Podcasts about early stage companies

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Jane Thompson, Director of Strategic Accounts at Big Panda. They discuss the intricacies of managing strategic accounts in B2B sales. Highlights include essential characteristics for reps, such as thinking in terms of value, having confidence and courage, understanding the customer's organization, and translating technical capabilities into business outcomes. The conversation also covers the importance of internal support, effective compensation structures, and the critical timing for scaling accounts in startups. Jane shares her experiences and insights on what makes a successful strategic accounts manager, while the hosts emphasize the pitfalls of transitioning reps without the right skill set into strategic roles.ADDITIONAL RESOURCESLearn more about Jane Thompson: https://www.linkedin.com/in/jane-thompson-5aa940/Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:58] Understanding Strategic Accounts[00:03:06] Navigating Organizational Structures[00:05:16] The Importance of Value in Sales[00:11:17] Characteristics of Successful Strategic Account Reps[00:21:30] Building Relationships and Trust[00:29:50] Challenges and Pitfalls in Strategic Account Management[00:31:20] Managing Strategic Accounts Effectively[00:32:33] Common Mistakes in Scaling Startups[00:33:13] Effective Strategies for Major Accounts[00:34:36] Challenges with Strategic Account Management[00:37:20] Organic Growth in Early-Stage Companies[00:39:19] The Importance of Strategic Reps[00:56:00] Compensation and Incentives for Strategic RepsHIGHLIGHT QUOTES"If you're curious, you know how to map very quickly; you have to know the top three value drivers.""You need people who can get others to want to, when they don't have to.""You can't put a tactical leader on top of a strategic account.""Most importantly is understanding the organization first and foremost. How is the company structured?""You need to start high and work your way down to find the power base."

Rick Smith, multi-time CFO, founder of Bonfire Advisory, and author, joins CJ to discuss the complexities and nuances of the CFO role in venture-backed companies. They delve into the dynamics of the CEO-CFO relationship and examine the qualities CEOs think they want in a CFO versus what they need. Rick introduces the concept of “The triangle of doom” that exists between the CEO, the CFO, and the board, and how to navigate situations when forced to pick sides. Having been a CFO of five different organizations across industries and stages, Rick then explains how he categorizes company stages relating to CFO needs. As the founder of Bonfire Advisory, Rick talks about how founders can set themselves up for financial success before they need a full-time CFO and breaks down some of the most common mistakes early-stage companies make.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.—FOLLOW US ON X:@cjgustafson222 (CJ)LINKS:Demystifying the Role of the CFO in Venture and Growth Stage Companies - https://www.amazon.com/Demystifying-Role-CFO-Venture-Companies/dp/B0DS9KF2C8Rick Smith on LinkedIn - https://www.linkedin.com/in/rick-smith-906939/—TIMESTAMPS:(00:00) Preview and Intro(02:13) Sponsor – Tropic | NetSuite | Planful(06:49) The Challenges of the CFO-CEO Relationship(12:59) What CEOs Think They Want in a CFO Versus What They Need(17:46) Sponsor – Subscript | Rippling Spend | Vanta(21:21) Hatred of Failure and Personal Accountability(24:38) Establishing Trust With a New CEO(28:21) Navigating Ethics When the CEO Is Dishonest(32:54) Picking Sides Between the Board & CEO(36:42) How To Exit When You Disagree With the CEO(38:19) Categorizing Company Stages(41:21) Why Early-Stage Companies Should Have Fractional CFOs(43:51) Common Mistakes for Early-Stage Companies(48:49) The Types of CFOs You Need at Different Stages(53:14) What Rick Likes About Working With Series A and B(54:54) Rick's Book(57:15) Anecdotes From Rick's Career(01:00:47) Long-Ass Lightning Round: Leases(01:04:49) Advice to Younger Self(01:05:38) Rick's Recommended Tech Stack(01:08:54) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In today's episode of the Grow Your B2B SaaS podcast, host Joran Hofman sits down with Andrew Davis, the CMO at Paddle, to explore how to hire your first marketing leader for a B2B SaaS Startup. In this comprehensive guide, they dive into the critical relationship between founders and their first marketing hire. Andrew shares valuable insights on building a successful founder-marketer relationship, a topic that continues to resonate with many B2B SaaS founders. Having been both a founder and a marketer, Andrew offers a unique perspective on the dynamics and challenges faced by both parties. This episode is a must-listen for any founder looking to hire their first marketing professional and establish a successful partnership. Key Timestamps (0:00) - Introduction and Marketing Challenges (1:36) - Andrew's Background and Experience (2:38) - Challenges and Pitfalls in Marketing (4:05) - Benefits of Diverse Input in Marketing (4:16) - Why Marketing is Scary (6:02) - When to Hire Your First Marketing Person (7:07) - Trigger Points for Hiring a Marketer (8:52) - Understanding the Founder's Burden (12:02) - Marketers' Challenges in Early-Stage Companies (13:32) - Transitioning Marketing Strategy (15:28) - Go-to-Market Motion and Founder-Marketer Relationship (17:48) - Channels and Tactics in Marketing (20:02) - The Importance of Benchmarking (23:52) - The Importance of Fit in Hiring (26:02) - Complementary Skills in Hiring (27:15) - Building Trust in the Relationship (28:14) - Trust Formula Explanation (30:30) - Advice for SaaS Founders at Different Stages (31:01) - Importance of Insight Over Cash

In this episode, entrepreneur and marketing leader Sarah Hardwick shares her journey of building a successful values-driven business. She discusses the importance of finding purpose in work and how it leads to true fulfillment. Discover Sarah's strategies for raising over $140 million through crowdfunding and how she built a global network of 800 brand ambassadors. Learn how transparency, community-building, and trusting your intuition can lead to lasting success. Whether you're an aspiring entrepreneur or seeking deeper fulfillment in your career, this episode is packed with insights to guide your path to success.About Sarah HardwickSarah Hardwick is a successful entrepreneur and marketing expert who raised over $140 million through crowdfunding, building a community of 19,000 investors. She founded Zenzi, the world's first values-driven marketing agency, and led its successful exit. As CMO of Aptera Motors, she transformed the company's branding and fundraising strategies. With a passion for aligning business with personal values, Sarah has inspired many through her focus on purpose-driven leadership and community engagement.Learn more here https://sarahhardwick.com/About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone.Please click here to learn more about Brad Sugars: https://bradsugars.com/Learn the Fundamentals of Success for free:The Big Success Starter: https://results.bradsugars.com/thebigsuccess-starter

Today on Equity, Rebecca Bellan sits down with Lisa Coca from Toyota Ventures during Climate Week NYC to discuss a key part of Toyota Ventures' $800 million portfolio - their Climate Fund. The fund's $300 million is laser-focused on climate innovation, but Coca says it casts a wide net beyond just mobility, backing startups from seed to Series A. So far, they've invested in companies like AM Batteries, which is cutting battery manufacturing costs by 40%, and Ecoletro, pioneers in green hydrogen production using hydropower.Together, Bellan and Coca are shedding light on the significant challenges in hydrogen, direct air capture, and methane reduction, and emphasizing that startups need to achieve cost parity with fossil fuels to drive real change.As always, Equity will be back with a news roundup on Friday. If you like what you hear, don't forget to leave us a review!  Equity is TechCrunch's flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes over at Simplecast. Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

In this episode, Amir hosts Jonathan Meyrowitz, Vice President of Talent and People at UP.Labs, to discuss the intricacies of hiring CEOs for early stage companies. They delve into topics such as the importance of deal dependency, the balance between hiring for the present versus future needs, and the unique context of venture studio operations at UP.Labs. Jonathan shares his experiences and insights, explaining their approach to finding the right CEO talent, including the importance of curiosity, responsiveness, and alignment with the company's ethos. The episode highlights the nuances and challenges in CEO recruitment, providing valuable takeaways for anyone involved in hiring at the C-level. Highlights: 01:44 Hiring CEOs for Early Stage Companies 02:10 Deal Dependency and CEO Selection 03:03 Hiring for Now vs. Later 08:21 The Importance of Culture and Ethos 09:59 Storytelling in CEO Recruitment 15:12 Best Practices for CEO Hiring Guest: Jonathan Meyrowitz is the Vice President of Talent and People at UP.Labs, where he focuses on building high-performance teams and driving talent strategies for early-stage companies. With a background in executive search and recruitment, Jonathan has deep expertise in hiring top leadership and aligning talent with organizational goals. His experience spans across multiple industries, and he is known for his strategic approach to scaling teams in venture-backed startups. Jonathan is passionate about fostering growth and supporting founders through talent acquisition and leadership development. LinkedIn: https://www.linkedin.com/in/jonathanmeyrowitz/ ----- Thank you so much for checking out this episode of The Talent Tango, and I would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

In this episode of the podcast, Amir is joined by Jesse Sacks, the Head of Talent and People at Starshot Ventures. Jesse shares his experiences and insights on the operational aspects of managing talent, including reporting structures, building effective processes, navigating employment contracts, and legal alignments. He also provides valuable advice on achieving operational efficiency, understanding equity, and integrating deeper into the business to drive significant impact. This episode offers practical guidance for both emerging companies and professionals in the talent and people sector. Highlights: 01:33 Early Stage Startups and Talent Reporting Structure 03:21 Balancing Structure and Process in Talent Management 04:51 Operational Efficiency in Early Stage Companies 06:42 Understanding the Business for Talent Leaders 09:56 The Role of Chief People Officers 12:42 Legal Aspects in Talent Management 16:31 Equity in Startups: A Deep Dive Guest: Jesse Sacks is the Head of Talent and People at Starshot Ventures, where he oversees talent management, operational efficiency, and legal alignments. With a deep understanding of equity, reporting structures, and process building, Jesse is focused on integrating talent strategies into the broader business framework to drive significant impact. He brings valuable experience in managing the operational aspects of talent across early-stage startups and is dedicated to fostering effective processes that align with company goals. LinkedIn: https://www.linkedin.com/in/jessesacks/ ----- Thank you so much for checking out this episode of The Talent Tango, and we would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

In this episode, the host interviews Jen Kodner, a Talent Partner at Threshold Ventures and DFJ Growth, to discuss best practices and challenges in leadership hiring for startups. They explore the importance of finding the right leadership fit for different growth phases, professionalizing key functions, and balancing the hands-on approach required at early stages. Jen shares insights on the dynamics of player-coach roles, setting appropriate expectations for new hires, and the intricacies of delegating responsibilities from founders to new leaders. The conversation provides valuable advice for founders and those involved in talent acquisition at growing startups. Highlights: 02:56 Challenges in Leadership Hiring for Startups 03:54 Professionalizing Functions in Early-Stage Companies 04:45 The Role of Sales Leaders in Startups 06:31 Navigating Founder Expectations and Leadership Roles 17:29 Traits of Successful Leadership Hires Guests: Jen Kodner is the Talent Partner at Threshold Ventures and DFJ Growth, where she advises portfolio companies on strategies to identify, attract, and retain top talent. Before joining these firms in 2018, Jen was a Talent Partner at Box, where she also led recruiting efforts. With extensive experience in talent acquisition, Jen plays a crucial role in helping companies build world-class teams. LinkedIn: https://www.linkedin.com/in/jenkodner/ ----- Thank you so much for checking out this episode of The Talent Tango, and we would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Alex Shartsis, a seasoned expert in go-to-market strategy and execution for early-stage companies. Alex shares his extensive experience working with startups, highlighting crucial aspects such as hiring the right talent, setting realistic goals, and managing investor expectations. Randy and Alex discuss the significance of hiring competent sales leaders, the importance of revenue operations, and strategies for maintaining honest communication with investors. Listen as Alex shares valuable insights for technical founders navigating the complexities of scaling their businesses from seed to Series A and beyond.Quotes“I think that the thing that people forget is that there are people out there looking for jobs at startups, that are excited about that journey and want to go on that journey from the beginning. If you find the right person with the right mix of skills and who is looking for that, whatever problem you're solving will appeal to them. And you'll be able to recruit them against a Google, or a Facebook, or a Series B, or Series C company, because they want the added responsibility and they want to have a bigger impact than they would at a later stage company.” -Alex Shartsis [09:52]“The way I work with people on it is to really break things into smaller problems and turn it more into an engineering problem. Let's break this into its component parts, run two or three experiments, not all of them, not throw the whole thing out and do it all over again, but figure out what key areas we think are most broken and try and fix those, and maybe that unlocks the system functioning properly again. I mean, I think that's a way to run a business, you're just constantly innovating and making things a little bit better each day.” -Alex Shartsis [32:49]Expert Takeaways Hiring the Right Talent: Emphasize the necessity of engaging with customers firsthand before hiring sales personnel, and ensure the process of hiring is meticulous and involves checking references comprehensively.Set Realistic Goals: Founders should anchor their strategies in achievable goals and revise them based on the data collected over time to maintain credibility.Be Honest and Transparent: Keeping investors in the loop with realistic projections and being transparent about the progress helps build and maintain trust.Avoid Catastrophizing: Break down problems into smaller, manageable tasks rather than perceiving them as insurmountable challenges.Importance of Revenue Operations: Implementing robust revenue operations early on can streamline processes, prevent revenue leakage, and support scalable growth.Timestamps(00:04) Navigating Go-To-Market Strategies for Early-Stage SaaS Companies(03:44) Hiring the Right Salesperson for Early-Stage Startups(07:33) Challenges and Strategies for Hiring Early Stage Sales Talent(12:03) Hiring the Right Salesperson for Early-Stage Companies(18:39) Effective Sales Management and Early Stage Expectations(20:12) Realistic Goal Setting for Early Stage Founders(23:31) Sales Velocity and Its Impact on Business Profiles(24:05) The Importance of Trust and Long-Term Relationships in Venture Capital(30:03) Strategies for Founders to Overcome Challenges and Scale Effectively(35:16) The Importance of Revenue Operations and Automation for Startups(42:00) Importance of CAC Payback for Efficient Growth in Startups(47:18) Influential Entrepreneurs and Their Unique Approaches to Business...

In this episode of Grow a Small Business, host Troy Trewin interviews Andrew Miller of Growth Experts shares insights on scaling from a solo startup to a thriving agency with $500K in annual revenue and a 7-member team. He discusses the crucial role of strategic marketing, achieving work-life balance, and managing early-stage company growth. Tune in to learn about building a successful marketing foundation and navigating the challenges of growing a business. Other Resources: Marketing funding flywheel ebook Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, being a learner again when moving into a new industry, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions:   What do you think is the hardest thing in growing a small business? According to Andrew Miller, the hardest thing in growing a small business is staying afloat and not giving up. He emphasises the importance of persistence, launching with a Minimum Viable Product (MVP), and having patience to avoid rushing through key steps in the business development process. What's your favourite business book that has helped you the most? Andrew Miller's favorite business book that has helped him the most is “Emotional Intelligence” by Daniel Goleman. He finds it valuable for understanding and improving empathy, which is crucial for effective leadership and personal development. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Andrew Miller recommends using courses on Udemy, watching free content on YouTube, and listening to audiobooks and podcasts. While he doesn't specify particular podcasts, he suggests focusing on a few high-quality ones and leveraging online resources for ongoing learning. What tool or resource would you recommend to grow a small business? Andrew Miller recommends using the SEO tool SEOptimer for a free audit of your website's SEO. Additionally, he suggests checking out his book, which provides over 20 tools for SEO and more than 100 tools for free marketing resources. What advice would you give yourself on day one of starting out in business? Andrew Miller advises himself on day one of starting out in business to hire sooner. He emphasizes that while saving money is important, hiring an employee can help bring in more clients and achieve a better work-life balance. He reflects that optimizing for work and money for too long took a toll on his health and relationships. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.   Quotable quotes from our special Grow A Small Business podcast guest: Embrace empathy and patience—it pays dividends in business and life – Andrew Miller Balance is key: good sleep, nature, and exercise fuel productivity  – Andrew Miller Start lean, listen to customers, and persist—patience is the ultimate virtue – Andrew Miller  

In this episode of HR Heretics, Kelli and Nolan are joined by Heather Doshay, Partner and Head of Talent at SignalFire.How is the tech talent landscape evolving, and what are the challenges and opportunities that come with these changes? Listen as Heather shares insights from their State of Talent report, uncovering shifts in location trends, Gen Z job hopping, and the truth about AI's impact on hiring. Plus, hear why "remote ready" is more important than ever and why Heather calls out the reliance on pedigree and college degrees in hiring, arguing for a more skills-based approach to talent acquisition.*Email us your questions or topics for Kelli & Nolan: hrheretics@turpentine.coHR Heretics is a podcast from Turpentine.Support HR Heretics Sponsors:Planful empowers teams just like yours to unlock the secrets of successful workforce planning. Use data-driven insights to develop accurate forecasts, close hiring gaps, and adjust talent acquisition plans collaboratively based on costs today and into the future. ✍️ Go to http://planful.com/heretics to see how you can transform your HR strategy.Metaview is the AI assistant for interviewing. Metaview completely removes the need for recruiters and hiring managers to take notes during interviews—because their AI is designed to take world-class interview notes for you. Team builders at companies like Brex, Hellofresh, and Quora say Metaview has changed the game—see the magic for yourself: https://www.metaview.ai/hereticsDiscover Workvivo, Zoom's employee experience platform, designed to delight your hybrid workforce. With dynamic and intuitive features people actually like using, Workvivo fosters a sense of belonging and boosts retention and productivity. Join Ryanair, Dollar General, and Virgin — head to https://bit.ly/hrhereticsworkvivo to book a demo (tell them Kelli and Nolan sent you).This episode is brought to you by Warp. Don't let payroll and compliance hold your startup back: visit https://joinwarp.com/peel to get started and receive a $1000 gift card when your first run payroll.RELATED EPISODE:Tomasz Tunguz on Hiring the Right Talent, Firing the Wrong Execs, and Navigating M&As* Substack* Apple* Spotify—KEEP UP WITH HEATHER, NOLAN, + KELLI ON LINKEDINHeather: https://www.linkedin.com/in/doshay/Nolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/—LINKSSignalFire: https://www.signalfire.com/—TIMESTAMPS:(00:00) Introduction(00:20) Heather Doshay's Career Journey(01:39) SignalFire's State of Talent Report(03:13) Geographic Talent Shifts(08:06) Gen Z vs. Gen X Workplace Trends(12:52) The Value of College Education(14:41) Sponsors: Planful | Workvivo(17:25) Job Descriptions and Requirements(24:53) Challenges of HR Leadership(28:36) Challenges of the Chief People Officer Role(29:49) The Complexity of Hybrid Work Environments(30:54) Navigating Remote Work During the Pandemic(31:58) The Future of Remote and Hybrid Work(34:15) AI in Recruitment: Transforming Hiring Processes(34:32) Sponsors: Metaview | Warp(41:22) Common Mistakes in Early-Stage Companies(42:40) The Problem with Over-Leveling Titles(50:27) Rethinking Pedigree in Hiring(54:38) The Impact of AI on Jobs(56:18) Wrap  This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

Ryan Sullivan and Joe Lynch discuss the CRO perspective - growing freighttech sales. Ryan is the CEO and Founder of Ratchet Ventures, a fractional CRO firm specializing in the logistics and freighttech space. Summary: The CRO Perspective: Growing FreightTech Sales In this podcast, Ryan Sullivan, Founder of Ratchet Ventures and an experienced Chief Revenue Officer (CRO), shares his insights on growing sales in the freight tech and logistics industry. He discusses the importance of revenue management, transitioning from founder-led sales to a scalable process, and the three levers to increase sales: larger deals, more opportunities, and higher conversion rates. Ryan emphasizes understanding the ideal customer profile, building genuine relationships, and specializing in a specific niche to improve sales performance. He also addresses the challenges growing companies face in finding the right sales leadership and how fractional CRO services can help. Throughout the podcast, Ryan shares his unconventional journey and expertise in helping companies and individuals navigate the increasingly competitive supply chain technology industry. #FreightTechSales #RevenueGrowthStrategies #LogisticsSalesExpertise About Ryan Sullivan Ryan Sullivan is the CEO & Founder of Ratchet Ventures. With over a decade of experience in supply chain tech, Ryan partners with seed to Series B companies to revamp sales strategies, optimize pipelines, and enhance forecasting. A proven leader with success at Kuebix and Tive, he specializes in transitioning from founder-led sales to scalable processes, achieving 5-10x revenue growth. As a 2x founder, 2x corporate exit, and 3-time founding sales leader, Ryan's expertise includes channel partnerships, sales playbooks, prospecting, and CRM enablement. Passionate about innovation in logistics and transportation, he actively shares industry insights on LinkedIn and is committed to transparency and authenticity in all business interactions. Based in Boston, Ryan drives growth and innovation in the supply chain industry. About Ratchet Ventures Ratchet Ventures, led by CEO & Founder Ryan Sullivan, empowers supply chain technology leaders to scale, secure funding, and drive profitable revenue through comprehensive growth services. With over 15 years of experience, Ryan partners with seed to Series B companies to transition from founder-led sales to scalable processes, achieving significant growth. Ratchet Ventures specializes in Fractional CRO services, strategic growth planning, and go-to-market strategies. As a 2x founder, 2x corporate exit, and 3-time founding sales leader, Ryan's expertise is instrumental in navigating startup complexities and driving innovation in the supply chain sector (Ryan Sullivan ). Key Takeaways: The CRO Perspective: Growing FreightTech Sales Gain insights from a Chief Revenue Officer on growing sales in the freight tech industry. Learn about the importance of building relationships with customers. Understand the growing significance of revenue management in companies. Discover how to transition from founder-led sales to a scalable sales process. Hear about Ryan Sullivan's unconventional journey to becoming a successful tech sales leader. Learn three key levers to grow sales in freight tech and logistics companies. Understand the value of genuine expertise and personal connections in the era of AI-generated content. Timestamps (00:00:01) The CRO Perspective on Freight Tech Sales (00:00:20) Fractional CRO for Early Stage Companies (00:01:35) The Growing Importance of Revenue Management (00:04:00) Scaling Sales Beyond Founder-Led Efforts (00:08:05) Accidental Entrepreneur Discovers Supply Chain Tech (00:14:18) Three Levers to Grow Freight Tech Sales (00:16:03) Selling Larger Deals in Freight Brokerage (00:19:34) The Value of Authentic Expertise (00:22:17) Boost Sales Conversion Through Customer Understanding (00:24:32) Niching Down for Higher Conversions (00:32:34) Focusing on the Ideal Customer Profile (00:39:35) Fractional CRO: Helping Companies Overcome Growth Barriers (00:43:21) Fractional CRO: Driving Strategic Sales Growth (00:47:03) Navigating Sales Leadership Challenges in Growing Companies (00:51:48) Three Ways to Grow Freight Tech Sales (00:52:52) Navigating Supply Chain Technology and Capital Learn More About The CRO Perspective: Growing FreightTech Sales Ryan Sullivan | Linkedin Ratchet Ventures | Linkedin Ratchet Ventures The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

In this podcast episode, John Golden from Sales POP Online Sales Magazine and Pipeline CRM interviews Adam Callinan, founder of the SaaS platform Pentane. They discuss the financial challenges early-stage companies often face, highlighting common mistakes like overspending on payroll and office space without a solid understanding of financials. Drawing from his experience with Pentane and Bottle Keeper, Adam emphasizes the importance of controlling fixed expenses and steering clear of the "growth at all costs" mentality. The conversation stresses the need for a clear understanding of key performance indicators and financial concepts to achieve and sustain profitability.

Jake Yormak of Story Ventures joins Nate to discuss Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack. In this episode we cover: Concentrating on Early-Stage Companies with Potential for Growth Investing in Hardware Companies, Challenges and Opportunities Focusing on Power Law Outliers AI Commoditization, Impact on Profit Pools, with a Focus on Computer Vision and Proprietary Data AI in Workflows, Incentivizing Users to Contribute Context Guest Links: LinkedIn X Story Ventures The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Alex Diaz-Asper, Principal & Founder of Tarsus, and an experienced figure in the financial dimension of SaaS businesses. With an extensive background in private equity and M&A, Alex shares key financial concepts and strategies within the SaaS landscape. Randy and Alex explore the importance of clean financials, the impact of accounting errors on M&A, and navigate through the potential risks and rewards of dealing with client concentration. Delving into the transition from PE to an operational role, Alex also shares insights from the strategic partnership between finance and sales divisions in scaling SaaS businesses. Quotes“If you have large annual upfront invoices you can't assume cash comes in evenly over the twelve months. So if you signed everybody in Q4, you had a great Q4 and Q3, and you're starting to run out of cash and you know, you got it. You see down the horizon. Okay, here comes all the renewals and new cash is coming in. So that's super important from the cash flow models to be able to see those kinds of ebbs and flows of cash flow and having a tool to help you track the renewals.” -Alex Diaz-Asper [23:51]“One thing that has changed a lot is how the CFO is a big part of the collaboration, especially with the sales team, early stage. It is super important that we are partners with each other, the salespeople and the CFO, because we need to know how to manage cash and we need to know new sales as well.” -Alex Diaz-Asper [35:00]Expert Takeaways Clean books and accurate revenue recognition inform go-to-market strategies for SaaS businesses.Managing client concentration: advocating for no more than 20% revenue dependence on a single client.Alex's transition from a PE background to an operational role underscores the importance of building a strong finance team around you.Understanding revenue definitions: the distinction between GAAP revenue and analytical revenue (ARR), both crucial for different stakeholders.Staying on top of technology tools and adopting efficient RevOps strategies for SaaS growth.Timestamps(02:51) Accounting Errors as Deal Breakers in M&A(06:02) Mitigating Risks of Client Concentration in Business(10:03) Evolving Financial Roles in Early Stage Companies(15:41) Decoding Financial Operations and Revenue Recognition(26:30) Efficiency in Finance Through Technology Adoption(32:10) Evolving Roles and Tools for Today's CFOs in B2B SaaS(40:46) Speed Round: Favorite Metrics and InfluencersLinksMAXIOUpcoming EventsMaxio Institute ReportRandy Wootton LinkedIn Alex Diaz-Asper LinkedIn

In today's edition of Taking Stock we look at a few early-stage companies: Checkit and Skillcast. But we also review Focusrite, Vianet and several more! 1:25 #TUNE 10:10 #IBST 15:05 #EAH 18:40 #VNET 24:25 #CKT 32:40 #SKL 43:00 #TRI 47:20 #DEST 48:25 #ARB

Shiv interviews Matthew Stevens, Founder of Stevens.VC. Shiv and Matt discuss the business fundamentals that founders and investors should be focusing on in early-stage companies. Hear how to add value and prepare for future investment by professionalizing your business operations, why a deep understanding of your market is critical to success, and what investors look for in early stage companies. Plus, learn about some common founder pitfalls that can be dealbreakers — and how to avoid them. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Many early stage founders are looking to make an impact on investors. In this episode,  Adam Torres and Susan Treadgold, Founder of Treadgold Executive Development, explore how to make an impact on investors and Susan's book, The High Performing Woman: 52 Take Action Tips for Greater Confidence, Energy & impact. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/Support the showMore FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

Many early stage founders are looking to make an impact on investors. In this episode,  Adam Torres and Susan Treadgold, Founder of Treadgold Executive Development, explore how to make an impact on investors and Susan's book, The High Performing Woman: 52 Take Action Tips for Greater Confidence, Energy & impact.  Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

Jonathan Corbin, CEO of Maven AGI, joins Alper Yurder to discuss sales and customer success strategies. Onboarding methods, early-stage success, reducing churn, key indicators, and upselling. Key Takeaways -Focus on people's strengths and create a performance-oriented culture. -Different customers have different onboarding preferences: self-serve, self-serve with validation, or fully guided onboarding. -Customer health scores and leading indicators can help predict retention and expansion. -Technology, such as generative AI, can enhance customer experience and support customer success efforts. -Customer success should be intentional and focused on delivering value throughout the customer journey.

In this episode, Anne Laffin, a seasoned marketer, discusses her marketing journey, particularly working with startups, and shares key insights into effective marketing strategy. She sheds light on a successful webinar program she built at a FinTech startup which resulted in a significant lead generation after a regulatory change. Anne highlights the importance of offering valuable, engaging content as a way to attract potential clients. She also stresses on the need for startups to engage in experimental marketing due to limited resources and the absence of historical data. Anne talks about the disconnect often present in how founders perceive marketing. She emphasizes the need for establishing strong systems and tools for effective marketing. She concludes by recommending startups to have a flexible marketing plan and readiness to pivot.00:24 Anne's Marketing Success Story02:18 The Power of Thought Leadership04:24 Working with Startups: Challenges and Strategies06:15 Solving Marketing Problems08:07 Advice for Early Stage Companies

In episode #114 of the Transform Sales Podcast, Sahil Mehra, Managing Partner at Darwinian Ventures discusses his journey from a small business owner to an enterprise account executive, and eventually co-founding a company that helps early-stage B2B SaaS businesses scale their sales processes. With a focus on seed and series A companies, Darwinian Ventures offers "sales as a service," which includes outbound lead generation and sales stack development. Sahil highlights a success story where they grew a legal tech company's recurring revenue significantly. He also shares insights on their tech stack preferences, pricing models, lead generation strategies, and the importance of a tailored CRM for reporting. Sahil emphasizes the need for companies to have the financial runway and openness to experimentation for successful sales growth. RESOURCES & LINKS:  Want To Find the Right Consultants For Your Sales Team Quickly? Learn How You Can Use The Cloud Task Marketplace here: https://www.cloudtask.com/find-agencies

Welcome back to "Invest in Yourself, the Digital Entrepreneur" podcast with your host, Phil Better. In today's episode, we have a special guest, Naren Balakrishnan, an expert in information technology, consulting, and government funding programs. Naren brings over 18 years of experience and is currently working at Grant Thornton LLP, focusing on assisting startups and early-stage companies in tech. We'll dive into his role, the challenges faced by entrepreneurs, the available grants and tax credits for businesses in Canada, and much more. So, grab your notepads and get ready to learn from Naren's wealth of knowledge in navigating the funding landscape for your entrepreneurial ventures. Welcome to the show, Naren Balakrishnan!

To get the latest from Lorine Pendleton, you can follow her below!LinkedIn - https://www.linkedin.com/in/lorinependleton/https://www.portfolia.co/https://125ventures.vc Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Climate Tech founders needs lots of different financing options and styles of support – ClimateDoor is an example of a niche'd styles of venture support that I hope we see more of in ClimateTech VC.ClimateDoor is a style of venture builder called “Growth-as-a-Service”, functioning similarly to a late stage accelerator.We dive into the nuances of their model, the Canadian VC ecosystem, what its like founding a company with your childhood best friend and more. Enjoy the episode!

To get the latest from Bart Dillashaw, you can follow him below!LinkedIn - https://www.linkedin.com/in/bart-dillashaw-a0a658/Enterprise Legal Studio - https://elegalstudio.com/Nebraska Angels - https://www.nebraskaangels.org/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Today, April and Laura welcome Jenna Guarneri, CEO & Founder of JMG Public Relations. She is here to discuss her book, “You Need PR: An Approachable Guide to Public Relations for Early-Stage Companies.” Tune in for a conversation about this go-to guide for rookie PR practitioners and startup brand leaders alike. Also in this episode, April and Laura chat about the rise of super commuting —  and the impact it will have on the future of work and internal communications at large companies. Get “You Need PR” here: https://www.youneedpr.co/  Follow Jenna's work here: https://www.linkedin.com/in/jennaguarneri/  Read the PR News of the Week: https://www.businessinsider.com/super-commuters-hybrid-work-wfh-business-travel-office-2023-10 Connect with Trust Relations: Have an anonymous PR horror story to share or questions you want to be answered on the show? Email us at contact@prwinedown.com. You can stream the show live at 2:00 pm ET every Saturday, on ElectroMagnetic Radio. You can also connect with Trust Relations on our website or on LinkedIn, Twitter, Facebook, and Instagram. Sound effects obtained from https://www.zapsplat.com. Send in a voice message here: https://podcasters.spotify.com/pod/show/prwinedown  --- Send in a voice message: https://podcasters.spotify.com/pod/show/prwinedown/message

This week on the Forbes Books Podcast, Joe is joined by Brittany Dolin and Nicole Dayan, co-founders of The Pocketbook Agency. Drawing on decades of experience as executives and assistants, Brittany and Nicole share insights on reimagining the hiring process. They explain that their unique approach at The Pocketbook Agency is focused on building meaningful connections between employers and candidates. Tune in as Brittany and Nicole provide tips for transformational recruiting that benefit both job seekers and companies. They share stories and lessons learned from working with top leaders and organizations. Don't miss this lively conversation about bringing creativity into hiring and the secrets behind The Pocketbook Agency's success. Brittany and Nicole reveal their innovative ideas for fostering loyalty and matching candidates with the right culture.About Brittany Dolin: Brittany is the co-founder of The Pocketbook Agency. Inspired by her own career as a personal and executive assistant for high-profile families, Brittany was determined to create a search firm that fosters long-term relationships to help both clients and candidates feel more productive, successful, and fulfilled in the hiring process. Brittany's years of experience in assistant roles allowed her to see what was missing from the traditional placement process. This critical understanding is what she turns to every day, working with Fortune 1000 companies & leaders, high-profile early-stage businesses, ultra-high-net-worth families, and everyone in between. Brittany's specialty lies within the high-net-worth family office industry, where she has advised and worked with some of the most prominent family offices across The United States. Brittany has been quoted in leading publications such as The Financial Times and Forbes as an expert in the recruiting sector.About Nicole Dayan: Nicole is the co-founder of Pocketbook Agency whose creative and distinguished career spans over 20 years, from coast to coast. A native Virginian, her innate love of people and family-oriented approach to her trade has allowed her to organically transition her fundamental values into a renowned business model built on commitment and loyalty. She is devoted to fostering strong and lasting relationships, which are the foundation for a successful business. This philosophy allows her to recruit and place extraordinary talent with a diverse list of esteemed clients in the Los Angeles area and nationwide. Her wealth of experience stems from every corner of the entertainment industry, from film and TV to radio and music production. Holding degrees in both Business and Theatre Arts, she has cultivated an acute sensibility immersing herself in the culture of both clients and candidates. Her one-of-a-kind perspective and open-minded approach have successfully led her through numerous executive-level positions at a range of established companies throughout the industry.About Pocketbook Agency: Pocketbook Agency, founded in 2014 by Brittany Dolin and Nicole Dayan, is a modern recruiting firm built for the needs of today and anticipates the demands of tomorrow. Headquartered in Los Angeles, the women-owned and operated elite agency specializes in bespoke administrative and support roles for both corporate and domestic environments. Applying years of industry experience and relationship-building to curate the very best support talent pool available in today's market, Pocketbook serves accomplished founders, a-list celebrities, fortune 500 leaders and ultra high-net-worth clients across Entertainment & Music, Early-Stage Companies, Technology Businesses, Real Estate, Finance, Venture Capital & Private Equity, Crypto & FinTech, Beauty & Fashion, Food & Beverage, Hospitality & Luxury, Media and more. For more information, please visit https://www.pocketbookagency.com/

In this episode, Madrona Managing Director S. Somasegar and General Counsel Joanna Black discuss the fundamental role of a board in a startup's growth and development. They touch upon the importance of aligning strategic views with board members, managing disagreements, and effective governance to ensure that the organization is run efficiently. The duo offers numerous insights into the intricacies of board structure at different stages of a startup lifecycle, drawing parallels from recent events at OpenAI. The conversation covers the need for transparency, both in sharing good and bad news, and the necessity for a functional board reflecting a functional culture.    (00:00) Introduction (02:12) Differences between Nonprofit and For-profit Boards (03:03 Defining Governance and its Importance (04:20) The Role of a Board in Early-Stage Companies (06:33) Board Evolution with Company Growth (09:09) Choosing the Right Board Members (10:38) Navigating Disagreements and Conflicts within the Board (13:00) The Importance of Transparency and Communication in Board Governance (15:08) Conclusion and Final Thoughts

Working in a new company means your day-to-day responsibilities have to be tied to a larger goal. But when you're fresh out of college in your first role, it's hard to understand that perspective and how others work towards it. Claire Suellentrop, Co-Founder and COO of Forget the Funnel, knows the struggle.In this episode, Claire talks about how valuable an outside perspective would've been to her growth when she was starting out. Listen to learn how you can set up your network to create a foundation for your growth in the industry.In this episode, you'll learn:1. Understanding how different people approach work will save you from miscommunications and wasted work2. The best people to give you advice are the ones who are only a few steps ahead3. An outside perspective of your problems will help you overcome them quickerThings to listen for:[04:25] How Claire fell backwards into growth[11:39] Learning to catch up to a company's pace[14:47] The importance of learning from someone a few steps ahead[18:11] Understanding everyone's working styles[23:46] Overcoming a skillset-company culture mismatch[27:58] Leaning into your strengths[30:23] Why heads of growth turnover so quicklyResources- Connect with Claire on LinkedIn or Forget the Funnel- Forget the Funnel book- Connect with Andrew on LinkedIn or Twitter- Learn more about Navattic- Learn more about MadKudu

In this episode, host Collin Mitchell welcomes Jay Webb, the mastermind behind the Goats of Growth podcast. They discuss the common mistakes made when hiring revenue leaders and the importance of finding a leader who is a stage fit for the company. Jay emphasizes the need for expeditionary sales leaders who can handle the ambiguity and uncertainty of early-stage startups. They also touch on the importance of data-driven decision-making and the need for transparency and realistic expectations in the hiring process.Follow the Host:Collin Mitchell (Partner, Leadium)Our Episode Guest:Jay Webb (Founder, Goats of Growth)Sponsored By:Leadium | The leader in outbound sales appointment setting*If you'd like to be a guest on the show or have any questions, email us at guest@salestransformation.co - Just tell us why you're reaching out and we'll contact you as soon as we can!

It's really tricky at an early stage company to know whether that new thing you're building, that new process, that new report, that new piece of infrastructure is “good enough.”Should you just solve the immediate problem or do you need a solution that can withstand multiple years worth of changes in the business? Sometimes, according to our guest today, “good enough” is good enough.That guest is Taft Love, Founder of Iceberg RevOps, a revenue operations agency, and the Head of Inside Sales at Dropbox. From his own experience at 5 unicorns and from his work with may early stage companies at Iceberg, Taft is a wealth of information about what early stage companies actually need and what is just noise.In our conversation, he teaches me why preparing for scale can get in the way of actually scaling, how to arrive at the MVP of the metrics you actually need to run your business, and why data is always accurate, if not always trustworthy.Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn and Twitter @Seany_Biz, or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at Minot Light Consulting to build a lasting GTM machine at your company.

This week we're re-sharing a really fun interview from back in April, with the unstoppable Sarah-Marie Martin.It's pretty inspiring to hear from people who climb huge heights, and then go looking for even bigger challenges. And that's exactly what today's guest did. On this episode we're sitting down with Sarah-Marie Martin, who joined Uber in 2022 as Head of M&A Investor Relations and Capital Markets, after a successful 25-year career in investment banking. At Uber, Sarah-Marie helps optimize and finance Uber's portfolio of businesses. Before joining Uber, she was the first CFO of Yumi, a digitally native, organic children's food company. Previously, in her time as an investment banking Sarah-Marie was a partner at Goldman Sachs, and also worked at Credit Suisse for 20 years. In the early days of her career, Sarah-Marie worked in the high-yield and equity capital markets groups, as well as Latin American corporate finance. She earned a BA from Stanford in Quantitative Economics, graduating with distinction. And she got her MBA from Columbia Business School, where she was valedictorian of her class.Sarah-Marie serves on the Executive Committee of the Board of Directors of The Door, an organization that empowers disconnected youth in New York City. She's a board member of Easy Point, a pre-IPO shipping software company. And in her spare time, she's the mom of five kids. We had a great conversation about her fascinating career, and the exciting direction that Uber is headed.Highlights: Sarah-Marie's education, how she got into investment banking, and what led her to Goldman-Sachs (3:05) What it was like being a woman in such a male-dominated field (6:25) Why Sarah-Marie decided to pivot after 25 years in banking (8:21) What the transition was like going from banking to Yummi (10:50) How she ended up at Uber (12:46) Sarah-Marie's priorities (14:16) Sarah-Marie talks about Uber's situation when she joined (15:51) What Uber's focus is right now (17:00) Diversity and inclusion at Uber (19:26) Sarah-Marie's experience at the World Economic Forum in January 2023 (22:05) Corporate employees driving for Uber (24:25) Tips for getting your Uber rating up (25:54) Sarah-Maries top product recommendations for Uber (26:53) How Sarah-Marie balances her career with having 5 children (27:33) Links:ICR TwitterICR LinkedInICR WebsiteSarah Marine-Martin on LinkedInUber on LinkedInUber WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

In this fascinating episode, I had the pleasure of talking with Carla Matheson, a true trailblazer in the world of finance and a visionary leader. Carla shares her journey from working as a nanny for an entrepreneurial family to becoming the CFO of Tiny Capital and the impact of technology on the finance function. We discuss how her early experiences shaped her career and how she transitioned from the corporate world to the tech startup scene. Carla and I explore the challenges faced by Canadian tech companies, the skills and responsibilities of a startup CFO, and the importance of effective incentives for startups. We also discuss the evolving role of the CFO in the age of artificial intelligence and the complexities of navigating VC and PE investments for early-stage companies. Finally, we delve into the world of board member communication and the importance of objectivity and critical thinking during times of disagreement. We share our personal definitions of happiness and how it can be applied to our work and lives. Don't miss this insightful conversation with Carla Matheson as we uncover the secrets to success in finance and tech. (0:01:30) - Finance Journey (0:08:41) - Startup CFO Qualities & Responsibilities (0:16:26) - Effective Incentives for Startups (0:20:10) - Sales and AI in Finance (0:33:40) - Navigating VC and PE Investments (0:37:13) - Investing Challenges for Early-Stage Companies (0:48:27) - Board Member Communication and Disagreements

In this episode of The Anonymous Marketer, host Nick Bennett sits down with Amanda Natividad, VP of Marketing at SparkToro. They delve into the challenges and strategies of content creation for early-stage companies, particularly those with limited resources.Amanda shares her insights on event-led growth, emphasizing the importance of having clear goals and strategies for different types of events. She also discusses the common mistakes startups make when it comes to content creation, such as not fully understanding SEO before hiring for it, and how these can be avoided.The conversation concludes with Amanda's advice on identifying short-term wins that the whole team can work towards. She also shares her contact information for listeners who want to connect with her further. This episode is a treasure trove of information for anyone navigating the world of content strategy in a startup environment.

On this first episode of Season 8 of the Integrate & Ignite Marketing Podcast host Lori Jones discusses the fatal flaw shared by far too many innovators, disruptors, and visionaries with big ideas: they devalue marketing and mistakenly believe that their product or service is so cool and innovative that it will sell itself.  Tune in to hear why strategic marketing and research can differentiate in ways that help position early-stage companies for success, why some startups and growth-minded businesses fail, what those companies should look for when hiring a marketing director, and the three things you should do to gain more awareness when scaling for your company. 

It's pretty inspiring to hear from people who climb huge heights, and then go looking for even bigger challenges. And that's exactly what today's guest did.On this episode we're sitting down with Sarah-Marie Martin, who joined Uber in 2022 as Head of M&A Investor Relations and Capital Markets, after a successful 25-year career in investment banking. At Uber, Sarah-Marie helps optimize and finance the company's portfolio of businesses. Before joining Uber, she was the first CFO of Yumi, a digitally native, organic children's food company. Previously, during her time in investment banking Sarah-Marie was a partner at Goldman Sachs, and also worked at Credit Suisse for 20 years. In the early days of her career, Sarah-Marie worked in the high-yield and equity capital markets groups, as well as Latin American corporate finance. She earned a BA from Stanford in Quantitative Economics, graduating with distinction. And she got her MBA from Columbia Business School, where she was valedictorian of her class.Sarah-Marie serves on the Executive Committee of the Board of Directors of The Door, an organization that empowers disconnected youth in New York City. She's a board member of Easy Point, a pre-IPO shipping software company. And in her spare time, she's the mom of five kids.Sarah-Marie and I had a great conversation about her fascinating career, and the exciting direction that Uber is headed.Highlights: Sarah-Marie's education, how she got into investment banking, and what led her to Goldman-Sachs (3:16) What it was like being a woman in such a male-dominated field (6:29) Why Sarah-Marie decided to pivot after 25 years in banking (8:19) What the transition was like going from banking to Yumi (10:45) How she ended up at Uber (12:43) Sarah-Marie's priorities (14:05) Sarah-Marie talks about Uber's situation when she joined (15:37) What Uber's focus is right now (16:41) Diversity and inclusion at Uber (18:59) Sarah-Marie's experience at the World Economic Forum in January 2023 (21:34) Corporate employees driving for Uber (23:58) Tips for getting your Uber rating up (25:14) Sarah-Marie's top product recommendations for Uber (26:11) How Sarah-Marie balances her career with having 5 children (26:44) Links:ICR TwitterICR LinkedInICR WebsiteSarah Marie-Martin on TwitterSarah Marine-Martin on LinkedInUber on LinkedInUber WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

Christoph Klink is a Partner at Antler – The world's day zero investor. Christoph is part of Antler Berlin and also oversees operations in Central Europe. He is an investor in multiple companies himself and also spent 10+ years with McKinsey prior to joining Antler in 2020.In this episode we talk about:Super early stage investing (day zero) and the Antler experienceFounding team relationship dynamicsWhat makes a great founderEarly stage funding outlook==Find other episodes on >  https://www.pursuitofscrappiness.co/ Watch select full-length episodes on our YouTube channel > https://www.youtube.com/channel/UCP6ueaLnjS-CQfrMCm2EoTA Connect with us on Linkedin > https://www.linkedin.com/company/pursuit-of-scrappiness/ Questions/suggestions? Join our Telegram group > https://t.me/pursuitofscrappiness 

FOUR ACTIONABLE TAKEAWAYS Grow your existing pipeline 50% by asking for referrals. Use these 3 common PLGs (product-led growth) triggers to engage freemium users: sign-ups, increased usages, and multiple users on one account. Don't immediately sell your roadmap. Instead, find customers who are 80% aligned with the vision and use the roadmap to bridge the 20%. If you're selling early-stage, focus on the early adopters / innovative buyers. PATH TO PRESIDENT'S CLUB VP, Sales @ Tenderly Director, Enterprise Sales @ Drift VP, Sales @ Altocloud | Acquired by Genesys Director, Sales @ SmartBear THE LATEST FROM 30MPC Catch the next 30MPC Live Steal the latest sales templates here THINGS YOU CAN STEAL Prospecting: Email Templates UserGems' Job Change Sequence Gong's Hyper-Persuasive Email Templates Lavender's Sales Email Frameworks Prospecting: Guides Outreach's Sequence & Snippets to Create & Close Woodpecker's Email Substance & Deliverability Guide Orum's 500 Free Dials Discovery Wingman's In-App Objection Handling Battlecards Sales Process Accord's Mutual Action Plan Template Dooly's Pre-Meeting Prep Template Prolifiq's Multithreading Playbook ONE ASK You know we feel a bit awkward asking, but if you made it this far, it would mean the world if you gave us a 5-star review. It will increase your chances of making President's Club by 227%. Okay maybe not, but we'd still really love you for it :)

Khosla Ventures Partner Gwen Cheni sits down with Neil to talk her migration from Wall Street to early-stage TechBio companies, how that has shaped her investment approach in start-ups, and what emerging technologies excite her today.

Co-founder and CEO of Pixly, Lee Mills talks about early stage marketing tricks. As a startup, you might not have the budget to get the largest influencer out there. But influencer marketing is about more than just getting in front of the largest audience. Today, Lee discusses influencer marketing for early-stage companies. Show NotesConnect With:Lee Mills: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Co-founder and CEO of Pixly, Lee Mills talks about early stage marketing tricks. As a startup, you might not have the budget to get the largest influencer out there. But influencer marketing is about more than just getting in front of the largest audience. Today, Lee discusses influencer marketing for early-stage companies. Show NotesConnect With:Lee Mills: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Healthcare and medicine have long served as a hotbed of innovation. Perhaps the leading edge these days requires a paradigm shift – think digital therapeutics, Web3, the metaverse, CRISPR, Software as a Medical Device – this is the domain of Neil Littman, Founder & CEO of Bioverge, a highly curated impact-investment venture platform exclusively dedicated to healthcare and to democratizing access to investing in early stage companies and startups. The Bioverge platform serves as a decentralized network linking capital to potential investment opportunities. Neil also hosts, The Bioverge Podcast. Neil talked about his time at the California Institute for Regenerative Medicine and what it was like from both the scientific and business aspects. It was there that he learned that the institutional model of financing and investing could be applied to the retail sector as well. Combining those experiences and what he learned firsthand, lead to his creating the Bioverge platform. Neil discussed that the decentralized network he built provides warm referrals to Bioverge with the goal of linking capital for potential investment opportunities. But they also provide value added services beyond just capital that helps founders and portfolio companies that may need support and expertise along the way. Beyond sourcing deal flow, they conduct due diligence on the investment opportunities by leveraging their network of subject matter experts who also have deep domain expertise. Neil's work is such a great example of “doing well while doing good” by helping to save lives and change the world.

Nick Yarnall is the Associate Manager for Client Development at Ben Franklin Technology Partners of Northeastern Pennsylvania. Nick supports and manages BFTP's Solutions Network across 21 counties in Pennsylvania, providing a wide range of early stage companies and established manufacturers with essential consulting, service providers, and other growth opportunities.

Today, David is talking to Elizabeth Brooks. Elizabeth Brooks has senior-level (CMO, CSO, GM) experience in business strategy, the full cross-platform marketing mix, team leadership, marketing data and analytics, and digital marketing strategy and execution. Creative and a digital native. Unusual skill set derived from management positions in venture-backed startups, established high-tech and eCommerce businesses, sports teams and arenas, and media/content corporations. Consumer-facing entertainment, gaming, fashion, lifestyle, and technology experience. Experienced in visual/IoT experience tech - VR, AR, 3D. Passionately interested in technologies and ideas that change consumer behaviors, positively impact communities and the planet, and cause us to look at the world differently. What You'll Learn: Media Business VS. Software Business Music Industry and its Digital Revolution Move from Working on a Startup to Working with a Family Office Portfolio Early Stage Marketing and its Challenges Brand Recognition and Finding Marketing Path Angel Investing and Syndication B2B and B2C Marketing Importance of Content Favorite Quote: “If I think I will make a difference, am I more inclined to invest? Yes!” The Capital Stack All Things Tech Investing and Value Creation Early growth investor David Paul interviews the world's most excellent ecosystem, learns how to start and scale your own business, and finds an edge in today's capital markets. To connect with David, visit: Twitter - https://twitter.com/davidpaulvc (CLICK HERE) Substack - http://davidpaul.substack.com/ (CLICK HERE) LinkedIn - http://linkedin.com/in/Davidpaulvc (CLICK HERE) IG - https://www.instagram.com/davidpaulvc/ (CLICK HERE) DISCLAIMER: David Paul is the founder and general partner at DWP Capital. All opinions expressed by David and podcast guests are solely their own opinions and do not reflect the opinions of DWP capital. This podcast is for formational purposes only and should not be relied upon for decisions. David and guests may maintain positions in the securities discussed on this podcast.

Since it enables limitless dissemination at very little cost, the internet has upended almost every major sector predicated on distribution routes. At least half of the founders' time should be spent on recruitment to develop the best possible workforce. Joining us this week to explore this topic is Chandan Lodha, Co-founder of CoinTracker, a company with the mission to increase the world's financial freedom and prosperity.

Joining us this week to explore this topic is Kevin Novak, Managing Partner & Founder at Rackhouse Venture Capital, an early-stage VC fund that backs data founders, regardless of sector or geography. Before that, he was an angel investor at Jigsaw Venture; an early-stage venture fund focused on founders and firms that sit at the intersection of AI and ML and the real world. Before that, he was at Renegade Partners, a VC firm that helps founders navigate the pivotal phase of their development. And before this, he was head of data science at Uber during their early days.

What makes a great sales person? And how do you pick a company to invest your money and talent with? These are some of the questions we ask old friend of Fortune's Path Adam Zais. Adam is a longtime technology leader with many early stage successes and positive exits to his name. Tom and Adam discuss what the early days of the PC were like, and how Adam created a product that integrated both hardware and software to create dashboard reports. Adam talks about how reselling someone their own data in a way that helps them run their business is a product people won't just pay for, but will thank you for. Tom talks about how healthcare startups are doing this by getting usable information from the EHR. Tom and Adam talk about how innovation can come from packaging existing technologies in a new way. Adam shares a story about working for a hardware company and how it taught him that success is not always about the best idea and how he found Atria, a great company solving an easy to understand and hard to solve problem that affected a lot of people. It was the CEO and the people at Atria that made Adam want to work as the VP of marketing even if he was only the second non-engineer in a company of 19 people. After a weird digression about AI from Tom, Adam brings the conversation back to knowing where to put your money when choosing companies to invest in. It's best to have both a technology advantage and great people, but if there's no obvious technology advantage, do you trust the people? Tom brings things home by talking about the framework he uses to assess the viability of a new venture.

Whether you are an established company or in the early stages of growth, marketing is key and its rules have changed. Marketing must not only build a brand, but also contribute to the development of a long-term pipeline of new business. George Ravich, President of Ravco Marketing, is a CMO veteran for a variety of companies in the FinTech and InsurTech industries. In this episode of Expert Opinion, George talks about the changing role of the CMO, how marketing and sales have evolved, and best practices for keeping up with must-have digital marketing tools.

From investment banking to venture investing to founding a fintech company, Tracy McWilliams shares how she's fighting fragmentation to help investors find and evaluate startups. Tracy McWilliams created Jaspy because she noticed an enormous gap between corporates and early stage companies. As the founder and CEO of Inspire Global Ventures and a former investment banker, Tracy is passionate about both investing and entrepreneurship and wants to simplify the investment process for people interested in funding startups. In this episode, Tracy breaks down the key factors that contribute to a successful startup, including criteria to look at when evaluating a potential investment. She also talks about the idea that anyone can be an entrepreneur, and she shares advice for founders who want to pivot but aren't sure if the timing is right. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions. Key Insights: * The problem with early stage investing * Careers are not linear * Characteristics of a great entrepreneur * How to pivot the right way * Advice for investing in startups Guest Bio: Tracy McWilliams is an investor, board member and advisor to teams, technologies and firms that disrupt their industries. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions. As an investment banker, Tracy rapidly advanced inside of corporate financial services firms, financing debt and equity for corporates, government agencies and manufacturers. She was the founder of Heritage Capital, CEO of Heritage Advisory, and served as a banker at Kemper Securities before leading a private family trust. Tracy has invested in and advised a portfolio of 20+ companies in financial technology, real estate technology, artificial intelligence, and crowdfunding industries. Companies include: PayForward, Crowdstreet, Realty Mogul, Wavemaker Labs, Potrero Medical and PopID. Tracy invested in the seed round and served as an advisor to Random Forest Capital, which was purchased within 18 months from inception by Franklin Templeton. She serves as an advisor and board member to numerous early stage founders and established the Early Stage Leadership Council to connect early stage companies with communities and governments where they operate. Tracy earned a bachelor's degree in business finance from the University of Southern California. Resources: Real Wealth Real Health Alpha Investing [odcast@alphai.com Inspire Global Ventures Jaspy Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Ben Sun, co-founder and general partner at Primary Venture Partners. Primary focuses on investing in companies at seed that were founded in New York and has the largest seed stage portfolio impact team. Some of his investment include Jet.com, Coupang, K Health and Mirror. Previously he co-founded community connect, which was one of the first social networking companies. We discuss the evolution of social, why he's so bullish of companies coming out of New York, being anti thesis and a macro analysis of the current seed market. Questions I ask Ben: What was your initial attraction to entrepreneurship? How did you go about founding Community Connect? What made you decide to become a VC? How did Primary come together? What was your reaction then to Facebook starting off in high school I understand you invest in New York companies, which we will get to, but how did you end up investing in Coupang? Why the focus on New York? How has Silicon Alley transformed in the past 15 years? Why seed investing? New York City Summit? Process to figure out if a person could be the right founder? How do you approach this current market when it comes to price? It seems like lots of VCs are building out services and a platform for portfolio founders. How do you think about Primary's advantage when it comes to your own platform? Are you finding that many investors that traditionally invest in Series A or when a company has PMF are coming down to seed? I know you are an anti-thesis investor, would you mind unpacking that? How do you process and analyze when founders pitch ideas to you? Has any of your processes changed when it came to COVID? What's one thing you would change about VC? What's one book that inspired you personally and one book that inspired you professionally? What's one piece of advice for founders?

In today's episode, we explore Clinical Development with Ole Dammann, the owner of KFGN, a group of 6 clinical trial sites in Germany, and after joining Pratia, several sites in Eastern Europe.Ole Dammann is one of the best experts in clinical trial management in the LSG2G Community. Ole is currently working on the digitization of clinical research and the development of new business models.In this episode, we will talk aboutBusiness Models in the Life Science IndustryClinical Trial ManagementChanges in the Business World in the last three decades Digital Health Revolution andMuch moreWho is the Expert in the show?Ole Dammann CEO of KFGN Group Shownoteshttps://lsg2g.substack.com/p/56-how-to-do-clinical-research-inVideo to the EpisodeTimestamps:(00:00) Intro(02:30) Life in Germany in October 2021(05:50) Foundation of KFGN Group in the 90s(07:25) Extending the Clinical Network to Eastern Europe(09:10) How to Start a Collaboration During the Pandemic(12:15) How were Clinical Trials Organized in the 90s compared to today?(17:00) Clinical Trials and Big Data(19:20) The European Funding Gap for Startup and Scaleup Companies(23:20) Business Models for Clinical Trial Management in the 90s(28:35) Clinical Trials in Separate Sites – Offering New Solutions to Patients(30:40) The Effects of Personalized Medicine on the Complexity of Clinical Trial Management(35:20) Rare Diseases and the Challenges For Clinical Trial Management(38:30) Personalized Clinical Trial Management – Bring the Sites to the Patients(41:20) Effects of Wearable Technology on Clinical Trials(44:15) Wearable Technology and Data Collection for Clinical Trials(47:45) Making Science and Data Understandable and Relatable(50:00) Digital Therapeutics(52:50) Current State of Digital Therapeutics (53:40) Longevity and Clinical Trials(55:40) What Makes The Eco-System Around the Stanford University so Unique?(59:15) What is the True Sense of Business?(01:01:00) Tesla, Apple, Alphabet, Facebook, Stanford University, Palo Alto Networks – Shaping the Entrepreneurial Bay Area Mindset(01:03:15) Advantages of the European Mindset(01:05:00) What is the Right Point in Time for Early-Stage Companies to Involve Clinical Experts?Podcast Links:Podcast Website: https://www.lifescienceget2gether.com/Community Partner: https://linktr.ee/lsg2gChristian Soschner: https://linktr.ee/soschnerLSG2G Twitter: https://twitter.com/LGet2getherLSG2G Linkedin: https://www.linkedin.com/company/life-science-get2getherPodcast Episodes: https://pod.link/1493847125Episodes on YouTube:  https://www.youtube.com/playlist?list=PLlZfrwd6iXrQ3LIANISUpP22seS2CsCEVSupport the show (https://lsg2g.substack.com/subscribe?)

Sometimes, you need to spend money to make money. Seeking investment into a start-up is no different. Successful companies with simple capital structures that are easy to understand create more value, which creates a snowball effect. Adam breaks this down, along with his insights on being comfortable talking about money, seeking legal advice, and what Calgary needs to do to become the most important tech centre in North America.

This Friday, we're switching it up a bit! Not too long ago on Spotlight, our expert host - David Brear - was joined by Charley Ma, GM of Fintech at Alloy. The pair dive into Charley's career to date, and also unpack what it means to be an angel investor supporting early stage companies. The conversation was so insightful and interesting, that we wanted to share it with all of you. What does angel investing really mean? How do you get started out? How do you choose what to invest in? All of this and much much more on today's show! This episode is sponsored by Temenos. Temenos is the world's leader in banking software, helping over 3,000 banks serve over 1.2 billion people. Our purpose is to make banking better. Together with our community, we make banks more successful, individuals better banked, and society better served. With our software banks can create more human digital experiences, hyper-efficient business models, and transform their back-office. Our clients are the highest performing banks with cost-income ratios which are twice better than the industry average. Learn more at Temenos.com. (https://go.temenos.com/11fs) This episode is sponsored by LetsDeel. There's a better way to hire internationally, and it starts with Deel. Everything from contract creation, record keeping, payments, and full-time employment is all in one place for teams all over the world. Companies anywhere can hire compliantly everywhere thanks to Deel. It's payroll and compliance built for today's worldwide workforce. To learn more, visit letsdeel/11fs (https://www.letsdeel.com/11fs), and redeem an exclusive offer of 3 months free when you hire a contractor and 20% for your first year when you hire an employee. This episode is sponsored by Fintech Meetup. This episode is sponsored by Fintech Meetup. Fintech Meetup is the world's largest fintech meetings event, facilitating more than 30,000 meetings for 4,000 participants. It takes place online, March 8-10, 2022. Our participants will meet everyone they need to meet, including Startups, Established Fintechs, Investors, Banks and Credit Unions, Media and Analysts and more. For more information and to get your ticket, go to www.fintechmeetup.com (www.fintechmeetup.com). Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor, Jason Bates and Sarah Kocianski and joined by a range of brilliant guests, we cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guest: Charley Ma .

Co-founder and CEO of Pixly, Lee Mills talks about early stage marketing tricks. As a startup, you might not have the budget to get the largest influencer out there. But influencer marketing is about more than just getting in front of the largest audience. Today, Lee discusses influencer marketing for early-stage companies. Show NotesConnect With:Lee Mills: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Co-founder and CEO of Pixly, Lee Mills talks about early stage marketing tricks. As a startup, you might not have the budget to get the largest influencer out there. But influencer marketing is about more than just getting in front of the largest audience. Today, Lee discusses influencer marketing for early-stage companies. Show NotesConnect With:Lee Mills: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Whether you are seeking funding or to invest, Jeff Robson has the expertise to help you understand the lay of the land in Calgary. As President & CEO of Vada Capital, Jeff helps early-stage companies identify whether they need an investor or simply guidance. For those who are ready for investment, Vada Capital can help identify the true value of your idea, and shape the business the way you want it. Uncover key insights about failing fast, why curiosity is a powerful business tool and Calgary's potential as a tech hub.

Our local innovation and venture sectors are critical to the success of Alberta companies. Successful families in our community want to invest in the local scene and entrepreneurs often rely on their local ecosystem to get interest from potential customers. This creates a more accessible and democratized asset class - which is critical for our economic strength and growth. Find out more about why Bryan is working hard to mobilize capital to set Alberta up for long-term success.

As more investors begin to notice Alberta's tech ecosystem, there will be a race to invest in these start-ups. But what if you don't have millions to invest, Red Thread Ventures is a great place to start by investing a smaller sum and get exposure to early-stage investing. Uncover what Red Thread Ventures is doing to create a community for start-ups and investors, why Mark wants to break down the archaic rules of investing, and why Alberta is a great province in which to place your bets.

08-16-2021 Anubhav Saxena

"This lack of a repeatable sales process is not a bad thing." - James Craig in today's Tip 938 What's your thought about this? Join the conversation at DailySales.Tips/938 and get your copy of the Teams Win Championships book! Have feedback? Want to share a sales tip? Call or text the Sales Success Hotline: 512-777-1442 or Email: scott@top1.fm

Bringing your idea out of the basement and into the world is scary enough. And raising capital to grow your idea? Terrifying. It doesn't have to be! There's no better person to help you understand venture capital than Matthew Wilson, who's had 80+ investments. He brings us down to earth to remind us of what really matters (and it isn't necessarily a higher valuation). He took a unique approach by curating a 600 strong network of entrepreneurs, angel investors, and VCs around the world. Why? Instead of trying to get Albertans to change their mind about what verticals to invest into, Matthew and his team decided to show Alberta companies to those around the world who are already interested in investing in those verticals. Whether you want to raise funds for your big idea or spread your wealth to companies you believe in, Matthew will help you understand the goals of VC on either side.

Edward Marshall, Global Head of Dentons' Family Office and High Net Worth sector, is joined by Chris Cunningham and Sam Frankfort. Chris is a media and tech veteran, entrepreneur and early-stage venture capital investor. Sam is the founding partner of Benvolio Group, which focuses on direct investing in early stage disruptive consumer facing concepts. Sam now sits on several boards of early stage companies and is actively involved in a number of early stage venture companies. They discuss best practices for family offices evaluating venture opportunities, how families offices collaborate in the venture space, ideas around sourcing of deals, how to support early stage companies, and other lessons learned from venture investing.

In this episode, Greg Sarian, CEO and founder at Sarian Strategic Partners, speaks with Michael Poisel, Executive Director of PCI Ventures at University of Pennsylvania's Penn Center for Innovation. Michael talks about a few mistakes and oversights that founders and executives of early stage companies make while Greg talks about the oversights that individual executives have made at a personal planning level. They both share what to do and ways to avoid them at the entity level.   “If you want to continue to grow your business, then you're going to need to invest in your business.” -Michael Poisel [04:14]   What You Will Learn: [01:17] Meet Michael Poisel [01:44] Michael's best advice when raising early stage capital [03:19] A classic mistake on the operating level [04:38] Key factors in succeeding and attributes of strong CEOs [08:45] A founder's need to have a constituency plan and personal risk coverage [13:44] What's important about starting a company with the end in mind   Resources: Visit our website: sarian.hightoweradvisors.com Visit PCI Ventures: pci.upenn.edu/venturesteam

The F³ Tech Accelerator Program provides funding and support for early-stage companies to prepare them for potential investment from the F3 Tech Seed Fund, industry partners, and investors. Our industry-specific advisors: -Expedite commercialization -Accelerate manufacturing, customer acquisition, and revenue development -Attract top innovators that match our industry partner commercial needs -Invest in innovations with grants, private funding, and executive support -Evaluate technologies for diversification in other sectors   Company Profile Link - https://www.startupsteroid.com/investors-interview

Our first guest is Yousuf Khan, who discusses what he learned on his journey from “accidental CIO” at companies like Automation Anywhere, Moveworks, and Pure Storage to “unconventional VC” at Ridge Ventures. Going from CIO to VC (2:22) Would you have hired your younger self? (4:03) The value of candid conversations (7:10) Good vs. Bad relationships with startups (9:10) Working with companies like Slack, Smartsheet, & Oomnitza (12:17) How do you decide which startups to bet on? (14:33) Mentions: Brendan Baker, Alex Rosen, Arthur Lozinski

Episode 55: This episode includes a conversation between April Young Bennett, industry director of life sciences and healthcare innovation GOED, and Chandana Haque, executive director at Altitude Lab.

*Episode outline* [01:30] Daniel’s background [03:39] How Daniel started out at Sendoso and what attracted him to the company [04:50] How Sendoso adapted their business strategy in response to the COVID-19 pandemic [06:48] The three most effective ways Sendoso engaged their customers during the pandemic [08:22] How Daniel approaches the challenge of keeping organized and keeping his teams aligned [10:05] How Sendoso prioritizes ICP accounts [11:40] How Daniel approaches partnership with the sales team [12:54] The importance of taking the time to establish the proper framework as an early stage company [15:22] The difference between Go-to-Market and Marketing [16:50] Daniel’s favorite creative campaigns and what makes a good campaign [20:07] What Daniel does outside of work to have fun [22:00] Daniel’s mentors and inspirations *Daniel’s Inspirations* Gwen Bailey-Harbour ( https://www.linkedin.com/in/gwen-bailey-harbour-a2657129/?trk=pub-pbmap ) Curtis O’Keefe Steve Rio Maria Pergolino ( https://www.linkedin.com/in/mariapergolino/ ) *Connect with Daniel* *LinkedIn* ( https://www.linkedin.com/in/danielfrohnen/ ) *Twitter* ( https://twitter.com/danielfrohnen )

On this episode of Friday Fundamentals, we chat with Vishal Sunak on Early Stage Companies Closing Deals

On this episode of Friday Fundamentals, we chat with Vishal Sunak on Early Stage Companies Closing Deals

Listen to this week's guest Rob Antoniades describe the importance of change within emerging businesses. Special focus on how today's leaders need to adapt and overcome the disruptions which are always present. Most interesting is the focus on looking to others who have walked before and tapping into that as a resource can make or break today's early stage organizations.

At the Business Growth Café I’m excited to have Eli Eisenberg, Founder & President of Straight Line Management, which focuses on providing CFO services and financial expertise to help growing companies identify and exploit key opportunities, to discuss the importance of understanding and using your financials strategically in growing your business. Eli has grown his business over the past 29 years and shares his experiences and guidance for high potential early-stage companies to get on the right path, the right model and the right way of thinking about your business.

At the Business Growth Café I’m excited to have Eli Eisenberg, Founder & President of Straight Line Management, which focuses on providing CFO services and financial expertise to help growing companies identify and exploit key opportunities, to discuss the importance of understanding and using your financials strategically in growing your business. Eli has grown his business over the past 29 years and shares his experiences and guidance for high potential early-stage companies to get on the right path, the right model and the right way of thinking about your business.

This episode features Bilal Zuberi, a venture capitalist from Lux Capital with interests in technology/U.S. government. Conrad Hollomon, Entrepreneur in Residence at Techstars and an active DEF Member, also shares his perspective. The discussion was started to help our Firestarter Fellows gain some knowledge about how outside investors assess early-stage companies. The discussion was moderated by Avi Jacobson, who runs DEF's Firestarter Fellowship. Learn more about our Firestarter Fellows here. Get involved with the Defense Entrepreneurs Forum and our mission to promote a culture of innovation in the U.S. national security community by going to def.org/join.

Fareed Mosavat (@far33d), EIR at Reforge and former director of product at Slack, and Jeff Chang (@jeffchang30), growth engineering lead at Pinterest and angel investor, join Erik on this episode.They discuss:- What’s changed in growth over the last several years.- How to think about product-market fit and when to start investing in growth.- Which metrics to pay attention to and which to ignore.- How to think about payback periods, LTV, and CAC.- How founders should think about acquisition channels.- Common misconceptions that founders have about growth.- How to think about SEO and referrals.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Fareed Mosavat (@far33d), EIR at Reforge and former director of product at Slack, and Jeff Chang (@jeffchang30), growth engineering lead at Pinterest and angel investor, join Erik on this episode.They discuss:- What’s changed in growth over the last several years.- How to think about product-market fit and when to start investing in growth.- Which metrics to pay attention to and which to ignore.- How to think about payback periods, LTV, and CAC.- How founders should think about acquisition channels.- Common misconceptions that founders have about growth.- How to think about SEO and referrals.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Fred Haney joined me on Accelerate OC and class was in session. He covered some important points for startups, such as what makes a fundable startup, the importance of strong management teams, and even how entrepreneurs need to understand they are competing for investment dollars.He is a private investor and venture capitalist, as both a fund manager and individual investor. He is also an entrepreneur, as a multiple time co-founder of companies such as NovaDigm Therapeutics, Dynamic Reconfigurable Computing and PulSentry. As a VC, Fred was the founder and manager of 3i Ventures, California, a subsidiary of 3i Group, which at the time was the largest Venture Capital company in the world.  Fred has served on the board of directors of thirty private companies and four public companies. Fred wrote a book, The Fundable Startup, which describes strategies for giving your startup the best chance at raising capital, based on his many years of experience as investor and operator. He also founded Monday Club in the 1980s as a way to connect startups and investors, and he was a co-founder over 20 years ago of Tech Coast Angels. Fred has a Ph.D. in Computer Science from Carnegie Mellon University.  He has been named a “Director of the Year for Early Stage Companies” by the Forum for Corporate Directors and a “Mentor/Angel of the Year.” He’s also former radio talk show host and frequent public speaker.

On this episode of The Build in Seattle Podcast, I talked with Aviel Ginzburg, General Partner at Founders Coop. FC is an early stage VC dedicated to the Pacific Northwest. Aviel is a founder turned investor. Links:https://twitter.com/avielhttps://www.trymystery.com/  

Betsy Hoover, Partner, Higher Ground Labs brings the perspective of an investor and active participant in the development of digital solutions for political and advocacy campaigns.  With a diverse portfolio of companies, Betsy is seeing an increase in interest in going online for organizing, mobilizing and fundraising and we both agree it is significant that so much work has already been done in the political digital space.  With lessons learned in 2018 and 2019 campaigns, there is ample evidence that those companies offering strong digital solutions will help transform the political process moving forward as everyone struggles to understand the impact of the coronavirus. HigherGroundLabs.com

Early-stage startups are wondering, “What are other people doing during these times.” To help answer this question, Better Product Weekly is joined by Darrian Mikell, CEO and Co-Founder of Qualifi.  Darrian’s product is a remote interview solution. He shares with Christian and Anna how they’ve had to change their marketing messaging while adhering to, “the duty to reach out and provide value.”  While he’s still at an early stage the traction they gained is not slowing down during the present circumstances. We invite you to listen and be encourage as Darrian shares how they’re balancing messaging and innovation while keeping a positive look towards the future. Adapting Darrian’s outlook can be hard and sometimes it feels like you’re on this journey alone. We can assure you, you’re not. After you listen to this episode, we invite you to join us for a virtual panel around some of the topics discussed.  Register now to hear from Amy Brown, founder and CEO of AuthentiCx, Andrew Clark, VP of Product and Engineering at Emplify, and Myles Grote, Head of Product at Upper Hand. Register here: https://www.eventbrite.com/e/adapting-your-product-to-handle-uncertainty-tickets-101335477140  

Creating (and financing) a new company takes passion, vision, and a core idea that can be effectively branded. Our guest in this podcast is one of the most active angel investors in the country, Dave Berkus. Dave manages six early-stage investment funds and has actively participated in over 180 technology investments. With all of his experience and success, Dave breaks down what he looks for when entrepreneurs approach him for funding. Dave also talks about the Berkus Method of Valuation and how to get to the heart of your brand story and value proposition.

Jeb Handwerger looks at early stage deals that have strong management teams, in order to find 10-baggers. He also focuses on out of favor commodities that have potential to rebound big. Jeb also shares a stock pick to be a 10-bagger.

Tom Shannon is the founder and CEO of Brightstar Wisconsin (HL), a one of a kind non-profit created as a unique entity to fill the early-stage funding void by providing charitable foundations, corporations and wealthy individuals with a vehicle to help fund job creation— through capital donation!  Tom graduated with a Finance degree from The University…Continue reading ➞ Tom Shannon, Mastermind Of Job Growth and Early Stage Companies – Episode 51The post Tom Shannon, Mastermind Of Job Growth and Early Stage Companies – Episode 51 first appeared on Mike Malatesta.

Tom Shannon is the founder and CEO of Brightstar Wisconsin (HL), a one of a kind non-profit created as a unique entity to fill the early-stage funding void by providing charitable foundations, corporations and wealthy individuals with a vehicle to help fund job creation— through capital donation!  Tom graduated with a Finance degree from The University…Continue reading ➞ Tom Shannon, Mastermind Of Job Growth and Early Stage Companies – Episode 51

We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges. However, there is a whole other world of private markets that retail investors, like us, rarely get access to. It's in these markets, for example, that you get to invest in innovative, early-stage companies before they potentially exit with IPO. The good news is that there are businesses set up to make the private markets accessible to the retail investor. One of the businesses is Equitise. In this episode, we chat with the Co-founder and Director of Equitise, Jonny Wilkinson. Equitise is an equity crowdfunding platform, allowing Australian and New Zealanders to invest in early-stage companies in return for equity. It has the potential to be an exciting addition to your investment portfolio! In this episode you will learn: • Who Equitise are and what equity crowdfunding is • Why a business would choose to crowdfund over VC, or debt • Pro's and con's of crowdfunding • How to buy into a company through Equitise • Some of the major success stories that have used Equitise to raise money • About the current state of the Australian VC market • Plus much more! How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com)

Ryan O'Donnell - the Host of PeopleTalk - talks with Anessa Fike at Fike+Co about Culture and Recruiting for Early Stage Companies on this episode of PeopleTalk. This episode is proudly sponsored by EmployUs. EmployUs is building a people success platform to help companies recruit and retain their employees. Find out more about EmployUs by visiting their website www.employus.com

The number of small, early-stage yet fast-growing companies is reaching an all-time high. Despite the potential for wide profit margins, many of these high-quality startups lack the necessary capital to continue growing and to reach their full potential. Sam Kawtharani and Derek Manuge formed Corl from a combined decades' worth of unique and relevant experience to offer a solution: the world's first revenue-sharing token specifically designed to foster the development of emerging companies while benefitting investors. Where traditional forms of finance have failed, Corl promises to deliver by providing royalty investments to budding companies and allowing investors to own equity in Corl via the blockchain-based “CRL” token. In addition, token holders will receive quarterly dividends in Ethereum. With the plan of becoming the world's first regulatory-compliant security token that pays dividends to all token holders, Corl introduces an unprecedented and exciting opportunity for entrepreneurs and investors alike. Currently, in the pre-launch stage of development, Corl will go live in just a little over one month, on April 1, 2018. For over 2,000 companies already signed up on the Corl platform and ready to apply, that launch date couldn't arrive soon enough. To learn more, visit corl.io, join the Corl telegram channel, or contact Sam and Derek directly through LinkedIn.

The podcast from Northern Ireland’s most powerful, personalised, accelerator programme for innovation companies. What key areas of IT security do early stage companies need to consider? Maximise sales leads, minimise spam. Reach out to potential customers while avoiding getting blacklisted. Protect your data from hackers. Make your company communications secure Strong passwords are essential, but what else can I do to protect my IP. What about data protection regulations around customer information? How do I manage different IT platforms across my company? Should I allow staff to use their own IT devices? Do we really need anti malware protection on all devices. What’s a VPN anyway? www.connect.catalyst-inc.org/ www.connect.catalyst-inc.org/springboard-accelerator www.facebook.com/CatalystIncHQ www.linkedin.com/company/ci-connect

Welcome to Episode 5, in which Maeve Miccio, SVCF’s vice president of corporate responsibility, interviews Director of Corporate Responsibility Liz Lipton-McCombie. Maeve and Liz discuss SVCF's efforts to support startups and large companies alike in their efforts to strengthen social responsibility.  SVCF recently completed a report called “Starting with Purpose: How Startups can Use Social Responsibility to Deliver Purpose and Profit.” Our goal was to provide a comprehensive resource for companies that plan to integrate social responsibility and philanthropy into their work, through volunteering, charitable giving, and other efforts. Maeve and Liz give us an overview of how the report was compiled, some of the most interesting discoveries, and some actionable takeaways.  Access the full show notes at siliconvalleycf.org 

Serial entrepreneur Casper Zublin, founder of Asterisk Financial, and Garry Green, President and COO of Liberty Synergistics, Inc. share their stories of how branding was instrumental in the realization of their business goals.

The Centre for Entrepreneurial Learning (CfEL) talked to Dr Helen Lee, Director of Research, Department of Haematology, University of Cambridge and Founder Diagnostics for the Real World about her very considerable experiences in diagnostics, founding companies, and the need to develop usable products for people in the developing world. Helen received her PhD from Cornell University and MSc from Oxford University. After post-doctoral training at Churchill Hospital in Oxford, the University of Geneva and St Louis Hospital in Paris, she began her career in diagnostics at the Centre National de Transfusion Sanguine in Paris where she was responsible for developing monoclonal blood typing reagents, the first widely used liquid blood typing reagents in Paris. Another major accomplishment of her group was one of the first monoclonal antibody based assays for hepatitis B surface antigen, which was subsequently licensed to the Pasteur Institute as the MONLISA HBsAg assay and is still on the market today. She then joined Abbott Laboratories to be responsible for Research & Development, and was promoted to General Manager of the Probe Diagnostics Business Unit where she managed over 100 people and an annual budget of >$20 million. She was also responsible for production of instruments as well as chemistry, marketing, quality and regulatory affairs of the product line. After leaving Abbott she founded a biotech company, Sentinel Biosciences Inc. in Palo Alto, CA, developing technologies for virus discovery. The company was successfully sold to one of the world's largest pharmaceutical companies. In 1996, she left industry for the University of Cambridge in order to focus on the development of technology and diagnostic assay for resource-poor settings. To commercialise the technologies developed at Cambridge, she founded the spin off company, Diagnostics for the Real World Ltd (DRW), in 2002. Awards: Dr Lee chaired the Diagnostic Steering Committee at the World Health Organization (WHO). She is the recipient of the 2005 Lord Lloyd Kilgerran Award, the 2006 British Female Inventor in Industry Award, the 2006 European Women of Achievement Award and the 2007 Asian Women of Achievement Award (presentation as pdf). The products and technologies developed by DDU scientists received the Medical Futures Innovation Award (UK) for its innovative sample collection device and more recently, the 2007 Tech Museum Innovation Award (US) for innovation in the Health Category, in recognition of the Signal Amplification technology, which greatly improves the sensitivity of rapid test for the detection of infectious diseases (see video interview) (hear audio interview). The unit has filed 12 families of patent applications, with 20 granted or allowed national patents, detailing inventions that improve the performance of rapid diagnostic test.

The Centre for Entrepreneurial Learning (CfEL) talked to Dr Helen Lee, Director of Research, Department of Haematology, University of Cambridge and Founder Diagnostics for the Real World about her very considerable experiences in diagnostics, founding companies, and the need to develop usable products for people in the developing world. Helen received her PhD from Cornell University and MSc from Oxford University. After post-doctoral training at Churchill Hospital in Oxford, the University of Geneva and St Louis Hospital in Paris, she began her career in diagnostics at the Centre National de Transfusion Sanguine in Paris where she was responsible for developing monoclonal blood typing reagents, the first widely used liquid blood typing reagents in Paris. Another major accomplishment of her group was one of the first monoclonal antibody based assays for hepatitis B surface antigen, which was subsequently licensed to the Pasteur Institute as the MONLISA HBsAg assay and is still on the market today. She then joined Abbott Laboratories to be responsible for Research & Development, and was promoted to General Manager of the Probe Diagnostics Business Unit where she managed over 100 people and an annual budget of >$20 million. She was also responsible for production of instruments as well as chemistry, marketing, quality and regulatory affairs of the product line. After leaving Abbott she founded a biotech company, Sentinel Biosciences Inc. in Palo Alto, CA, developing technologies for virus discovery. The company was successfully sold to one of the world's largest pharmaceutical companies. In 1996, she left industry for the University of Cambridge in order to focus on the development of technology and diagnostic assay for resource-poor settings. To commercialise the technologies developed at Cambridge, she founded the spin off company, Diagnostics for the Real World Ltd (DRW), in 2002. Awards: Dr Lee chaired the Diagnostic Steering Committee at the World Health Organization (WHO). She is the recipient of the 2005 Lord Lloyd Kilgerran Award, the 2006 British Female Inventor in Industry Award, the 2006 European Women of Achievement Award and the 2007 Asian Women of Achievement Award (presentation as pdf). The products and technologies developed by DDU scientists received the Medical Futures Innovation Award (UK) for its innovative sample collection device and more recently, the 2007 Tech Museum Innovation Award (US) for innovation in the Health Category, in recognition of the Signal Amplification technology, which greatly improves the sensitivity of rapid test for the detection of infectious diseases (see video interview) (hear audio interview). The unit has filed 12 families of patent applications, with 20 granted or allowed national patents, detailing inventions that improve the performance of rapid diagnostic test.

Dr Julie Barnes has extensive commercial and scientific experience in the life sciences sector and early stage businesses making her a great female role model. In this interview for the Centre for Entrepreneurial Learning, she talks about how the sector has changed enormously over the last 25 years leading to the emergence of medicines for preventative healthcare. The next phase of change is going to be about individual choice and managing health, rather than managing disease. At present, we are treating the tip of the iceberg with a focus on the last 10% of disease that shows itself in patients. The future focus will be on changing healthcare through understanding more about disease at a molecular level and through early detection. Julie is a strong advocate for partnership between academia and industry to harness value from scientific innovation and ensure translation for the benefit of patient health.

Dr Julie Barnes has extensive commercial and scientific experience in the life sciences sector and early stage businesses making her a great female role model. In this interview for the Centre for Entrepreneurial Learning, she talks about how the sector has changed enormously over the last 25 years leading to the emergence of medicines for preventative healthcare. The next phase of change is going to be about individual choice and managing health, rather than managing disease. At present, we are treating the tip of the iceberg with a focus on the last 10% of disease that shows itself in patients. The future focus will be on changing healthcare through understanding more about disease at a molecular level and through early detection. Julie is a strong advocate for partnership between academia and industry to harness value from scientific innovation and ensure translation for the benefit of patient health.

We discuss the common mistakes that lead to the failure of 97% of startups : articulating the vision, lack of focus, cost estimation, hiring the right people, failing to step aside when the time is right, ineffective IP protection, getting the wrong people involved. We also discuss insuring you make a profit and how to price your product. Our popular email segment and a great interview with Jeffrey Hayzlett, former Marketing Director of Eastern Kodak and author of “Running the Gauntlett”.

What are the most important factors to consider when taking a new product to market? How should inventors and entrepreneurs prepare for the tough questioning from investors about their products? How do you assess the risks involved at each stage? Why is it important to be able to demonstrate a proof of concept, working model and prototype? What do people need to think about when scaling up a product? Cambridge Consultants is at the heart of the Cambridge Phenomenon and celebrated 50 years of innovation in 2010. The company has fostered the development of many early stage technology companies right from raising funds to transferring technology to manufactured product. Duncan Smith, Head of Products and Systems Division, and Ruth Thomson, Business Development Consultant, at Cambridge Consultants both have a wealth of experience in bringing new products to market. They share their knowledge and expertise offering some sage advice and tips on how aspiring entrepreneurs should develop their innovations for successful transfer to the commercial environment.

What are the most important factors to consider when taking a new product to market? How should inventors and entrepreneurs prepare for the tough questioning from investors about their products? How do you assess the risks involved at each stage? Why is it important to be able to demonstrate a proof of concept, working model and prototype? What do people need to think about when scaling up a product? Cambridge Consultants is at the heart of the Cambridge Phenomenon and celebrated 50 years of innovation in 2010. The company has fostered the development of many early stage technology companies right from raising funds to transferring technology to manufactured product. Duncan Smith, Head of Products and Systems Division, and Ruth Thomson, Business Development Consultant, at Cambridge Consultants both have a wealth of experience in bringing new products to market. They share their knowledge and expertise offering some sage advice and tips on how aspiring entrepreneurs should develop their innovations for successful transfer to the commercial environment.