Podcasts about compassionate capitalist

Today on the Compassionate Capitalist Show, we are diving deep into the fascinating world of artificial intelligence and its transformative impact on businesses and investment strategies. David Marra, a trailblazer in quantitative asset management and financial innovation, joins host Karen Rands to discuss how AI has evolved to simplify implementation for businesses and its profound potential to drive global growth. In this episode, David Marra shares his expertise on managing investment portfolios using AI, the importance of diversification, and strategies to minimize risk while maximizing returns. Karen and David explore topics such as the state of the technology market, the role of private equity, and the need for balancing portfolios to weather market volatility.  Key Take Aways:  1. The Evolution and Impact of AI on Businesses    + With a look at tech impact since the Industrial Revolution    + The potential for AI to drive growth rates globally    + Application of AI in logistics, customer service, and sales. 2. Risk Management and Portfolio Diversification    + AI isn't a sector so not a bubble, it is fuel for innovation    + The need to decorrelate risk and minimize exposure to large losses.    + Weathering market storms through diversified investment strategies. 3. AI Stocks and Investment Strategies    + Financial advisor recommendations on portfolio allocation in private equity or angel investments.    + Balancing private equity with income-producing assets.    + Diversification principles applicable to angel investments as well. 4. Managing Risk for Long-Term Income    + Impact of market crashes and recovery periods.    + Importance of risk management and capital protection for consistent income.    + Importance of long-term thinking for solid fundamentals and  Holding onto good investments amidst volatility. Whether you're an investor seeking to mitigate risk, an entrepreneur looking to leverage AI, or simply curious about the future of financial markets, this episode is packed with valuable insights to help you navigate the ever-evolving landscape. Tune in as Karen Rands and David Marra explore the power of AI in investment strategies and its broader implications for business growth. Don't miss out on this riveting conversation.  Listen on your favorite podcast platform or youtube (https://youtu.be/pWW-wcS8-sg)  David Marra is a distinguished quantitative investment manager who skillfully merges the principles of economics with advanced statistical learning. He is a proud graduate of the University of Chicago's business school, a prestigious institution renowned for its Nobel laureates and contributions to economic theory. David leverages his extensive education in finance to approach investing with a blend of empirical and theoretical knowledge, drawing from the rich history of economic thought from Adam Smith to modern-day advancements. His unique approach also incorporates cutting-edge techniques from statistical learning, emphasizing the use of large datasets and computational power.  Learn More at: Markinfunds.com Karen Rands is a best selling author, top rated podcaster, and sought after advisor for founders and investors.  Learn more at her website:  http://kugarand.com To subscribe to her Linkedin Newsletter,  Learn about hire on demand digital course Intro to Angel/Crowdfund Investing,  Schedule an appointment or find and connect on social media, Or find her podcast on other platforms Please visit http://bit.ly/linkCCS Please be a part of the Compassionate Capitalist Movement and share this podcast and subscribe to not miss a single episode.

In this episode, we dive deep into a topic that's critical for any business, big or small: employee management.  We're joined by the brilliant Jerry Gadoury, a former Marine Corps officer turned business transformation expert. Jerry's not just a thought leader; he's a practitioner who's helped countless companies become 'destination employers.'  The Proof in this pudding is how Gerry to an executive role in a startup Appessaro and scaled that company to a $250M exit.  He now teaches that methodology to startups to become desired Destination Employers...Attract, Recruit, Retain & Lead---  His new book and the focus of this Podcast. We'll be uncovering the hidden costs of employee turnover, the challenges of recruitment and retention, and the power of a strong employer brand. Jerry will share his proven strategies to attract and retain top talent, including his unique Engage, Fulfill, and Grow leadership framework. Whether you're a Founder of a high-growth startup  or a CEO of a multinational, this episode is packed with actionable insights to help you build a thriving, high-performance team.  Listen Now for these  key take aways:  Critical Importance of Employee Management:   - Impact on Business Scalability and Relevance for Startups and Investors   - Hidden Costs of Employee Churn   - Pivotal Factor in Continued Growth of the Company Concept of a Destination Employer   - Companies Attracting Top Talent   - Renowned Companies like Google, Apple   - Emphasizing Community Involvement and Collaboration for Sustainable Growth   - Aligned and Engaged Corporate Culture Challenges for Startups and Small Businesses - Attracting Top Talent when you have Limited Resources and Lack of Name Recognition - Multigenerational Workforce - Five Generations Working Together:    - Boomers,  Gen X, Millennials, Gen Z, Gen A     - Differences in Employment Tenure and Work-Life Balance Expectations - Transitioning Job Positions and Descriptions:      - Generalists for Initial Stages     - Specialists as Company Grows     - Job Dissatisfaction and Quiet Quitting Changing Retention Strategies:   - Ineffectiveness of Traditional Benefits   - Motivating Employees Beyond Compensation   - Leadership and Employee Morale  Strategies for Competitive Employment   - Strong Employer Brand: Alignment with Company Values   - Targeting the Right Employee Market   - Effective Onboarding and Employee Experience:       - Proper Communication from Day One       - Avoiding Onboarding Pitfalls  - Treating Departing Employees Well Gerry's EFG Leadership Framework - Components of EFG:   - Engage   - Fulfill   - Grow - Handling Growth Situations Gerry Gadoury began his career in the Marine Corps, specializing in signals intelligence with a top-secret clearance, focusing on national security matters. Transitioning to the civilian sector, he continued to work in cybersecurity and technology. He founded his own company, Redbeard Solutions, humorously acknowledging that a more accurate name today might now be Graybeard Solutions. (See the video to understand the humor)  For more information or to reach out to Gerry Gadoury: https://redbeardsol.com/  http://Destinationemployer.co Karen is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   More information can be found at http://karenrands.co   And if you register at the contact page you will receive her Compassionate Capitalist mini video tips, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.  Keywords: employee management, business scalability, startups, investors, employee churn, recruitment, retention, hidden costs, Jerry Gadoury, military veteran, leadership principles, destination employer, talent acquisition, career growth, Redbeard Solutions, job satisfaction, multigenerational workforce, modern employment, employer branding, onboarding, compensation expectations, bad leadership, EFG leadership framework, skill shortages, work-life balance, flexibility, consultation strategy, generalists, specialists, quiet quitting

In this episode we are exploring the success principals of growing wealth through acquisition of business with hidden potential, and you'll hear interesting and unexpected stories of the vibrant world of home textiles and commercial styles. Our special guest is Kevin Bieberhausen, the principal at Fruition Capital, who transitioned from opera singing and a corporate career to become an influential entrepreneur in the textile industry. Kevin's company, Heritage Fabrics, supplies upholstery and drapery to global giants like Disney and high-profile films, proving that essential businesses often drive monumental impact. Karen and Kevin discuss invaluable insights on buying and selling small businesses—covering everything from securing reliable brokers to the importance of consistent financials and recurring revenue. They delve into the crucial steps prospective business owners should take, the role of appraisals in SBA-backed deals, and the unique journey that led Kevin from the stage to the world of small business ownership. Whether you're an active buyer or a passive investor, you won't want to miss his expert advice on making the leap from corporate life to entrepreneurship. Listen now for details on these episode highlights:  Relevant subtopics:   Common Issues in Business Sales Financial Records**:   - Small business owners preparing books for tax purposes, not sale optimization.   - Importance of preparing books three years in advance for a higher sale price.   - Complex financial records complicate buying.   - Unrealistically high price expectations; brokers' role in setting expectations.   - Ensuring a business can support debt. Valuation**:   - Businesses in the $500k to $1.5 million earnings range typically sell for 3-4 times the bottom line.   - Recurring revenue created business value and stability.   - Initial listings often unreliable; due diligence is crucial.   - Understanding industry norms and key characteristic assessments.  Determining Acquisition Price - **Factors Influencing Price**:   - Discretionary earnings, accounts receivable age, equipment, goodwill.   - Consistent cash flow and recurring revenue importance. Lining up Financing - Business Appraisals**:   - Crucial for bank (SBA lending) and investment soundness.   - Aid in negotiation and reflect true market value of the business. - **Equity and Investor Negotiation**:   - Offering higher equity and setting preferred interest rates.  **Active vs Passive Investment**:   - Active buyers: Operate and run the business.   - Passive investors: Invest through vehicles like Fruition Capital.   - Investment methods include self-directed IRAs. Kevin Bieberhausen's Perspectives Deal Formation and Investment Paths - **Simplicity in Business Acquisition**:   - Not as complicated as perceived.   - Importance of personal connections with business owners. - **Acquiring a Business**:   - Contact Fruition Capital.   - Finding a business, contacting brokers, securing LOI. Kevin's current role as Founder of Fruition Capital is to help the middle class elevate their share of the wealth and assist corporate employees transitioning to business ownership. To learn more, connect with Kevin to help you explore your options for business acquisition visit: bibelhausen.com or fruitioncap.com Karen is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   More information can be found at http://karenrands.co   And if you register at the contact page you will receive her Compassionate Capitalist mini video tips, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes. 

Today, we have an exciting and enlightening conversation with Rick Jordan, a cybersecurity expert, bestselling author, and host of the "All In with Rick Jordan" podcast. In this episode, we delve into the intricacies of raising capital through Regulation A (Reg A+) and the strategic process that sets companies up for success.  Karen and Rick explore how Reg A+ can create momentum and garner investor trust even before a company goes public, serving as a fascinating alternative to traditional fundraising methods. Rick shares his own journey, from leveraging relationships built at Geek Squad to establishing his company ReachOut in 2010, and how he navigated the challenges and opportunities of Reg A+. They  discuss the importance of documentation, the shift from transactional to relational business approaches, and the critical role of audits in building credibility. Along the way, Rick recounts his personal entrepreneurial journey, the impactful lessons learned from early side hustles, and emphasizes the power of taking action, even when the path isn't perfectly clear. Listen as Karen and Rick explore the blend of passion, purpose, and strategic insight necessary for entrepreneurial success, and discover the intriguing world of Reg A+ fundraising from an insider's perspective. It's an episode filled with valuable lessons and real-world advice you won't want to miss Key takeaways in this episode Regulation A (Reg A) Process - Benefits of Reg A vs. traditional funding (angel investors, venture capitalists) - Raising momentum and awareness before going public - Importance of solid documentation for investor decisions - Establishing marketplace credibility (pink sheets or OTCB) - Credibility with investors through financial statement audits provides third-party validation 2. Strategic Market Building - Avoiding "dog and pony" shows - Genuine market interest and trading activity - Attraction of significant investment (pipe money) - Essence of sales in understanding and solving customer problems 3. Reg A+ as an Iterative Fundraising Strategy - Incrementally raising funds (rounds) to increase company value - A way for Angel Backed companies to raise capital when Angels, VCs, and PEs say NO and Banks won't loan enough - A Strategic way to avoid excessive early equity giveaways - Strategic adaptation and increased valuation through acquisition - Challenges in Reg A+ - Marketing and market creation costs - Reliance on accredited investors and institutional investors to reach capital goals 4. Original Intent of Reg A+ - Provision from the 2012 JOBS Act to make onramp to IPO easier - Democratizing investment in prio IPO companies - Accredited vs. Retail Investors - Primary targets for significant investments - Raising money from retail and institutional investors - Market Enthusiasts and Penny Stocks with Karen's personal anecdote about the allure of penny stocks - Using Reg A Plus to list on OTC market 5. Rick Jordan's Entrepreneurial Journey - Impact of focusing energy on projects - Importance of going "all in" for growth - The allure of multiple side hustles and the importance of full commitment - The journey of entrepreneurship compared to climbing Mount Everest - Importance of passion, purpose, and value creation in entrepreneurship - Positive mindset and avoiding distractions ("weeds") - Starting ReachOut in 2010 - Transitioning from direct client relationships to scalable business 6 Compassionate Capitalism - Investing in ventures aligning with personal passions - Positive societal impact -Karen Rands' Entrepreneurial Journey** - Applying for SBIR funding and facing setbacks and skepticism - Maintaining passion, purpose, and market focus Bio: Rick Jordan's journey into the world of technology began when he was just 10 years old in 1989. A family friend helped him build his very first computer, a Tandy, sparking a lifelong passion for tech. Reflecting on those early days, Rick realizes how pivotal that experience was, shaping his future in an industry that continues to fascinate him. Now, at 44, Rick acknowledges how those simple moments of assembling a Radio Shack Tandy computer paved the way for his career and love for technology. For more info and to connect with Rick Jordan:  https://reachoutit.com/about  WWW.RICKJORDAN.TV  Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   Karen wrote the best selling primer for new Angel Investors  - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering  Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co   When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.  Keywords: Regulation A, Reg A+, fundraising, SEC-audited financials, retail investors, accredited investors, public company, pink sheets, OTCB, venture capital, angel investors, iterative fundraising, market building, shareholder awareness, documentation, investor trust, market enthusiasm, penny stocks, passion and purpose, entrepreneurial journey, cybersecurity, side hustles, reverse merger, capital acquisition, market creation, PCAOB audit, public listing, Rick Jordan, Karen Rands, Compassionate Capitalist, Nasdaq

In this episode Karen and her guest Tim Sprinkle, an experienced journalist turned venture capital marketing expert, dive deep into the dynamic world of venture capital and angel investing. Listen or Watch as they explore everything from the importance of due diligence and active involvement in startups to the evolving strategies of venture funds and the rising trend of niche markets.  Tim provides valuable insights on building trust with investors, leveraging digital marketing, and the transformative role of the JOBS Act in democratizing venture capital. We also discuss the impact of generative AI on content marketing and the crucial role of custom approaches in attracting investments. Whether you're an early-stage entrepreneur or a seasoned investor, this episode offers a wealth of knowledge on navigating the complex landscape of venture capital and achieving successful investments. So, sit back and get ready to learn from the best in the business as we unravel the intricacies of venture capital with Tim Sprinkle. Key Takeaways in this episode:  1. Venture Capital Evolution - Growth of Venture Capital and the expansion from mega firms to over 4,200 venture funds globally - Emergence of Boutique Funds with rise in serial entrepreneurs founding funds outside traditional hubs - Educational Programs contributing to the growth with training programs like Columbia University's VC course - Highlighting developments outside Silicon Valley - VC need to market themselves and to increase Assets Under Management (AUM) - From informal to more structured and formalized - Competing by focusing on niche areas - Fundraising Challenges and the need for credibility and strong track record in order to build investor trust - Challenges for a new fund raising capital is similar to starting a company - Effect of JOBS Act and democratizing access with crowdfunding models 2. Niche Venture Capital Firms - Examples like water tech and climate tech firms   - Water industry-originated fund expanding to early-stage tech   - Climate tech fund focusing on large-scale infrastructure - Industry-specific challenges and solutions -Information Accessibility and Resources   - National Venture Capital Association, Google, Crunchbase, PitchBook   - Micro Ventures for accredited investors - Challenges for Smaller Funds to gaining recognition   - Standing out in a crowded market so turning to traditional marketing strategies used by business attracting customers (investors)  3. Traditional Venture Capital Model - Investment Expectations of Company's milestones - 1 in 10 investments yielding significant returns - Investment as Art vs. Science as a combination of data analytics, AI, and investor intuition - Boutique VC Firms vs. Traditional Venture Funds - Role of Boutique Firms   - Active involvement in early stages like Series A - Traditional Funds  - Engagement at later stages, such as Series B - Distinguishing from other investment types such as angel funds 4. Venture vs. Angel Funds - Structural Differences   - Venture funds' structured mandates and timelines  - Stages of Investment   - Typical pipeline: friends and family, angel investors, venture capital, private equity   - Reliance on networks and proving success - Leveraging passionate individuals and potential investors - Differences in risk and investment profiles - Importance of Due Diligence   - VC firms' strategic support and market validation   - Angels' more diverse and informal approach but usually more involved  - Active role in helping companies succeed beyond monetary investment - Both Groups of Investors tend to contribute by making introductions, assisting with hiring - Venture Fund Structure and comparison to Mutual Funds - Family Offices Trend and investing private companies   - Younger generations driving investment in venture financing   - Growing interest in mission-driven investments 5. Tools for Engagement - CRMs, email systems, webinars, calendar planning - Strategies may include email campaigns, direct mail, social media, live events PR, Social Media, SEO Engagement - Resurgence of Webinars and Live Events - Figure out your Investor Avatar in order to target specific investor types - Marketing and Content Strategies  - Testing different messages continuously   - Managing communications and targeting - Building Trust by Selling a compelling brand or story  Bio: Tim Sprinkle is a seasoned finance writer with a particular focus on the innovation space. During a formative period from 2013 to 2015, Tim was immersed in the vibrant entrepreneurial ecosystem of Colorado, notably in Boulder. He documented the rise of various startups and innovations, emphasizing the significant activities in the venture capital sector. His experiences inspired him to write a groundbreaking book, "Screw the Valley," which challenged the then-prevalent notion that Silicon Valley was the epicenter of innovation. Through his insightful writing, Tim highlighted the burgeoning innovation occurring outside of Silicon Valley, showcasing that the entrepreneurial spirit was thriving in diverse regions across the country and the world. To connect with Tim Sprinkle visit  website: http://venturecapitalmarketing.com And be sure to pick up your copy of: "Screw the Valley" Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   Karen wrote the best selling primer for new Angel Investors  - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering  Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co   When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.  Keywords: due diligence, investor diversification, venture firm strategic shift, broader market potential, investor avatar, targeted investor pitches, early-stage investment, building investor trust, crowdfunding impact, generative AI in content marketing, digital marketing strategies, traditional PR, social media strategy, marketing automation tools, storytelling for investors, VC fund competition, niche venture capital firms, family offices, mission-driven investments, venture capital training, boutique venture funds, climate tech investment, water tech fund, fundraising challenges, investment stages, angel investing vs venture capital, specialized micro funds, investor engagement tools, CRM systems, email campaigns, live events for investors

Today, Karen is diving deep into the world of authentic branding and entrepreneurial growth with her special guest, Deevo Tindell of Fusion Creative. From exploring the essential components of consistent and effective branding to navigating the multifaceted challenges of raising capital, this episode is packed with actionable insights. Deevo shares his entrepreneurial journey, having launched, scaled, and sold multiple businesses, and offers his expert advice on bridging the gap between knowledge and implementation. Karen and Deevo will unpack the power of community feedback, the significance of understanding your audience, and the critical need for adaptability in today's competitive market. Whether you're an entrepreneur seeking to refine your brand message or an investor looking to understand the nuances of capital funding, this episode promises valuable takeaways to elevate your business endeavors. So, don't skip a beat—tune in and learn how to align your business messaging with customer needs for sustainable success. Remember, it's all about congruence, consistency, and adaptability.   And listen for Deevo's invitation to listeners to reach out for business or branding advice. Onwards and upwards! Key takeaways in this episode:   1. Self-Awareness and Adaptation for  Growth   - Listeners encouraged to evaluate processes and identify knowledge gaps.   - Seeking feedback and making improvements discussed with coaches and mastermind groups. 2. Community Engagement:   - Advantages of engaging with groups, including Facebook groups.   - Reciprocal nature and valuable insights from community involvement.   - Differentiating business with an ecosystem around it 3.Branding and Marketing - Branding Importance and the significance of consistent and authentic branding in business success.  - Branding is often perceived as intangible, yet essential in a crowded, competitive marketplace.  - Transition from logos to emotional connections and customer experience.  - Adapting branding strategies to connect digitally with customers. - Devevo explains with a Diet and Exercise Analogy   - Branding compared to a weight loss program for emphasizing consistency and action. 4.  Entrepreneurial Insights - Entrepreneurial Challenges with an analogy of not being able to read the label from inside the jar.  - Need for external opinions for gaining perspective.  - Understanding customer perspectives and reverse-engineering solutions based on needs.  - Balancing work with personal life and making decisions aligned with personal values. 5. Wealth Building and Capital Raising - Raising Capital: Understanding investor audience and attracting customers via a sales funnel.   - Collaboration with branding experts for fine-tuning messaging.   - Common goal of creating wealth between entrepreneurs and investors.   - Advocacy for non-traditional investment methods and access to capital. 6. Karen's Unique Branding and Challenges - Dual Audience Challenge - balancing services for entrepreneurs and educating investors -Attention Spans and Messaging:   - Challenges of communicating complex business offerings in the digital age.   - Increasing number of investors and addressing misconceptions about angel investing having gambling-like risks.  - Finding a unifying message that resonates with different customer segments. - Common Thread Identification: streamlining and communicating a unified brand message. Bio: Deevo Tindell has always thrived on involvement and diversity. During their school years, Deevo was not only a key figure in setting up intramural programs but also an active participant in various clubs, student councils, and a myriad of other activities. This immersive approach was driven by a broad spectrum of interests and an energetic enthusiasm for being part of different initiatives. Upon graduating in his junior year, Deevo's drive and connections led to exciting opportunities in New York City, where he secured internships and furthered his professional journey. Deevo's transitioned from finance to entrepreneurship as he launched and sold businesses, including Fusion Creative and Carolina Sport and Social. Deevo's story is one of dynamic engagement and a relentless pursuit of varied interests. For more information and to connect with Deevo Tindell, visit fusioncreativebranding.com TOOL to assess your brand strength:  https://fusioncreative.scoreapp.com/results/66229dc71b192441148698 Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   Karen wrote the best selling primer for new Angel Investors  - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering  Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co   When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.  Keywords: Podcast Insight, Self-awareness, Adaptation, Feedback and Growth, Community Engagement, Raising Capital, Entrepreneurial Challenges, Connection and Networking, Social Media Presence, Compassionate Capitalist, Brand Differentiation, Authentic Branding, Knowledge Gaps, External Opinions, Brand Scoring Tool, Branding Success Formula, Entrepreneurial Journey, Business Growth, Branding and Marketing, Consistency in Messaging, Investor Education, Customer Experience, Branding Audit, Business Messaging, Investor Mindset, Entrepreneurship Trends, Digital Branding, Holistic Branding Approach, Wealth Creation, Business Blogs, Online Branding.

Intro: Listen to this captivating episode featuring a trailblazer in the world of investing, Bob Elliott, CEO and CIO of Unlimited. With an impressive background, including a senior investment role at Bridgewater Associates, Bob has now set his sights on democratizing the investment landscape for "Main street investors."  Karen and Bob explore the slow adoption of crowdfunding investing and highlight the significant potential it holds for average individuals. Bob will share his innovative "replication" strategy, which offers flexibility and cost efficiency, much like the Kirkland Signature products providing brand-name quality at lower prices. We'll unravel the benefits of ETFs, especially the newly emerging actively managed ones, and the pivotal regulatory changes that have opened sophisticated investment strategies to the general public. Listen as Karen and Bob discuss his mission to make institutional-level asset management accessible to all, tackling the challenges faced by individual investors in today's volatile market, and the future potential of actively managed ETFs. Don't miss this enlightening conversation on how you can leverage these strategies to grow your financial knowledge and participate in business investments like never before.  And, remember to share your feedback and spread the word! Key takeaways in this episode 1. Discussion on Investment Vehicles - Explanation of Exchange Traded Funds (ETFs)   - Role in diversification and tax planning benefits - Contrast between ETFs and hedge funds    - Potential for better returns through diversified investments 2.  Bob Elliott and the mission of Unlimited - Founding of Unlimited in 2022   - Launch of HFND ETF with an emphasis on agile strategy for lower cost and better liquidity - Unlimited's Approach and Strategy   - Critique of traditional hedge fund model (2% management fee and 20% profit share)   - Application of low-cost diversified indexing strategies to hedge funds - Explanation of technology usage   - Tracking of hedge fund strategies   - Offering lower-cost investment products   - Agile response to market changes - Balancing private investments with public market strategies   - Importance for institutional and individual investors 3. Investment Accessibility for Main Street Investors - Slow adoption of crowdfunding investing   - Efforts to raise awareness and the potential benefits for average individuals - Accessibility of investment opportunities for ordinary investors and the need for greater awareness and education to grow financial knowledge 4. Advantages of Replication Strategy and ETFs - Replication strategy   - Flexibility in shifting between hedge fund styles   - Avoidance of being locked into specific managers - Comparison to Kirkland Signature products   - Similar returns to brand-name hedge funds   - Lower costs and better tax efficiency - ETF benefits   - Tax-efficient rebalancing within the fund   - Growth in actively managed ETFs due to regulatory changes   - Limited market awareness and utilization - Growth potential of actively managed ETFs   - Investors' awareness of tax efficiency and flexibility benefits Bio: Bob Elliott, a seasoned financial expert, spent nearly 15 years in the hedge fund industry. Throughout his career, he observed that traditional hedge fund investments, particularly those following the "2 and 20" compensation scheme, often yielded substantial returns before fees but seldom left investors significantly better off due to high costs. Driven by a vision to democratize these investment strategies, Bob founded Unlimited. The mission behind Unlimited is to adopt the principles of diversified low-cost indexing, which revolutionized stock and bond investing, and apply them to the hedge fund sphere. By doing so, Bob aims to make sophisticated investment strategies accessible and affordable to all investors, not just wealthy individuals or institutions. For more information and to connect with Bob Elliot and Unlimited Funds visit:  https://www.unlimitedfunds.com/  Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   Karen wrote the best selling primer for new Angel Investors  - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering  Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co   When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.  Keywords: crowdfunding investing, Main street investors, investment opportunities, financial knowledge growth, business investments, Bob Elliott, investor education, economic growth, traditional hedge funds, replication strategy, hedge fund styles, cost efficiency, Kirkland Signature, tax efficiency, Exchange-Traded Funds, ETF advantages, regulatory changes, asset managers, actively managed ETFs, market awareness, future potential, sophisticated asset management, institutional investors, stock market volatility, consumer confidence, private investments, public market strategies, democratization of capital markets, Karen Rands, wealth creation strategies, tax savings.

In this episode, Karen sits down with Renan Devillier, the dynamic founder and CEO of OSS Ventures. Together, they delve into the vital role of local production and community sourcing in industries such as quantum computing and chip manufacturing, highlighting a notable resurgence of factory openings in the US. Renan shares his insights on modern manufacturing models that blend technology with environmental respect, leading to more skilled, higher-paid jobs.  The conversation also explores the democratization of capital markets, with Karen spotlighting the transformative impact of the JOBS Act in enabling broader investment opportunities. Renan discusses OSS Ventures' unique investment strategy, focusing on seed-stage funding with "patient money" to build profitable companies. Since 2018, OSS has partnered with 20+ companies which have created over 340 jobs in Europe. The discussion also covers growth and exit strategies, capital investment access, and the significance of fostering innovation through broader investment channels. Listen as Karen and Renan navigate the future of manufacturing, the evolving role of technology and AI, and the critical need for skill adaptation in the workforce. Renan's diverse background and visionary approach, coupled with Karen's deep knowledge of angel investing and venture capital, make this episode a must-listen for anyone interested in the intersection of technology, manufacturing, and compassionate capitalism. Key takeaways from this episode:  1. Community and Local Production - Importance of local sourcing and Advocacy for sustainable, localized production systems - Geopolitical and supply chain challenges leading to localization - Identifying vulnerabilities in industries like quantum computing and chip manufacturing - Resurgence of US factory openings expected in 2023 and 2024 - U.S. initiatives like the Inflation Reduction Act and Infrastructure Bill 2. Modern Manufacturing Models - Shift towards technology-driven production - Emphasis on environmental sustainability - Better-skilled, higher-paid jobs  and the importance of adapting tech delivery for blue-collar environments - Example of plane factory workers operating complex machinery - Necessary skill adaptation for the workforce with the growth in robotics and AI, with an emphasis on the role of education systems and policies 3.  Economic Democratization - Democratization of capital markets and encouragement of informed investment choices - JOBS Act allowing broader investment in entrepreneurs and small businesses - Transition traditionally reserved for the ultra-wealthy - Advocacy for broader access to capital investment - Importance for startup innovation and Community and government funding as alternatives to traditional venture capital 4. Investment Strategy at OSS Ventures - Investing in seed stages with an eye for investment return goals by year five - "Patient money" strategy for building profitability and the capital requirements for scaling to profitability - Open to ideas from industry professionals, founders, and investors, and site visits and worker communication to uncover market needs - Investment in "operations" roles and identifying operational needs to enhance productivity and safety - Examples: My CE and Siebel Tech - Addressing disconnect between tech and blue-collar environments - Investing in or forming companies to address those needs- Significant economic impact but limited VC funding across the industry 5. Growth and Exit Strategies - Global scaling through mergers, acquisitions, and international expansion - Founders' role in scaling decisions - OSS Ventures' minority shareholding strategy - Scaling solutions for big challenges like solar energy 6. Evolution of SaaS with AI and Machine Learning - Transition from Software as a Service to Service as a Service - AI agents replacing job functions and automating tasks - Concerns about job loss due to AI and technology - Historical context of technology creating new opportunities - Examples from Tesla's manufacturing and robotic welding  Renan Devillier has had a dynamic career marked by significant achievements in various industries. Starting as a factory director, Renan honed his expertise in manufacturing, eventually taking on leadership roles in the racing sector. His entrepreneurial spirit shone through when he co-founded a tech startup, which he successfully sold. Renan's perspective on manufacturing was profoundly influenced by a visit to Tesla's Fremont factory in California. There, he realized the pivotal role of software in modern production, noting that a significant proportion of Tesla's product value is derived from software integration, in stark contrast to more traditional manufacturers like Ford. This insight underscored the transformative shift within the manufacturing landscape, highlighting the growing importance of technological innovation. Today, Renan continues to leverage his vast experience in US Ventures, driving advancements at the intersection of technology and manufacturing. For more information and to connect with Renan Devillier, visit: https://www.oss.ventures/  Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   Karen wrote the best selling primer for new Angel Investors  - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering  Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co   When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.  Keywords:  US Manufacturing, Renan Devillier, Local Sourcing, Quantum Computing, Chip Manufacturing, US Factory Openings, Modern Manufacturing Models, Higher-Skilled Jobs, Economic Democratization, Karen Rands, JOBS Act, Capital Markets, OSS Ventures, Seed Stage Investment, Patient Money, Profitability, Mergers and Acquisitions, International Expansion, Capital Investment Access, Tech-Related Pain Points, Solar Energy Scaling, U.S. Jobs Act, Inflation Reduction Act, Infrastructure Bill, Localized Production, Sustainable Manufacturing, SaaS Evolution, AI and Machine Learning, Robotics in Manufacturing, Blue-Collar Workforce Training, Compassionate Capitalist Show

Intro: In today's episode, Karen Rands has a lively and informative conversation with her esteemed guest Dr. Tonya Evans, a law professor and expert in intellectual property and blockchain technology.  Listen as they delve into the cutting-edge world of blockchain, cryptocurrency, and NFTs.  Together, they unravel the complexities of “tokenization of assets”, “Operation Choke Point 2.0”, and the transformative potential of #NFTs and “smart contracts”. Dr. Evans shares her journey from initial skepticism to advocacy, emphasizing the importance of understanding and mitigating risks in the crypto space. With insights into the legal landscape, educational opportunities, and the future of digital innovation, this episode provides a comprehensive look at how blockchain technologies are reshaping industries and investment strategies. Whether you're an investor, a tech enthusiast, or simply curious about the future of finance, this conversation is sure to broaden your horizons.  Listen now as we explore these groundbreaking topics and more, offering a glimpse into the evolving world of blockchain with one of its foremost thought leaders. Key TakeAways from this episode are:  Tokenization of Assets - Tokenization of stocks, bonds, and deeds - Potential to reduce friction in public records - Impact on property ownership and power dynamics 2. Operation Choke Point 2.0 - History and purpose of the original Operation Choke Point - The informal nature of Choke Point 2.0 targeting crypto industries - Constitutional concerns raised by Dr. Evans - Approval of 11 Bitcoin ETFs indicating a changing financial landscape 3. Legal Considerations for Blockchain and Cryptocurrency - Role of blockchain forensics in law enforcement - Warrant requirements for tracing phone numbers - Accessibility of public blockchain records for tracking - Adapting legal discovery processes for digital currencies and the need for transparency, specifically pseudonymity in cryptocurrency transactions - Fourth Amendment concerns regarding private vs. public information - User information disclosure on crypto exchanges - Cryptocurrencies relative to traditional currency in illicit activities and the use of coin mixers to obscure transactions 4. Non-Fungible Tokens (NFTs) - Explanation of NFTs as unique digital assets - Various potential uses, including digital ownership and event tickets and the potential to reduce fraud in ticketing and identity verification - Comparison of NFTs to physical deeds - Use in secure identity verification without disclosing personal details - Evolving intellectual property concerns in digital media with a look back at the historical impact of Napster on the entertainment industry - Empowerment of creators through NFTs - Combating identity fraud and scams with unique identifiers 5. Blockchain, Cryptocurrency, and NFTs Impact - Basic explanation of cryptography in cryptocurrency and Bitcoin as the first cryptocurrency and its characteristics - Focus on market losses in 2022 and regulatory actions - Guest background: Dr. Evans' expertise and advocacy for balanced investment - Interest in blockchain for intellectual property and technology applications - Misconceptions about different technologies, including crypto and NFTs 6. Digital Ownership and Real-World Applications - Impact of smart contracts on authenticity verification and automation - Significance of smart contracts, particularly with Ethereum blockchain - Examples like real estate management and micro payments for artists - Tokenization of assets forecasted to grow significantly by 2025 - Digital replication concerns and the "double spend" problem and Cryptocurrencies as a solution for digital value exchange Dr. Tonya Evans, a seasoned attorney and a distinguished alumnus of Howard University School of Law, celebrated her 25th reunion from the esteemed institution in 2017. She began her illustrious career clerking in the Third Circuit Court, subsequently joining major law firms where she specialized in trust and estates, focusing on sophisticated planning for high-net-worth individuals. Trained rigorously in risk management and fiduciary responsibility, Dr. Evans was initially skeptical upon entering the cryptocurrency space in 2017, perceiving it through a lens of caution and prudence owing to its association with "magic Internet money" and the darknet. Despite her reservations, her expertise in risk mitigation has greatly informed her progressive steps in the evolving digital financial landscape. Dr. Evans' courses on blockchain, crypto, and law- Identifying how legal frameworks interact with emerging technologies.  Dr. Evans'  book "Digital Money Demystified".   For more information and to connect with Dr. Tonya Evans visit http://AdvantageEvans.com  Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   Karen wrote the best selling primer for new Angel Investors  - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering  Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co   When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.  Keywords: Tokenization of assets, cryptocurrency regulations, NFT, Operation Choke Point, blockchain technology, Bitcoin, ETFs, smart contracts, digital identity verification, intellectual property in crypto, digital money demystified, coin mixers, privacy and technology, fourth amendment concerns, legal considerations in crypto, criminal activities with crypto, digital and intellectual innovation, non-fungible tokens, Ethereum blockchain, peer-to-peer file sharing, supply chain identity, automated micro-payments, sound money, tax implications of crypto, public blockchain records, blockchain forensics, Napster, entertainment industry, crypto market losses, venture capital, angel investing, DRM, Digital Rights Management

In this insightful episode, Karen is joined by thought leader and prolific angel investor David Mandel. David, known for his expertise in finance, insurance, advanced mathematics, and computer science, pivots into the world of venture investing after successfully exiting multiple traditional businesses. Since 2014, he has dedicated himself fully to the tech startup ecosystem, investing in over 500 startups and focusing on innovations in insurance-tech and fintech, as well as AI. David and Karen dive deep into the intricacies of late seed stage investments, safe notes, and the market disruptions they're causing. Alongside the excitement, David shares his mixed feelings about the future of AI balancing enthusiasm for technological advancements with concerns over rapid automation and its impact on future job markets. They also explore the incremental yet transformative progress in AI and its various applications across industries like legal tech and autonomous vehicles. Join us as we uncover the challenges and opportunities in venture investing, the impact of AI, and the evolving landscape of technology and startups. This episode is a treasure trove of insights for seasoned and aspiring angel investors alike. Key topics and take-aways:  > David Mandel's Investment Journey - Starting with angel investing as competitive advantage in business and expanding into venture capital:   - Moved from individual investing to pooled funds for credibility. Formed Emerging Ventures fund in 2019. > Investment Philosophy and Strategy - Focus on B2B technology sectors, avoiding consumer and life sciences. - Emphasis on investing in startups with traction. > The Role of AI and Automation - Mandel's interest in AI and its business applications:   - Generative AIs progress and impact on creative fields.   - Legal tech AI applications and implications for billable hours. > Future Outlook and Concerns with the Adoption of AI - Uncertain future and potential utopian vs. dystopian outcomes. - Concerns over education and automation's future impact on job markets. - Attention to critical thinking skills and the generational understanding of technology. > Compassionate Capitalism and Funding Ecosystem - Karen Rands' advocacy for "compassionate capitalism":   - Investing in solving problems with profit.   - Alternative funding options:   - Reg A Plus and direct public offerings as additional funding strategies. - Traditional venture capital portfolio model:   - Probability of startup success and failure within a 10-investment portfolio. > Advice for Startups and Investors - Importance of startup timing and market entry. - Encouraging early-stage investments despite perceived funding scarcity. - The cyclical nature of venture capital and implications for new startups. > Conclusion - Importance of traction and market adoption as key indicators for investments. - Recalibrating investment expectations in an evolving market landscape. - Final notes on the role of good execution in startup success. For more information and to connect with David Mandel, visit https://emerging.vc https://davidmandel.blog/ Karen is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   More information can be found at http://karenrands.co   And if you register at the contact page you will receive her Compassionate Capitalist mini video tips, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes. 

Ready to unlock the secrets to smart investing and entrepreneurial success? Dive deep into the world of identifying winning investment opportunities with our latest Compassionate Capitalist Show Podcast episode featuring special guest Andrew Einhorn, co-founder and CEO of LevelFields! Join our knowledgeable host, Karen Rands, as she and Andrew explore the pivotal strategies behind finding companies that stand out through grit and are primed for significant growth. Whether you're an investor or an aspiring entrepreneur, this episode is loaded with insights! ✨ Key Highlights: *  An in-depth look at Andrew's entrepreneurial journey from "ohmygov" to the creation of LevelFields - AI * Insights on the high-stress process of company acquisition as Andrew discusses the Synoptos' merger, outlining how they capitalized on corporate partnerships and the value of focusing on customers' needs in the midst of industry skepticism. * Andrew's methodology for selecting successful companies, based his impressive portfolio of 53 investments. Learn his secret to investing success in various stages of companies. * The impact of capital efficiency and potential for market disruption with truly novel innovation, that is wanted by the target market.  * Andrew and Karen discuss the significance of strategic value propositions and the the power of pivot in business.  * They discuss the essence of product-market fit in successful entrepreneurship to lead to sustainable growth strategies.   * Lastly the creation of Levelfields and developing an AI and Machine Learning approach to monitor and predict market movement that will prove to revolutionize investment research and decision making.   This episode is a must-listen for anyone interested in leveraging technology for smarter investments.   Plus we have a special offer for our Subscribers:  Get a special glimpse into the future of investing with a FREE TRIAL to see the predictive power of their platform firsthand.  https://www.levelfields.ai/ PROMO CODE -- Podcast23 About Andrew Einhorn:  Co-Founder and CEO of Levelfields. an AI-driven fintech application that automates arduous investment research so investors can find opportunities faster and easier. His mission is to create AI tools that make advanced financial strategies effortless and accessible for all. Former founder of OhMyGov and avid angel investor and cultivator of entrepreneurs. 

A "Family Office" is remarkable entity that High-Net-Worth & Ultra-High-Net-Worth Families use to manage their wealth as it grows, and preserve it for their future generations.  A family office provides a wide range of services tailored to meet the needs of HNWIs. From investment management to charitable giving advice, family offices may offer a dedicated team of specialists to service these clients.  Today we are excited to explore the intersection of family businesses and compassionate capitalism on the show. Guillermo Salazar, Founder of Exaudi Family Business Consulting, author and global speaker, shares his insights on best practices establishing and maintaining an effective family office.  Key Points:  1: Define a Unifying Business Purpose based on Shared Values - In the world of family businesses, establishing a clear and unifying purpose for the business is the critical first step. Guillermo Salazar emphasizes that this purpose extends beyond financial success and aims to unite the family and business values. This fosters better communication among family members and lays the foundation for a shared vision, much like a company's mission. By creating an effective family charter, the owners can define the firm's purpose and equip themselves with the tools to identify and manage the next generation of leaders, ultimately preparing for a successful generational transition. 2: Understanding the Essence of Family Offices - Family offices offer a holistic approach to managing the financial and investment needs of affluent individuals or families. Unlike traditional wealth management firms, they bring a wide range of services under one roof, including financial planning, investment management, wealth transfer planning, tax services, and more. Family offices can be tailored to the specific needs of HNWIs, addressing both financial and non-financial concerns, such as managing family assets, private schooling, and travel arrangements. 3: The Decision Between Single-Family and Multi-Family Offices - Karen and Guillermo delve into the decision-making process for high-net-worth families to decide between single-family offices and multi-family offices (MFOs). Single-family offices are dedicated to serving one ultra-affluent family, offering a highly personalized approach. On the other hand, MFOs cater to multiple clients, resembling traditional private wealth management practices. The decision between these options often comes down to cost and control, with HNWIs weighing the benefits of sharing the expenses for specialized resources versus having exclusive control over their family office's services. This episode of "The Compassionate Capitalist Show," is important for all listeners that are working to create great wealth.  Some day you will need to pave your path to the intersection of family businesses and compassionate capitalism, uncovering the essential steps for success, and the role of family offices in managing wealth, and the decision-making process behind choosing the right family office model.  Guillermo Salazar's extensive experience in family business governance and succession planning provides valuable insights for families looking to navigate the complexities of both business and wealth management. Connect and learn more:  https://www.exaudionline.com/ Author: A Road to Triumph in Family Business gives you theoretical and practical strategies to manage each stage, with real examples and a clear guide to best practices for establishing a family office.  https://www.guillermosalazar.com/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  The Compassionate Capitalist Show™ is a Podcast on YouTube.  Please visit and subscribe and share.  It is great to watch Karen and her guests live, in action.  The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod  Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you.  Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org      

Creating a “Blue Bond.” Join me and my guest Robert Saad, compassionate capitalist and CEO of Hillsdale Assets, a leading apparel manufacturer specializing in premium women's swimwear. With over 30 years of experience, Hillsdale has established themselves as the largest swimwear producer in the Caribbean, servicing clients in North America, South America, and Europe. Combining cutting-edge technology for development with a capacity for high volume production and a corporate commitment to sustainability and carbon neutrality, they are poised to become the first green energy swimwear factory in the Western Hemisphere. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Compassionate Capitalist Show, join host Karen Rands as she delves into the intricate world of business valuation with esteemed guest Gregg Ficery, President of Integgra Valuation & Advisory Services. Valuing private companies, particularly startups and pre-revenue ventures, is a complex challenge that demands careful consideration. Gregg's vast experience in business valuation sheds light on this critical aspect of entrepreneurship. Episode Highlights: The Complexity of Valuation: Valuating a private company involves a labyrinth of considerations, especially for startups and those yet to generate revenue. Getting it wrong at the start can seriously hamper a founder's ability to raise capital during their seed round.  Hence the reason so many startups use convertible notes and SAFE Notes. Factors Influencing Valuation: The calculation of a company's valuation isn't a one-size-fits-all equation. Multiple factors, from industry trends and market conditions to growth potential and competition, play significant roles in determining a company's worth. Diverse Reasons for Valuation: Companies require valuations for various reasons beyond the traditional fundraising and exit strategies. Gregg  sheds light on how valuation influences stock option pricing, mergers and acquisitions, legal disputes, and the reasons to not think you are one and done.  Best Practices: The SCORE Method: Gregg introduces the SCORE method, a robust framework that combines data-driven insights with industry-specific factors. The method helps establish a more objective valuation by considering factors like stage of development, market size, competition, and funding needs. Key Takeaways: 1. Valuing startups and pre-revenue companies is a complex task requiring nuanced approaches. 2. Industry trends, competition, growth potential, and even tax implications contribute to the intricate valuation process. 3. Business valuation serves various purposes througought the lifecycle of a company, from fundraising to legal disputes to exiting 'rich'. 4. The SCORE method offers a comprehensive and data-informed approach to determine a company's value. 5. Flexibility and adaptability are key when dealing with ever-changing valuation factors. Join Karen Rands and Gregg Ficery in this enlightening episode as they unpack the challenges, strategies, and methodologies involved in calculating the valuation of private companies. Whether you're an entrepreneur, investor, or business enthusiast, this episode provides invaluable insights into a crucial aspect of the business world. Stick to the end to hear about Gregg's passion project who took family history folklore turned sports historian to sleuth uncovering one of the greatest unsolved mysteries with his book GRIDIRON LEGACY  http:gridironlegacy.com Gregg Ficery is the President of Integgra Valuation & Advisory Services, which he founded in 2011. He has over 20 years of business valuation consulting experience and has valued nearly 1,000 private companies. He also has over ten years of industry experience in the technology, telecommunications, and financial services sectors in finance, accounting, and corporate development roles.  For more information about Gregg Ficery and Integgra Valuation & Advisory Services, visit http://www.integgra.com. Gregg offers the value of an experienced 3rd party professional to calculate a company's valuation at a fixed price.  The Compassionate Capitalist Show is your go-to resource for insightful discussions on all things entrepreneurship. Tune in regularly to gain a deeper understanding of the dynamic landscape of business and innovation - creating wealth as founders, and investors in those private innovative entrepreneur endeavor. Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  The Compassionate Capitalist Show™ is a Podcast on YouTube.  Please visit and subscribe and share.  It is great to watch Karen and her guests live, in action.  The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod    Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you.  Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org  

Listen to Karen's interview of Shachar Oren, of Sound Media Ventures, as he shares his journey from boot strapped startup to successful exit to lead a Media Tech VC firm in Atlanta, GA.  Karen first met Shachar nearly 2 decades ago when he was raising capital for Neurotic Media and wanted to present to her angel group, the Network of Business Angels & Investors.   Shachar's  journey as an entrepreneur gave him keen insights into the concepts of growth hacking, lean start up, boot strapping, raising capital, and getting to a profitable exit.  His experience has provided an unique perspective as an angel investor and venture capitalist sitting on the opposite side of the table.   Shachar also shares his insights as to what he looks for when considering investments in the emerging field of Media Tech.  Enjoy their conversation and learning moments.  Shachar Oren is the Founder & CEO of Sound Media Ventures, a venture capital firm that invests in companies at the nexus of media and technology. Prior to starting this fund, Shachar founded Neurotic Media, a high-tech music platform that served global Fortune 500 brands for 18 years. Shachar led the successful exit of Neurotic Media to Peloton Interactive in 2018. For the last decade, Shachar has also offered executive counsel pro bono for incubators, educators, and start-up founders. He currently serves as the President of Georgia Music Partners, and advises startups in technology, media and entertainment through organizations such as TechStars Music, GA Tech's Create-X and College of Creative Design, ATDC, GSU Main Street among others.  He is a member of Atlanta Technology Angels and active in the growing entrepreneur/investor ecosystem in Georgia.   For more information please visit: https://soundmedia.vc/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  The Compassionate Capitalist Show™ is a Podcast on YouTube.  Please visit and subscribe and share.  It is great to watch Karen and her guests live, in action.  The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod   Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you.  Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org  

When you purchase an item after clicking a link from this post, we may earn a commission.Thank You! Have a Happy 4th!I really can thank you enough. The Super Crowd community stepped up big time to help us close the crowdfunding raise with a bang last week! You helped us exceed our core goal by 16%! While we celebrate America's independence today, I'm celebrating your generosity! Thank you so much!Devin: What do you see as your superpower?Karen: My superpower is being able to dissect a business concept or an idea—or an entrepreneur and help them figure out a better way to get to market.Author Karen Rands leads the compassionate capitalism movement, which she describes as investors genuinely sharing the passions of the founders they back. Her goal is to dramatically grow the number of people investing as angels, including those investing via crowdfunding.She points out that fewer than 10 percent of accredited investors, those traditionally eligible to invest in private securities transactions, do so. A comparable number of people invest via crowdfunding, suggesting that even in its early days, crowdfunding is attracting a new audience of angel investors.Still, she notes, vast numbers of both ordinary and accredited investors don't realize they have an opportunity for impact and profit via private transactions that exceed those of the public markets.Karen deploys her superpower to help entrepreneurs raise more capital and help investors see red flags to avoid.AI Podcast Summary* Karen Rands is the founder of Kugarand Capital Holdings, focusing on compassionate capitalism and helping people become angel investors through crowdfunding.* She discovered angel investing after leaving IBM and realized the lack of awareness and understanding about it due to legal restrictions on soliciting capital.* Karen wrote a book called “Inside Secrets to Angel Investing” to educate and guide potential investors, particularly those in corporate America with high incomes.* Her goal is to make angel investing as popular as real estate or stock market investing, as it offers the opportunity for impact and fulfillment.* Karen's superpower is analyzing business concepts and helping entrepreneurs improve their strategies to achieve market success and funding.* She has seen success in mentoring entrepreneurs, helping them refine their business plans and secure funding.* Karen breaks down business concepts and identifies red flags to address, then helps entrepreneurs develop their investor avatar to attract the right investors.* Entrepreneurs should start by raising funds from friends and family, gaining confidence in their product and business before approaching external investors.* Karen offers coaching programs for entrepreneurs and investors, focusing on filling gaps, building confidence, and effectively raising capital.* To learn more about Karen and her work, visit her website KarenRands.co and access her free e-book “The 12 Secrets of Innovation and Wealth.”How to Develop the Ability to Dissect a Business Concept As a Superpower“My superpower is loving entrepreneurs and being able to clear the window so they can see the future that's going to work for them to fulfill their dream and build the company that they want to build,” Karen says.Karen has experience mentoring entrepreneurs in various business plan competitions and advising companies seeking capital. She has the ability to influence these entrepreneurs and encourage them to make necessary shifts, such as improving their language and articulation of their business. She has witnessed those entrepreneurs become successful in raising capital, scaling their businesses, and pivoting their approach to their marketplace and customers.Karen shares a metaphor she uses to help entrepreneurs see the importance of raising money from friends and family. As you contemplate the lesson she's making about friends and family, think about how she has dissected the funding process in a fresh way to help entrepreneurs be more successful.This is one of the little analogies that I use: If you knew, there's gold over there in that field, and you can get one other person, and you have to dig it up within an hour in order to get it. You can get one other person with a shovel, and the two of you can go and dig up that gold, and then it's yours.Well, are you going to go to a stranger on the street and say, “Come help me dig up this gold”? No, you're going to go to the person that you know and that you would want to share that success with.By following Karen's example, you can learn to better dissect a business concept to help you invest better, support entrepreneurs more compassionately and potentially make it a superpower that helps you do more good in the world.Guest-Provided ProfileKaren Rands: (she/her):Managing Director, Kugarand Capital Holdings, LLCAbout Kugarand Capital Holdings, LLC: Kugarand Capital Holdings offers capital strategy, coaching, and investor relations services for entrepreneurs raising capital using methods for direct public offering, commonly known as crowdfunding. We also offer educational products, coaching and due diligence for investors seeking to gain confidence and competence in investing in entrepreneurs as angel / crowdfunding investors. Website: kugarand.comCompany Facebook Page: fb.com/KugarandCapitalHoldingsOther URL: bit.ly/linkCCS for podcast players for my showBiographical Information: Karen Rands is the founder of Kugarand Capital Holdings. Her combined experience of many years at IBM as an innovation leader and ‘deal maker' for startups, and her years managing the Network of Business Angels & Investors, have given her unique insights to help entrepreneurs navigate and capitalize the road from start to growth and exit; and investors to learn the art & science of investing in private companies.  Karen started the “Compassionate Capitalist” movement in 2009 as the economy faltered, and it was clear that only capitalism and entrepreneurism would provide the foundation for long-term economic growth. Her weekly podcast, The Compassionate Capitalist Show™, is listened to from around the world and has been downloaded over 154,000 times. Available on all major podcast platforms, it frequently hits top 100 business shows on Apple Podcasts, is ranked in the top 10% of business podcasts in the world by ListenNotes, and #7 on Feedspot's list of top finance shows. Karen is the author of the best-selling finance education book:  Inside Secrets to Angel Investing. It is the foundational “how to” and resource tool for investors to learn how to add the very rewarding and profitable asset class of private stock to their investment portfolio. Her goal is for people to strive to learn how and commit to investing in entrepreneurs as a wealth-building strategy the same way they strive to invest in real estate. To that end, she has launched the Compassionate Capitalist Wealth Maximizing System to bring more investors to angel/crowdfunding investing that can invest with confidence and build a portfolio of multiple companies using what she calls the Angel Profitability Blueprint. She considers herself a ‘near' native of Georgia as she has lived here more than half of her adult life, beginning with graduation from Emory University with her Bachelor of Arts in Economics and English, only leaving for a short time to receive her MBA from the University of Florida and meet her husband of over 30 years. Their only daughter is a recent grad of Georgia State University's Honors College in Media Entertainment Entrepreneurship and now resides in Savannah,  GA. Twitter Handle: @karen_randsPersonal Facebook Profile: fb.com/TheKarenRandsLinkedin: linkedin.com/in/karenrandsInstagram Handle: On July 19, 2023, we'll hold the first-ever SuperCrowdHour with an extraordinary panel I'll moderate, discussing “The Power of the Purpose Round.” The panel will include Parker Clay CEO Ian Bentley, DealMaker CEO Rebecca Kacaba and Renew VC founder Mark Hubbard. You're entitled to a 50 percent discount as a Superpowers for Good reader! Join us for just $5 when you use the discount code SUPERCROWD. Register here. Get full access to Superpowers for Good at devinthorpe.substack.com/subscribe

Donna Griffit, the Corporate Storyteller, joins Karen Rands on the Compassionate Capitalist Show to discuss the art and science of pitching investors. They delve into the essential elements of a pitch deck, including the vision statement, passion, product description, and founder story as the hook. The conversation also explores the importance of creating FOMO (Fear of Missing Out) among investors, the differences between online and in-person pitching, and the nuances of pitching to male investors as a woman. Donna Griffit's expertise as a storyteller has aided numerous Fortune 500 companies, startups, and investors in raising over a billion dollars. Her insights on raising capital for female founders have gained recognition in Forbes, and she is listed among the top 100 tech and business women speakers by The Next Web. Four takeaways: Pitching investors involves a combination of art and science, requiring excellent presentation skills, knowledge of numbers, and the ability to create FOMO (Fear of Missing Out). A compelling pitch deck should include a vision statement, passion, a clear product description, and a demonstration within a user story. Online and in-person pitching may have different dynamics and considerations that should be taken into account. The startup scene still faces a gender disparity, with a small percentage of investor funding going to female-led companies, highlighting the need to address this imbalance. Donna Griffit, Corporate Storyteller, has worked globally for over 16 years with Fortune 500 companies, Start-Ups, and investors in a wide variety of industries. Through her guidance, clients have raised over a billion dollars. She was recently featured on Forbes, where she explained how she has helped female founders raise millions from investors. According to The Next Web, Donna is in the top 100 of the best tech & business women speakers. For more information visit http://donnagriffit.com Also join at: https://www.facebook.com/groups/womenfoundersunite Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  To set up your free initial consultation regarding access to capital and help creating your own FOMO, visit http://bit.ly/KYRconsult  The Compassionate Capitalist Show™ is a Podcast on YouTube.  Please visit and subscribe and share.  It is great to watch Karen and her guests live, in action.  The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod   

Welcome to the Boss Effect Podcast. Where bold, outspoken soulful storytellers, speakers, performers and successful business owners come to share their POWERFUL stories of triumph in life and business.    In this episode: Prince Panford owner of Mimsy's Restaurant and Compassionate Capitalist. Prince shared how he became a life lover, compassionate capitalist, and philanthropist. Mimsy's location and phone number. 200 Graces Way, Columbia, SC 29229 (803) 667-9108   10KN10DAYS The Game is out now on Amazon to learn more about the book visit www.10kn10days.com   Join the Boss Effect Club - and invite your bestie too! To apply visit www.bosseffect.club. You can join our Facebook Community and begin connecting with other like-minded individuals! Please, don't forget to subscribe to Boss Effect Podcast so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host visit www.bosseffectpodcast.com Follow us on Instagram and YouTube. Shawn7 and Queen Kimmie

The Compassionate Capitalist Show will be getting a new podcast broadcast home and that has and will cause disruption in the deliverly of the weekly show. This move is coupled with the roll out of new educational and services offerings and a new look for the Kugarand Capital Holdings and Karen Rands' website. Recent recap report provided by Spotify, clearly shows there is momentum for The Compassionate Capitalist Show.  However there is a disconnect between the growth in listeners and their ability to engage Karen and her team to help them navigate the capital markets, evaluate the odds of success in the strategy, and improve the outcome of the company and the return on investment.  We are trying to solve that with these moves.   We ask for your patience because time and experience has shown that nothing is as easy and straight forward as it appears on paper and in the minds of those tasked with the outcome. As we look back on 2022, it is with great pride that we recognize the Compassionate Capitalist show: has gained popularity to be ranked in the top 10% world widethe 1800+ minutes of content shared in 2022 is more than 96% of other business showsthe shows that shared insights about crowd funding and direct public offerings were over 250% more popular than other programminglisteners primarily reside in the US, but also have a strong base world wide in the UK, Phillipines, and Indiathe show had a 71% gain in listeners and 27% increase in followers Thank You.   The new educational programs will be coached and DIY programs for companies seeking to raise capital to grow their company and for investors to build their diverse portfolio of investments in privately held innovative entrepreneurial companies.  Visit http://kugarand.com

Karen Y. Rands is a Venture Catalyst, a Compassionate Capitalist, Economist, Investor, and Entrepreneur. She is nationally recognized as an expert on angel investing and the author of the bestselling book Inside Secrets to Angel Investing. Karen is the Leader and Advocate for the Compassionate Capitalist Movement. She believes entrepreneurism is the greatest source for wealth creation. “You don't have to be a successful entrepreneur to create generational wealth if you can learn how to invest in those companies that have the potential to be the next big thing”, according to Karen. Karen managed a traditional angel investor network in Atlanta, GA for many years until the JOBS Act of 2012 created an opportunity to disrupt the status quo for connecting entrepreneurs and investors. Karen offers capital strategy, preparation, and investor relations services for entrepreneurs seeking financing based on the new regulations for crowd finance through her firm Kugarand Capital Holdings LLC. Karen provides education and due diligence services to a new generation of private investors in her National Network of Angel Investors. This episode talks about: ​Karen's background in Corporate America and her introduction to Angel investing Do you need to be an accredited investor to become an angel investor? What is compassionate capitalism? What is Crowdfunding? Advantages of crowdfunding from the investor's standpoint? ​​Typical holding period when investing in crowdfunding investments vs. other assets What are some key factors to consider before investing in privately held businesses? What is a Reg A+ offering vs. ​R​ule 506(b) and other types of capital raising methods Is there a specific crowdfunding platform/website where you can find a list of companies that are raising capital? Which state has the most angel investors? Resources to learn more about raising capital and investing in private business To connect with Karen Rands and learn about being an angel investor, please visit:

Investing in Tech Startups is not like investing in Med Tech or Bio Med or Life Sciences.  Listen to hear the best practices for investing in innovation that can change the way we live and thrive.  Karen Rands interviews Tico Blumenthal, Life Science Angels, to share with her Compassionate Capitalist Podcast audience the journey from innovation corporate exec to innovation investor. Tico demonstrates how he is a Compassionate Capitalist as he shares his passion, putting his investment capital to work with the intent of serving the aim of better health, globally.  To that end he advises and invests in a diverse portfolio of early stage ventures, including implantable diagnostics, cardiovascular devices and digital health.  Listen to learn about Tico's passion about innovation and some best practices for assessing deals ripe for investment.  Tico Blumenthal, formerly, the head of Global Strategic Marketing at Cardinal Health's Cordis interventional vascular division, and is currently the VP of Product at Eko still working in the cardiopulmonary field.  He is a Board Member and Chair of the Medical Device Screening Committee of Life Science Angels, who make Seed/Series A investments across life sciences, digital health and med devices. Tico's personal portfolio includes genetic diagnostics, oncology-focused biotech therapeutics, structural heart, interventional oncology tools, digital health, infectious disease diagnostics, and adjacencies. To learn more about Life Science Angels, visit https://www.lifescienceangels.com/ To learn more about how Karen is working to bring a fresh new generation of investors to the market as compassionate capitalists, and to understand how she helps investors screen and evaluate opportunities, visit http://kugarand.com The interview is also available on youtube: https://youtu.be/sVJWnjddVAw

In this very personal and direct video/podcast message, Karen Rands shares the financial and emotional benefits of being an Angel Investor -- whether you claim it as a Compassionate Capitalist, Silent Partner, Right Quadrant Business Owner & Investor, or Crowdfunding Investor.   Karen shares her 'aha moment' of realizing that 7 Million people in the USA collect a pay check that easily puts them into the income bracket to invest and own small amounts of other entrepreneurs' businesses in order to share in their financial success without all the risks of starting and owning that business themselves.   The average rate of return for the angel investor, that takes time to learn how to evaluate the merits of an entrepreneur's opportunity and develop a diversified portfolio, far exceeds that of real estate and the stock market. Karen will be offering a special opportunity in June - Hump Month - for those investors who plan to invest in a private company this year.  To get details of the deal, Investors need to sign up for access to the ISAV Resource Portal and their free entry level membership in the National Network of Angel Investors by then.  Find the access code in her book Inside Secrets to Angel Investors.   Get the book (PB $19.95 / Kindle $9.99 on Amazon) http://InsideSecretstoAngelInvesting.com ASAP so you won't miss this opportunity that will save investors time and money and potentially their entire angel investment.   Not sure -- get the free ebook - 12 Inside Secrets explainedhttp://bit.ly/Get12SecretsEbookGet access to all episodes of The Compassionate Capitalist Movement and links to the podcast player platform at http://karenrands.co/blogWatch Video: https://youtu.be/2p-LM3g3CdQ

We use less than 20% of our natural ability to achieve success.  Listen to learn how to leverage how you think to achieve a 7+ figure income.  Think It, Be It Founder, John Mitchell, joins Karen Rands on The Compassionate Capitalist Show to share the Science of Success.  Feeling stuck, John used tried and true, but often overlooked, methods to figure out his personal breakthrough to go from earning a few hundred thousand a year to growing his own business to $5M in Revenue, and a big windfall when he sold it at a $25M valuation. John discovered the disconnect between his efforts and the results that had been holding him back - the beliefs locked into his unconscious mind.  John shares with Karen how he used science to amplify his (and our) innate ability to succeed when we apply science to align our conscious goals and objectives with the 'auto-pilot' manifestations of desires and action by our sub-conscious mind.   John Mitchell's 12 min a day program takes the principals of the famed Think & Grow Rich book by Napoleon Hill, and puts them into an actionable and relevant framework to chart your way to your ideal life of health, happiness and prosperity.  What a great way to start off 2022!!John's team has created a special opportunity to complete a short assessment and schedule a free consultation call with him. You can also download his proprietary "thinking tablet guide", and more.... Get your gift here:  https://thinkitbeit.com/cc/Karen Rands, the leader of the Compassionate Capitalist Movement and author of the Best Seller, Inside Secrets to Angel Investing, is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Visit http://KarenRands.co to learn why Investors hire her firm to identify the red flags of deal before you invest or try to raise capital, and entrepreneurs trust her to advise and manage on their capital campaign. 

How would you answer the question:  What would you do if you were given $100M no questions asked ?  How would you benefit the world with that gift that would compound the impact?That is what Karen was asked at a recent entrepreneur/investor event she attended.  Well not exactly.  Not the part about benefiting the world or compounding the impact.  That is just how she thinks.   As the founder of the Compassionate Capitalist Movement, it is on her heart to leave a legacy, her 'thumbprint' on the world, that amplifies wealth creation through increasing the available capital actively seeking qualified entrepreneur endeavors to invest in and produce a multiple on that money so that it can be reinvested again and again and again.  In this episode, Karen talks about the Compassionate Capitalist Movement, and the actions she would take, the programs she would create, and types of projects she would lead investment in if she was blessed with such a financial gift (or investment, or sponsorship) whether $100M, $10M, $1M or even $100K.  An investment in her vision for the Compassionate Capitalist Show as the megaphone for the Compassionate Capitalist Movement would accellerate the delivery of education, workshops, deal syndication, and wealth for the entrepreneurs and investors that join.Referenced in the podcast:ThumbPrint on the World: http://bit.ly/KCHthumbLand Betterment Corporation: https://bit.ly/CCSBettermentVertical Farming Green Eden: https://bit.ly/CCSEdenGet the Book: http://bit.ly/AngelInsideSecretsLeave a Book Review: https://amzn.to/3HDbIKoLeave a Reviw or Testimony for Karen: https://bit.ly/KYR-reviewSign up for Karen's video tidbits of wealth: http://bit.ly/CCCB-signupWatch on Youtube. https://youtu.be/ZUXZ6W31W4g

In this segment of the Compassionate Capitalist Podcast, Karen Rands responds to an entrepreneur's question:  What is an Angel Investor?   Since 2012, the definition and the game to attract angel investors has changed.  Once considered only an activity available for an exclusive group of entrepreneurs turned investors, the access to capital and those who can invest in an entrepreneur's success to share that wealth all changed with the passage of the JOBS Act to stimulate the economy. Angel Investing is the 2nd best source for creating generational wealth, but less than 5% of the US public knows about it.Karen explains the history and evolution of angel investing and the good news: the wall between entrepreneurs and would-be investors has been removed, creating opportunity for financial success through entrepreneurism for the founders and the investors. Listen and learn the 4 ways entrepreneurs can solicit for investors from the general public of potential investors outside of the structured angel network funnel--- and the four easy ways ANYONE with disposable income and liquidity in their investment strategy can invest in entrepreneurs from startup to growth stage, in their community or thousands of miles away.   Karen also shares the emotional and financial benefits investors have shared with her when investing in cool innovation and brilliant entrepreneurs. Get Karen's bestselling primer about angel investing Inside Secrets to Angel Investing, see what is in the resource portal and see sample content at http://InsideSecretsToAngelInvesting.comLearn how Karen's team help investors get started, screen deals, conduct due diligence and syndicate the deals they like with the National Network of Angel Investors - http://kugarand.com#Podcast #AngelInvesting #investing #angelinvestor #JOBSact #crowdfunding #entrepreneurYOUTUBE: https://youtu.be/WwksqOkKL9s

The Legalization of Equity Crowd Funding was the catalyst for the great Economic Democratization of the Capital Markets.  Although crowdfunding started with reward based, the advent of the JOBS Act in 2012 introduced 4 ways to raise equity capital from the crowd.  The expanded pool of additional investors are not your typical angel investors.  These 4 methods remove the invisible wall between entrepreneurs and their potential investors.  There is still great confusion on how to best use equity crowdfunding to raise capital, and even more so, how traditional retail stock investors can get involved in a low risk way and start investing in the entrepreneurs with 'unicorn potential' or the small business owners that are well established and are seeking an amount of growth capital that is not available from their bank and they don't fit a Venture Capitalist or Private Equity Fund criteria. They can be as solid of an investment as a retail stock, but with much greater upside potential.  The 4 methods to solicit from the general public, to crowd fund, are not created equal.  Each has it's unique benefits to entrepreneurs and investors. Watch and Listen as Karen explains the difference in the 4 equity Crowd Funding, Direct Public Offering methods:  Intrastate Exemption (Reg D 504), Reg D 506c, Reg CF and Reg A+. Get the book that launched a movement, Inside Secrets to Angel Investing :  Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. YOUTUBE: https://youtu.be/O_M27XJDIbY

Karen Rands is joined by Cliff Holekamp, managing partner and co-founder of Cultivation Capital, to talk about the growth in entrepreneurism as a stimulus to local economies.   Cities out of Silicon Valley and the Boston/New York corridor struggle to cultivate entrepreneurs and community based sources of capital to grow the jobs in their community and fuel economic development.   Boutique VC firms like Cultivation Capital seek to change that narrative by investing their time, knowledge, resources and capital to partner with those founders who are poised to make significant impact on the local economy with job creation and cultivation of ecosystem to plant seeds of prosperity. Karen & Cliff also discuss industry trends and best practices for entrepreneurs to achieve success. Cliff Holekamp, heads up the Cultivation Capital VC Fund in Greenville SC, as a secondary office to their HQ in St. Louis.  The fund was started in 2012 and has expanded to offer capital in 4 areas: Software, BioTech, AgTech, GeoFacial Tech.  Learn more about  Cultivation Capital: https://cultivationcapital.com/Karen Rands launched the Compassionate Capitalist Movement with the publication of her best seller, Inside Secrets to Angel Investing bring economic prosperity to communities eager to cultivate innovation and entrepreneurism.   To learn more, visit http://karenrands.co Also available as a video: https://youtu.be/3YJKgnQr378You can also find the Compassionate Capitalist Show on all major podcast platforms.  There is a new show every Tuesday.  Please Subscribe.

Watch or Listen to this lively conversation with Compassionate Capitalist Show Host, Karen Rands &  Industry Expert, Brett Putter talking about Creating & Preserving Corporate Culture in the New Normal of Remote Working.Working remote and virtual teams have become the new normal.   How do you create and maintain a corporate culture and do you actually need one?  Brett and Karen explore how a startup can control their chaos and set the stage for success or failure in how the build their culture in their team work and in their hiring practices.   Brett Putter is the CEO of CultureGene, a culture leadership software and services platform--- uses a powerful software platform to conduct multi-person workshops in real time to guide the team through a rigorous process to define and embed a corporate culture. In 2018 he published his first book, Culture Decks Decoded and his second book Own Your Culture: How to Define, Embed and Manage your Company Culture in September 2020.  https://www.culturegene.ai/Karen Rands, the leader of the Compassionate Capitalist Movement, and author of the Best Seller, Inside Secrets to Angel Investing.  Karen is successfully informing the next generation of entrepreneurs and investors together in the name of Compassionate Capitalism! Learn More:  http://KarenRands.coCheck out the book and get 12 of the 46 Inside Secrets Free http://InsideSecretsToAngelInvesting.comWith your purchase of the book, you get access to Karen's resource portal for investors.YOUTUBE:  https://youtu.be/fR6vZcvboN4

In this very personal and direct video/podcast message, Karen Rands shares the financial and emotional benefits of being an Angel Investor -- whether you claim it as a Compassionate Capitalist, Silent Partner, Right Quadrant Business Owner & Investor, or Crowdfunding Investor.    Karen shares her 'aha moment' of realizing that 7 Million people in the USA collect a pay check that easily puts them into the income bracket to invest and own small amounts of other entrepreneurs' businesses in order to share in their financial success without all the risks of starting and owning that business themselves.   The average rate of return for the angel investor, that takes time to learn how to evaluate the merits of an entrepreneur's opportunity and develop a diversified portfolio, far exceeds that of real estate and the stock market.  Karen will be offering a special opportunity in June - Hump Month - for those investors who plan to invest in a private company this year.  To get details of the deal, Investors need to sign up for access to the ISAV Resource Portal and their free entry level membership in the National Network of Angel Investors by then.  Find the access code in her book Inside Secrets to Angel Investors.    Get the book (PB $19.95 / Kindle $9.99 on Amazon) http://InsideSecretstoAngelInvesting.com ASAP so you won't miss this opportunity that will save investors time and money and potentially their entire angel investment.    Not sure -- get the free ebook - 12 Inside Secrets explained http://bit.ly/Get12SecretsEbook Get access to all episodes of The Compassionate Capitalist Movement and links to the podcast player platform at http://karenrands.co/blog Watch Video: https://youtu.be/2p-LM3g3CdQ

Karen Rands the Compassionate Capitalist and Heather Havenwood, the Sexy Boss and Internet Influencer, talk about the evolution and revolution of NFTs.  Blockchain will transform business in the future the way the Internet revolutionized EVERYTHING starting in the 90s.   NFT or Non-Fungible Tokens are the key element of that.  NFTs, and how they protect the digital rights and identity of the item, on the blockchain, is so much more than a cartoon of monkey or whatever other crazy thing you have heard about. Karen and Heather cover the basics of blockchain and compare NFT to crypto currency and other blockchain applications and discuss the impact they predict it will have on business from Supply Chain to Master Mind Coaching Memberships. Heather Havenwood is a Influencer and Celebrity Entrepreneur who is on a mission to help 10,000 women to start and thrive running their own online business, to create independence and financial freedom in their lives. Heather Ann Havenwood is the Author of Best Selling Sexy Boss,  Creator of the Influencer Tribe™,  and UnCage™ Your Influence Podcast.  She is the proud recipient of the Stevie® Award Winner 'Most Innovative Woman of the Year 2020' |  Karen Rands, the leader of the Compassionate Capitalist Movement and author of the Best Seller, Inside Secrets to Angel Investing, http://InsideSecretsToAngelInvesting.com With your purchase of the book, you get access to Karen's resource portal for investors. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Visit http://KarenRands.co to learn how to hire her firm to identify the red flags of deal before you invest or try to raise capital. 

In support and celebration of International Women's Day, and recognizing March as Women's History month, we celebrate all that it means to be a woman.  In honor of all that women have achieved and all that is yet to achieve, including real equality- in mind, body, and bank account, we looked into the Compassionate Capitalist Show Vault and rediscover this memorable interview with famed 'Sexy Boss' Heather Havenwood.  Karen and Heather have a lively chat about these 4 core topics:  Take Total Ownership Over Your Thoughts The Real Definition of Sexy Not Caring if People Think You are a B*&$h! Brand yourself with Class----Influence “Sexy Boss Inc. is all about empowering women by redefining how the rules for business and money apply to them,” Havenwood says. “You rarely hear men complaining about obstacles when it comes to succeeding in business, you don't find men asking for permission - they just do what's necessary to win. Heather Havenwood is the author of “Sexy Boss: How the Empowerment of Women is Changing the Rule Book for Money, Success and Sex,” It is the framework for her coaching program that helps women overcome their fears of launching a business and achieving their full potential, to set the stage for phenomenal success from the very start.  https://heatherhavenwood.com/media/ https://sexybossinc.com Karen Rands is the author of 'Inside Secrets to Angel Investing" - step by step guide to creating wealth through owning a part of multiple companies; founded by passionate entrepreneurs. Get the book to learn how to become a Compassionate Capitalist and create wealth through funding innovation and creating jobs in your community. http://InsideSecretstoAngelInvesting.com http://karenrands.co Watch on youtube: https://youtu.be/tIbB7d3u88I

Angela Lee started 37 Angels to educate women about investing in entrepreneurs to create wealth as compassionate capitalists.  37 Angels is a community of women investors committed to funding early stage start-ups.  Every 2 months, they bring amazing entrepreneurs to pitch to their angel investor network, filtered from 400 startups they see every cycle.   Karen dusted off this interview from 2020 to showcase the amazing economic power and impact Angela Lee has generated with her thoughtful and informed approach to angel investing and her carefully cultivated growing community of angel investors. Angela shares her journey to become an angel investor, the passion and purpose behind starting 37 Angels 8 years ago, and the 4 Ps of evaluating a startup investment deal. They must be doing something right -- over 75 portfolio companies have generate over 13 positive exits for their investors.    Learn More at http://www.37angels.com/  and sign up for an upcoming boot camp or pitch event.    Get Karen's book to get started with angel investing and expand your horizons by joining in with 37 Angels.  Karen Rands is leading the Compassionate Capitalist Movement and is a catalyst for funding innovation with her best selling finance education book:  Inside Secrets to Angel Investing.  Learn more about Karen's book at http://InsideSecretsToAngelInvesting.com  Learn how Karen helps investors screen deals, syndicate, and conduct due diligence at http://karenrands.co  Watch as a video:  https://youtu.be/yqepjHX5NM0 Please Subscribe, Share, and Rate and help spread the word about The Compassionate Capitalist Movement. Find this podcast series on all major platforms including Apple, Google, Amazon, Stitcher, Tune-In, Spotify and Pandora. 

Karen Rands is joined by Pharmacist by Day - Real Estate Investor by Night - Ryan Chaw, who is well on his way to becoming a self made millionaire by the age of 28 through real estate investing, with the intention to use that wealth to invest in innovation that he is passionate about.   Today you will learn how  - How he used college town investing and targeted advertising to create a 6 figure rental portfolio in California (even during COVID), where most houses are overpriced and cash flow is limited. - How he created a reliable system for self-managing 6 single family homes while still working my full-time pharmacist job. (It involves attracting high quality tenants, tenant empowerment, and creating the right team.) - The (completely avoidable) mistakes that cost him over $30K on my first investment...and how new real estate investors can make sure to avoid them. - And the motivation that keeps him striving to become a true Compassionate Capitalist.  To connect with Ryan and get his free Real Estate Investor Hacks eBook - CLICK: www.newbierealestateinvesting.com/guide Karen Rands works with entrepreneurs seeking strategies and capital to do scale.  She works with solo angel investors seeking assistance in screening deals and syndicating with other investors, angel groups and venture funds.   As the author of the best selling 'primer' on Angel Investing, she is routinely called upon to apply her knowledge and experience to complex situations.   This podcast is the megaphone to spread the word about wealth creation through funded innovation - The Compassionate Capitalist Movement.   Learn More: http://karenrands.co Get the Book: Inside Secrets to Angel Investing http://InsideSecretsToAngelInvesting.com 

Karen Rands, the leader of the Compassionate Capitalist Movement, shares an update on her historic and popular podcasts Pt. 1 & Pt. 2 The Black Prosperity Story originally recorded in 2020.  To listen to the two part series click below or find them on your favorite podcast channel as sequenced podcast after this show. Compassionate Capitalist: The Black Lives Economic Story: Past, Present, Future. PT1 https://www.karenrands.co/compassionate-capitalist-the-black-lives-economic-story-past-present-future/ Compassionate Capitalist: The Black Lives Prosperity Story: Past, Present, Future PT2 https://www.karenrands.co/compassionate-capitalist-the-black-lives-prosperity-past-present-future-pt2/ Platform to listen & subscribe Apple: http://bit.ly/KYR-Itunes Stitcher: http://bit.ly/KYR-Stitcher Pandora: http://bit.ly/KYR-pandora Amazon: http://bit.ly/KYRamazonmusic Google: http://bit.ly/KYR-GooglePod Links referenced in the podcast.  Google Black Founders fund https://startup.google.com/blackfoundersfund/ Crunchbase Article - Venture Funding to Black Startups Quadrupled https://news.crunchbase.com/news/something-ventured-funding-to-black-startup-founders-quadrupled-in-past-year-but-remains-elusive/ Wells Fargo Bank Investment in Black Owned Banks https://www.washingtoninformer.com/wells-fargo-completes-investments-in-13-black-owned-banks-fulfilling-50-million-pledge-made-in-2020/ Apple Black Founder Camp https://www.apple.com/newsroom/2021/02/apple-launches-inaugural-entrepreneur-camp-for-black-founders-and-developers/ Apple Racial Equity & Justice Initiative https://www.apple.com/newsroom/2021/01/apple-launches-major-new-racial-equity-and-justice-initiative-projects-to-challenge-systemic-racism-advance-racial-equity-nationwide/ Http://karenrands.co

How would you answer the question:  What would you do if you were given $100M no questions asked ?  How would you benefit the world with that gift that would compound the impact? That is what Karen was asked at a recent entrepreneur/investor event she attended.  Well not exactly.  Not the part about benefiting the world or compounding the impact.  That is just how she thinks.   As the founder of the Compassionate Capitalist Movement, it is on her heart to leave a legacy, her 'thumbprint' on the world, that amplifies wealth creation through increasing the available capital actively seeking qualified entrepreneur endeavors to invest in and produce a multiple on that money so that it can be reinvested again and again and again.  In this episode, Karen talks about the Compassionate Capitalist Movement, and the actions she would take, the programs she would create, and types of projects she would lead investment in if she was blessed with such a financial gift (or investment, or sponsorship) whether $100M, $10M, $1M or even $100K.  An investment in her vision for the Compassionate Capitalist Show as the megaphone for the Compassionate Capitalist Movement would accelerate the delivery of education, workshops, deal syndication, and wealth for the entrepreneurs and investors that join. Referenced in the podcast: ThumbPrint on the World: http://bit.ly/KCHthumb Land Betterment Corporation: https://bit.ly/CCSBetterment Vertical Farming Green Eden: https://bit.ly/CCSEden Get the Book: http://bit.ly/AngelInsideSecrets Leave a Book Review: https://amzn.to/3HDbIKo Leave a Reviw or Testimony for Karen: https://bit.ly/KYR-review Sign up for Karen's video tidbits of wealth: http://bit.ly/CCCB-signup Watch on Youtube. https://youtu.be/ZUXZ6W31W4g

Donna Griffit, the Corporate Storyteller, joins Karen Rands on the Compassionate Capitalist Show to share the why, what, & how of pitching investors and compelling them to invest in your company, innovation & opportunity. In this segment, Karen and Donna enthusiastically discuss the Art and the Science of pitching investors.   They talk about what must be in a pitch deckWhy -- vision statement, passionWhat -- what is your product -- we do x for y for zHow -- demo within a user story.  Do you know what the language of love is for Investors? Do you know the formula for delivering a pitch that predictable in its success but unique to your opportunity? How do you create FOMO with investors (Fear of Missing Out)?Is there a difference to delivering a pitch online vs in person? Is pitching investors in Silicon Valley different than the rest of the world? How can women pitch male investors and have a positive outcome? Listen to hear the answers to each of these thought provokers. Donna Griffit,  Corporate Storyteller, has worked globally for over 16 years with Fortune 500 companies, Start-Ups, and investors in a wide variety of industries. Through her guidance, clients have raised over a billion dollars.  She was recently featured on Forbes, where she explained how she has helped female founders raise millions from investors.  According to The Next Web, Donna is in the top 100 of the best tech & business women speakers.For more information visit http://donnagriffit.com Watch on Youtube:  https://youtu.be/yCgjASWKS78Karen Rands, the leader of the Compassionate Capitalist Movement and author of the Best Seller, Inside Secrets to Angel Investing, is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Visit http://KarenRands.co to learn how to hire her firm to identify the red flags of deal before you invest or try to raise capital. Subscribe & Share this podcastCheck out the book and get 12 of the 46 Inside Secrets Free http://InsideSecretsToAngelInvesting.comWith your purchase of the book, you get access to Karen's resource portal for investors. SOCIAL MEDIA:http://twitter.com/karen_rands http://facebook.com/theKarenRandshttp://instagram.com/compassionatecapitalisthttp://linkedin.com/in/karenrands

Karen Rands, host of the Compassionate Capitalist Show, is joined by Vernon Lee, Jr., co-founder and managing partner of The Marathon Fund to talk about the shift in paradigm toward the realization that diverse founders of funded startups outperform traditional venture  backed companies led by white male founders.  The data is clear but the process for diverse founders to get funding to get started is muddy. The good news is that conversations started pre-2020 helped to shine the light on the challenges for access to capital for diverse founders that crystalized in 2020 and opened up the doors for more dedicated funding allocation in corporate equity, venture, and angel funds.  Karen & Vernon dig into the topic and discuss the elevation and availability of capital for underserved for companies from start to growth stage: past, present & future.Mr. Vernon Lee, Jr is a Partner and Co-Founder of The Marathon Fund, an early-stage equity fund primarily investing in high-growth innovative businesses. The fund aims to deploy capital with exceptional entrepreneurs that have been historically underrepresented (Black, LatinX, Women, Disabled, Veterans, and LGBTQ) in the institutional private capital markets. Mr Lee is also a member of the Global Impact Fund II investment committee.  Mr. Lee previously chaired the Venture Capital Access Program (VCAP), a partnership between The Marathon Foundation, Harvard Business School Alumni Angels of New York (HBSAANY), and the National Association of Investment Companies (NAIC). He is also a judge for the i.Invest National Youth Business competition and Startup Runway pitch competition. For more information please visit:  www.themarathonfund.comWatch Interview: https://youtu.be/W4gTH3ZIgaQKaren Rands, the leader of the Compassionate Capitalist Movement and author of the Best Seller, Inside Secrets to Angel Investing, is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Visit http://KarenRands.co to learn why Investors hire her firm to identify the red flags of deal before you invest or try to raise capital, and entrepreneurs trust her to advise and manage on their capital campaign. SOCIAL MEDIA:http://twitter.com/karen_rands http://facebook.com/theKarenRandshttp://instagram.com/compassionatecapitalisthttp://linkedin.com/in/karenrands

Fear is the biggest killer of momentum and a sneaky thing that lingers in the dark recesses of our hearts and minds to limit our subconscious belief that we can achieve what we have set out as our 'big thing' with the business we are starting or growing. Investors often can check all the right boxes when it comes to evaluating the potential of a business investment, with the one big variable that can't be predicted: "Does (Do) the Founder(s) have what it takes to LEAD the company to a profitable exit?" Karen Rands talks with Joe Evangelisti about the entrepreneur mindset and how founders can identify the barriers to their personal and business success so they can pivot mentally and business wise to reach their full potential. During their discussion, they will explore the benefits of hiring coaches and turning to mentors as a way to  make the mindset shift to become fearless and why it is an important budget line item for entrepreneurs, executives, and investors to help mitigate the risk of a startup and high growth company. Joe Evangelisti is an experienced entrepreneur, host of The Legacy Blueprint Podcast, and a high-performance coach, logging over 5000 hours of coaching entrepreneurs and business professionals on making life-changing transformation and become fearless in their pursuit of success.  Learn more at JoeEvangelisti.com and legacybuilder.coach Karen Rands, the leader of the Compassionate Capitalist Movement and author of the Best Seller, Inside Secrets to Angel Investing, is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Visit http://KarenRands.co to learn how to hire her firm to identify the red flags of deal before you invest or try to raise capital. Subscribe to this podcast and give us the thumbs up. Watch this episode: https://youtu.be/tpbNeKhEYAE

Key Takeaways:Surf Ranch discussion around the whole experience of the eventPlaying competitive volleyball at StanfordTaking an MBA to really find out what Brian is interested inWhat is Crosscut VenturesSense of the emerging future for Los AngelesJust as entrepreneurs tweak their business and their business models, so do Venture Capital funds. The smartest / best VCs stay relevant to entrepreneurs by differentiating their capital.How we show up is more important than what we accomplishFlow and let go mindsetQuotes:All these things I face, I was just carrying the weight of this world. And it was so much about the next achievement instead of being able to stop and say, "You know what, I've achieved enough, like to what end you have to keep grinding?" And I was grinding. In a moment of clarity, I said, "Okay, how do I instead wake up and live in joy every single day?" "How can I wake up content with what I've done?" I'm not saying I'm stopping. I'm still competitive, but content in what I've done and realizing that how I show up is more important than what I accomplish." - Brian Garrett"Don't take any day for granted. It can end in a blink of an eye."- Brian Garrett, co-founder of Crosscut Ventures"How I show up is more important than what I accomplish." - Brian Garrett, co-founder of Crosscut Ventures"I'll take true domain and in the trenches experience, even if it's failed experience over pedigree any day." - Brian Garrett, co-founder of Crosscut VenturesLinks Mentioned:Kurt's Twitter – https://twitter.com/kurtydKurt's Instagram – https://www.instagram.com/kurtyd/Kurt's LinkedIn – https://www.linkedin.com/in/kurtdaradicsKurt's newsletter – https://www.kurtyd.com/Rate the podcast – https://ratethispodcast.com/kurtydBrian's LinkedIn – https://www.linkedin.com/in/briangarrett1/Brian's Twitter – https://twitter.com/brianmgarrettThe Inertia's Instagram - https://www.instagram.com/theinertia/Crosscut's Website – https://crosscut.vc/

Karen Rands, host of the Compassionate Capitalist Show, is joined by Vernon Lee, Jr., co-founder and managing partner of The Marathon Fund to talk about the shift in paradigm toward the realization that diverse founders of funded startups outperform traditional venture  backed companies led by white male founders.  The data is clear but the process for diverse founders to get funding to get started is muddy. The good news is that conversations started pre-2020 helped to shine the light on the challenges for access to capital for diverse founders that crystalized in 2020 and opened up the doors for more dedicated funding allocation in corporate equity, venture, and angel funds.  Karen & Vernon dig into the topic and discuss the elevation and availability of capital for underserved for companies from start to growth stage: past, present & future. Mr. Vernon Lee, Jr is a Partner and Co-Founder of The Marathon Fund, an early-stage equity fund primarily investing in high-growth innovative businesses. The fund aims to deploy capital with exceptional entrepreneurs that have been historically underrepresented (Black, LatinX, Women, Disabled, Veterans, and LGBTQ) in the institutional private capital markets. Mr Lee is also a member of the Global Impact Fund II investment committee.  Mr. Lee previously chaired the Venture Capital Access Program (VCAP), a partnership between The Marathon Foundation, Harvard Business School Alumni Angels of New York (HBSAANY), and the National Association of Investment Companies (NAIC). He is also a judge for the i.Invest National Youth Business competition and Startup Runway pitch competition.  For more information please visit:  www.themarathonfund.com Watch Interview: https://youtu.be/W4gTH3ZIgaQ To learn more and connect with Karen Rands, go to http://karenrands.co

Donna Griffit, the Corporate Storyteller, joins Karen Rands on the Compassionate Capitalist Show to share the why, what, & how of pitching investors and compelling them to invest in your company, innovation & opportunity. In this segment, Karen and Donna enthusiastically discuss the Art and the Science of pitching investors. They talk about what must be in a pitch deck. Do you know that the language of love is for Investors? Do you know the formula for delivering a pitch that predictable in its success but unique to your opportunity? How do you create FOMO with investors (Fear of Missing Out)? Is there a difference to delivering a pitch online vs in person? Is pitching investors in Silicon Valley different than the rest of the world? How can women pitch male investors and have a positive outcome? Listen to hear the answers to each of these thought provokers. Watch on Youtube: https://youtu.be/yCgjASWKS78 Donna Griffit, Corporate Storyteller, has worked globally for over 16 years with Fortune 500 companies, Start-Ups, and investors in a wide variety of industries. Through her guidance, clients have raised over a billion dollars.  She was recently featured on Forbes, where she explained how she has helped female founders raise millions from investors. For more information visit http://donnagriffit.com Karen Rands is an authority on creating wealth through successful entrepreneurism, and investing in companies that can scale and succeed.  Critical to that is the ability to attract capital to start and grow.  Learn about the programs and services that Kugarand Capital Holdings offers to entrepreneurs and investors, visit http://karenrands.co  Please Share & *****  

Nev compassionately answers an internet trolls claim that there is no such thing as a compassionate capitalist. He explains how to ACT like a compassionate capitalist using his ACT framework.

What You'll Learn From This Episode: To pursue and understand your potential Learning 'radical humility' Applying the effective "5 daily practices" Related Links and Resources: I actually would like everyone to have my book for FREE; I will sign it, I will ship it, I will pay for the book and shipping for everyone. If you don't the shipping, you can have the eBook or audiobook. Specifically email me at david@dmeltzer.com or go to www.dmeltzer.com. I answer everything myself & I would love to send a sign copy of my book, paid for & shipping for you to change your life. To allow you to enjoy the consistent, persistent, pursuit of your potential. Summary: David Meltzer is the Co-Founder of Sports 1 Marketing and formerly served as CEO of the renowned Leigh (“Lee”) Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire. David has been recognized by Variety Magazine as their Sports Humanitarian of the Year and awarded the Ellis Island Medal of Honor. He is also the Executive Producer of the brand-new Bloomberg and Amazon Prime television series 2 Minute Drill.His life's mission is to empower OVER 1 BILLION people to be happy! This simple yet powerful mission has led him on an incredible journey to provide one thing…VALUE. In all his content, and communication that's exactly what you'll receive. As part of that mission, for the past 20 years, he's been providing free weekly trainings to empower others to empower others to be happy. Here are the highlights of this episode: David's clients are mostly someone who wants to pursue or understand their potential and at the same time, enjoy the consistency in utilizing this in daily practices and values. He helps them identify their ego; instead of resist it, understand it. He believes that you are healthy, wealthy, and worthy. David helps you shift to paradigm and get rid of what's interfering of what you're already are. When you feel that certain 'triggers' that are getting in the way of your professional and personal growth, the ability to make more money, help more people and have more fun, then David he's the person you can reach out to and he's happy to help in any capacity that he can. The easiest way to get to where we want to be is find somebody in this situation that's already where we want to be and ask for directions. The number thing David teaches is applying 'radical humility' and that's by asking for help; you'll be accelerating and growing at an exponential rate. He stated "don't pay the dummy tax yourself." He also shared with us the greatest lesson that David learned is to utilize the 5-daily practices. You need to know your "WHAT" - you need to know what you want from your personal experience in giving and receiving, know your "WHO" as what we he discussed earlier (Who can I help? Who can I get help from?), know your "HOW" - how am I going to get it done & know your NOW by prioritizing what's important in accordance to your WHAT, WHO & your HOW. Then apply your WHY - you can learn to love everything, you don't need to love everything you do, learn to love all the things that you do. Learn to love what you do by knowing your WHAT, your WHO, your HOW, your NOW and your WHY.  David's Valuable Free Action (VFA): David says that a lot of people tries to outthink their feelings. Logic will not change your emotions or feelings - ACTION will. The action that he teaches is to be kind to your future self by doing good deeds. If you have any of the triggers, go ahead and take action to be your better self or do higher things. Something like pick up the trash for someone, smile at someone or even hug them. It's amazing, the power of the truth, the power of abundance, the power of doing good deeds.

Karen Rands uses her 20+ years of experience coaching entrepreneurs and working with investors to speak about compassionate capitalism and the economic impact of entrepreneur / investor ecosystems. Karen wrote the best-selling book Inside Secrets to Angel Investing explaining how to invest in entrepreneurs so that people can create wealth and share in the success of entrepreneurs without all the risks. Karen says that the greatest wealth - generational wealth - comes from growing a successful business. The second greatest source of wealth creation comes from investing in those successful businesses. You heard the terms Crowd Funding, Angel Investor, Silent Partners, or Business Equity Owners and wonder how to create wealth from the success of an entrepreneur's funded innovation and passion? Karen started the Compassionate Capitalist Movement to fund innovation, create jobs, and create wealth for the entrepreneurs and investors You can get a copy of Karen's book here: http://www.insidesecretstoangelinvesting.com Learn more about Karen and her Compassionate Capitalist movement on her website: http://www.insidesecretstoangelinvesting.com

When you think of the word “capitalism”, what comes to mind?  Maybe you have a mental image of high-powered businessmen strutting around their offices, or ridiculously wealthy CEOs bathing in their money. In some cases, you'd be pretty spot-on.  Capitalism has earned a bad reputation over the past forty years, and for good reason. The lure of a few extra dollars (or a few million) has caused its fair share of social issues, beginning with the idea of a money bath.  We've seen wealthy people get wealthier, poor people suffer, and middle-class people endure a serious struggle over the housing vs. avocado on toast dilemma.  What if the problem isn't with capitalism itself, but with the way it has been structured, used, and abused?  (Well, that and the price of avocados…) The truth is that capitalism wins when we work towards solutions for the world's problems. It's even better when we don't feel guilty for reaping the rewards.  If we think of capitalism as a tool we can use to build a brighter future, we might feel a little better about enjoying its benefits. We'll be able to enjoy the process of refining it WITHOUT sacrificing the small luxuries we work so hard to earn.  The thing about tools is that they only work well when they're in mint condition. Granted, they all get bent out of shape eventually, but that doesn't mean they can't be fixed. All they need is a little anti-rust treatment to keep them looking shinier than freshly-minted silver coins... And you'll find just the thing in my latest podcast!  In this solo edition, I share my views on capitalism in business, and how you can have too much of a good thing. (Even if that good thing is as delicious as a combination of peanut butter and chocolate.)  Tune in to hear all about… The positive side of capitalismThe difference between constructive capitalism and greed The value in taking care of people My ultimate guilty pleasure  Why you should listen:  This topic is evergreen, and it's especially relevant right now. With the right attitude, we can carry on building (and rebuilding) a system that works for generations to come. If you're keen to be part of the shift towards compassionate capitalism, you'll find a few interesting insights in this episode.  Links  www.nevharris.com  You can quote me on that:  “When we're helping other businesses, and we're helping ourselves make more money and our employees make more money, that allows us to be bettering the community.” Like what you hear?  Please leave me a review here - I'm accepting payment in stars!

www.TheBuildingBusinessPodcast.comKaren Rands formed the Compassionate Capitalist Movement to fund innovation, create jobs, and create wealth for entrepreneurs and investors.  From her perspective, the greatest wealth, generational wealth, comes from growing a successful business or from investing in successful businesses.Karen uses her 20+ years experience coaching entrepreneurs and working with investors to speak about compassionate capitalism and the economic impact of entrepreneur / investor ecosystems.   She is the author of Inside Secrets to Angel Investing, a best-selling book on how to invest in entrepreneurs so that people can create wealth and share in the success of entrepreneurs without all the risks.  In addition, Karen is the podcast host of the Compassionate Capitalist Show. In this episode, we discuss Karen's journey from corporate America, to learning about angel investing, to educating others about angel investing.  In addition, Karen shares her entrepreneurial tip: do a business plan to answer the question "is it worth it?"Learn more about Karen and her Compassionate Capitalist movement:Website: Kugarand Capital Holdings / The Compassionate Capitalist ShowLinkedIn: Karen RandsInstagram: Karen RandsFacebook: Karen RandsTwitter: Karen Rands YouTube: The Compassionate Capitalist MovementBook: Inside Secrets to Angel Investing

Karen Rands experience with finance and innovation started with her career at IBM and the many projects she was involved in to introduce IBM's innovations to the market and to finance the dot.coms that wanted to do business with IBM. However, it wasn't until she left IBM that she discovered the secret world of angel investing and how startups get started. With the release of her best selling book, Insides Secrets to Angel Investing, and the syndication of her podcast The Compassionate Capitalist Podcast©, Karen has the methods and means to create and lead the Compassionate Capitalist Movement™ and be the catalyst for true economic democratization of the capital markets and the American Dream. Join me in this podcast to learn a great way for executives and business owners to get involved in the leading edge of innovation without the actual risk of starting a brand-new venture. You might find a nice M&A deal if the marriage goes well, and you will get an insiders look at the dynamics and forces acting on the leading edge of innovation. You can find out more at https://karenrands.co

This interview is a follow-up from the episode of DRIVE we did a few months ago. To check out that episode, please look HERE. David is a true inspiration and is passionate about helping others. He calls himself the Compassionate Capitalist, and he truly lives that. David has been a mentor to me and has taught me to give 100 and ask for 20.

Tom Douglas has been cooking Northwest cuisine since 1984, opening his first restaurant, Dahlia Lounge, in 1989. For the last 30 years, he's made a name for himself opening 13 full-service restaurants, an event space, a cooking school, cater company, and product line all under the Tom Douglas. Tom is also known for being a wine collector, author, and radio show host . This 2012 James Beard Outstanding Restaurateur can be found at any of his restaurants on a given day putting in the work along with 1000 of his co-workers to create a successful restaurant group Show notes… Favorite Success Quote or Mantra. "Deliciousness served with graciousness."  In this episode with Tom Douglas, we discuss:  What graciousness looks like according to Douglas. The value in enjoying the craftsmanship in food.   How the work ethic you bring can change others.  How there is a trend in Seattle of undervaluing food.  Why Tom recommends no one open a business until their 30's. Never taking family's money who can't afford it.  What Tom did wrong in his first business: not leaving any operating capital.   Opening restaurants near one another so you can continue to have a presence at each while scaling.   As you become more successful, never losing sight of how important your early partners and investors were to your success. Don't get greedy when the time comes to pay them back.  Structuring your partnerships with buy out plans in the beginning and clearly defined roles.  Being ready for and forecasting all possible expenses, especially if you agreed to a triple net agreement.  Once in the position, only open additional restaurants when you have your own cash to invest.   How scaling has much to do with recognizing roles, knowing who best for each role, and who wants the role. How being the best often stems from recognizing that you're not the best.  While loyalty is a important, not letting it overrule decisions when it comes to finding the best person for a job.  Certain challenges that come along with Seattle City Council regulating policies.  Your responsibility to take care of your community as a business owner.   Today's Sponsor Soundtrackyourbrand.com  Lets You Play 250 Music Channels Guaranteed to Fit Any Type of Business. An Easy-To-Use Dashboard Lets You Find Great Music, Control All Your Locations and Schedule Your Sound. wisetail.com, A Premier Learning Management System, Wisetail Grew Up Alongside Some of the Most Recognizable Restaurants In the Industry. This Has Helped Shape Their Product and its Functionality Through Real-World Feedback and Rigorous Testing.     Knowledge bombs Which "it factor" habit, trait, or characteristic you believe most contributes to your success? Effort. What is your biggest weakness? Age What's one question you ask or thing you look for during an interview? Look for people who want to "take care of the village."  What's a current challenge? How are you dealing with it? Labor.  Douglas is dealing with this challenge by being willing to train and take on staff with little to no skill.  Share one code of conduct or behavior you teach your team. Respect your team.  What is one uncommon standard of service you teach your staff? Serve and take care of your team and they'll serve your guest. What's one book we must read to become a better person or restaurant owner? GET THIS BOOK FOR FREE AT AUDIBLE.COM  Read cook books to get inspired to be the best cook you can be.  Share an online resource or tool. Big Tray What's one piece of technology you've adopted in your restaurant and how has it influence operations? Digital Signage. If you got the news that you'd be leaving this world tomorrow and all memories of you, your work, and your restaurants would be lost with your departure with the exception of 3 pieces of wisdom you could leave behind for the good of humanity, what would they be? Have friends and treating them with grace. Respect. Community. Contact Info HotStoveSociety.com  Tomdouglas.com Thanks for Listening! Thanks so much for joining today! Have some feedback you'd like to share? Leave a note in the comment section below! If you enjoyed this episode, please share it using the social media buttons you see at the top of the post. Also, please leave an honest review for the Restaurant Unstoppable Podcast on iTunes! Ratings and reviews are extremely helpful and greatly appreciated! They do matter in the rankings of the show, and I read each and every one of them. And finally, don't forget to subscribe to the show on iTunes to get automatic updates. Huge thanks to Tom Douglas for joining me for another awesome episode. Until next time!   Restaurant Unstoppable is a free podcast. One of the ways I'm able to make it free is by earning a commission when sharing certain products with you. I've made it a core value to only share tools, resources, and services my guest mentors have recommend, first. If you're finding value in my podcast, please use my links!

Buckhead Business Show - Access to Capital for Entrepreneurs, Compassionate Capitalism and Local Community Publications Maria Peck New Role to Helm ACE's Hispanic Initiative Access to Capital for Entrepreneurs Inc. Maria Peck, previously the director of the ACE Women's Center, will lead one of ACE's biggest projects slated to begin this year. Peck will lead the nonprofit's Hispanic initiative, starting in the Gwinnett area. “After three years of serving in the community as director of the ACE Women's Business Center, I'm eager to have an impact on the local Hispanic community's business growth by helping provide better access to capital,” says Peck. “I look forward to watching firsthand the tangible outcomes that can result from a business owner's infusion of capital.” Peck's focus will be on providing access to commercial loans of $50,000 and greater and being visible in the Hispanic community by giving presentations and collaborating with other organizations. Peck started working at ACE as a microlender after working with ACCION USA (a national microlender), owning her own business, and gaining more than 15 years of sales and marketing experience in Atlanta and New York. About Access to Capital for Entrepreneurs Inc. (ACE) ACE is a 501(c)(3) nonprofit and CDFI loan fund that provides loans and business consulting services to help borrowers throughout Metro Atlanta and North Georgia create and grow stable, sustainable businesses that generate jobs. Founded in 1999, ACE has loaned more than $39 million to about 725 entrepreneurs, which has created or saved more than 6,200 jobs in Georgia. Topics to Discuss: What does your new role as entail/what will you be doing? Tell us about ACE's Hispanic Initiative. What communities/cities/counties will you be working with? Tell us more about what types of loans ACE provides to entrepreneurs? Also, upcoming events: Set Your Financial Goals! For Business Owners ACE Women's Business Center, July 22 - 9:30 to 11:00 a.m. Small Business Access to Capital ACE Women's Business Center, July 27 - 10:00 to 11:30 a.m. Mega Accelerator Cobb Galleria, July 29 - 8:00 a.m. to 4:00 p.m. Web Site / Social Media Links: www.AceLoans.org https://www.facebook.com/Access-to-Capital-for-Entrepreneurs-62353856833/ https://twitter.com/aceloans Karen Rands Kugarand Capital Holdings, LLC Karen Rands is a Venture Catalyst, a Compassionate Capitalist, Economist, Investor, and Entrepreneur. She is the Leader and Advocate for the Compassionate Capitalist Movement. She believes entrepreneurism is the greatest source for wealth creation. You don't have to be a successful entrepreneur to create generational wealth if you can learn how to invest in those companies that have the potential to be the next big thing, according to Karen. With the recent deregulations, investors of all types have the opportunity to own a piece of an up & coming successful company before they go public or get acquired by a bigger company. Karen has been described by some as a dominant force in the entrepreneur and investor markets with her blog, published articles, frequent speaking engagements, and her Compassionate Capitalist radio show. She has been a frequent speaker and mentor within numerous Small Business and Economic Development initiatives and was the recipient of the Advocate of the Year award in 2016 at the Flight to Freedom Summit in San Ramon, California, for her work to promote Compassionate Capitalism. Karen left the corporate world over a decade ago, having been involved with many product launches, to pursue her passion for seeing innovation funded and to help the entrepreneur and investor community she served create thriving businesses. Karen immersed herself in the world of angel investing, first as the protégé to the founder of the Network of Business Angels Topics to Discuss: Compassionate Capitalism - creating a movement