creditors ✔️ How founders can turn a difficult shutdown into a learning experience Guest Website & Links:

Episode Description: In this episode, we sit down with legendary entrepreneur and scientist T.J. Rodgers, the founder of Cypress Semiconductor, investor in clean energy, and advocate of free-market principles. With a career spanning decades in Silicon Valley, Rodgers has been at the forefront of technological innovation, business strategy, and corporate governance. We dive into his experiences building and leading companies, his views on boardroom dynamics, and his insights into the future of entrepreneurship, manufacturing, and clean technology. Guest Bio: T.J. Rodgers is a pioneering scientist, entrepreneur, and investor known for founding Cypress Semiconductor and making transformative investments in SunPower and Enphase Energy. With degrees from Dartmouth and Stanford, Rodgers has played a key role in shaping the semiconductor and renewable energy industries. He has also been active in corporate governance, leading successful proxy fights and serving on multiple boards. Beyond tech, Rodgers is a passionate winemaker and a strong advocate for laissez-faire capitalism. Topics Discussed: How running a business today differs from 30 years ago The key questions every CEO should be able to answer Strategies for retaining top talent in a competitive job market Building a culture that fosters execution and results Insights from working with industry legends like John Doerr and Sequoia Ventures The evolving role and expectations of board members Critical mistakes to avoid in corporate leadership Lessons from turning around Enphase Energy Managing company debt: when to expand, clean up, or maintain it Balancing innovation and regulation in Silicon Valley The current state and future of the solar industry Lessons learned from a lifetime of leadership and entrepreneurship   Links & Resources: More about T.J. Rodgers Enphase Energy Clos de la Tech Winery

Episode Overview: In this episode, we sit down with Gil Feig, co-founder of Merge, to explore the challenges and innovations in API integrations. Gil shares his journey from software engineering to entrepreneurship, the technical hurdles faced while building Merge, and the strategic decisions that drive the company's success. We also dive into team building, financial strategy, and the future of Merge's platform. Topics Covered: Gil's Career Journey – From software engineer to co-founding Merge Overcoming Technical Challenges – Unexpected hurdles and how the team solved them Strategic Integrations – How Merge prioritizes new software categories Unlocking Business Capabilities – The power of accessing customer data through Merge Hiring for Success – The key qualities Merge looks for in technical roles The In-Person Work Model – Pros and cons of operating without remote work Balancing Growth & Financial Prudence – How Merge manages spending while scaling Future Challenges & Opportunities – What's next for Merge and how they're preparing Lessons in Leadership – Gil's biggest takeaways since founding Merge Bonus Questions: How does Merge foster a culture of innovation and continuous improvement? What new markets or sectors is Merge considering for expansion? How does Merge ensure data privacy and security? What KPIs are most critical to Merge's success? What's the most unexpected way a customer has used Merge's platform? Where to Learn More: For more on Merge and their latest updates, visit Merge.dev or connect with Gil Feig on LinkedIn.

Episode Summary: Join us for an inspiring conversation with Vanessa Larco, Partner at NEA, one of the world's largest venture capital firms. In this episode, Vanessa shares her career journey from working at leading tech companies like Microsoft, to becoming a prominent VC investor. She dives into her investment philosophy, the importance of strong leadership, leveraging data-driven decisions, and fostering diversity in venture capital. Whether you're an entrepreneur, aspiring VC, or tech enthusiast, this episode offers invaluable insights on building successful businesses and networks while taking calculated risks. Key Discussion Points: Vanessa's career journey: From tech product management to venture capital. Lessons learned from her time at Microsoft, Box, and other leading companies. How to spot and capitalize on transformative insights in business. The critical role of a strong CEO in company success and investment decisions. The importance of data, analytics, and metrics in decision-making. Balancing risk-taking with calculated strategy in your career. Building and maintaining a network outside the VC world. Lessons from failure and advice for those navigating similar challenges. Highlighted Questions: What led you to pursue a career in venture capital after working in product management? How do you evaluate leadership when considering an investment? Can you share a time when you took a significant career risk and how it paid off? How do you maintain work-life balance in a high-pressure role? What advice would you give to those looking to build a career in VC or entrepreneurship? About Vanessa Larco: Vanessa specializes in Series A and B investments in both B2B and B2C companies. She's passionate about leveraging technology to empower people and has led investments in innovative companies like Assembled, Mejuri, and Cleo. Her background in product management at companies like Box, Twilio, and Disney provides her with a unique perspective in evaluating businesses. Event Details: This episode was recorded during a live event on Thursday, December 5, 2024, at 1895 El Camino Real, Palo Alto, California. The event featured networking opportunities, an in-depth interview with Vanessa, and an engaging audience Q&A session. Connect with Vanessa Larco: LinkedIn: Vanessa Larco on Vanessa Larco | LinkedIn Learn more about NEA: http://www.nea.com  

Show Notes for "The Silicon Valley Podcast" – Dave House Interview Guest: David House, American Engineer and Computer Designer Bio: David House, also known as Dave House, is a distinguished American engineer and computer designer renowned for his significant contributions to Intel, where he was pivotal in developing the company's microprocessor product line. He is widely recognized for coining the slogan “Intel Inside,” a marketing campaign that transformed Intel into a household name. Career Highlights: BSEE from Michigan Technological University (1965) MSEE from Northeastern University (1969) Early career at Raytheon and Honeywell, focusing on computer design and communications systems Joined Intel in 1974, eventually becoming the General Manager of the Microcomputer Components Division Led Intel's transition towards a marketing-driven approach, launching the “Intel Inside” campaign Grew Intel's microprocessor division from $40 million to $4 billion annually Served as President and CEO of Bay Systems and later CEO of startup Allegro Current Chairman of the House Family Foundation and Chair of the Board at the Computer History Museum Developed a theory related to Moore's Law, identifying an 18-month period for the doubling of transistor capacity on integrated circuits Interview Topics: Leadership Decision Making Managing for Results Conflict Resolution Meetings Vision and Mission: Integral to leadership and decision-making with culture being a fundamental aspect, often summarized as “Culture is the rules for when there are no rules.” Key Interview Questions: Introduction: Dave, it's a pleasure to have an industry legend like yourself here. To get us started, could you give our audience a quick 30-second overview of your impressive career? Mentorship: During those early years, who were some of your mentors, and how did they shape your path? Management Focus: Can we talk about some of the lessons learned? For starters, should a manager focus on managing people or outcomes? And how can they best achieve the desired results? Overspecifying Results: Can you elaborate on what you mean by overspecifying results? Decision-Making Process: You've talked about the importance of socializing the decision-making process. Can you explain what that means and why it's beneficial? Constructive Confrontation: You've advocated for a more constructive approach to confrontation in business meetings. Can you share why and suggest alternative strategies for addressing disagreements? Roles of a CEO: For aspiring leaders, what do you see as the two most critical roles of a CEO? Career Reflections: Looking back, which career choices are you most proud of, and what life lessons can our audience glean from those experiences? . Key resources referenced: - The book "High Output Management." 

Show Notes: Featuring Adam Coffey About Adam Coffey Adam Coffey is a dynamic CEO, Board Member, best-selling author, and international speaker renowned for driving transformative growth and fostering high-performance cultures. With over 21 years of experience, Adam has built three national service companies for nine private equity sponsors, completing 58 acquisitions with outcomes measured in the billions. His books, "The Private Equity Playbook," "The Exit Strategy Playbook," and "Empire Builder," are #1 Amazon Best Sellers. A former GE executive and US Army veteran, Adam now consults through CEO Advisory Guru. Topics Covered in This Episode   Book Insights: What's changed since his first book, and who his latest editions aim to help. Evaluating Private Equity: Tips on assessing private equity groups, especially new firms without established ratings. Platform vs. Add-on: Differences, and what companies should strive to become. Target on the Back: Explanation of what it means for platforms in the market. Evaluating Offers: Balancing higher numbers with potential risks. Pooled Investments: Potential issues and pitfalls. Old Gomer: Insights into this character mentioned in his book. Competent Counsel: Importance during negotiations. Connect with Adam LinkedIn: Adam Coffey Join us as Adam Coffey dives deep into these topics, sharing his expertise and insights that can help you navigate the complexities of business growth and private equity!

Guest: David Hamilton Nichols Bio: David Hamilton Nichols is an American speaker, author, investor, and producer. Hailing from a prominent California farming family, David is best known as a global investor with a diverse portfolio spanning industrial and retail real estate, fast-growing startups, and impact investments across North America, Europe, Oceania, Asia, and Africa. His focus sectors include climate change, renewable energy, blockchain, AI, EdTech, and healthcare in Africa. David has served as a board member and advisor for various startups and has been featured in media outlets such as Entrepreneur, The Jerusalem Post, and Yahoo Finance. He was awarded the Global Impact Champion 2020-2021 by India Needs You (INY) and was listed among the “Top 10 Investors and Investment Companies to Follow in 2022” by the International Business Times. An accomplished speaker, David has delivered keynotes and participated in panels at prestigious venues including the Nobel Peace Center, the United Nations Association, and various family office summits. He has also been a transformational speaker in the personal development field across the United States. David is a published poet and article writer, currently working on a book titled "Mastering the Madness: Live Your Best Life, and Create a Better World." Additionally, he is a producer and executive producer on multiple entertainment and media projects. He is a Fellow of the Royal Society for the Encouragement of Arts, Manufactures and Commerce, joining illustrious individuals such as Charles Dickens, Benjamin Franklin, and Stephen Hawking. David is also an Eagle Scout from his youth in the Boy Scouts of America. Areas covered:   What exactly is a family office and what are the different types of family offices? What is the typical profile of a family that might consider establishing a family office, and how has the family office landscape evolved in recent years? What are some of the emerging trends in the family office space, such as direct investing and co-investments? How does a family office typically structure its investment strategy? Why might a startup seek investment from a family office? How important are warm introductions when approaching a family office, and how can startups cultivate those? What are the key differences between getting funding from a family office versus a traditional venture capital firm? Do venture capital firms like to work with family offices? How can startups effectively connect with and pitch to family offices? What are some common mistakes startups make when approaching family offices?   Closing: We want to thank David, for sharing your insights with us today. It has been a pleasure having him on the show. For our listeners who want to keep up with David's work, be sure to connect with him on LinkedIn. Links: Connect with David Hamilton Nichols on LinkedIn Stay tuned for more insightful episodes, and don't forget to subscribe and leave a review!  

From Startup to Exit: Brian Will's Lessons on Building and Scaling Successful Businesses   Guest: Brian Will, Serial Entrepreneur, Two-Time Wall Street Journal Best-Selling Author, Business and Sales Management Consultant Bio: Brian Will has built a remarkable career creating successful companies across diverse industries. His experience in startups and Fortune 500s offers him a unique perspective on agile processes and their impact on businesses. Currently, he owns various businesses and serves on the city council in his hometown. Key Points and Questions: Brian's background and how it shaped the lessons in his book: Get insights into the experiences that influenced Brian's approach to business and the advice he shares. Delegation and its role in business growth: Understand why delegation is essential, even if it can be challenging, and how to effectively delegate management and tasks. Hiring the right people, especially the COO: Learn the importance of strategic hiring and the qualities to look for in a COO. Key lessons for scaling a business: Discover strategies to navigate the complexities of scaling a business and ensure sustainable growth. Avoiding burnout during business growth: Get practical tips on how entrepreneurs can maintain their well-being while scaling their businesses. Personal story illustrating a significant business lesson: Hear a relatable story from Brian's book that highlights a valuable lesson for entrepreneurs. Preparing a business for an exit: Learn the key steps to take to ensure a successful exit when the time is right. Impact of writing the book on Brian's views on entrepreneurship: Explore how the process of writing the book has shaped Brian's perspective on entrepreneurship. Notable reader feedback: Hear about any feedback from readers that particularly resonated with Brian. Where to find Brian's book and follow his work: Provide links and information on how listeners can connect with Brian and access his book. Final words of wisdom for aspiring entrepreneurs: Share Brian's parting advice for those embarking on their entrepreneurial journey. Connect with Brian: Website: Home New - Brian Will Media LinkedIn: Brian Will | LinkedIn  Brian Will | LinkedIn Additional Notes: Reference to the first interview: Encourage listeners to check out the previous interview with Brian for more context.  

Guest: Marsha Wulff, Impact investing pioneer with 40 years of experience building corporations, managing investments, and establishing a venture capital firm focused on Africa. Key Discussion Points: Marsha's Journey: Marsha will share her career path, including her role in building multi-billion dollar corporations and establishing a successful venture capital firm in Africa. Global Perspective vs. Afro-optimism: Explore the difference between these perspectives and their influence on African funding and development. Hurdles to African Funding: Discuss the primary challenges hindering funding in Africa and potential solutions to address them. Value Destruction in Africa: Understand the concept of value destruction and its specific manifestations within the African context. Ecosystem Construction for Progress: Identify the key factors that drive progression through ecosystem construction in Africa. Government and Charitable Reliance: Analyze whether increased reliance on government and charitable support is the solution to funding challenges or if alternative approaches are more effective. The White Savior Complex: Define the concept of a white savior and discuss its implications for development efforts in Africa. French-Speaking Africa's Lag: Explore why this region lags behind others in terms of development and funding opportunities. Angel Investing in Cote d'Ivoire: Provide guidance for individuals interested in angel investing in countries like Cote d'Ivoire. Startups in French-Speaking Africa: Discuss notable startups and the factors influencing their success or challenges. Emerging Trends and Sectors: Highlight promising investment and growth opportunities within African economies. Secondaries Market in Africa: Explain the existence and functioning of a secondaries market in Africa. Afro Hubs and Afrilabs: Understand the roles of these organizations in fostering innovation and entrepreneurship in Africa. Learning More: Provide resources and advice for those interested in further exploring African funding and ecosystem development.   Call to Action: Connect with Marsha Wulff on LinkedIn: https://www.linkedin.com/in/marshawulff/ Explore LoftyInc Capital Management: LoftyInc Capital – Backing early stage Afropreneurs building tech-enabled solutions for the "everyday economy"

Bio: Kristi Herold is the founder and CEO of JAM, a multi-million-dollar global business that has connected millions of people through play since its inception as one of the largest adult recreational sports leagues in the world. The JAM team has produced and delivered over 4,000 playful corporate events, in over 30 countries since the summer of 2020 and the JAM team consults organizations helping them integrate fun and play into their “workPLAYce culture”. JAM has been awarded “Canada's Most Admired Culture Award,” and certified as “Great Places to Work – Canada” multiple times. Kristi is the best-selling author of It Pays to PLAY – How Play Improves Business Culture, a rich resource to help organizations playfully connect with their teams and improve productivity, retention, and workplace culture. Her vision is to get 1 million people playing annually! Awards and Accolades:   Canada's Most Admired Corporate Cultures – Emerging Award (2022)   Canada's Most Powerful Women - Top 100 (2020)   RBC / Women of Influence - Canadian Women Entrepreneur Awards - Momentum - Top 3 (2020)   Sport & Social Industry Association - "Industry Impact Award" winner (2020)   Great Places to Work - Canada award (2019)   Governor General's "Diamond Jubliee Award" in recognition of contribution to community (2009)   Features:   Forbes Magazine, "Create Teamwork By Doing This,'” (2020) https://www.forbes.com/sites/stephanieburns/2020/03/05/create-teamwork-by-doing-this/#5c10c9c35aff   Fast Company, "Corporate Team Building," (2019) https://www.fastcompany.com/90510635/without-team-sports-this-recreational-league-company-is-still-committed-to-boosting-spirits   Toronto Star, “Kristi Herold is all about team spirit,” (2021) https://www.thestar.com/life/together/people/2021/02/28/kristi-herold-is-all-about-team-spirit-here-the-ceo-talks-sports-play-and-her-picks-for-the-top-toronto-online-fitness-classes.html We talk about:   When you look to acquire a business, what are your minimum expectations for the business you will acquire? How do you know if a target company's culture fits yours when acquiring a company? What are some strategies for identifying and mitigating potential risks in a main street/lower mid-market business acquisition? Would you happen to have suggestions on going into a negotiation that you can share with us? What are some best practices for communicating with employees and maintaining morale during the M&A process? How do you ensure a smooth transition of key personnel and talent retention post-transaction What role does strategic planning and long-term vision play in the success of a business's mergers and acquisitions? How important is it to join mastermind groups and organizations outside of work? And much more   Connect with Kristi    https://www.linkedin.com/in/kristi-herold/   https://jamgroup.com/

Guest Speakers: Dario Fusato: CEO of Savvly Tony Derossi: Co-founder of Savvly About the Guests: Dario Fusato is the CEO of Savvly, a platform revolutionizing personal pensions and long-term financial security with market-driven solutions. He has extensive experience in building fintech solutions aimed at removing financial uncertainty. Tony Derossi is the co-founder of Savvly, an online platform designed to optimize retirement savings through innovative risk-sharing algorithms. With a background in insurance, technology, and strategic consulting, Tony brings a wealth of knowledge to the fintech and retirement planning industries. Episode Overview: In this episode, we dive into the innovative approach Savvly is taking to reshape retirement planning and financial security. Dario and Tony share their journey from successful corporate careers to entrepreneurship, the challenges of pioneering a new market, and their vision for the future of Savvly. The discussion covers key lessons learned, strategies for balancing innovation with risk management, and the importance of building a community around a startup. Key Questions Discussed: What inspired Dario and Tony to transition from corporate careers to founding Savvly? How do their corporate experiences influence the way they build and scale Savvly? What advice do they have for aspiring entrepreneurs, especially those transitioning from corporate roles? What are the unique challenges of innovating in the fintech space for retirement solutions? What are Savvly's long-term goals and how do they plan to achieve them? Connect with the Guests: Dario Fusato: LinkedIn Tony Derossi: LinkedIn Savvly Website: www.savvly.com Closing Notes: If you're interested in learning more about Savvly's approach to financial longevity and retirement planning, be sure to visit their website or connect with Dario and Tony on LinkedIn.

Guests: John Lenker, Marketing Strategist & Communications Artist at LENKER Kevin deLaplante, Philosopher & Marketing Specialist at LENKER Episode Summary: Join us for a fascinating conversation with John Lenker and Kevin deLaplante, two experts from LENKER, as they delve into the world of marketing, critical thinking, and entrepreneurship. John, a seasoned marketing strategist with a passion for ethical marketing, shares his insights on developing and promoting products and services that resonate with audiences. Kevin, a former philosopher turned marketing specialist, brings a unique perspective on critical thinking and decision-making in the business world. Together, they discuss: Their career journeys and how they arrived at their current roles at LENKER The importance of competitive analysis and effective research when exploring new business ideas The role of AI in idea research and decision-making Key factors entrepreneurs should consider when evaluating marketing and business opportunities The balance between AI and human judgment in business Essential questions entrepreneurs should ask themselves before pursuing a new venture Lessons learned from both successful and unsuccessful ventures The unique challenges and opportunities of working with Bitcoin millionaires How to qualify a business and conduct a comprehensive market opportunity analysis Strategies for staying ahead of industry trends and advancements The impact of effective competitive analysis on business success The future of AI integration in business decision-making Risk management strategies for entrepreneurs Resources: LENKER website: https://lenker.com Kevin deLaplante's website: https://kevindelaplante.com/my-writing The Argument Ninja Podcast: [Link to podcast] Call to Action: If you're looking to enhance your marketing strategies, refine your critical thinking skills, or navigate the complexities of entrepreneurship, this episode is a must-listen! Connect with John & Kevin: John Lenker on LinkedIn: https://www.linkedin.com/in/johnlenker/ Kevin deLaplante on LinkedIn: https://www.linkedin.com/in/kevindelaplante/

Show notes Mark Kleyner Mark is the co-founder of Dream VC, an entrepreneur, ecosystem builder and early-stage investor in Emerging Markets. Mark has worked within VCs in the UK, US, Europe and Africa and actively advises, coaches and mentors several very early stage West & East African startups - who have gone on to raise upwards of $10m in Venture Financing, and joined programs like Google's Black Founders Fund Africa, PioneerApp, TechStars and Y Combinator. Mark is passionate about empowering the private sector to take responsibility for making people's lives better and is a big advocate for Consumer and Enterprise Software Startups as mediums to improve lives around the world. Mark is also a co-founder of Dream VC, a leading remote program, helping founders, entrepreneurs and working professionals across the African continent and among the diaspora to break into the Venture Capital industry as emerging investors.   Beyond these activities, Mark is an active startup mentor in 9+ Accelerators and Incubators at Startupbootcamp, Impact Hub Lagos, Seedstars, Founder Institute and Village Capital. Mark is also a startup mentor with FasterCapital and StartupLoungeAfrica.     Dream VC and the mission you are on. The current investment landscape in Africa and some key trends shaping it? The role of diaspora investment in driving economic development and entrepreneurship in Africa? The unique opportunities that investors can find in African markets compared to other regions? How do political stability and regulatory environments impact investment decisions in Africa? How necessary is local knowledge and partnerships when investing in African markets? What are some key resources or sources of information that investors can leverage to stay informed about investment opportunities and developments in Africa?   Connect with Mark    https://www.linkedin.com/in/markkleyner/   https://www.dream-vc.com/

The Future of Small Business: AI & Real-Time Solutions  Guest: Sidharth Saxena, CEO and Founder of Docyt Show Notes Introduction: Welcome Note: The host introduces Sidharth Saxena, highlighting his role as the CEO and founder of Docyt, an innovative all-in-one financial management solution for small businesses. Episode Overview: Brief overview of the topics to be covered, including real-time bookkeeping, the role of AI in small business operations, and insights into building a successful tech startup. Main Discussion: Background and Journey: Sid's Story: Sid shares his background and the journey leading up to the founding of Docyt, detailing his career path and experiences. Building Expertise: Navigating Challenges: Sid discusses how he navigated building a business in a field where he wasn't initially considered an expert and the strategies he employed to gain credibility and expertise. Real-Time Bookkeeping: Benefits for Small Businesses: Exploration of the advantages of real-time bookkeeping for small businesses, emphasizing why it's crucial for efficiency and financial accuracy. AI in Small Business Operations: Transformative Impact: Sid shares his insights on how AI will continue to transform the operational aspects of small businesses, making them more efficient and competitive. Team and Innovation: Driving Innovation: A look at the Docyt team and their roles in fostering AI innovation in small business operations, highlighting key contributors and their expertise. Connecting with Sid: Further Engagement: Information on how listeners can connect with Sid and learn more about his work and Docyt's offerings. Website  Best AI-Bookkeeping Software for Multiple Businesses | Docyt Linkedin https://www.linkedin.com/in/sidharthsaxena/

In the fast-paced world of tech entrepreneurship, experience is invaluable. Oleg Golynker, a seasoned tech entrepreneur, manager, and investor since the mid-90s, shares his insights garnered from a journey marked by both epic failures and mind-blowing successes. About Oleg Golynker With a track record spanning decades, Oleg's journey in the tech industry has been nothing short of remarkable. From founding CTO of Global-e (Nasdaq: GLBE) to his current venture, Trueli, Oleg's career is a testament to the ever-evolving landscape of tech entrepreneurship. Solving Problems, Creating Solutions At Global-e, Oleg played a pivotal role in solving significant challenges for millions worldwide, culminating in one of the most celebrated IPOs of 2021. Now, with Trueli, Oleg aims to tackle another pressing issue – rescuing memories from the digital clutter that plagues our smartphones. Key Insights from Oleg Approaching New Ventures: Oleg sheds light on how the anticipation of an exit from a previous venture impacts the approach to starting a new company. Drawing from his wealth of experience, he discusses the importance of strategic planning and foresight in navigating the entrepreneurial landscape. Evolution of Startup Culture: Having witnessed the evolution of startups over the last two decades, Oleg shares his observations on how working at a startup has changed. From organizational structures to technological advancements, Oleg provides valuable insights into adapting to the ever-changing startup environment. Understanding Your Product: Oleg emphasizes the significance of thoroughly understanding the product or service you are selling. By delving into the importance of product-market fit and customer-centric approaches, Oleg offers invaluable advice for aspiring entrepreneurs. Connect with Oleg To learn more about Oleg Golynker and his ventures, connect with him on LinkedIn or visit Trueli's website.

Episode Title: How AI is Disrupting Sales and Marketing with Raj Prasad Episode Description: In this episode of The Silicon Valley Podcast, our host dives deep into the world of AI in marketing with expert Raj Prasad. With over 25 years of marketing experience, including roles as a CEO and Fractional CMO, Raj has developed a deep understanding of brand development and revenue growth. Join us as Raj shares insights from his impressive career and explores the transformative impact of AI on marketing strategies. From search engine optimization to targeted advertising, learn how AI is revolutionizing the way marketers understand consumer behavior and optimize their campaigns. Whether you're a small business owner or a seasoned marketer, this episode is packed with valuable advice on integrating AI into your marketing efforts. Key Questions and Topics: Career Journey: Raj, can you tell our audience a little bit about your career up to this point? AI in Marketing Applications: What are some specific applications of AI in marketing that you find most impactful? SEO and Content Optimization: Can you discuss the impact of AI on search engine optimization (SEO) and content optimization? Consumer Behavior Analysis: How has AI changed the way marketers understand and analyze consumer behavior? Revolutionary AI Tools: Can you share examples of AI-powered tools or platforms that have revolutionized marketing strategies? Future of Targeted Advertising: How do you see AI shaping the future of targeted advertising and audience segmentation? Campaign Performance and ROI: In what ways does AI contribute to improving marketing campaign performance and ROI? Social Media Marketing: How can marketers leverage AI to optimize their social media marketing efforts? Challenges and Limitations: What challenges or limitations do marketers face when implementing AI in their strategies? AI for Small Businesses: How can small businesses or startups with limited resources benefit from AI in their marketing efforts? Future Role of Marketers: How do you see AI influencing the role of marketers in the future? Advice for Marketers: What advice would you give to marketers who are considering integrating AI into their marketing strategies? About Raj Prasad: Raj Prasad has over 25 years of marketing experience, including roles as a CEO and Fractional CMO. He has developed a deep understanding of brand development and revenue growth, focusing on using a range of marketing tools, such as PPC, SEO, Influencer Marketing, and Event Marketing, to build and strengthen brands. A key achievement was leading the product management for an Online Franchise Dealer Portal, an innovative B2B subscription model, which generated $24 million in revenue over four years. His approach centers around implementing effective digital marketing strategies, contributing to enhanced brand recognition and business performance. This experience is well-suited for roles requiring a strategic yet hands-on approach to digital marketing, where data-driven decisions and a clear vision are essential for driving growth. Connect with Raj Prasad:https://www.linkedin.com/in/rajpras/ Raj Prasad | LinkedIn   Listen Now: Tune in to this insightful conversation with Raj Prasad and discover how AI can transform your marketing strategies for better performance and results. Make sure to subscribe to The Silicon Valley Podcast for more expert insights and discussions on the latest trends in technology and business. Don't forget to leave us a review and share this episode with your network!

Episode Summary: In this episode, we have the pleasure of speaking with J.P. Keating, a prominent figure in the supply chain and mobility sectors. J.P. shares his extensive career history and provides deep insights into the rapidly evolving world of supply chain technology, mobility startups, and the complexities of navigating these industries. From discussing the sexiness of supply chain tech to addressing the critical challenges and sustainability considerations, J.P. offers a comprehensive look at the present and future of these dynamic fields. Key Topics Covered: Career Background: P. Keating gives an overview of his career journey and experiences that have shaped his expertise in supply chain and mobility sectors. Supply Chain Technology: Why supply chain tech is one of the most exciting fields in technology today. The impact of recent advancements and why people should be excited about this sector. Evolving Mobility: Navigating the complexity of mobility startups amidst advancements in autonomous vehicles, electric vehicles, and other technologies. Regulations and Policies: The importance of understanding regulations and policies when building or investing in companies within the supply chain and mobility spaces. Challenges in the Sector: Unique challenges faced by startups and investors in supply chain and mobility compared to other sectors. Technology Evolution: How technologies like human-less electric cargo planes evolve compared to software MVPs and iterative testing. Resilience to Disruptions: Assessing the resilience of supply chain startups to disruptions caused by global events like the COVID-19 pandemic. Sustainability Initiatives: Evaluating the sustainability practices of companies in the supply chain and mobility industries. Economic Impact: The importance of supply chain and mobility to the overall economics of cities and countries. How the adoption of new technologies can impact GDP. Global Interest: Identifying the regions and stakeholders most interested in supply chain and mobility technologies. Philosophy on Success: P. shares his philosophy on "stacking bills without anyone knowing who you are" and its implications for business success. Exit Strategies: Discussing the preferred exit strategies for companies in the supply chain and mobility sectors. IPO vs. earlier round exits. Value to Founders: Why founders should be excited to have J.P. and his team on their cap table. Success Stories: P. shares a compelling story of a company he worked with or one in the supply chain and mobility space. Connect with J.P.: How listeners can learn more about J.P. Keating and his current projects. Listener Takeaways: Gain insights into the cutting-edge developments in supply chain and mobility technologies. Understand the challenges and opportunities in navigating these rapidly changing industries. Learn about the importance of sustainability and regulatory knowledge in building successful startups. Discover the economic impact and global interest in supply chain and mobility advancements. Hear real-world success stories and practical advice from an industry expert. Resources: P. Keating's LinkedIn

LinkedIn Profile: Ms. Thelma Ekiyor-Solanke Episode Summary In this episode, we dive into the Nigeria Office for Philanthropy & Impact Investing (NPO) with distinguished panel members Ms. Thelma Ekiyor-Solanke, Ms. Ayodele Olojede, Ms. Elizabeth Oguegbu, and Mr. Tola Adekunle-Johnson. They share insights into the NPO's objectives, strategies, and initiatives aimed at fostering job creation and economic growth in Nigeria. Key Questions and Topics Discussed Introductions Ms. Thelma Ekiyor-Solanke: Chairperson of the NPO, providing a brief overview of her role and background. Ms. Ayodele Olojede: Representative from Wema Bank and NPO Implementing Committee member, sharing her expertise and involvement. Ms. Elizabeth Oguegbu: Representative from Access Bank and NPO Implementing Committee member, introducing her role and contributions. Background and History of NPO The origin and evolution of the Nigeria Office for Philanthropy & Impact Investing. The role and significance of the NPO in Nigeria's economic landscape. Coordination with Public Office How the NPO collaborates with the Vice President's office to streamline efforts. The integration of public and private sector initiatives. Organizational Goals and Strategies Primary objectives of the NPO and the strategies in place to achieve them. Key focus areas and intended outcomes. Pipeline of Companies and Resource Needs Developing a robust pipeline of companies. Resources and support required to scale up job creation efforts. 50% Allocation to Women Recipients Definition and criteria for women recipients (founders, co-founders, advisors). Long-term goals and impacts of this allocation criterion. Grants and Requirements Conditions and potential matching investment requirements tied to grants. Efficiency in deploying grants to ensure timely job creation. Sector Focus and Decision Process Specific sectors targeted for capital deployment. Rationale behind the selection of these sectors. Potential for Model Replication Possibilities of other African countries adopting a similar model. Expected outcomes and benefits for the broader African continent. Investor Partnerships Opportunities for Silicon Valley investors to partner with and invest in the NPO initiative. Ways to foster collaboration and mutual growth. Growth and Expansion Strategies Plans for companies to expand into new markets. Strategies for growth and international expansion. Governance and Utilization of Funds Assurance mechanisms for proper utilization of grant money. Governance structures tied to financial assistance. Funding Application Process Information companies need to provide to secure funding. Criteria and eligibility requirements for applicants. Beyond Financial Assistance Additional support provided to companies beyond funding. Resources and mentorship available to aid business growth. Role of Technology and Innovation Importance of technology and innovation in the NPO's investment strategy. Future trends and opportunities.  

Guest: John Hittler | LinkedIn Overview: In this episode, we dive deep into the extraordinary journey of John Hittler, a CEO Trusted Advisor, 9-time Founder and CEO, funding source, author, TEDx speaker, and father of seven. John shares his wealth of experience, insights into leadership, and strategies for balancing a demanding career with personal life. Discussion Points: Career History John provides an overview of his career path, highlighting key milestones and achievements. Time Management As a busy professional with multiple roles, John discusses how he efficiently manages his time and responsibilities. Overcoming Challenges John shares notable challenges and setbacks he has faced in his career and the strategies he used to overcome them. Entrepreneurial Stories Reflecting on the companies he has started, John recounts some memorable experiences and lessons learned. Evoking Genius John explains his motivation for founding Evoking Genius after successfully starting nine other companies. Methodologies and Frameworks Insight into the specific methodologies or frameworks John utilizes with his clients to drive success. Qualities of Successful Leaders Discussing the key characteristics that differentiate elite leaders from the average person and what makes them successful. Initial Client Sessions What a first session with John looks like and how he sets the stage for productive coaching relationships. Leveraging Strengths and Talents John's approach to identifying and leveraging unique strengths and talents within an organization. Finding Balance and Avoiding Burnout Strategies for supporting leaders in maintaining balance and preventing burnout in high-pressure environments. Client Success Stories Anonymous success stories showcasing how John has helped clients achieve their goals. Continuous Learning How John stays informed and ensures his insights and strategies remain relevant in the ever-evolving business landscape. Cultivating Innovation and Creativity Advice for aspiring leaders or entrepreneurs on fostering innovation and creativity within their teams. Common Challenges and Misconceptions Addressing common challenges and misconceptions encountered when working with organizations and how John handles them. Misconceptions about CEOs Exploring common misconceptions people have about CEOs and the realities of their roles. Connect with John Hittler Information on how to learn more about John and his current projects, along with contact details for further engagement.

  Ep 228 Unlocking Venture Capital Insights with Brian Bell: Strategies, SPVs, and Future Trends   Brian Bell Bio   Managing Partner at Team Ignite Ventures | ex AI at AWS, Microsoft, and several startups.   Main Discussion Background and Experience Brian's Journey: Brian shares a brief introduction to his background, career path, and how he became a venture capitalist. Venture Capital Landscape Evolution of Venture Capital: Brian discusses the evolving landscape of venture capital, including current trends and future outlooks. Aspiring Venture Capitalists Starting in VC: Practical advice from Brian for those aspiring to enter the venture capital industry. Special Purpose Vehicles (SPVs) Investing and Managing SPVs: Insights into Brian's experience with SPVs, including the benefits and challenges. Value-Add for VCs Future Value-Add: Brian's perspective on where the most significant value-add for venture capitalists will lie in the future from both the investor and company perspectives. VC Branding Importance of VC Brand: Discussion on the future significance of having a venture capital brand on a company's cap table. Portfolio Management Tracking Investments: How angel investors typically keep track of their portfolio companies. Effective Communication: Examples of how companies effectively maintain communication with their investors. Founders Seeking Capital Timing and Strategy: Brian's thoughts on why some founders wait until the last minute to seek capital or consider selling their companies. Investment Write-Offs Implications of Write-Offs: The impact of writing off an investment in terms of taxes, returns, and LP reports. Reporting to LPs Types of Reports: Insights into the types of reports venture capitalists typically provide to their limited partners. Newsletters Advantages of Newsletters: The benefits for both venture capitalists and founders in maintaining a newsletter. Personal Branding Marketing Efforts: Brian's approach to managing his marketing efforts and building his personal brand. Relocation Insights Pros and Cons of Moving: Brian shares his experiences and thoughts on relocating from Silicon Valley, including the pros and cons of his new living situation. Connecting with Brian Staying Connected: Information on how to learn more about Brian and his current ventures, including the best ways to connect with him. Connect with Brian    https://www.linkedin.com/in/bblinkedin/   Subscribe to Brian's substack  https://brianrbell.substack.com/

Sara Zare Bio   Leadership philosophy: Inform, Enable, Empower - and witness the magic. Mission: building the "3 Founder Unicorns" community. Slogan: quoting Alexander Hamilton -- as he allegedly sang: I am not throwing away my shot!   Armed with degrees in Mechanical, Electrical, Nano, Bio, and Software Engineering from prestigious institutions in the USA, Germany, and Iran, coupled with fluency in English, German, and Persian, my perspective is detailed and holistic as well as local and global. My insatiable curiosity about human psychology, on top of my background, afford me a unique vantage point on the interplay of engineering, science, and the mosaic of human aspiration, desire, and motivation.   My track record in the productization of emerging technologies, transformative leadership impacting hundreds of teams at Google and beyond, and an insatiable curiosity for historical reflection and future forecasting, form the cornerstone of my fascination with '3 Founder Unicorns'. A vision of a future where innovation is democratized, enabling the creation of highly profitable startups with minimal capital, at unprecedented speeds. Hence I am building and leading the 'Gen-AI-Enabled Founder Community', where super savvy, creative and capable entrepreneurs gather to teach each other and learn from each other how to build their own Virtual Workforce.   In this weeks episode, we talk about   How Ai is impacting Silicon Valley   The Future of Venture Capitalism and how it will never be the same   The opportunities for everyone with the power of AI Should we afraid of AI   And Much more…   Connect with Sara on Linkedin https://www.linkedin.com/in/sarazare/

In this episode of The Silicon Valley Podcast, we delve into the dynamic world of investment banking with the esteemed Vincent Monteparte, a visionary leader with over 25 years of experience in managing strategic enterprise initiatives across various industries. Vincent Monteparte serves as a Board Director and Chair of the Audit Committee for Dalrada Financial Corporation (DFCO), a Healthcare, Technology, and Clean Energy Company. Additionally, he holds Board Director positions for Measurabl, a global sustainability SaaS Software company, and Slingshot Aerospace, a computer vision AI SaaS software company for the commercial/government satellite industry. He also serves on the boards of Pepperdine University Graziadio School of Business and the College of Business and Engineering for Embry Riddle Aeronautical University. With a background spanning mergers & acquisitions for the middle market, board leadership & governance, market expertise & positioning, and strategic business investment & planning, Vincent brings a wealth of knowledge to the table. Here are some key questions we explore with Vincent:   How early should a business owner start to talk to an investment banker for planning the sale of their business, and when should a company start to prepare for an exit? How important is it for a founder to plan for an exit? How does one think about the valuation of their company? What are some warning signs that an investment banker can see that may indicate a deal will not work? After the sale is complete, what do you want your client to say about you as an investment banker? How will investment banking change with the addition of new technology? We also touch on the evolution of investment banking over the years and explore the potential competition between Venture Capitalists and family offices for deals in the future. Join us for this enlightening discussion with Vincent Monteparte as we uncover the intricacies of investment banking and gain valuable insights into the world of finance and deal-making. Connect with Vincent Monteparte on LinkedIn

Ron Whittier Interview Introduction Intel Corporation was founded in 1968 by Robert Noyce and Gordon Moore, who left Fairchild Semiconductor to start their own company. In the early years from 1970 to 1978, Intel went through major inflection points that helped transform it from a startup to an industry leader. Ron Whittier, who joined Intel in 1970 as an engineering manager, played a key role in navigating many of these pivotal moments. This included instilling the pioneering "Intel Culture" driven by Andy Grove, expanding into new product lines like microprocessors, raising funds through Intel's first public offering in 1972, and then rapidly scaling up design and manufacturing capabilities. From 1978 to 2000, Intel experienced explosive growth riding the PC revolution and the emergence of the world-wide web. Ron helped the company successfully navigate through additional inflection points like improving manufacturing processes under Craig Barrett's leadership, the famous decision to exit the DRAM business to focus on microprocessors, developing major marketing campaigns like "Intel Inside", transitioning to being a sole microprocessor supplier, and forming new groups like the Intel Architecture Labs and Intel Capital. Through recognizing and deftly navigating these many inflection points, Ron and Intel's leadership team transformed the company into a global technology powerhouse. We talked about   How did Intel balance looking for outside ideas and developing things internally? When you listen to historians talk about the history of Intel, what are they missing or not getting 100% correct? What words do you want to say to the next generation of Intel employees and entrepreneurs out there? Did you ever look at the other companies in Silicon Valley and think that their businesses were being run in ways that you wished to model? And much more…

Martin Tobias: Navigating the Landscape of Investment and Entrepreneurship In the ever-evolving world of investment and entrepreneurship, few voices resonate with the depth of experience and insight quite like that of Martin Tobias. With a career spanning decades and ventures across various industries, Martin brings a wealth of knowledge and a unique perspective to the table. A Passion for the Formation Stage "I have always been excited in the formation stage of things," Martin shares. "The early stuff. Who is the customer? What is the product? And how do we sell it? That is the part I like." For Martin, the early stages of a venture present the most intriguing challenges and opportunities. It's where decisions are made, bets are placed, and the course of action is charted. Over the years, Martin has been at the helm of numerous ventures, raising over $500M in equity, project finance, and working capital. Investor, Mentor, Entrepreneur Beyond his role as a CEO and investor, Martin's entrepreneurial journey is peppered with diverse experiences. From owning bars and restaurants to venturing into renewable energy and technology investing, Martin's portfolio reflects his insatiable curiosity and drive to solve complex problems. He has personally invested in over 70 startups and led several through venture funds, all while engaging in charitable endeavors through the Martin Tobias Family Foundation. Exploring Industry Dynamics In our conversation with Martin, we delved into several key areas shaping the investment and entrepreneurship landscape: Evolution of Preseed and Seed Stages: Martin shared insights into how these stages have evolved over the years and the implications for founders navigating early-stage funding. Enhanced Connections Between Founders and Investors: We discussed emerging solutions and trends facilitating better connections between founders and investors, essential for fostering successful partnerships. AI in Investor Meetings: Martin shed light on how founders are leveraging AI to prepare for investor meetings, streamlining the pitching process and unlocking new efficiencies. Opportunities Amidst Global Challenges: Despite the current global landscape's challenges, Martin remains optimistic about the unique opportunities it presents for aspiring entrepreneurs. Connect with Martin Tobias To learn more about Martin's work and insights, you can connect with him on LinkedIn or visit Incisive VC, where he continues to make an indelible mark on the world of investment and entrepreneurship. LinkedIn: Martin Tobias Incisive VC: Explore Here In a world brimming with possibilities, Martin Tobias stands as a beacon of wisdom and inspiration, guiding entrepreneurs and investors alike on their journey towards success.  

Michael J. Firestone, CFA  https://www.linkedin.com/in/michaeljfirestone/ Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams. We empower our clients to re-imagine what is possible to accomplish with their investments, social impact goals, and family legacy. The firm offers private wealth management and multi-family office services to HNW individuals, families, and foundations. Fire Capital Management is strategically headquartered in the heart of innovation economy, San Francisco, CA.   Sophie Tsang, MBA https://www.linkedin.com/in/sophietsang/ Sophie's Civil Engineering background and marketing expertise contribute to her broad understanding and high efficiency in marketing real estate properties. She has been consistently a top performer since 2005, and personally ranks the highest 1% by volume of all Silicon Valley Realtors. Also a WSJ Real Trends 2022 America's Best Honoree. As a seasoned negotiator, Sophie's no-nonsense marketing system and meticulous attention to details have been key success factors. She is known as the The Fixer, or Miracle Worker, frequently helps sellers sell their homes when other agents had failed or given up. She helps buyers get into homes when they previously struggled. 20+ years in Real Estate, Sophie has honed her skills on getting the best possible results for her clients. Her trusted network of vendors and use of cutting-edge technology ensure each step of each transaction is executed to achieve next level result! Sophie is a proud parent of 2 Eagle Scouts (in college). She has done guest speaking at Faith Radio, and written a column for World Journal Newspaper to share her Real Estate knowledge. Sophie is a Palo Alto Rotarian and a Paul Harris Fellow, also a Golden Gate Keeper (Golden Gate National Park Conservancy).   Jeanie (Kim) Colclough   https://www.linkedin.com/in/jcolcloughtravel/ In my professional role as a travel advisor, I specialize in creating soft adventure experiences for my clients. My favorite types of trips to book include: Cultural Immersion Vacations — These trips are designed to get travelers interacting with local people, experiencing cultural events and dining on authentic cuisine. Culinary Tours — Perfect for foodies and wine lovers, culinary tours allow travelers to experience the unique flavor of their destination. Active Vacations As I carve my own path within the travel industry, I have made this quote my motto: "Travel and change of place impart new vigor to the mind." These words of Seneca define the need for travel as part of our human experience. When we book a vacation to a new destination, whether it's a tropical island filled with the potential for relaxation or an ancient city built for learning and exploring, we know we will be changed by the experience. Travelers come home feeling refreshed and rejuvenated, while also yearning for more at the same time. Contact me today to book your next adventure! I look forward to helping you every step of the way.   We discuss:   What are the most common mistakes people on the panel see people make as soon as they have a large sum of money?    Depending on the exit price, what are some options a seller must know to do the right things to create generational wealth or maintain the exit for a needed amount of time?   After they exit their companies or sell a part of them, many people want to diversify their wealth; what are some ways that they choose to do this?   What issues do they face if they are looking to invest in real estate?   What about if they want to start investing in real estate projects? Are there any problems they might face?   If an owner doesn't properly plan before the sale, what can they do afterward to mitigate taxes?   The most common thing owners say the first thing they will do after selling a business is to go on a trip. What are things they should consider?   If there are economic changes, how would they impact the new life of the former business owner?  What should a person think or do if their assets from the sale significantly drop?   What about options for living abroad?  What are the first steps someone could take to try life overseas out?    

Karen (Kovaleski) Traversi, SHRM-CP https://www.linkedin.com/in/karenmtraversi/   I work with CEOs that are going through transitions or disruptive stages due to M&A activity, growth, upscaling markets or are looking to create value, including start-ups. I am a revenue optimization expert that helps leadership make the right decision for solution & client development as well as integration & cross-functional alignment for efficient revenue growth.  I have successfully helped companies ranging in size from start-up to >$100 million as well as those looking to monetize assets such as TMP/Monster.com, Ticketmaster, and Revolution Health Group. Call Me When You Have: • Rapid growth (or market adjustments) which create distraction, missing goal targets, etc. • Turnover with customers or teams, interrupting operations. • A need for integrating departments, increasing efficiencies, and reducing department friction ensuring sales, marketing and client delivery play nice in the sandbox. • A startup needing support in terms of growth and addressing the foundational aspects of a changing organization, including HR/benefits. I work with clients to uncover the core issues/opportunities, set strategy, and execute work as either project consultant, in an ongoing engagement or as a fractional role.       Angelo DeSando   https://www.linkedin.com/in/angelo-desando-0b19633b/   Commercial Insurance Specialist - Workers' Comp Insurance Expert - Exclusive Programs   DeSando Insurance Services was formed in 1978 by my father, Mark DeSando. I began my career at DeSando Insurance in 2006 assisting my father in varies aspects of the insurance business. I quickly discovered my passion for helping clients protect what matter most to them. In 2008 I transitioned our firm from a captive company to an independent insurance brokerage. I now manage DeSando Insurance Services full time where I have grown the business by offering the best possible solutions unmatched by any of my competitors. I take pride in the integrity and professionalism our firm offers to the marketplace. I greatly appreciate every referral as this has been the building blocks of our foundation.  My product of expertise is in workers compensation. I can offer innovative exclusive products that will provide the best solutions for the staffing, construction, manufacturing, distribution, and other blue-collar industries. With this wealth of knowledge, it has helped me dominate and broaden our expertise appetite to include general liability, commercial property, commercial auto, bonding, professional liability and WRAP policies. I take pride in being family owned since our inception and I am grateful it has grown to a second-generation company. My goal is to continue to dominate with our expansion while never forgetting that every client and member of our company is part of the DeSando family. Please contact me if you share my same vision and would like to be apart of the family either as a client, employee, or business partner. We are always expanding!       John Morada https://www.linkedin.com/in/johnvmorada/   As an S&O and M&A executive, I love what I do to grow existing corporations.  And I am equally as passionate about growing the next generation of corporations. If you are a startup, I would love to hear what you are working on. Please check out my investing requirements at https://bayangels.com/requirements/ since I am a member of the Bay Angels investing group. If you are a VC looking to get into the Bay Angels deal flow then please send me an email to partnerships@bayangels.com. Or if you have a business that you think would be useful to Bay Angels, I would enjoy hearing from you. Let's start a thread at partnerships@bayangels.com.

Tyler Marin, CPA https://www.linkedin.com/in/thinktyler/   Have you ever felt like your business is capable of more but just can't seem to break through to the next level? I'm Tyler, and I turn those "almost there" businesses into flourishing success stories. With more than two decades in finance and entrepreneurship, I specialize in propelling businesses with revenues between $1 million and $15 million to new heights. My Approach: One Clear Path Imagine a system so clear and effective that your business's financial uncertainties turn into milestones of success. That's One Clear Path for you. It's a six-step journey tailored to stabilize and amplify your cash flow. Our monthly color-coded scorecard (green for thriving, yellow for caution, and red for critical areas) simplifies complex financial data, ensuring we're always moving forward. How I Propel Your Business: * Transforming inconsistent cash flow into a consistent positive cash flow * Cultivating financial strategies for both short-term and long-term goals. * Elevating your profit margins beyond just 'good enough'. * Aligning your business's financial trajectory with your personal vision. * Streamlining financial processes for efficiency and innovation. * Strategic financial forecasting to prepare you for what's next. * Personalized, experience-backed advice to tackle your unique business challenges. My Credentials: * Founded a CPA firm to grew to 200 clients that led to a successful exit. * Grew a staffing firm from $5 million to a $25 million in revenue that led to a successful exit. * Served as a financial leader in a major non-profit organization. * Active associate board member at a Northern California Credit Union. * Advisory roles in multiple multi-million dollar companies.   Jane Beule https://www.linkedin.com/in/janebeule/ Founder and CEO, Griffin Black, Inc. | NAPFA Registered Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional Over the years I have worked on Wall Street and I have worked in tech, but it is my current job that I find most fulfilling. Griffin Black, the company I founded in 2001, is a Registered Investment Advisor. We bring together a love of finance and passion for leveraging technology to help individuals and families make the most of their money and live the kind of lives that they envision. Delivering great financial advice and service, however, requires more than good tools and technical expertise. It takes a real understanding of each individual client's values, personality, and long-term goals. This human element is what distinguishes a great advisor from the pack, and what enables the creation of a personal financial strategy that has the potential to be implementable and fulfilling, as well as financially sound. Are you hesitant to talk to a human advisor because you think it will be too expensive? (Hint: it needn't be.) Are you looking for financial support and advice that is truly you-centric? Are you overwhelmed and confused by all of the automated financial tools and investment choices that are being pitched to you these days? If so, we'd be happy to hear from you.   Sheri Pan, CFP® https://www.linkedin.com/in/sheripan/   As the founder and CEO, Sheri brings her breadth of knowledge as a CERTIFIED FINANCIAL PLANNER™ practitioner to clients, so they can make informed decisions when planning their financial future. Also, her Master's Degree in Taxation gives her a unique advantage to advice on tax planning. Her many years of experience and education offer her clients many benefits, as Sheri is able to tackle multifaceted tax situations and minimize liabilities. This enhanced expertise makes her an asset to those seeking in-depth tax advice during their careers, before and after retirement, and while they form estate plans. Prior to founding Pantheon Wealth Planning, Sheri Pan took a position at Morgan Stanley. Before long, she realized that while she enjoyed asset management, something was missing in her work. Instead of serving clients through a one-dimensional approach, she came to appreciate the value of building a comprehensive and personalized financial plan to address all of her client's needs. Sheri's primary focus is to work with high net worth individuals and families, business owners, executives, and pre-retirees. She's also a specialist in small business succession planning and employee benefit plans. Her primary role is to be your personal CFO, affording you a stress-free and simplified financial portfolio. Sheri H. Pan is an LPL Registered Representative with and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to website section above. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. She may only discuss and/or transact business wih residents of the following states: AZ, CA, MD, OH, TX, UT, VA, and WI. Financial planning offered through Pantheon Wealth Planning, a Registered Investment Advisor and a separate entity.   Anna Vorontsova https://www.linkedin.com/in/anna-vorontsova-65a4213b/   CFA Candidate (level I, June 2016) Business Evaluation, Investment Analysis, Corporate Finance, Financial Planning Master in Economics (2012, Moscow, Russia)   We talk about   Let's start with each person on the panel giving a 30-second intro on who they are and their focus. If someone is looking to sell their company, how long in advance should they start to prepare? Is one year enough time, or how long? What needs to be done before one decides to put one's company up for sale?  In each of your professions, how would you help a seller prepare?  How long beforehand would this take place? How does waiting to talk to a financial planner or anyone else on the panel impact the sellers' options? What key questions should a wealth advisor ask a seller about their transaction when they talk? Why is the pre-deal valuation important, and what does it involve? What are the steps business owners can take pre-deal to reduce taxes during transactions?  How can valuation help with that? How does one “clean up” their financials? What are some accounting “tricks” the business owners might try to play to make their financial numbers look better? From working with clients or personal stories. With an exit, do you ever hear people saying that they wish they had prepared more, that they wished they had done things differently? We talked about preparing for a sale in many areas, but what about the mental and emotional areas that one needs to prepare? How does this come into play when preparing a business? Considering the unique dynamics involved, how do you approach preparing a family-owned business for sale? What story can you share that has a lesson that our audience can take away with them?  

 Show notes for Amman Ahmed. Amman Ahmed is a seasoned entrepreneur with a diverse background in e-business, venture-backed startups, and brand building. With a keen eye for identifying market niches and driving business growth, Amman brings a wealth of knowledge to our discussion.   Background   The Story of "Petflix", a crazy idea born in Manchester and acquired in Hollywood for 8 figures. Founded by Amman Ahmed, who built 'The 'Netflix for Pets' - relaxing Music and TV created in house based on 8 years of research. RelaxMyDog and RelaxMyCat are the two brands now consumed by 50 million pets around the world.   With an insanely wild idea, Amman would get laughed at by investors so his only option was to use his own money of £1000 to get this idea off the ground in a lean way.    By creating his own researching, his own team of international producers and marketers. He scaled the business to a multiple million pound international business without investors. Until catching the eye of a major Rap/Hip-hop record label in Hollywood who went on to buy the business.    RelaxMyDog and RelaxMyCat was a side hustle for years while he was the founder of another VC backed music discovery app that failed.    He has experience both sides of the coin, VC backed founder and a bootstrapped founder.    Questions and Topics covered   Can you give us a brief overview of your career journey leading up to this point?   What does it mean to be an "E-Business Specialist," and how did your experience in that role shape your entrepreneurial path?   Let's talk about venture-backed versus non-venture-backed businesses. What are the advantages and disadvantages of each?   When is the right time for a founder to consider pivoting a business versus closing it down entirely?   What conversations did you have with investors when you knew it was time to step away from a business as a founder?   How did you discover your niche with Roundwaves, and what aspects of that business did you find most rewarding?   Building a business on a platform like YouTube can be challenging. What were your experiences and concerns during that journey?   As a founder, what were the major value drivers of your business that you emphasized to investors?   Can you shed some light on the role of a brand ambassador and how one can secure such a position?   MusicForPets versus Roundwaves—what lessons did you carry over from one venture to the other?   Reflecting on MusicForPets, what aspects of the business do you think could have been improved?   How was the transition period for you when your company was acquired?   What advice would you give to a founder transitioning from business ownership to employment in a larger company? Looking back at your journey, how would you describe yourself personally during each business endeavor?   Lastly, what exciting projects or ventures do you have planned for the future?   Connect with Amman https://www.linkedin.com/in/ammanahmed/   https://www.dailymail.co.uk/sciencetech/article-13000305/la-hip-hop-producer-pet-musician-record-deal.html  

Board Dynamics and Advisory Roles with Louise Broekman In this episode, we dive deep into the world of corporate governance and advisory boards with esteemed guest Louise Broekman. Louise brings a wealth of experience and insights gained from her extensive career in board advisory roles. Here's a breakdown of the intriguing topics covered in our conversation: Introduction to Louise Broekman's Career Louise provides a brief overview of her career journey, highlighting key milestones and experiences that have shaped her expertise in the field. Understanding Board Dynamics We start with the basics, exploring how boards are set up and the distinct roles each member typically plays within the boardroom. Differentiating Observer, Consultant, and Advisor Roles Louise clarifies the differences between observers, consultants, and advisors in the context of a board, shedding light on their respective contributions. Enhancing Board Member Skills and Continuous Improvement Discussing the importance of continuous improvement, Louise shares valuable insights on how individuals can enhance their skills to become more effective board members or advisors. Compensation for Advisory Board Members Louise addresses the compensation aspect, explaining how advisors typically get compensated for their time and expertise. Positive Impact of Advisory Boards on Company Performance We delve into the positive changes expected in a company when an advisory board is performing optimally. Key Distinctions between Private and Public Company Boards Louise outlines the key differences between serving on private boards versus public company boards, providing valuable insights into each setting. Barriers to Joining Large Public Company Boards Exploring potential barriers, Louise discusses qualifications that might hinder someone from joining the board of a large public company. Creating Diversity Within Boards Louise shares insights into the process of creating diversity within a board and its significance for effective decision-making. Success Stories and Impact of Strong Advisory Boards Louise shares a compelling success story where the presence of a strong advisory board led to significant positive outcomes for a company. Evolution of Advisory Boards and Future Trends Reflecting on the evolution of advisory boards, Louise discusses emerging trends and future projections for the role of advisory boards. Challenges for Startups in Managing Advisory Boards We explore unique challenges faced by startups when establishing and managing advisory boards. Assessing Advisory Board Effectiveness and Governance Best Practices Louise provides valuable advice on assessing advisory board effectiveness and optimizing board structures for governance best practices. Practical Steps for Aspiring Board Members Closing on a practical note, Louise offers actionable steps for individuals aspiring to serve on a board in the future. Learn More About Louise Broekman  Louise Broekman | LinkedIn https://www.linkedin.com/in/louise-broekman/ https://www.advisoryboardcentre.com

Show notes Joe Siencinski 2nd interview https://www.linkedin.com/in/joesiecinski/       My passion is mentoring CEOs and Executive Teams who want to be in control of the growth and expansion of their business. My clients develop and grow in confidence, agility, awareness, and leadership essentials. One thing is for sure, they expand their influence, communicate more effectively, cultivate strong business and personal relationships, and develop a powerful team so the company can focus on exponential growth. WHAT I CAN DO FOR YOU: --------------------------------------------------------powerful tools, time-tested processes, and comprehensive resources, I guide my clients to a great business -- one that is achieving optimal success, as defined by them. MY APPROACH: Exponential growth is attainable. My role is to help you strip away the confusion of constantly changing economic, regulatory, personnel, supply chain, and cash flow issues that can cripple a business. I help you dive deep into the bones of the organization – the framework around which you can set the policies, procedures, systems, strategies, tactical plans, marketing initiatives, sales campaigns, hiring & firing processes, and much, much more. Just like building a house, we'll start with laying the foundation upon which a sturdy, strong, long lasting, profitable, ethical, respected business can be built.       We talk about   The DISC personalities When to raise capital The power of communication and leadership in a business Setting personal goals before business goals AI and how it will impact business owner.   And much more       Connect with Joe   ✅Email me at joe@brainsharecoach.com ✅Schedule a call https://my.timedriver.com/VNTR6 https://www.brainshare.online/pages/3-paths-page    

Ep 217 Silicon Valley and The Middle East with Fouad Alnazawi and Stephanie Richards Guests: Fouad Alnazawi and Stephanie Richards Topic: Exploring the unique challenges and opportunities for startups in Silicon Valley and Saudi Arabia, and how collaboration between these two regions can drive innovation and growth. Intro: Briefly introduce the hosts and the episode's topic. Highlight the expertise of the guests, Fouad Alnazawi and Stephanie Richards, in the startup ecosystems of Saudi Arabia and Silicon Valley respectively. Career Journeys and Regional Insights: Invite Fouad and Stephanie to share their career paths and experiences in the startup scene. Discuss the distinct strengths and challenges faced by startups in Saudi Arabia compared to Silicon Valley. Venture Capital Landscape and Investment Strategies : Compare the availability of venture capital and investment opportunities in both regions. Explore the differences in investment styles and priorities between Silicon Valley and Saudi Arabia. Discuss the role of angel groups and recent developments in the funding ecosystems. Growth Trajectory and Global Collaboration: Analyze the typical growth trajectory of startups in Saudi Arabia and their preferred expansion strategies. Emphasize the importance of global collaboration and partnerships for startups in today's interconnected world. Discuss the potential benefits and opportunities of connecting startup ecosystems on a global scale. International Collaboration and Initiatives: Highlight existing initiatives or programs in both regions that promote international collaboration among entrepreneurs and tech companies. Share specific examples of successful collaborations between startups from Silicon Valley and Saudi Arabia. Regulatory Considerations and Areas of Collaboration: Discuss the regulatory landscape for startups in Saudi Arabia and potential challenges entrepreneurs might face. Identify areas where Silicon Valley and Saudi Arabia can collaborate more effectively to drive innovation and growth. Challenges and Success Stories: Invite Fouad and Stephanie to share personal challenges they have encountered in their roles and how they overcame them. Discuss their approach to measuring the success of companies they work with. Share inspiring examples of successful startups that have emerged from Saudi Arabia and the problems they solve. Connecting with the Guests and Conclusion: Provide information on how listeners can learn more about Fouad, Stephanie, and their work. Briefly summarize the key takeaways from the discussion and reiterate the importance of collaboration between startup ecosystems. Additional Questions: Discuss the current emphasis on fostering innovation and entrepreneurship in Saudi Arabia and its potential impact. Explore the role of universities and research institutions in supporting the local startup ecosystem.   Foaud Alnazawi Bio   https://www.linkedin.com/in/fouad-alnazawi-a1175712/   Foaud is the Managing Director of Lamarka Consulting Services   Lamarka is a consultancy firm that provides range of services; we have been helping visionary leaders to unleash growth and development by Crafting Winning Strategies and Implementing them. Lamarka is a group that has 2 companies; Lamarka Consulting Services and Lamarka 700. We offer range of services for our clients to improve their businesses and take it to the next level. Our purpose is to inspire companies and individuals to achieve their highest potential. Our core values are: Elevation of Standards Dreams, Creativity and Innovation Integrity Encouragement of individual initiatives Stephanie Richards https://www.linkedin.com/in/stephanieerichards/   Stephanie has 20 years of experience at the intersection of national economic development and innovation ecosystems. She focuses on the strategy, policy, intelligent capital and international connectivity needed to accelerate young innovation and startup environments.  With a background in economics, strategy consulting, entrepreneurship and venture capital, and following nearly a decade as a Middle East and North Africa (MENA) emerging markets and economic development specialist at Monitor Group (subsequently Monitor Deloitte), Stephanie founded her own firm in 2013. She advises and partners with mission-aligned venture capital funds, ecosystem builders, academic institutions and government entities to ensure that pioneering IP, innovation and technologies find a path to international markets and global impact. Stephanie has a particular passion for mentoring researcher-entrepreneurs, building innovator-founder communities, and supporting innovation commercialization and ecosystemic transitions from shallower tech to deeper tech. She serves as an advisory board member, mentor and investor for numerous startups and early-stage companies, and is a business supervisor, guest speaker and regular mentor for entrepreneurial talent at the University of Cambridge Judge Business School. Having been based in MENA since 2005, Stephanie now divides her time between the GCC, the UK (London and Cambridge) and North America (primarily Silicon Valley), actively working to improve collaboration between the diverse set of innovation communities on all three continents.

Building Your Tribe, Unleashing the Power of a Startup Wolfpack with Michael Devellano Topic: Navigating the entrepreneurial journey, fostering strong communities, and leveraging the power of collaboration. Intro: Introduce Michael and his background in startups, investment, and community building. Highlight his book, "Building Your Wolfpack," as a guide for entrepreneurs to create and empower their own support networks. Building Your Wolfpack: Discuss the core concept of the "Wolfpack" and why it's crucial for entrepreneurial success. Explore the book's goal of equipping listeners with tools and strategies to build their own powerful communities. Cracking the Success Formula: Ask Michael to share his personal insights on the elusive formula for success in the business world. Delve into his unique perspective that goes beyond traditional "hustle" or "innovation." Understanding Kieretsu: Briefly explain the history and unique structure of Kieretsu, a venture capital firm focused on community-driven decision-making. Analyze the pros and cons of this model for both entrepreneurs and investors. YC Meets Wu-Tang Clan: Explore the surprising connection Michael draws between Y Combinator, the prestigious startup accelerator, and the legendary hip-hop group Wu-Tang Clan. Discuss the common threads of building strong communities and driving impact through collaboration. Power of Public Building: Unpack the potential benefits and challenges of building your company "in public," as Michael advocates. Explore effective strategies for engaging communities and leveraging transparency for growth. Behind the Board Ape Club: Share Michael's perspective on the phenomenal success of the Bored Ape Yacht Club, a community-driven NFT project. Analyze the key factors that contributed to its rise and the valuable lessons for other entrepreneurs. Optimizing Your Wolfpack: Discuss ideal pack size and strategies for ensuring everyone contributes meaningfully. delve into the process of establishing a shared agenda and aligning individual goals with the pack's mission. Beware the Dark Triad: Explain the concept of the "three dark triad" personalities (narcissism, Machiavellianism, and psychopathy) and their potential to harm a pack's dynamics. Offer tips for identifying and mitigating the negative impact of these individuals. Embracing Wrong Decisions: Dive deeper into Michael's powerful quote about accepting the risk of making wrong decisions. Discuss the importance of failing forward and learning from mistakes in the entrepreneurial journey. Connect with Michael: (9) Michael Devellano | LinkedIn  

Show notes for Adam Coffey   Bio: CEO, Board Member, Best-Selling Author, and Acclaimed International Speaker, Adam Coffey is a visionary leader who drives transformative growth and fosters high-performance cultures. With 21+ years of experience as CEO, Adam led three national private equity-backed service companies for 9 private equity sponsors. During this time period he completed 58 acquisitions, his track record includes notable outcomes measured in the billions, averaging 5x MOIC at exit. Adam is a respected mentor to MBA candidates and a sought-after speaker at UCLA. He brings diverse expertise from commercial and industrial service businesses, alongside being a licensed general contractor, pilot, former GE executive, and US Army veteran. As an author, Adam's books "The Private Equity Playbook" (2019), "The Exit Strategy Playbook" (2021) and Empire Builder (2023) all became #1 Amazon Best Sellers. Recognized as one of the "Most Influential Leaders" by the Orange County Business Journal, he founded the CEO Advisory Guru in 2021, providing consulting services to private equity firms, their portfolio companies and to founders. Adam's impactful seminars have generated millions in revenue, solidifying his position as one of the world's top speakers. He resides in Westlake, TX, with his family. Outline of episode   Intro : Briefly introduce Adam and his expertise in private equity and business growth. Mention his bestselling books, "The Private Equity Playbook", "The Exit Strategy Playbook", and "Empire Builder". Understanding Private Equity: Refresh listeners' memory:Briefly explain the role of private equity in business growth and its different types (venture capital, buyout funds, etc.). Leveraging PE:Discuss how companies can use PE for funding, acquisitions, and operational expertise. The Private Equity Pyramid: Explain Adam's concept of the private equity pyramid and its stages based on revenue (ideally, include illustrative graphics). Discuss how entrepreneurs can apply this framework to their own growth strategy. Growth Stages and Revenue Milestones: Compare traditional Silicon Valley funding stages (pre-seed, seed, etc.) with Adam's revenue-based stages. Provide practical insights for entrepreneurs on identifying their current stage and key milestones for growth. Building a Great Culture: Debunk myths about company culture (beer on tap, ping pong tables) and emphasize Adam's core principles for building a high-performance culture. Discuss factors like leadership, communication, and employee engagement. Unit Economics and Financial Fundamentals: Explain the importance of calculating unit economics (cost to acquire/retain a customer, lifetime value, etc.). Discuss when companies should start tracking these metrics and how they can be used for informed decision-making. Product-Based Business Essentials: Share Adam's insights on what makes a good product-based business. (e.g., product-market fit, customer focus, continuous iteration). Provide actionable tips for entrepreneurs to improve their product strategy. Transparency and Communication: Discuss the importance of transparency and open communication within a company, especially during different growth stages. Offer guidance on balancing transparency with maintaining strategic confidentiality. Culture and Revenue: The Intertwined Path: Explore the relationship between company culture and revenue growth. Explain how a positive culture can drive employee engagement, productivity, and ultimately, financial success. Pricing Power and Growth Levers: Discuss who "owns the price" in a company and how to establish strong pricing power. Share key growth levers entrepreneurs can pull to increase revenue and market share. The Power of Rolling Over Equity: Explain the concept of rolling over equity during a company exit and its potential benefits for founders. Provide guidance for entrepreneurs on negotiating favorable terms for their equity stake. Connect with Adam https://www.linkedin.com/in/adamecoffey/ https://adamecoffey.com/ https://www.amazon.com/Empire-Builder-Billion-Adam-Coffey/dp/B0CJT8KMT6/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1696460248&sr=1-2

Paul Epstein, leadership expert, organizational culture guru, and Founder of Purpose Labs. With nearly fifteen years of experience in professional sports management and business coaching, Paul shares his transformative journey and insights with our audience. Career Journey: A brief overview of Paul's career, from his roles in multiple NFL and NBA teams to his current mission with Purpose Labs. The life-changing transformation at the San Francisco 49ers that led Paul to discover his 'Why' and inspire purpose in others. Navigating Corporate Challenges: Selling for a "losing" team and playing "offense" in a "defense" environment. Insights into a competitive corporate environment and rising up in a challenging workplace. Engaging with Professional Athletes: Strategies for founders to capture the attention of professional athletes or teams. Best practices for founders partnering with celebrities for endorsements. Transition from Sports to Purpose Labs: Reasons behind Paul's transition from the world of sports to founding Purpose Labs. Insights and lessons for entrepreneurs and business owners. Exploring the Book "Playing Offense": Understanding "Most Valuable Decision" (MVD) and its significance. Green-light life vs. red-light life, the "Head + Heart = Hands" equation, and the challenge of a "yellow light" situation. Decision-Making and Confidence Building: The 4 Cs for making better decisions faster. Building unshakable confidence and the role of a growth mindset. CEO Traits and Future Goals: Traits observed in the best CEOs. Paul's goals for the scalability of impact in the coming years. Connecting with Paul: How to learn more about Paul, Purpose Labs, and his impactful work. Additional Insights (if time permits): Faking it until you make it vs. real authenticity. Understanding "breaking the needle." Being at peak performance in business when needed. Discoveries from Paul's podcast interviews with exceptional individuals. Tune in to gain valuable insights on leadership, decision-making, and building unshakable confidence with Paul Epstein. Connect with Paul: LinkedIn

Show notes for Jon Staenberg https://www.linkedin.com/in/jonstaenberg/   The Search Fund Model with Jon Smith   Introduction and Career Background Jon shares insights into his career journey leading up to his current role.   Understanding Search Funds Definition and historical context of search funds in the business landscape.   Risks and Challenges A discussion on potential risks and challenges associated with the search fund model.   Evolution of Search Funds Insight into how search funds are evolving and what excites Jon about their future.   Track Record Overview An overview of the track record and success stories associated with search funds.   Participants in the Search Fund Model Exploring who typically opts for the search fund route, including the backgrounds of investors and operators.   Identification and Evaluation The process of identifying and evaluating potential target companies for acquisition.   Exit Strategies and Timelines Addressing whether search funds have specific exit timelines and the parameters involved.   Due Diligence Insights into how search funds approach due diligence and factors considered in the evaluation of potential acquisitions.   Access to Deals How search fund operators gain access to premium deals and compete with larger institutions.   Why Choose a Search Fund as a Buyer? Common reasons why sellers may opt for a search fund as the buyer for their company.   Seller Due Diligence The due diligence process sellers typically undertake when considering a search fund acquisition.   Value Creation and Growth Plans Strategies employed by search funds to create value and drive growth in acquired businesses.   Investor Involvement Post-Acquisition The level of investor involvement and oversight in the operations of the acquired company.   Management Fee Structure and Incentives Explaining the fund's management fee structure and performance incentives for the search fund team.   Investor Communications How communication is managed with investors and the frequency of updates on the search fund's progress.   Closing Remarks and Contact Information Jon invites listeners to connect and learn more about him and his work.   To learn more about Jon and his insights,   Connec with Jon   https://www.agatehound.fund/ https://twitter.com/AgateHoundFund https://www.linkedin.com/in/jonstaenberg/ jon@staenberg.com   Jon's bio   Founder / Managing Partner   Jon Staenberg   Jon Staenberg has been an active venture capitalist for over 30 years, serving as a General Partner in three Funds managing over $250 million. He is also a venture partner in three Venture Funds. As an angel investor, Jon has made over 250 investments.   Currently, he is focused on building Agate Hound Fund, a fund for Search Funds. This asset class is relatively unknown but has shown exceptional performance over the past 40 years. Additionally, he spends his spare time working on his vineyard in Argentina, www.handofgodwines.com.   In these intriguing times, Jon has a captivating story to share about what lies ahead and why search funds are the new venture capital.

Shownotes for Emily Ward   Join us for an insightful conversation with Emily Ward, Founder and CEO of AlcaCruz, as we explore her remarkable journey from VP and Chief Technology Counsel at eBay to the helm of her own tech startup.   Key Questions and Topics:   Career Overview: Emily shares a summary of her distinguished career leading up to her current role.   Global Market Expansion: Lessons learned from eBay's expansion into China and global markets. Strategies for fast-growing startups planning to enter new markets.   Intellectual Property for Startups: The importance of intellectual property for startups. Insights on filing patents from a legal and technology perspective.   Mergers and Acquisitions: Emily's experiences on eBay's M&A teams and the importance of a strong legal team. Stories and lessons from assessing and acquiring companies like GSI, Bill Me Later, and Braintree.   Diversity on Boards: Emily's thoughts on diversity on company boards. Considerations for founders when creating a board.   Leadership Wisdom: Wisdom on leadership from Emily's extensive speaking engagements in the tech community.   Transition to Tech Entrepreneurship: Emily's decision to start a tech company instead of a law practice. Insights on women CEOs in the tech startup space.   AlcaCruz Overview: Emily provides an overview of AlcaCruz and the problems it aims to solve.   Tech Readiness for Problem Solving: The intersection of technology and problem-solving for AlcaCruz's mission.   Career Transition Advice: How Emily's corporate experience prepared her for entrepreneurship. Advice for individuals transitioning from well-funded companies to starting their own ventures.   Resources for Women Founders: Insights into resources available for women founders. Personal experiences regarding advantages and disadvantages in Emily's career.   Connect with Emily: Learn more about AlcaCruz and connect with Emily.   Closing: Don't miss this enriching conversation with Emily Ward, where we delve into the nuances of tech leadership, entrepreneurship, and the journey from corporate giants to startup dreams.   Stay tuned for more insights and inspiration!     Connect with Emily   https://www.linkedin.com/in/emilysward/ com (Company) com (Company) emilyward@gmail.com   Full Bio:   CompetesTV uses our award winning MultiView tech for video competitions. Creators use their videos to showcase their talents and share contests to grow viewership and revenue streams. www.competes.tv. Launching soon!  AlcaCruz created MultiView video streaming technology that live streams multiple camera views or multiple games (sports, esports, concerts, channel programming, etc.) into one interactive screen. Available in IOS & Android as CruzTV. Emily is CEO of CompetesTV & AlcaCruz. Previously, Emily was Vice President & Worldwide Chief Technology Counsel at PayPal and eBay for many years. Legal tech leader for PayPal's and eBay's technologies, products and companies. Legal tech lead on eBay's M&A teams that assessed and bought GSI ($2.4B), Bill Me Later ($1.2B), Braintree ($800M), and many other companies, as well as divested Skype. Split the IP portfolios for eBay and PayPal during PayPal's spin-off from eBay. Testified on patent reform before Congressional committee. Successfully resolved bet-the-company lawsuits, including Merc Exchange v. eBay (previous unanimous US Supreme Court decision for eBay). She has won numerous awards, including being recognized as one of the Most Influential Women in Silicon Valley (SV Business Journal), one of the Top Women Leaders in Technology Law, one of the World's Leading IP Strategists, Legal Impact Winner, Multicultural Leadership Award, Legal Momentum Women of Achievement honoree and the Direct Women Board Institute program. She enjoys spending time with family, friends and church, and she and her family are avid dog lovers and currently have 4 rescue dogs at home. They also support the Hope Technology School (a full inclusion school for special needs children).

Shownotes for Andrew Butt   Founder & CEO at Enable, creating the Rebate Management software category. Used by manufacturers, distributors and retailers globally to increase earnings. Since 2020 we've grown 15X and raised $275m from top tier investors.  My mission is to enable trusted trading relationships that serve customers better together. My vision is to empower thriving partner ecosystems of manufacturers, distributors and retailers where people can find the best products, services and value. Enable is a B2B SaaS platform for companies across 50+ sectors to analyze, negotiate and execute complex trading agreements to drive profitable growth. Served on the Board of Directors of several other companies and not-for-profits. I have started and grown multiple businesses into profit and positive cash flow, including exit to PE. * Founded 4 businesses, and demonstrated traction and growth in every case * Grown revenues every quarter without exception - now a permanent team of 500 * Served on main board of directors for 3 years for Helicopter Club of Great Britain * Served on main board of directors for 3 years for a $300m business * Co-founded and sold business to private equity   Episode Highlights:   Introduction to Andrew's Career:   Andrew provides an overview of his career journey, highlighting key milestones and experiences that shaped his entrepreneurial path.   Startup Ecosystem: UK vs. Silicon Valley:   Andrew shares insights into the similarities and differences between the startup ecosystems in the UK and Silicon Valley since he now resides in San Francisco.   Expansion Routes and Advice for Silicon Valley Companies:   Discussing Andrew's experience with expanding companies from the UK to Europe or the US, and valuable advice for Silicon Valley companies eyeing entry into the European market.   Evaluating Ideas for Building a Company:   Andrew delves into his approach to evaluating ideas for building a company, offering valuable insights for aspiring entrepreneurs.   Evolution of SaaS Over Time:   Reflecting on the evolution of SaaS since Andrew's first venture in 2004, exploring the changes and challenges faced by founders in the SaaS space.   Raising Capital and Working with Top Tier VCs:   Andrew shares his experiences with fundraising, from the early struggles to landing a significant investment, and discusses what it's like to collaborate with top-tier venture capitalists.   Key Metrics for Company Tracking:   Exploring the metrics Andrew tracks for his company, revealing how he identified and prioritized these metrics for success.   Rebate Management Software:   Andrew provides insights into rebate management software, shedding light on its significance in the business landscape.   Organic Growth vs. Acquisition:   Discussing the decision-making process behind growing a company organically versus through acquisitions, with a focus on the acquisition of Profectus Group's RDM Platform.   Managing Culture Integration Post-Acquisition:   Andrew shares tips on managing the integration of different company cultures after an acquisition, drawing from his experiences.   Employee Liquidity and Staying Private Longer:   Addressing the trend of companies staying private longer and conversations around employee liquidity, providing perspectives on these industry shifts.   Continuous Learning and Board Membership:   Andrew discusses his commitment to continuous learning, serving on boards, and the best practices for being an effective board member.   Entrepreneurial Journey and Valuable Lessons:   Andrew reflects on his entrepreneurial journey, sharing the most valuable business lesson he has learned over the years.   Looking Ahead and Final Thoughts:   Andrew discusses topics not covered in the episode, his future plans, and invites listeners to connect for more insights. Connect with Andrew   https://www.linkedin.com/in/awbutt/

Show notes for Adam Nash - Adam and the Daffy team are offering all our listeners a free $25 to give to the charity of their choice when they get started with Daffy. Simply use this sign-up link to get started.  Adam is a proven advocate for development of products that go beyond utility to delight customers. At Dropbox, he led the teams responsible for growth, product strategy, product management & product analytics for a platform with over 600 million registered users with responsibility for all of Dropbox self-service revenue (~90% of all company revenue in 2019). Before Dropbox, Adam served as the President & CEO of Wealthfront, where for four years he championed the creation of a new category of automated investment services. While Adam was at Wealthfront, the company grew its client base by over 60x, and grew assets under management 45x from less than $100m to over $4 billion. During his tenure, Wealthfront delivered industry-leading innovations including Direct Indexing, the Single-Stock Diversification Service, and the first automated 529 College Savings Plan. Prior to joining Wealthfront, Adam was Vice President of Product Management at LinkedIn. Adam led LinkedIn's Platform & Mobile products, including the launch of LinkedIn's open developer platform and their highly successful native applications and mobile web experiences. Adam was the founder and architect of LinkedIn Hackdays, a seminal program for driving the innovation culture at the company. He also was responsible for leading LinkedIn's search & cloud efforts, as well as forming and leading their user experience & design team. Prior to joining LinkedIn, Adam held a number of leadership roles at eBay, including Director of eBay Express, an innovative new site focused on new, fixed-price products. Previously, Adam also held strategic and technical roles at Atlas Venture, Preview Systems and Apple. Adam holds an MBA from Harvard Business School as well as BS and MS degrees in Computer Science with a focus on Human Computer Interaction from Stanford University. Adam was born and raised in Silicon Valley where he lives with his wife, four children and a golden retriever.   We talk about What is exciting between the intersection of finance and technology? What is some due diligence one should do on a company before investing? Knowledge, experiences or a network…what is the most important when building a company? What are common behavioral biases or tendencies that individuals exhibit when making financial decisions?