Podcasts about portfolia

Robin worries aloud about the Leftist (and her) loathing of money. Special Guest: Trish Costello, founder and CEO of Portfolia.com, a collaborative equity investment platform.

V nejnovějším podcastu odpovídám na dotazy posluchačů ohledně diverzifikace portfolia investičních nemovitostí a dědění podílových fondů. Poslouchejte a zjistěte více o efektivní přestavbě portfolia a různých strategiích, které můžete použít pro zvýšení výnosů. Dozvíte se i o časových testech a právních aspektech při dědění investic. Tento obsah je určen jak pro začátečníky, tak pro zkušené investory, kteří chtějí své portfolio optimalizovat a zabezpečit do budoucna.

Výběr ETF je jednodušší a bezpečnější než vybírání jednotlivých akcií. Společně s Danem vám ukážu jak na to. Porovnáme, co vše zahrnuje výběr konkrétní akcie a proč je volba ETF ideální pro většinu investorů. Podrobně rozebereme metodiku výběru ETF – podle regionu, velikosti firem, burzy nebo vydavatele. Ukážu vám, jak ETF nakoupit – ať už přes jednoduché platformy jako Portu nebo pomocí brokerů. Stačí najít správnou zkratku a zadat pokyn k nákupu. Můžete to zvládnout sami – stačí vědět, jak na to.

Česko neuspělo, má eurokomisaře na nic, zní už nějakou dobu částí české politické scény a konec konců i od komentátorů v médiích. Při skládání nové Komise totiž dostal český zástupce Jozef Síkela na starost mezinárodní partnerství. Což se u nás vykládá tak, že Česko ostrouhalo a že důvěřivé Čechy napálila šéfka Evropské komise Ursula von der Leyenová.

Česko neuspělo, má eurokomisaře na nic, zní už nějakou dobu částí české politické scény a konec konců i od komentátorů v médiích. Při skládání nové Komise totiž dostal český zástupce Jozef Síkela na starost mezinárodní partnerství. Což se u nás vykládá tak, že Česko ostrouhalo a že důvěřivé Čechy napálila šéfka Evropské komise Ursula von der Leyenová.Všechny díly podcastu Názory a argumenty můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Výtah Respektu s Viktorem Daňkem z Institutu pro evropskou politiku Europeum o tom, jestli je portfolio mezinárodního partnerství pro Česko úspěchem, či zklamáním

Investiční podcast Money Penny se tentokrát zaměřil na investiční konferenci FIRE, kde se řešilo, kam přesunout peníze ze spořících účtů, jak koupit a poznat kvalitní dluhopisy nebo co čeká Česko v souvislosti s demografickým vývojem. Vybrané panely jsou k dispozici na https://herohero.co/moneypenny nebo https://moneypenny.gazetis.to/

Investiční podcast Money Penny se tentokrát zaměřil na investiční konferenci FIRE, kde se řešilo, kam přesunout peníze ze spořících účtů, jak koupit a poznat kvalitní dluhopisy nebo co čeká Česko v souvislosti s demografickým vývojem. Vybrané panely jsou k dispozici na https://herohero.co/moneypenny nebo https://moneypenny.gazetis.to/

V rozhovoru s Honzou Hájkem, který již 18 let spravuje fond s majetkem ve výši 27 miliard Kč a do kterého investovalo 120 000 klientů, se dozvídáme o jeho zkušenostech a výzvách při řízení takto rozsáhlého fondu. Honza také představí dvě mastermindové skupiny, které povede na České investiční konferenci 11. listopadu 2024: Aktivní správa akciového portfolia a Jak postupovat při akciové analýze společnosti. V těchto diskuzích se podělí o své postřehy z praxe a poskytne cenné rady pro investory i analytiky.Zúčastněte se České investiční konference 11. listopadu i vy: https://www.ceskainvesticnikonference.cz/program/CO SE V ROZHOVORU DOZVÍTE:Jaké to je mít pod správou 27 miliard Kč, 120 000 klientů a řídit 18 let fond Dokáže hýbat s cenou akcie, když nakupuje spokečnost do portfolia? Jak postupovat při akciové analýze (7:00)Aktivní správa portfolia (9:18)Kupte si vstupenku na konferenci na: https://www.ceskainvesticnikonference.cz/vstupenka/

Recognized by Forbes as one of the top fifty female futurists globally, for nearly 40 years, Maddy Dychtwald has been deeply involved in exploring all aspects of the age wave and how it's fundamentally transforming our lives and the world at-large. This has led her to become an award-winning author, acclaimed public speaker, and thought leader on longevity and aging, health, wellness, and the new retirement.   Maddy co-founded Age Wave, the world's leader in understanding and addressing the far-reaching impacts of longevity and our aging population. The Age Wave team has worked with more than half of the Fortune 500 in industries ranging from healthcare and medical technology to financial services and consumer products.   With women at the forefront of the longevity revolution, Maddy has dug deep into their specific longevity-related wants, needs, challenges and opportunities. As a researcher and social scientist, she has led numerous acclaimed studies, including the landmark Women, Money and Power sponsored by Allianz and Women and Financial Wellness: Beyond the Bottom Line for Bank of America Merrill Lynch. In addition, she has been involved in more than 25 thought leadership research studies worldwide on longevity, aging, retirement, health and wellness, family and social connections, purpose, caregiving, finances, and leisure, which have cumulatively garnered more than twenty billion media impressions. As a blogger and member of The Wall Street Journal's Expert Panel, Maddy's posts on leadership, wealth management, and financial planning have topped the most-read lists. Her insights and research have been featured in prominent media outlets, including Bloomberg Businessweek, Forbes, Newsweek, Time, Fox Business News, CNBC, and NPR.   Maddy has written four books, including the award-winning Cycles: How We Will Live, Work, and Buy, Influence: How Women's Soaring Economic Power Will Transform Our World for the Better, and the children's/young readers' book Gideon's Dream: A Tale of New Beginnings. Her highly anticipated new book, Ageless Aging: A Woman's Guide to Increasing Healthspan, Brainspan, and Lifespan, (Mayo Clinic Press, May 2024) will provide an insider's guide to living better longer, covering everything from fitness and nutrition to hormones and ageism, from sleep to purpose, from navigating the healthcare system to the role of finances.   Over the years, Maddy has herself become part of the age wave and has experimented personally with how to increase her own healthspan, brainspan, and lifespan. She is a co-founder of the non-profit Women Against Alzheimer's and serves as a board member of the non-profit BrightFocus Foundation, which funds cutting-edge research to cure diseases of the brain and eye. She is also a lead partner for Portfolia in the Active Aging and Longevity 2 Fund.   Maddy and her husband Ken were awarded the prestigious Esalen Prize for their outstanding contributions to advancing the human potential of long-lived men and women worldwide. An empty-nester, she is highly involved with her adult children and her granddog.

V tomto podcastu vás seznámíme s Privátními portfolii fondů a s portfolio manažerem Martinem Horákem. Jak široké je investiční spektrum, které má portfolio manažer při správě fondu, jakým způsobem je spravovaná akciová část portfolia a jaká je aktuální investiční strategie fondů? Nejen na tyto otázky se zaměříme v tomto podcastu. Přejeme vám příjemný poslech. Upozornění pro klienty: Tento materiál má pouze informační charakter a nelze vykládat jako poskytování investičního poradenství nebo jiné investiční služby, nejedná se ani o návrh na uzavření smlouvy. Hodnota investice může kolísat a její návratnost není zaručena. Minulé výnosy, stejně jako prognózy očekávané výkonnosti, nejsou zárukou výnosů budoucích a nezohledňují poplatky a daně. Jakýkoliv konkrétní investiční nástroj zmíněný v podcastu nemusí být z pohledu cílového trhu vhodný pro každého klienta. Podrobné informace, o konkrétních investičních nástrojích, včetně informací o poplatcích a rizicích naleznete v dokumentech Sdělení klíčových informací, Jak se stanovuje produktové skóre a v prospektu/statutu fondu dostupných na www.csob.cz, popř. si uvedené materiály můžete vyžádat v listinné podobě od svého bankéře. Podílové fondy na rozdíl od klasických depozitních produktů nespadají pod režim pojištění vkladů.

V dnešním dílu si poslechněte názor proč při správě majetku ve formě globálního ETF portfolia nevyužijete přidanou velké švýcarské čin americké privátní banky na 100%. V čem jsme se s naším novým UHNWI investorem shodli a kde vnímá přidanou hodnotu velké zahraniční privátní banky. 

There are a lot of variables to consider in planning for retirement. A big one is longevity. We don't know how long we'll live, but we should plan for a long life. But there's more to consider than just our lifespan. Rejoining us is Maddy Dychtwald, co-founder of Age Wave, to discuss her new book Ageless Aging: A Woman's Guide to Increasing Healthspan, Brainspan, and Lifespan, a guide to living better longer by proactively attending to your healthspan, your brainspan and your wealthspan. Maddy Dychtwald joins us from California. _________________________ Bio Recognized by Forbes as one of the top fifty female futurists globally, for nearly 40 years, Maddy Dychtwald has been deeply involved in exploring all aspects of the age wave and how it's fundamentally transforming our lives and the world at-large. This has led her to become an award-winning author, acclaimed public speaker, and thought leader on longevity and aging, health, wellness, and the new retirement. Maddy co-founded Age Wave, the world's leader in understanding and addressing the far-reaching impacts of longevity and our aging population. The Age Wave team has worked with more than half of the Fortune 500 in industries ranging from healthcare and medical technology to financial services and consumer products. With women at the forefront of the longevity revolution, Maddy has dug deep into their specific longevity-related wants, needs, challenges and opportunities. As a researcher and social scientist, she has led numerous acclaimed studies, including the landmark Women, Money and Power sponsored by Allianz and Women and Financial Wellness: Beyond the Bottom Line for Bank of America Merrill Lynch. In addition, she has been involved in more than 25 thought leadership research studies worldwide on longevity, aging, retirement, health and wellness, family and social connections, purpose, caregiving, finances, and leisure, which have cumulatively garnered more than twenty billion media impressions. As a blogger and member of The Wall Street Journal's Expert Panel, Maddy's posts on leadership, wealth management, and financial planning have topped the most-read lists. Her insights and research have been featured in prominent media outlets, including Bloomberg Businessweek, Forbes, Newsweek, Time, Fox Business News, CNBC, and NPR. Maddy has written four books, including the award-winning Cycles: How We Will Live, Work, and Buy, Influence: How Women's Soaring Economic Power Will Transform Our World for the Better, and the children's/young readers' book Gideon's Dream: A Tale of New Beginnings. Her highly anticipated new book, Ageless Aging: A Woman's Guide to Increasing Healthspan, Brainspan, and Lifespan, (Mayo Clinic Press, May 2024) will provide an insider's guide to living better longer, covering everything from fitness and nutrition to hormones and ageism, from sleep to purpose, from navigating the healthcare system to the role of finances. Over the years, Maddy has herself become part of the age wave and has experimented personally with how to increase her own healthspan, brainspan, and lifespan. She is a co-founder of the non-profit Women Against Alzheimer's and serves as a board member of the non-profit BrightFocus Foundation, which funds cutting-edge research to cure diseases of the brain and eye. She is also a lead partner for Portfolia in the Active Aging and Longevity 2 Fund. She is also a lead partner for Portfolia, a collaborative women-focused investment platform in their “Active Aging & Longevity Fund 2. Maddy and her husband Ken were awarded the prestigious Esalen Prize for their outstanding contributions to advancing the human potential of long-lived men and women worldwide. An empty-nester, she is highly involved with her adult children and her granddog. ____________________________ For More on Maddy Dychtwald Ageless Aging: A Woman's Guide to Increasing Healthspan, Brainspan, and Lifespan Age Wave

In this episode we discuss all things femtech with Healthcare Law Lawyer, Advisor and Portfolia FemTech Fund Partner Delphine O'Rourke. We get into what FemTech is, why it's so important for women to invest and support this sector, and how you can help. In case you haven't noticed, in the past, VCs have overlooked products designed for women primarily because they don't understand the needs or the market   When you invest in or support FemTech, your contributions help the market develop innovations that address issues like osteoporosis, menopause, fertility and many more opportunities that will help women live better and longer lives..  According to Market.us, the Global FemTech Market size is projected to surpass around USD 127.1 Billion by 2033! For example, have you ever considered why the dreaded speculum used in annual ob-gyn exams has not been updated since the 1800's? Neither did we until Delphine mentioned it.  Whether you're an experienced investor or just curious about how to get started, this episode may cause a paradigm shift in how you think about investing. As a Fund Partner at Portfolia, Delphine is part of a team that decides what start-ups to invest in. We discuss how you can also join a Portfolia fund with a minimum $10k if you are an accredited investor. if you enjoy this topic, don't miss our podcast with Portfolia founder and venture capital pioneer, Trish Costello, and our podcast with Ida Tin, the woman who coined the term Femtech! Want to talk more about this?  Find us on Instagram @meantforit. You can also visit our website at www.meantforit.com, and sign up for our newsletter here or email us. contact@meantforit.com. Notable Quotes from Delphine: "We need to move medicine for women out of the 1900's, 1800's into modern medicine." "We make 92% of consumer decisions, 82% of healthcare decisions." "Shifting the contraceptive burden is highly impactful and that's what we look for." "We want to make our money work for us and it's just sitting in a checking account. The financial gap, the pay gap, will just continue and compound." Podcast Chapters: (03:48) Femtech is where technology intersects with women's health (07:35) The stark reality of women's health innovation and the need for change (15:10) The potential of wearable bone technology and its impact on osteoporosis (18:59) Portfolia invested in a male contraceptive that is reversible (22:55) Maven's success story and the shifting role of employers in healthcare (29:29) Why investment education is critical for women (32:53) Exploring why men haven't invested in women's health historically (37:35) Every woman will go through menopause unless she dies (43:03) An accredited investor is someone who is eligible to invest in credit funds (49:56) We know we have a loneliness crisis in the United States (53:03) Maven provides women's health remotely through telemedicine  

#57. In this episode, we sit down with Ellen Cassidy, the founder of Elemental Prep, a company that teaches people how to retain information. Ellen shares her innovative process of information retention, which involves reading, translating, and quipping. She explains how to code information with emotions by intoning the words as you say them, translating the information in your own words, and creating a conversation with what you read. This process helps people retain information and make it their own. The episode also touches on Ellen's background and her journey to creating Elemental Prep. Ellen discusses the power of effective note-taking and the importance of translating information into one's own words. She shares her personal experience with note-taking and how it helps her remember and understand information. Ellen also talks about the value of indexing advice and using intuition to make decisions. She highlights the need for trust in relationships and the challenges of managing a growing team. Ellen ends with sharing her vision for the future, including expanding her tutoring business and developing a tech platform for asynchronous learning.Where to find Ellen Cassidy:InstagramLinkedInTikTokWhere to find host Josh Sharkey:InstagramLinkedInTikTokTwitterIn this episode, we cover:(08:32): Growing up and handling trauma(15:35): The process of retaining information(31:09): The community and future of elemental prep(40:08): Faster with less effort(41:31): Good way to index advice(43:55): Portfolia and investment(46:20): What makes you angry?(48:49): The importance of trust in relationships(56:49): A vision for the future: expanding the tutoring business and developing a tech platform

Barbara Waxman, founder of The Odyssey Group, is passionate about building leaders' personal and professional skills so they can thrive while increasing their ability to manage complexity and maximize their effectiveness. With over two decades of experience coaching CEOs, C-suite leaders, and entrepreneurs, Barbara utilizes a holistic approach to help clients lead and communicate authentically, sustain high performance, and expand their influence and impact. Barbara is a highly sought-after coach, workshop leader, and keynote speaker who works with leaders from across the country and abroad. She is a part expert coach, caring truth-teller, strategic thought partner, and accountability advocate, and she buoys her approach with compassion, honesty, research-based expertise, and a light heart. Her experience as a Gerontologist and coach has culminated in the proprietary transformative coaching model and her science-based Five Essential Elements © process. Barbara has worked in the automotive, financial services, health care, nonprofit, and technology sectors, among others. Barbara serves as an Advisory Council Member for the Stanford Center on Longevity, an Advisory Board Member for Stanford Lifestyle Medicine, a faculty member at Chip Conley's Modern Elder Academy, and an angel investor in the Active Aging and Longevity Fund with Portfolia. She has appeared on CBS This Morning and has been featured in Marin Magazine, Arianna Huffington's Thrive Global, Next Avenue, and is a frequent podcast guest. Barbara recently authored How to Avoid Burnout, Provide Exceptional Care, and Enhance Work-Life Integration, a chapter in the upcoming book The Successful Health Care Professional's Guide: Everything You Need to Know But Weren't Taught in Training (Springer Publishing). Barbara is also the author of two books examining aging, including The Middlescence Manifesto: Igniting the Passion of Midlife. Barbara holds master's degrees in Public Administration and Gerontology from the University of Southern California and is a graduate of Colgate University. She earned her coaching certifications from the International Coach Federation and The Hudson Institute. Originally from New York, she lives in the San Francisco Bay Area with her husband, Scott, and is thankful to have her adult children not too far away. Website LinkedIn Instagram Facebook

In this episode of Money Tales, our guest is Jodi Morris. Jodi is a fierce advocate for education and empowerment, especially for girls around the globe. From her own struggles navigating the financial aid system when she applied to college, Jodi recognizes the immense challenges faced by girls in less privileged parts of the world. She shares with us her passion for leveling the playing field and making education accessible to all, regardless of location or circumstance. Jodi's commitment doesn't stop there. Through impact investing, she's aligning her goals and her values by channeling resources into initiatives that support female entrepreneurship and education in Africa and beyond. Jodi believes that each of us has a story to tell and an impact to make. She curates immersive small-group Venture Travels that challenge participants to think more purposefully. As a Success Coach, she helps people define their story and success on their terms, and how to invest their time, talent and money towards it. Leading by example, Jodi invests in impactful companies and girls' education non-profits. An active writer, speaker, investor and traveler, her passion is connecting people and ideas across the U.S. and globally. Prior to this entrepreneurial career, Jodi spent over two decades in the investment management industry, leading strategic U.S. business-building initiatives at a start-up and notable firms like JP Morgan and Matthews Asia. Combining an analytical mindset, educational communication style and natural ease for connecting people and ideas, Jodi led teams that raised billions of dollars in assets in innovative investment strategies from institutional clients and financial advisors. Having traveled to 65+ countries with a particular emphasis on developing Asia and Africa, Jodi is inspired by individuals with ideas, passion, grit and goals. She invests in entrepreneurs globally, credits travel for opening her eyes to the critical role of women globally, believes that girls' education is the best investment of our lifetime, and shares her global insights to inspire others. Jodi served as President of the IWF Northern California Legacy Foundation and on the International Women's Forum (IWF) of Northern California Board. She is a Renew Capital and Portfolia investor and CFA Charterholder. She invests in women's empowerment and girls' education through global non-profits Room to Read, U-Go, Rise Up, Nurturing Minds/SEGA and SHE-CAN. Jodi graduated with honors from Northwestern University with a degree in Mathematical Methods in the Social Sciences and Economics. Raised in the Midwest, Jodi spent three decades living in New York City and San Francisco before recently settling in Santa Fe, New Mexico.

Elizabeth Gore, President Hello Alice | The Riderflex Podcast Elizabeth, with her remarkable background as an entrepreneur-in-residence at Dell Technologies, has significantly contributed to the scaling and prosperity of small and medium businesses globally. Her commitment extends to her role on the Board for Bunker Labs, an organization dedicated to supporting veteran and military spouse entrepreneurs. Beyond this, she actively advises growth-oriented, purpose-driven companies such as Scoop and Go-Fund-Me, and invests as a limited partner with Portfolia fund. Elizabeth's expertise is also valued as an advisor to Ring Ventures, a Texas A&M University-oriented investment fund, and she is a part owner of Gore Family Vineyards in Sonoma County. Her previous tenure at the United Nations Foundation as vice president of global partnerships and founder of impactful initiatives like Nothing But Nets and Girl Up showcases her deep commitment to global causes. An accomplished individual, Elizabeth has been recognized in various media and holds degrees from Texas A&M University, blending her professional acumen with a passion for global entrepreneurship and community impact. Hello Alice, is your go-to platform for entrepreneurial success. As a free online resource, they are dedicated to guiding small business owners and entrepreneurs through every stage of their journey. With Hello Alice, you gain access to invaluable knowledge, funding opportunities, expansive networks, and a vibrant community of over 1 million small business owners. Our focus is on empowering underrepresented founders, providing mentorship, expert advice, and the support needed to help your business flourish. Meet Hello Alice: https://helloalice.com/ Watch the Full Interview: https://youtu.be/a-dPrThy_zU Unlock career success with "Riderflex Guide 2.0: Mastering Job Interviews." Over 30 years of recruitment expertise. Strategies for new graduates, seasoned professionals. Master virtual interviews,  and challenging questions. Get your copy today at: https://tinyurl.com/Mastering-Job-Interviews Listen to real stories from successful business leaders, CEOs, and entrepreneurs on the Riderflex podcast hosted by CEO Steve Urban. The Riderflex Podcast: https://www.youtube.com/channel/UC5NDLaxEqkMsnlYrc5ntAPw Trust Riderflex, a premier headhunter and employment agency based in Colorado, to recruit top talent for your team. Visit https://riderflex.com/ to learn more about our executive recruiting services. Podcast Sponsor: Kura Home Services, Air Duct Cleaning & Home Maintenance. For All your Home Maintenance needs!   https://www.kurahome.com/kura-home-services-colorado/ #HelloAlice #EntrepreneurshipEmpowered #SmallBusinessSuccess #InclusiveInnovation #LeadershipGoals #riderflexpodcast #careeradvice #Podcast #entrepreneur #ColoradoRecruitingFirm #recruiting #Colorado #National #Riderflex #TalentAcquisition #Employment #JobTips #ResumeTips --- Support this podcast: https://podcasters.spotify.com/pod/show/riderflex/support

Heather Kernahan is a global business leader who has been featured in Fast Company, Fortune, Thrive Global, Biz Women, and Ad Week. She currently serves as the CEO of Hotwire Global, an award-winning global tech communications and marketing consultancy who have worked with companies such as Meta, Adobe, Pinterest, LinkedIn, and Honeywell. She was named one of the San Francisco Business Times 100 Most Influential Women and North America Innovator of the Year by Provoke Media. She serves on the board of ICCO, is a Trustee of IPR, and is past Board Chair of the PR Council. Kernahan is a sought-after speaker on business-leadership topics and has taken the stage at Fortune Global Forum discussing Innovation on the Fast Track, at the NASDAQ Entrepreneurial Center as a keynote and workshop facilitator on unlocking authentic leadership, and at Chief discussing High Stakes Leadership. She is a strategic adviser and has been a mentor to leaders, entrepreneurs, and start-ups through work with NASDAQ Entrepreneurial Center, Company VenturesNYCs foremost venture community, Scotians Global Advisors, Cleantech Open, Womens Startup Lab and the LAGRANT Foundation. She is a venture capitalist and LP with Women Who Invest and Portfolia. Taking action in the areas of inclusion, belonging, and education is important to her. She has been part of the launch team of the Say Gap, a program developed by the PRCouncil to train women and other underrepresented leaders to speak on stage and be interviewed by the press. She co-founded The 10, a group of women in leadership who are working to have more women leaders write and publish their first business books, as well, she serves on the Citizens Bond Oversight Committee for the College of Marin. Heather grew up in Canada and has since held senior marketing and leadership roles at start-up, mid-size, and global tech companies in Canada and the US, where she has been part of teams building the future. She received her masters in Business Administration in Sustainable Enterprise from Dominican University of California. She lives in the San Francisco Bay area with her husband and children. What you will learn in this episode: What inspired Heather to write her book, Unstuckable Why it is vital for women to write more business books How becoming an author can give you credibility and access to the media Why you will get nothing in business if you can't communicate How Heather and “The Ten” can help women who want to become authors learn the ropes Resources: Website: https://www.hotwireglobal.com/ LinkedIn Personal: https://www.linkedin.com/in/heatherkernahan/ LinkedIn Business: https://www.linkedin.com/company/hotwireglobal/ Twitter: https://twitter.com/hkernahan Unstuckable

This week Ivy Slater, host of Her Success Story, chats with her guest, Fran Maier. The two talk about the commitment to trust and safety, as well as relief, convenience, and quality in Fran's varying businesses, and her vision for continued expansion.   In this episode, we discuss: How Fran's very impressive career began, and how she made a complete shift from privacy to hospitality on accident The importance of trust and safety in all she does What great benefits parents can find in BabyQuip, and the convenience and quality provided Her vision for continued expansion, and how she plans to take BabyQuip to the next level How her company is launching successful independent businesses, and offering relief to parents in so many ways How she has built a community culture that fosters an empowering ethic of taking care of each other Fran Maier is a serial entrepreneur and Super Founder with over 25 years of experience pioneering category-disrupting B2C and B2B internet businesses. Fran is widely recognized for her leadership as Co-Founder and first General Manager of the online dating service Match.com, Founder of the privacy compliance tech company TRUSTe (now TrustArc), and Founder and CEO of her current venture, BabyQuip, the #1 global baby gear rental brand. She is also known for breaking boundaries as a Latina business leader. Since launching BabyQuip in 2016, Fran has made game-changing contributions to both the family travel industry and gig economy model with its breakthrough platform, which gives traveling families access to high-quality baby equipment rentals through proprietary technology and an independent contractor community called Quality Providers. Under her leadership, BabyQuip currently serves over 1,300 markets and maintains a network of independent gig economy entrepreneurs in the thousands. To-date, Fran has raised over $8.5M in seed funding for BabyQuip. In 2022, BabyQuip's GMV nearly doubled vs. 2021 and grew its QP network by over 60%. Previous career highlights include establishing the first membership business model at Match.com, which drove $3 million in revenue and attracted over 500,000 subscribers, and raising more than $30 million in venture funding for TRUSTe. As a founding member of Kmart Corporation and Softbank's former joint venture BlueLight.com, Fran drew four million subscribers to the Internet service in less than nine months. Fran is often sourced for her insights and expertise in the areas of entrepreneurship, women in business, and family travel. She has appeared in major media like Bloomberg, The Wall Street Journal, The LA Times, Travel + Leisure, Wirecutter, Forbes, and CNBC, and is a regular podcast guest, contributing author, and keynote speaker. Fran was also a featured expert on entrepreneurship in the acclaimed documentary film “She Started It” and appeared on ABC's Shark Tank. As an award-winning business icon, trailblazer for women in tech, and advocate for female entrepreneurship, Fran has been named to the “150 Most Influential Women in Bay Area Business” by the SF Business Times, “Top 25 Women in Tech to Watch in Silicon Valley” by Always On, and “100 Most Influential Women in Technology” by Hot Topics. She is also the 2016 recipient of the prestigious Jerry I. Porras Latino Leadership Award from Stanford Graduate School of Business, where she earned her BA and MBA. Fran has served on numerous commercial and non-profit boards including GE Capital Bank, Children's Council of San Francisco, Stanford Women on Boards, and Girls in Tech. She is currently a member of Women Corporate Directors and is the former Chair of the Steering Committee for Stanford Women on Boards. As a mentor, she has advised start-ups such as Portfolia, Women's Start-up Lab, Sign-up.com, and Kango, among others. Fran is also passionate about supporting female founders, and honors her Hispanic heritage by promoting Latinx leadership and Latina entrepreneurs.  Website: www.BabyQuip.comLinkedIn: https://www.linkedin.com/in/franmaier/ LinkedIn: https://www.linkedin.com/company/babyquip/ Instagram: https://www.instagram.com/babyquip/?hl=en Facebook: https://www.facebook.com/BabyQuip/ Support Our Fundraising: startengine.com babyquip Promo: $20 off of $100 or more Code: Success  

Since 90% of venture capitalists are men, it makes sense that female founders have a much harder time getting funding, especially when they're focused on women's issues. Trish Costello is working to change that as the founder and CEO of Portfolia, a company that creates investment funds for women looking to back innovative companies. In this episode, Trish explains why investing in companies is such a powerful tool for building wealth and creating change in the world. She also shares practical steps for how you can get started in the space. Episode Recap: Today we're talking about investing in startups with Trish Costello (1:08) Can you tell us about your background with venture capital? (2:41) Who is a good fit for the Kauffman Fellows Program? (8:12) Why is investing in companies a great opportunity for women? (10:01) It's up to us to invest in the companies we believe in (14:42) Can you talk us through the process of investing with Portfolia? (21:46) What kinds of companies does Portfolia invest in? (29:54) How do you evaluate early-stage companies? (33:50) How can women invest their retirement accounts with Portfolia? (38:15) Resources: Visit the Fiscal Feminist Website Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Portfolia website Portfolia FemTech Fund Quotes:“You then decided to now do Portfolia. It really is effective in two areas, right? It allows you to promote companies that are coming up with innovation, and hopefully trending in the woman area. But it's also allowing women to become investors in these endeavors and learn more and more about it. I think a lot of people think this is a world just for super rich people who are really familiar with the space, and they don't realize that you can get involved in it.”“We have an opportunity to create wealth, but we also have an opportunity to create wealth while enhancing our lives. And to me that's that other piece of it that's so exciting.That's so important.Yes! Kimberlee, 90% of the check writers in venture capital are men. And you know, even if they aren't grossed out by women's health, they don't really understand it, you know? And so, they don't have a passion for it.”

In this episode of Money Tales, our guest is Fran Maier. From her first start-up, Match.com, to her latest and fifth start-up, BabyQuip, Fran is a passionate entrepreneur whose mantra is, “It'll all work out”. Fran's motto was put to the test during the pandemic. On March 6, 2020 she presented BabyQuip, a baby gear rental business dependent on people's travel, to the sharks on Shark Tank. Days later, the pandemic became a reality and the economy closed. Don't worry. It all works out. Being a savvy businesswoman, Fran and her partners took the necessary steps for the company to survive and now thrive as life gets back to normal. Fran is a highly successful serial entrepreneur, investor, and fundraiser with an impressive track record of launching and scaling five profitable business ventures, such as Match.com and TRUSTe (now @TrustArc). Throughout her career, Fran has pioneered game-changing solutions that have disrupted industries, built trusted brands, and driven growth and valuation. Currently, as the founder and CEO of BabyQuip, the leading global baby gear rental marketplace, Fran has taken the company's reach to over 1,200 markets worldwide. Her leadership has also resulted in the recruitment of thousands of gig economy entrepreneurs to provide services, as well as valuable partnerships with brands such as VRBO, Wyndham, Destination Hotels by Hyatt and Guesty. Fran's impressive set of skills include change management, business expansion, brand and product development, government relations, and international outreach. She has also demonstrated her dedication to giving back to the community as a commercial and non-profit board member for organizations such as GE Capital Bank, Children's Council of San Francisco, Stanford Women on Boards, and Girls in Tech. Moreover, Fran is an advisor to several startups, including Portfolia, Women's Start-up Lab, Sign-up.com and Kango. As a thought leader in entrepreneurship, women in business, and family travel, Fran is a sought-after keynote speaker and media personality. She has been featured in major media outlets such as Forbes, CNBC and ABC's Shark Tank, and has hosted a popular radio show. Fran also regularly appears as a guest on podcasts and contributes articles to publications such as The Washington Post. Fran holds a BA and MBA from Stanford University and has been recognized with numerous honors and awards. She is passionate about supporting female founders and promoting Latinx leadership and Latina entrepreneurs, in honor of her Hispanic heritage. Fran is a proud mother of two grown sons and now lives in Santa Fe, NM, after spending most of her career in San Francisco.

Sonia is a longevity investor via her company 100+ Capital, a women's investor group called Portfolia, and advises BioVerge here in Silicon Valley. She also spends time helping the Alliance for Longevity Initiatives (A4LI). She is helping A4LI streamline the political processes for advancing longevity research and therapies. When Sonia first moved to California from Canada in 1999, she helped educate congresspeople about the internet and digital technologies. She soon became interested in nanotechnology, and by extension the Foresight Institute. Her interests then turned toward longevity, and she began writing articles here and there about the topic. Peter Thiel convinced her to turn those articles into a book, “100+: how the coming age of longevity will change everything”. This podcast explores valuable insights and guidance on career choices in the context of emerging technologies. Sonia Arrison  shares her expertise and advice on navigating career paths in a rapidly evolving world. The discussion delves into topics such as the impact of artificial intelligence, biotechnology, and other emerging fields on the job market, as well as strategies for finding fulfilling and impactful careers in these areas.Session Summary: https://foresight.org/summary/career-counseling-with-sonia-arrison/The Foresight Institute is a research organization and non-profit that supports the beneficial development of high-impact technologies. Since our founding in 1987 on a vision of guiding powerful technologies, we have continued to evolve into a many-armed organization that focuses on several fields of science and technology that are too ambitious for legacy institutions to support.Allison Duettmann is the president and CEO of Foresight Institute. She directs the Intelligent Cooperation, Molecular Machines, Biotech & Health Extension, Neurotech, and Space Programs, Fellowships, Prizes, and Tech Trees, and shares this work with the public. She founded Existentialhope.com, co-edited Superintelligence: Coordination & Strategy, co-authored Gaming the Future, and co-initiated The Longevity Prize. Apply to Foresight's virtual salons and in person workshops here!We are entirely funded by your donations. If you enjoy what we do please consider donating through our donation page.Visit our website for more content, or join us here:TwitterFacebookLinkedInEvery word ever spoken on this podcast is now AI-s Hosted on Acast. See acast.com/privacy for more information.

Sonia Arrison, 100+ CapitalSonia Arrison is a longevity investor via her company 100+ Capital, a women's investor group called Portfolia, and advises BioVerge here in Silicon Valley. She also spends time helping the Alliance for Longevity Initiatives (A4LI). She is helping A4LI streamline the political processes for advancing longevity research and therapies.When Sonia first moved to California from Canada in 1999, she helped educate congresspeople about the internet and digital technologies. She soon became interested in nanotechnology, and by extension the Foresight Institute. Her interests then turned toward longevity, and she began writing articles here and there about the topic. Peter Thiel convinced her to turn those articles into a book – “100+: how the coming age of longevity will change everything”.She was later pulled into a project with Ryan Bethencourt at IndieBio, becoming his first investor. That catalyzed her role as an angel investor in the longevity biotech space. Around that same time, she was involved in Singularity University. She realized how investable the longevity space had become, and rather than write yet another book she became a major investor in the longevity space.Session summary: Career Counseling with Sonia Arrison - Foresight InstituteThe Foresight Institute is a research organization and non-profit that supports the beneficial development of high-impact technologies. Since our founding in 1987 on a vision of guiding powerful technologies, we have continued to evolve into a many-armed organization that focuses on several fields of science and technology that are too ambitious for legacy institutions to support.Allison Duettmann is the president and CEO of Foresight Institute. She directs the Intelligent Cooperation, Molecular Machines, Biotech & Health Extension, Neurotech, and Space Programs, Fellowships, Prizes, and Tech Trees, and shares this work with the public. She founded Existentialhope.com, co-edited Superintelligence: Coordination & Strategy, co-authored Gaming the Future, and co-initiated The Longevity Prize. Apply to Foresight's virtual salons and in person workshops here!We are entirely funded by your donations. If you enjoy what we do please consider donating through our donation page.Visit our website for more content, or join us here:TwitterFacebookLinkedInEvery word ever spoken on this podcast is now AI-searchable using Fathom.fm, a search engine for podcasts.  Hosted on Acast. See acast.com/privacy for more information.

Henry interviews Trish Costello, Founder and CEO of Portfolia. Portfolia creates investment funds designed for women, backing innovative companies, for returns and impact. Trish and Portfolia are paving the way to empower women investors in the upcoming years and beyond. Portfolia is leading the most influential community of women investors in the world by building an engaging and educational investing process that can fit even the busiest schedule.In this episode, Trish discusses:The planning that went into Portfolia and why she created the companyHow venture capital has changed over the decadesThe benefits of investing with PortfoliaHow their company is rebuilding VC cultureThe major benefit of being a fund participantThe untapped $30 trillion dollars of wealth in the US over the next decade

  If you want to learn more about how venture capital investing can change your life and the world, this episode is for you. Trish Costello is the founder and CEO of Portfolia, the leading venture investing platform designed for women. Prior to Portfolia, Trish was a pioneer in creating programs to educate and prepare people for venture capital investing in the Kaufman Fellows Program. She led the Kaufman Fellows program for 10 years as the CEO of Venture Education. Trish was also Founding President of CVE Capital Corp, the holding company of a $1.7 billion Fund of Funds. In our conversation, Trish shares the arc of her career and the milestones and decisions that led her to starting Portfolia. We discuss Trish's motivations, how she invests and the reasons why Trish believes Portfolia will change investing. We guarantee you will be blown away by how much Trish has done throughout her career and her goals to make the world a better place. Trish's goal is is over 100,000 women (and their colleagues and friends) investing in Portfolia Funds in five years, and we have no doubt, she will make this vision a reality. Learn about Porfolia here Reach out to us here: https://meantforit.com Contact@meantforit.com Follow us on Instgram @meantforit

In this episode, Carrie and Trish discuss: What the consequences are when women's health is underfundedWhy women's health is underfunded How to drive innovation in women's healthWhat the emerging issues are in women's health Key Takeaways: Innovation in women's health has been woefully underfunded and it results in compromised health outcomes and lives for women of all ages. Much of the reason innovation in women's health is underfunded is that 95% of innovation investing is done by men who often misunderstand or are uninterested in women's health. Investing in what you know is a fundamental investment principle. Who can know better about women's health than women themselves? Therefore, the best way that we can drive innovation in women's health is to get women to be involved financially. There is so much more emphasis on reproductive health, childbirth, and birth control in the women's health space now. It's also much more important to make sure that people's data is protected. “Money is power when it comes to backing new innovation.” - Trish CostelloConnect with Trish Costello: Website: https://www.portfolia.co/ LinkedIn: https://www.linkedin.com/in/trishcostello1/ Twitter: https://twitter.com/trishcostello1 Learn more from Carrie and Rebecca: Invest in Women 2022 List: https://nixongwiltlaw.com/invest-in-womenHealthcare Insights (a monthly deep dive into specific topics for innovators): https://nixongwiltlaw.com/healthcare-insightsTelehealth/Virtual Care Mgmt Update (a biweekly LinkedIn newsletter tracking legal and policy changes across the nation): https://www.linkedin.com/newsletters/telehealth-virtual-care-update-6901900767960068096/ Website: https://nixongwiltlaw.com/ Carrie on LinkedIn: https://www.linkedin.com/in/carrienixon/ Rebecca on LinkedIn: https://www.linkedin.com/in/rebeccagwilt/NGL on LinkedIn: https://www.linkedin.com/company/nixon-gwilt-law/ 

Dr. Silvia Mah is the founder and chairwoman of Stella, a business accelerator for women, and the founder of Stella Angels, a network of accredited angel investors who fund women. A social impact investor, Mah is also funding women-led startups through various funds including Next Wave Impact, Stella Impact Capital, Portfolia and Ad Astra Ventures. Connect with Mah on Linkedin.Stella Angels is a network of accredited angel investors who are funding women in two ways: by coordinating direct introductions to interested investors, and by creating special purpose vehicles (SPVs). When the Stella Angels community of investors has collectively committed $50K+ into one company, they can streamline the investment via an SPV, giving the founder just one line item on their cap table. Stella Angels is welcoming new members who are seeking to invest across industries in women-led companies with some traction. To get started, email Lauren@Stella.co. Stella Angels is a part of Stella, a membership community providing women founders with business courses, access to capital events, advisory services and funding opportunities. To join, visit https://community.stella.co/signup/.Stack the Deck for FemTech Survey: https://www.bit.ly/3eCE0LEPodcast Link: https://link.chtbl.com/FemTechFocusSocial HandlesLinkedin: @FemTech Focus @Brittany BarretoTwitter: @Femtech_Focus @DrBrittBInstagram: @FemTechFocus @DrBrittanyBarretoFacebook: @FemTech Focus @Dr. Brittany BarretoFemTech Focus Bio:FemTech Focus is a 501c3 non-profit organization founded to bring awareness externally and internally for the FemTech industry and to empower the key stakeholders including entrepreneurs, investors, physicians, governments, and biopharma with resources and research to elevate women's health and wellness globally. Subscribe and Donate: www.femtechfocus.orgFemTech Focus Podcast Description:The FemTech Focus Podcast with Dr. Brittany Barreto is a meaningfully provocative conversational series that brings women's health experts - including doctors, scientists, inventors, and founders - on air to talk about the innovative technology, services, and products that are improving women, female, and girl's health and wellness, collectively known as FemTech. The podcast gives the host, Dr. Brittany Barreto, and guests an engaging, friendly environment to learn about the past, present, and future of women's health and wellness. 

ESG Decoded is a podcast powered by ClimeCo to share updates related to business innovation and sustainability in a clear and actionable manner. In this episode, Amanda Hsieh talks with Juliana Garaizar, Head of Houston Incubator and VP of Innovation for Greentown Labs. Juliana is a Board Member of the Angel Capital Association and the Lead Investor of the Portfolia Rising America Fund, which invests in BIPOC and LGTBQ founders, Portfolia Consumer, and Rising Tide Funds. She is an active Advisory Board Member of the Houston Diversity Fund, Investors of Color Network, Latin Startup Alliance, and Impulse4women. As a Kauffman Fellow experienced in bridging the gender gap in investing, she is a vital part of the City of Houston's Women Commission. Juliana holds an MBA from the London Business School and Haas School of Business, Berkeley, specializing in Entrepreneurship. Listen as Amanda and Juliana discuss how Greentown Labs, the largest climate tech startup Incubator in North America, is driving innovative solutions for climate change, emerging trends, and their intentional efforts to create positive impacts for diversity, equity, and inclusion. Make sure to subscribe to ESG Decoded on your favorite streaming platforms and our new YouTube Channel so that you're notified of our vodcast episodes! Don't forget to connect with us on our social media channels. Enjoy this episode! Interested in being a guest on the podcast? For consideration and scheduling, please fill out this form. Resource Links Greentown Labs Website: https://greentownlabs.com/ Houston Angel Network: https://www.houstonangelnetwork.org/ Portfolia.co: https://www.portfolia.co/

Amy Errett is the founder and CEO of the fast-scaling Madison Reed hair color company and a partner of True Ventures. Featured in Forbes 50 over 50 last year, Amy has raised almost $200 million for Madison Reed, now on track to hit the $1bn revenue mark. Today we dig deep into what it takes for women founders to raise venture capital, why it's vital to trust your own gut instinct in business with a mix of “resilience and gratitude”, and her own journey scaling Madison Reed, as well as Olivia, Spectrem, and E*TRADE and investing in startups. Download Podopolo to get the video of this podcast, live streamed from Napa at Feast it Forward during the BottleRock music festival. Follow Wings of Inspired Business on Podopolo to keep the conversation going in the episode comments section and invite your friends to connect around podcasts recommended to you by what interests and inspires you.

Justin Gordon (@justingordon212) talks with Shayna Harris (@mamashayna) and Noramay Cadena (@noramayc), co-founders and managing partners at Supply Change Capital, a VC firm that believes in a future of food that is sustainability-mindful, supply chain efficient, better for you, and culture rich. They invest at the intersection of food, culture, and technology to catalyze early stage sustainable businesses that modernize the food system.Noramay Cadena is an aerospace engineer turned investor whose professional career has spanned a diverse range of operating and investing environments, from early-stage startups to Fortune 50 companies. She previously launched MiLA Capital, an early stage fund that invested in over 20 manufacturing and supply chain companies. She also leads investments for Portfolia's Rising America Fund, a micro fund investing in Latinx, Black and LGBTQIA founders. She serves on the advisory board of the Homeboy Industries Ventures and Jobs Fund, and as a founding board member of Latinx VC, an organization increasing the Latino ecosystem of funders and founders. She was appointed to the board of the Housing Authority Commission of Los Angeles (second largest housing authority in the nation) by the Los Angeles Mayor. In 2020, she was named one of 50 renowned women in robotics, one of 10 Latinas making waves in venture capital, and one of the top 100 influential Latinas in the United States. She's a Kauffman Fellow and holds a MBA, a Master's in Engineering Systems and a Bachelor's in Mechanical Engineering – all from the Massachusetts Institute of Technology (MIT). She's also a Director Member of the Latino Corporate Directors Association (LCDA).Shayna Harris brings an insider's eye to the industry, from architecting the 21st-century chocolate supply chain at Mars to building the groundbreaking food tech company Farmer's Fridge. She advises Fortune 100 companies and startups on navigating the fast-changing food terrain, and writes for Forbes. She has spent her career at the intersection of food, sustainability, and innovation. She's driven by a deep personal belief that food is a human right, and it should have a positive impact on all it touches. She cares to connect with people in authentic and personal ways; spanning from the farmers that she lived with and learned from in southern Mexico, Brazil, and Cote d'Ivoire, to the board rooms of Mars, Oxfam, and Farmer's Fridge. She's also a builder – she has never taken a role with a job description. Website: Supply Change CapitalLinkedIn: linkedin.com/in/noramay/ and linkedin.com/in/shaynaharris/Twitter: @noramayc and @mamashaynaShow Notes: How both Shayna and Noramay ended up in the VC industry Supply Change Capital's origin story How Noramay and Shayna came to develop Supply Change Capital's investment thesis at the intersection of culture and climate in the future of food Their fundraising journey and storytelling around their thesis What differentiates Supply Change Capital The FOODS framework for evaluating founders Their Supercharge III post-investment support program in partnership with Verde Associates Their favorite up and coming food trends Some of Supply Change Capital's most interesting investments: Aqua Cultured Foods and Hyfé Foods How Shayna and Noramay stay educated in the rapidly changing future of food market How Shayna and Noramay protect their time as VCs How they've approached building out the Supply Change Capital team More about the show:The Vitalize Podcast, a show by Vitalize Venture Capital (a seed-stage venture capital firm and pre-seed 300+ member angel community open to everyone), dives deep into the world of startup investing and the future of work.Hosted by Justin Gordon, the Director of Marketing at Vitalize Venture Capital, The Vitalize Podcast includes two main series. The Angel Investing series features interviews with a variety of angel investors and VCs around the world. The goal? To help develop the next generation of amazing investors. The Future of Work series takes a look at the founders and investors shaping the new world of work, including insights from our team here at Vitalize Venture Capital. More about us:Vitalize Venture Capital was formed in 2017 as a $16M seed-stage venture fund and now includes both a fund as well as an angel investing community investing in the future of work. Vitalize has offices in Chicago, San Francisco, and Los Angeles.The Vitalize Team:Gale - https://twitter.com/galeforceVCCaroline - https://twitter.com/carolinecasson_Justin - https://twitter.com/justingordon212Vitalize Angels, our angel investing community open to everyone:https://vitalize.vc/vitalizeangels/

Fran Maier is CEO and Founder of BabyQuip, the leading baby gear rental service, serving families traveling to over 650 locations in the United States, Canada, and beyond.
She is a "Super Founder" and brand builder with over 25 years of experience building B2C and B2B internet businesses. She is best known for her 10+ years leading TRUSTe (now TrustArc), the leading privacy trust mark and compliance provider, and as Co-Founder and first General Manager of Match.com.
Fran speaks widely on several topics relating to women in business, including opportunities for women in the collaborative economy, addressing the lucrative family travel segment, women in entrepreneurship and on boards. She serves as an advisor to many start-ups including Portfolia, Women's Start-up Lab, Sign-up.com, Kango, and Dabbl.
Fran is featured as an expert in the documentary film about entrepreneurship entitled “She Started It.” With Emmy Award winning journalist Kym McNicholas, she hosted a radio show/podcast called "Female Seeking Start-up" which featured interviews with female entrepreneurs.
In 2016, Fran was honored by the Stanford Graduate School of Business with the Jerry I. Porras Latino Leadership Award. In 2015, she was named one of “100 Most Influential Women in Technology” by Hot Topics. In 2011, San Francisco Business Times named Fran among the 150 Most Influential Women in Bay Area Business and in 2010, AlwaysOn named her among the Top 25 Women in Tech to Watch in Silicon Valley. She and her son Joe Maier, BabyQuip's CTO, appeared on Shark Tank in March 2020.

Episode Summary -The golden rule for building a successful business is to ensure that you're aligning your business with your customer's requirements.Most entrepreneurs build their products or services based on their self-requirements and experiences, which can be one of the major reasons they struggle in business.It is never about you; it is always about your customers.
It is imperative to know your customer's needs and wants well so that you can create the products and services that can help solve their problems and make their lives easier.In this episode, Fran Maier talks about how her in-depth understanding of customer requirements has been one of the secrets to her successful journey as an entrepreneur and an important pillar in building five successful start-up brands."Whenever there is change, there's an opportunity for entrepreneurs."
Snapshot of the Key Points from the Episode:[02:42] Fran talks about why she started BabyQuip.[07:51] The importance of understanding your customer's needs and aligning your products and services based on the solution to their problem.[09:59] Fran talks about her background story and how she became an entrepreneur.[14:43] What are the skillsets of Fran that have helped her succeed?[15:51] What are some of the mistakes most entrepreneurs make that affect their business growth?[20:38] Fran talks about her most significant accomplishments and challenges she has faced in business.[26:03] What does working from your happy place mean to Fran?[27:54] Fran shares what she learned as a start-up owner and how you can build a strong company culture that will help you make your employees more efficient & effective.[30:48] Fran's advice on how to build successful start-up companies.

How to Connect with Fran Maier:Website - https://www.babyquip.com/LinkedIn - https://www.linkedin.com/in/franmaierTwitter - https://twitter.com/franmaierInstagram - https://www.instagram.com/franmaier
Offer - Use the code “Happy Place” to get $30 off on any order above $150 from babyquip.com About the Host -Belinda Ellsworth is a Speaker, Trainer, Best-Selling Author, and PodcasterShe has been a professional speaker, mover, and shaker for more than 25 years. Having built three successful companies, she has helped thousands of entrepreneurs make better decisions, create successful systems, and build business strategies using her "Four Pillars of Success" system.Belinda has always had a passion and zest for life with the skill for turning dreams into reality. Over the last 20 years, she has been expertly building her speaking and consulting business, Step Into Success. How to Connect with Belinda:Facebook - https://www.facebook.com/stepintosuccessLinkedIn - https://www.linkedin.com/in/belindaellsworthInstagram - https://www.instagram.com/stepintosuccess/Website - www.workfromyourhappyplace.com

Amy Errett is the founder and CEO of the fast-scaling Madison Reed hair color company and a partner of True Ventures. Featured in Forbes 50 over 50 last year, Amy has raised almost $200 million for Madison Reed, now on track to hit the $1bn revenue mark. Today we dig deep into what it takes for women founders to raise venture capital, why it's vital to trust your own gut instinct in business with a mix of “resilience and gratitude”, and her own journey scaling Madison Reed, as well as Olivia, Spectrem, and E*TRADE and investing in startups. Download Podopolo here to get the video of this podcast, livestreamed from Napa at Feast it Forward during the BottleRock music festival, and keep the conversation going in the Wings comments section and invite your friends to connect around podcasts recommended to you by what interests and inspires you.

When was the last time you read Time cover to cover? This episode's guest would read and discuss the magazine issues with her father every week as a child. It was an activity she didn't quite appreciate at the time, but those in-depth discussions provided a foundation for understanding the world beyond Harlem and sparked a lifetime of curiosity and an industry-spanning career. Lorine Pendleton—investor, advisor, and attorney—started her career in the halls of Capitol Records, earned her law degree, and continued her path in startups until discovering an unsettling fact: Less than 1% of venture capital was deployed to Black founders. Today, Lorine is a Lead Investment Partner at Portfolia in the Rising America Funds, which are dedicated to funding historically ignored founders and communities. In this episode, Lorine shares insight into the unique path she has carved through technology, entertainment, and law. Calling upon her investment expertise, she discusses the challenges faced by women, people of color, and LGBTQ individuals in gaining access to and receiving funding. Lorine provides a glimpse into the decision-making process at Portfolia, and she explains the role entrepreneurship can have in shifting wealth, particularly in the next decade. Later in the episode, Lorine shares with Eric several highlights in recent investments, how TIGER 21 is cultivating an empowered network of high-net-worth individuals, and her relationship with angel investing.  (2:22) - “Talent is equally distributed, but opportunity is not.” (7:01) - A father's influence (9:02) - Harlem in the 70s (10:14) - Moving to the ‘burbs (16:34) - Attending Brown University (20:35) - Capitol Records (25:15) - Exploring the world of startups (27:37) - Pipeline Angels (30:40) - Portfolia (35:58) - The decision-making process (39:11) - Investment highlights (40:30) - TIGER 21 (43:35) - Angel investing Lorine Pendleton is a seasoned investor, business development executive, attorney, and public speaker with extensive experience in the legal, technology, media, and entertainment industries. She is a Lead Investment Partner at Portfolia in the Rising America Funds, the New York Chair at TIGER 21, and a Board Member of the Angel Capital Association. Lorine received a BA from Brown University and a JD from New York Law School. Eric Satz—entrepreneur, serial investor, lover of hot peppers— is the founder and CEO of Alto. The idea behind Alto was born out of a problem. Eric found a clear need to give people more control over their investments (and investment opportunities) in a simple, streamlined way and created Alto to make these opportunities available to all investors, not just the ultra-wealthy or institutional investors.  If you'd like to receive new episodes as they're published, please subscribe to The Altogether Show with Eric Satz in Apple Podcasts, Google Podcasts, Spotify, or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in Apple Podcasts or Spotify. It helps others find the show. Podcast episode production by Dante32.

Click Here to read Marcia's profile on LinkedInClick Here to read Elaine's profile on LinkedInClick here to learn more about RTP Capital Associates Click here to learn more about Portfolia Click here to learn more about the Angel Funders ReportClick Here to learn more about the ACA 2022 Summit in Atlantic City NJClick here to find out more about the Angel Capital AssociationTake courses to learn how to be an angel investor at Angel University - click here for info!Want to reach the Angel Capital Association? CLICK HEREHave ideas for the show?  Email us at theacaangelnextdoorpodcast@gmail.com

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids' activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via  Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in  Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story  Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids' activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via  Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in  Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story  Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!

Lisa Friedlander is an attorney, entrepreneur, and angel investor. After practicing corporate and telecommunications law for 15+ years in both large and small firms, as well as serving in a VP General Counsel role for a satellite telecom company. She co-founded Activity Rocket in 2013, an aggregated marketplace for kids activities and summer camps. It was acquired in 2017 by Thrively, a west coast edtech company. Lisa is also a founding member and serves on the Board of Directors for Citrine Angels. Lisa joined Shulman Rogers to help launch and grow the NEXT Platform that supports the legal needs of startups and emerging businesses. Lisa is a mentor and speaker for a variety of entrepreneurship and investment groups and sits on the advisory board for several startups.Stephanie Marshall is the founder & CEO of M3 Advisors, a boutique innovation consultancy focused on the intersectionality of market trends and tech disruption. From leading an innovation team at a Fortune 15 corporation through the challenging process of developing and marketing patented products to refining early-stage offerings at startups, Stephanie is an industry-recognized leader in successfully bringing innovative services to market. A passionate advocate of female entrepreneurship and innovation, Stephanie is co-founder and board president of Citrine Angels, a DC-based angel group of women investing in women. She also supports closing the funding gap via Portfolia, W Fund, Backstage, Gaingels, and others.What you will learn from this episode: Why and how to join Citrine Angels is you are a female accredited investor. How Citrine Angels is making betting on women achievable for accredited women to become investors How female angels are closing the funding gap for women (VCs need to catch up!) Men's Role in Gender Lens Investing and Improving Access to Capital for Female Founders Why Storytelling Is Important When Fundraising What is required to build investor trust: authenticity, knowing your business market and understanding your numbers, honesty, etc. Things CA investors consider when evaluating a pitch: is an idea/business scalable? Is it disruptive in a value-added or unique way? What big personal or socio-economic problem is it solving for the market? The importance of giving grace or constructive feedback to promising founders when they miss the mark when pitching. The 3 Risks Citrine Angels look for when evaluating a pitch beyond a good story Capital Risk: is the founder getting funding and how hard has it been to fundraise. Does the business require a ton of capital for execution and to be successful? Is there a chance the business could run out of money before the founder can raise again? Product Risk: Product-market fit - is there a real problem that the business is solving, what is the addressable market for the problem? Is this the solution to that problem? Execution Risk: How strong is the team and do they have what it takes to execute for success? Do the team members have the right background? Once the 3 boxes are checked investors feel confident to move on to due diligence and perhaps ultimately write a check. Join us for the next episode!