Venture in the South

S5:E239 Anthropic says wait just a minute, you don't really own the shares you thought you did. David and Paul run down the details of the Anthropic Secondaries controversy, why it happened and what the likely outcome may be. (recorded 5.14.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E238 David brings you the weekly update in Venture, dominated by massive capital raises, both public and private. But early stage venture wasn't invited to the party. On Wednesday May 20th for E239 Paul and I will be reviewing the turmoil in the private secondaries market, precipitated by Anthropic's crackdown on unauthorized secondary sales amid a market frenzy at it's most recent $900B private valuation. (recorded 5.17.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E237 David interviews Frank Williamson, he's an investment banker based in Chattanooga who specializes in hard-to-serve clients including owner-operators, venture capital-backed companies and nonprofits. He walks listeners through the exit process, how Founders and Board Members can be prepared and how to set expectations. (recorded 5.11.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E236 David updates listeners on the past week in Venture, which was once again dominated by AI. He then tees up the Wednesday interview episode with Investment Banker Frank Williamson, who is focused principally on Southeast Ventures. We'll be discussing the logistics of Exits and the role of the Investment Banker. (recorded 5.10.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E235 David welcomes back energy consultant and expert on renewable and smart power, Karl Rabago, to discuss how Battery Tech is changing the energy landscape and how investors can find opportunity there. (recorded 5.5.26)CATL Battery offerings for 2027Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E235 David provides The Weekly Update in Venture in a week dominated by AI. Tune in on Wednesday for the regular interview show. (recorded 5.3.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E233 David interviews Cam Doody, Co-founder and a GP at The Brickyard, a unique ‘in-residence' foundry for early stage startups focused primarily on the team with 20-25 startups in residence at any given time. BY has invested in 54 companies since 2021 with 4 exits to date and 4 shutdowns. Cam has been on the Pod before for E105 and E180 and offers a fresh updated perspective on the Startup ecosystem. (recorded 4.28.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E232 David covers The Week In Venture and previews the Wednesday April 29th show with Cam Doody, GP at the Brickyard in Chattanooga. It's a unique ‘in-residence' foundry for early stage startups focused primarily on the team with 20-25 startups in residence at any given time. Brickyard has invested in 54 companies since 2021 with 4 exits to date and 4 shutdowns. Cam has been on the Pod before for E105 and E180 and offers a fresh perspective on the Startup ecosystem. (recorded 4.26.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E231 David and Paul review the high points of K-1 reporting and the tax implications of deal structures that Angel Investors can  work to their benefit. (recorded 4.13.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E230 David covers the significant events in Venture over the past week. Then,  for The Interview Show on Wednesday April 22nd, David and Paul will review the K-1 maze and how Angels can navigate through it. (recorded 4.19.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E229 David interviews Greg Brown, the administrator for The Charlotte Angel Fund. He explaines what CAF is all about, how it works, their investing thesis and their investment results. We also talk about his perspective on changing the Accredited Investor definition to serve more young investors, about the Evergreen Fund phenomenon and Tokenization of private investments. (recorded 4.13.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E228 David discusses the week in Venture, focusing primarily on Energy and Space tech as War in Iran dominates the news cycle. Tune in Wednesday April 15 for the regular interview show with Greg Brown, Fund Administrator for the Charlotte Angel Fund, when we'll talk about Angel Fund dynamics in the SouthEast.Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E227 My regular interview fell through so I thought I would tell a personal story of Innovation and provide a few examples from my portfolio of good and bad Innovation. (recorded 4.7.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E226 David reviews The Week In Venture with a particular focus on The AI Bubble Watch and Space Tech. Tune in Wednesday for the regular interview show. (recorded 4.5.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E225 In E224 I detailed the current state of Battery Tech and talked about 500Wh/kg as the inflection point for a new dynamic in electrical power. Today I'm talking about use cases and the potential for investment. The arrival of battery technology capable of sustaining a specific energy of 500 Wh/kg represents more than an incremental improvement; it is the widely recognized "holy grail" that redefines the boundaries of the energy industry and creates entirely new use cases and investment opportunities. (recorded 3.31.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E224 David takes a break from The Weekly Update to focus on Energy, a timely topic. It's all about innovation in battery storage as solid state batteries approach an inflection point, poised to disrupt the energy markets as they reach the critical 500Wh/kg threshold. This puts solid state batteries at a significant cost and performance advantage over fossil fuels that could take 2-3M barrels of daily oil demand off the international markets and mark the beginning of peak oil. (recorded 3.29.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E223 David interviews Scot Wingo, a GP at the Tweener Fund, a North Carolina Startup Fund. He explains how the Tweener Fund was started, how it has evolved and discusses their investment thesis. (recorded 3.18.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E222 David gives The Weekly Update on Venture and introduces the upcoming interview with Scot Wingo on Wednesday 3.25.26. He's a GP at The Tweener Fund and he explains its origins, the investment thesis of the Fund and why they expanded to cover startups across all of North Carolina.Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5E221 David interviews 2 CEO's of some longstanding portfolio companies:Seal the Seasons Co-Founder & CEO Patrick Mateer Vbase Oil  Founder & CEO Jeff DimaioThe CEO's briefly update listeners on the problem they are solving, who their customers are and relevant growth metrics from the recent past and their forecasts for 2026. We also briefly discuss their exit dynamics. (recorded 2.18.26)Follow David on X at https://x.com/DGRollingSouthConnect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/Follow Paul on X at https://x.com/PalmettoAngelConnect On LinkedIn with Paul athttps://www.linkedin.com/in/paulclarkprivateequity/We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E220 David provides The Weekly Update on Venture and previews the portfolio updates for Wednesday 3.18.26. The Update Interviews on Wednesday will be with 2 portfolio companies:Seal the Seasons offers locally grown frozen fruits and vegetables and is introducing 2 new product lines of white labeled Smoothie Kits and Chocolate covered frozen fruit that could be their breakout products.Vbase Oil offers proprietary Secondary Polyol Ester® base oils engineered for  High-Performance and Sustainable Base Oils that out perform currently available industrial lubricants.(recorded 3.15.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E219 David interviews Scott Pancoast, the Executive Chairman at Atticus Pharma, a spinout from Zylo Pharma where Scott is CEO. Atticus has 2 drug candidates from their Immunodermatology Platform and Scott updates listeners on the most recent developments at Atticus as they approach a liquidity event in the next few years. (recorded 2.18.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E218 David delivers The Weekly Update in Venture and previews the upcoming  interview with Scott Pancoast, Executive Chairman of Atticus Pharma. He outlines Atticus's plan to disrupt Immunodermatology with 2 innovative drug formulations using a drug platform model to spin out IP protected drugs while continuing to grow the platform model. (recorded 3.8.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5;E217 David interviews the founders of 2  Life Science portfolio companies that have been around for a while and have made significant progress in their GTM strategies. Both have been previously profiled in detail, Redbud Labs for E138 in Sep24 and Adovate for E184 in Aug25. Thus today's interviews are updates on the progress they've made against their GTM strategies. (recorded 2.18.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E216 David details The Weekly Update in Venture and previews Wednesday's E216 interviews with 2 portfolio companies executing on their GTM strategies. (recorded 3.1.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E215 David and Paul review the VentureSouth 10th annual Summit, summarizing the What, Who and Why for that event. Then David will preview an upcoming Webinar for GenZ and Millenial investors interested in venture but who do not qualify as accredited investors and finally Paul will review other upcoming events of interest. (recorded 2/20/26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E214 David delivers The Weekly Update in Venture and introduces the upcoming summary of the VentureSouth 10th Annual Summit for E215. Paul will be summarizing the What, Who and Why for that event, while David will preview an upcoming Webinar for GenZ and Millenial investors interested in venture but who do not qualify as accredited investors and finally Paul will summarize other upcoming events of interest to Angels. (recorded 2.22.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E213 What exactly is Innovation? Well, David takes on the meaning using the story of evolution in the waste management business. It turns out that the standardized waste bin was the key innovation the enabled all the other innovations to get where we are today, semiautonomous garbage trucks. This is a  common theme for all successful startups: surprising insights and unexpected benefits, sometimes by accident. (recorded 2.17.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E212 David summarizes The Week in Venture and introduces a special  Innovation Episode for mid week He'll be talking about Innovation in terms of:What is itWhere it happensWhen to look for itWhy it's importantHow does it come about?(recorded 2.15.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E211 David interviews Hunter Young, the Head of Capital at The Center for Entrepreneurial Development based in the Research Triangle Park in  NC. We'll be talking about Venture Connect 2026, one of the leading startup conferences in the Southeast, and how Angels and Founders can benefit from Deal Flow from that event. (recorded 2.6.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E210 David summarizes The Week in Venture and then introduces the interview for mid week with Hunter Young, the Head of Capital at The Center for Entrepreneurial Development based in the Research Triangle Park in  NC. We'll be talking about Venture Connect 2026, one of the leading startup conferences in the Southeast and how Angels and Founders can benefit from that event. (recorded 2.8.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E209 GiveBacks (FKA MemberHub) is an inclusive giving ecosystem startup that helps people move more money to the causes they care about. They mainly serve School Districts, PTAs, Booster Clubs, Brands and Non-profits. I first invested in GiveBacks in 20219 and first interviewed the CEO Will Bowen about the  company back in Jan 23 for E49. It's been over 3 years since that interview and a lot has happened, so todays interview will update listeners on GiveBacks progress. (interview from 2.3.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E208 David covers The Weekly Venture Updata and tee's up the interview segment for mid week. Tune in on Wednesday for an interview with GiveBacks CEO Will Bowen and an update on their growth over the last few years and his view of their exit trajectory. I first invested in GiveBacks in 2019 and last interviewed him for E49 of the Pod in January 2023, so there's a lot to catch up on. (Update recorded 2/1/26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E207 David provides The Weekly Update on Venture and then closes with a brief update on the problem no one seems able to solve, Healthcare Reform. (recorded 1.25.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E206 David provides The Weekly Update for Venture and then hosts a discussion with Karl R. Rábago, a power Utility expert, on the current facts about  powering Data Centers and a discussion of the consumer backlash over rising electricity rates popularly attributed to the Data Center Boom. (recorded 1.17.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E205 David summarizes The Week in Venture and then Matt Dunbar of VentureSouth joins David to co-host a discussion of Exit Planning for Founders, Boards and Angel Investors. While we frequently talk about the need for early Exit Planning, we've not really offered any detail on what that exactly means. So, this review provides a step-by-step outline of a rational Exit Planning Strategy. (interview recorded 1.9.26)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S5:E204 David summarizes the past week in Venture and then Paul and I present for discussion the VentureSouth and my own personal Startup Investment Results for 2025. (discussion recorded 12.30.25)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S4:E203 David summarizes the past week in Venture and then looks back at the most significant events in Venture for 2025. He then follows with some strategic planning ideas for Angels and Founders in 2026. (recorded 12.28.25)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S4:E202 David gives a Holliday Venture Update, then I'm joined by Andrew Elliott and William Trible, formerly of Crypto startup RoundlyX. They both have substantial industry experience with Blockchain as a product tool and we'll be discussing some of the practical and technical aspects of using Blockchain technology for Tokenizing Real World Assets. We'll be focusing specifically on alternative investments like private equity and real estate that do not have liquid markets like public equities, bonds and commodities. (recorded 12.14.25)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S4:E201 David gives an AI Bubble Update, then an encore presentation of The Southeastern US Investment Thesis from E123. That thesis is critical for Southern Investors to keep their eye on the investment ball and is worth repeating. What I mean by ‘keeping your eye on the investment ball' is that IRR, rather than Multiple on Invested Capital or MOIC, is the most meaningful metric for startups. And because startup investments in the Southern US are different from the West Coast and the Northeast, it makes sense to approach them in a fundamentally different way. Those West Coast and Northeast markets focus on big bets with high failure rates to achieve a few very big wins on the long term. But in the Southern Startup market, smaller bets with low failure rates and early exits on the medium term work best to achieve > 20% IRR, comparable to the best West Coast Venture returns. (recorded 12.14.25)If you are interested in an independent resource regarding southern startup economics, check out the BIP State of Startups Report.Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S4:E200 David gives The Venture Update, then Paul and David updates listeners on some of the Startups and topics reviewed in the last 100 shows. (recorded 11.25.25)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S4:E199 David gives The Venture Update and then shares a 'What-If' story about how innovative healthcare could replace our broken and unsustainable Health Industrial Complex. (recorded 11.30.25)Consumer Directed Healthcare, An Innovative Solution To Our Current Unsustainable Healthcare SystemFollow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S4:E198 David gives The Venture Update, then Paul joins with a special segment on Tokenization of Real World Assets. Paul and I thought we'd spice up your Thanksgiving with a technical challenge: Tokenization. This is a rapidly developing innovation in FinTech that is likely to touch all investors in the future, particularly younger investors. It offers investors the promise of maximum liquidity, ROI on tokens held and near instant transaction settlement, all recorded on the block chain. We warm up the topic to help you start a good argument over Turkey. (discussion recorded 11.21.25)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S4:E197 David gives The Venture Update and then introduces a special segment with Guest Co-Host Karl Rabogo, a utility lawyer, who shares his perspective on the issues contributing to the Data Center Power Struggle and how winners and losers will emerge. (review recorded 10.29.25)Follow David on X at https://x.com/DGRollingSouth Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com.

S4:E196 David gives The Venture Update with a special segment on the potential impact of Quantum Tokens on the blockchain. Then Paul provides a brief update on the current status of Capital Gains Tax Exclusion for gains on Qualified Small Business Stock or QSBS with Ben Glenn, an accountant specializing in startups. The One Big Beautiful Bill substantially updated the QSBS rules, solidifying one of the key incentives for startup investing for stock issued on or after July 5, 2025. (review recorded 10.1.25)Follow David on X at https://x.com/DGRollingSouth Follow Paul on X at https://x.com/PalmettoAngel Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/ Connect On LinkedIn with Paul at https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

S4:E195 David gives The Venture Update and then Paul and David review BIP Venture's 2025 report on the ‘State of startups in the Southeast'. We cover the strengths, weaknesses and what's not included. (review recorded 10.22.25)Tim Higgins' WSJ article "Is OpenAI Becoming Too Big To Fail"Chris Mims WSJ article on Small Model AI State of Startups in the SoutheastFollow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

S4:E194 David covers The Venture Update for the week and then Paul interviews Mike Carnes of the North Carolina Biotechnology Center about recent challenges in dealing with the Foreign Risk constraints for US Biotech Startups that win SBIR Grants. (interview recorded 9.29.25)Follow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

S4:E193 David covers The Venture Update and then Paul interviews Dan Haight, an experienced Investor who tells his personal story of Angel Investing, what works for him and what doesn't. (interview recorded 9.23.25)Mothering Across ContinentsSM (MAC) a 501c3 non-profitFollow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

S4:E192 David covers The Venture Update and then interviews Runbin Dong, Founder of Scale Social, an innovative social marketing platform that harnesses short video format testimonials for multisite service businesses. Scale Social validates authentic customer reviews while avoiding fake reviews and doesn't require customers to provide personal information. It has gained significant market traction in the first year of operation and successfully closed a Seed Round of financing. (discussion recorded 9.30.25)Follow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

S4:E191 David gives the Weekly Update on Venture and then guest co-host Josh Miller, CEO of Gradient Health which is a data provider for Medical AI Model developers, joins David in a wide ranging discussion of what is AI, where is it going, what works about it and what doesn't, and how will it make money. (discussion recorded 9.23.25)David's Consumer Directed Healthcare (CDH) solution White PaperFollow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

S4:E190 David summarizes The Weekly Insights in Venture and then gets an update on HealthyCell from CEO Doug Giampapa. HealthyCell is a neutraceutical provider of a proprietary supplement gel that is easier to swallow than multiple pills and provides far better absorption. Doug updates listeners on their current primary channel, DTC with metrics. He also talks about aspirations to gradually develop a national retail presence. Then finally, Doug talks a bit about his own startup investing and how he does it. (interview recorded 9.18.25)Rodney Brook's post on Humanoid RobotsDavid's comparison of StableCoins and Real World Asset (RWA) TokensFollow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

S4:E189 David covers The Weekly Insights into Venture and then David and Paul discuss the Good, the Bad and the Ugly in the Startup exits we've had this year. It's the goal of every startup investment to exit for a princely sum but the journey is frequently a winding path with many detours, hopefully leading to an attractive reward at the end of the journey. (interview recorded 9.12.25)The Jeremy Blum article from Seeking Alpha on AI ValuationsFollow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.