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Join Us for DealMachine Unveiled: https://www.dealmachine.com/unveiled Tom Nardone, the Millionaire Mailman, started investing in 1983 while still on his mail route and quit the post office at 35 to go all in. Today he runs a strategy most investors overlook: buying vacant land, dropping a brand new mobile home on it, and pocketing 75 to 125 thousand dollars per deal. He breaks down how he finds the right neighborhoods using Zillow comps and DealMachine to drive for dollars, and how Florida's hurricanes keep creating buildable lots. If you want a low-competition play most people haven't figured out, this one delivers. KEY TALKING POINTS: 0:00 - Intro & Hosts 1:34 - The Certified Letter Edge 2:42 - Life After Quitting USPS 5:17 - Starting Over in 2026 6:21 - Top Mistakes New Investors Make 8:45 - The Financial Bridge to Quit W2 12:29 - Raising Capital on Cruises 14:12 - Private Money vs DSCR Loans 16:59 - Lessons From Recent Deals 18:40 - Anatomy of a Six-Figure Deal 23:36 - The Gopher Tortoise Problem 26:28 - Valuing Lots & Square Footage 29:55 - Son's Glamping Venture 31:06 - What's Next: Subdividing & Metal Buildings 34:16 - Where to Find Tom & Final Advice 35:58 - Outro LINKS: Instagram: Tom Nardone https://www.instagram.com/gethugechecksgmailcom/ YouTube: Tom Nardone https://www.youtube.com/@TomNardoneMillionaireMailman Instagram: David Lecko https://www.instagram.com/dlecko Website: DealMachine https://www.dealmachine.com/pod Instagram: Ryan Haywood https://www.instagram.com/heritage_home_investments Website: Heritage Home Investments https://www.heritagehomeinvestments.com/
Episode 436 of The VentureFizz Podcast features Shilpi Gupta, Founder of Qyn Labs. Lived the problem and driven to solve it. If I were a venture capitalist, that would be the most critical pillar of my investment thesis. It's not impossible to succeed otherwise, but entrepreneurs who have personally experienced the friction they're solving, I believe, will always have a massive edge. Shilpi fits the mold here. It was her own personal health experience that led her to a stark realization that hormonal health data is currently reactive, fragmented, and sparse. She knew there had to be a better way, so she founded Qyn Labs to solve this problem and as you'll learn, she is uniquely qualified to build this company. For context, our brain communicates in two ways: electrical and chemical. Hormones are the primary chemical signals in our body, yet we have almost no real-time visibility into them. Qyn is changing that with a data-driven platform designed to bring clarity, precision, and understanding to hormone health through simple, at-home testing. Before Qyn, Shilpi spent her career scaling complex robotics and consumer hardware products. She was part of the Roomba team at iRobot, then she played a key role in making Prime One-Day delivery happen through her work at Amazon Robotics, and then she learned about healthtech while leading product at Pison. Chapters 00:05 Introducing Shilpi Gupta, Founder at Qyn Labs 03:40 Advice for Entrepreneurs Building in the HealthTech Industry 06:25 Shilpi's Childhood and Early Influences 10:29 Career Beginnings and Transition to Product Management 14:11 Experience at iRobot and Lessons Learned 18:18 Amazon Robotics: Scaling Consumer Experience 22:10 Joining Pison and Getting her Start in HealthTech 26:59 What led Shilpi down the path of starting Qyn 30:55 The Details about Qyn and How it Works 37:31 The Flow of Data to the Consumer 40:36 Advice on Building Hardware and Figuring out Manufacturing Partners 42:05 Raising Capital as a First Time Founder 44:34 Qyn's Business Model 45:28 How Shilbi Leverages AI 46:54 Three Apps Shilpi can't live without
One market downturn can reveal every weakness in a capital raising strategy. In this episode, Dave Dubeau sits down with securities attorney Darin Mangum to discuss what real estate investors can learn from the 2008 financial crisis and the more recent challenges in the multifamily market. Darin explains why proper legal preparation is about more than paperwork. It is about protecting your business when markets become unpredictable. The conversation covers common mistakes investors make when raising capital, how websites and social media can unintentionally create legal problems, and why understanding the rules before launching an offering can provide valuable peace of mind. Darin also shares practical marketing ideas that help investors build relationships before presenting investment opportunities. Key Topics Lessons from the 2008 financial crisis Mistakes made during the 2022 and 2023 multifamily slowdown Why legal preparation provides peace of mind Website and social media mistakes investors should avoid Accredited investor considerations Building relationships before presenting investment opportunities An overview of Darin's new book, Raising Capital with Confidence Guest Information Darin Mangum is a securities attorney who helps real estate investors structure syndications, private funds, and capital raises. He has practiced law for more than 26 years and recently published Raising Capital with Confidence. Website: https://mangum.law Connect with Darin on LinkedIn. Call to Action Visit https://mangum.law to learn more about Darin's work, download free excerpts from Raising Capital with Confidence, and find links to purchase the book.
In this Mission Matters episode, Adam Torres interviews Tony Drexel Smith, Principal of Tony Drexel Smith, Inc. Tony discusses lessons from more than three decades in business finance, why many entrepreneurs pursue the wrong funding strategies, how his AI-powered FinFire platform helps founders identify the right capital solutions, and his mission to empower businesses through smarter financial planning and capital formation.
In this episode we're joined by Dr. Veronika von Heise-Rotenburg — CFO & MD @Everphone, an expert in the discipline of financial leadership, also a speaker and now published author.In this episode, Veronika shares some insights from her CFO career, and we take a deep dive into the topic of debt funding, discussing different solutions that a startup or scale-up might appraise. We also shine a light on the importance of the CEO-CFO relationship, highlighting key elements to taking that relationship to a high level of performance. https://www.linkedin.com/in/veronika-von-heise-rotenburg/
Let us know what you think!Security Halt's Med Group - https://zcform.com/QA5QsClick the link for a FREE consultation with My Med Team to see how we can help. How should military experience shape leadership in America?What separates successful entrepreneurs from everyone else?According to retired Green Beret and inventor James Hills, it's not luck—it's persistence.In Episode 450 of the Security Halt! Podcast, Deny Caballero welcomes back James Hills for an in-depth discussion on entrepreneurship, innovation, product development, and what it really takes to build a successful business after military service.James shares the evolution of Tac Valve, lessons learned from manufacturing, fundraising, branding, and networking, while offering practical advice for veteran entrepreneurs navigating the challenges of launching a startup.The conversation also explores sustainability, emerging technologies, advanced materials, and why solving real-world problems is the foundation of every successful business.Whether you're building your first company or looking to scale an existing business, this episode delivers actionable lessons from someone who has successfully brought multiple products to market.Listen now. Follow the show. Share this with the veteran or entrepreneur who needs to hear it. Chapters:00:00 Meet James Hills: Green Beret, Inventor, and Entrepreneur01:09 Launching Tac Valve and Building a Startup02:04 Disrupting the Water Bottle Industry Through Innovation03:19 Travel, Perspective, and Entrepreneurial Inspiration05:35 Where Great Business Ideas Come From07:31 Raising Capital and Building a Powerful Brand09:24 Manufacturing Challenges Every Startup Faces11:24 Building a Network of Mentors and Advisors13:44 Strategic Partnerships That Accelerate Growth15:05 Overcoming Setbacks and Staying Focused17:43 Why Networking Opens More Doors Than Marketing20:34 The Power of Authentic Human Connection22:14 Marketing, Sponsorships, and Brand Awareness24:01 Industry Events Every Entrepreneur Should Attend25:46 Breaking Into the Defense Industry28:20 Supporting Veterans Through Business30:52 What's Next for Tac Valve33:29 Sustainable Innovation and Environmental Impact36:50 Stem Cells, Recovery, and High Performance38:31 Advanced Materials Changing Product Design40:57 Why Great Teams Build Great Companies43:52 Lessons Learned From the Entrepreneurial Journey45:11 Advice for Every Veteran Entrepreneur46:45 Giving Back and Building Community47:35 Final Thoughts and Closing Remarks Sponsored by: Transcend Use my referral link to book a consultation for Peptide Therapy http://transcendcompany.com/DenyCaballero Pure Liberty Labs Use Code: SECURITY_HALT_10 Instagram: https://www.instagram.com/purelibertylabs/ Website: https://purelibertylabs.com/ PRECISION WELLNESS GROUP Use code: Security Halt Podcast 25 Website: https://www.precisionwellnessgroup.com/ WARRIOR RISING Instagram: https://www.instagram.com/wearewarriorrising/?hl=en Website: https://warriorrising.org/ Donate Today: https://warriorrising.org/?form=donate SPECIAL FORCES FOUNDATION Instagram: https://www.instagram.com/specialforcesfoundation_/ Website: https://specialforcesfoundation.org/ Request Help: https://specialforcesfoundation.org/get-support/ Security Halt Mediahttps://www.securityhaltmedia.com/Instagram: @securityhaltX: @SecurityHaltTik Tok: @security.halt.podLinkedIn: Deny CaballeroSupport the showProduced by Security Halt Media
Most people assume a successful career in finance starts with the "right" degree.Lindsey Stewart's started behind the counter at McDonald's.At 18, he made the decision to skip university, avoid student debt, and learn by doing. Years later, that path led him to Morningstar, where he now helps some of the world's largest institutional investors turn complex data into better decisions.In this episode, Lindsey and Stacy discuss: Lindsey's backstory – from an investor relations firm to a Big Four acquisition to MorningstarWhy he put McDonald's back on his LinkedIn profile after years of leaving it offWhat nearly broke him about the CFA exam, and what finally helped him passThe bias he sees across the finance industry (and why it may be holding talented people back)Why "sounding smart" and being understood are not the same thingMore About Lindsey Stewart:Lindsey Stewart, CFA, is Director of Institutional Insights at Morningstar, where he leads content and outreach for institutional investors. His 25-year career spans investor engagement, financial regulation, and communications at firms including KPMG and the UK Financial Reporting Council. He is a Chartered Management Accountant and holds the CFA designation, and was a Senior Leader Finalist at the 2021 Black British Business Awards. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
In this episode, Michael Blank breaks down one of the biggest mental roadblocks that keeps aspiring apartment investors from doing their first deal: raising capital. While most new investors gravitate toward finding deals because it feels safer, Michael explains why capital raising is the true catalyst for building a successful syndication business. He shares practical strategies for overcoming fear, leveraging experienced partners, having meaningful investor conversations before you have a deal, and building a repeatable system that attracts capital through trust and relationships. If you've ever believed you "can't raise money," this episode will challenge that mindset and give you a clear roadmap to getting started.Key TakeawaysRaising Capital Is a Learnable SkillMany successful investors initially avoided capital raising, only to discover it was easier—and more rewarding—than they expected once they took action.Start Building Investor Relationships Before You Have a DealWaiting until a property is under contract is too late. Educating investors and securing soft commitments ahead of time dramatically increases your chances of closing deals.Your Team Can Replace Your Lack of ExperienceIf you don't have a track record, surround yourself with experienced operators, lenders, advisors, and property managers to build investor confidence.Focus on Conversations, Not Sales PitchesThe best capital raisers educate, ask questions, and build trust rather than trying to convince people to invest immediately.Raise Money One-on-One Before Scaling OnlinePersonal conversations help you refine your message, understand investor concerns, and build credibility before investing in online marketing.Strategic Partnerships Accelerate GrowthPartnering with experienced capital raisers and syndicators allows you to access larger investor networks and scale your business much faster.Connect with our Deal Maker PartnersCheck out all Partners hereAttorney - Swafford Law LLC Mentor - Deal Maker MentoringResourcesConnect with Michael BlankTheFreedomPodcast.com Join the Deal Maker MastermindExplore Michael's Mentoring ProgramReview the Podcast on Apple PodcastsGet the Syndicated Deal AnalyzerGet the Book, Financial Freedom with Real Estate Investing by Michael Blank For full episode show notes visit: https://themichaelblank.com/podcasts/session532/
Insurance paperwork is delaying treatment for patients who don't have time to wait. One founder built a company to fix it.In this entrepreneur interview, Dr. Joshua Upshaw — founder and CEO of Hidalgo Technologies and a PhD in cognitive neuroscience — shares how a family health crisis pushed him from academic research into healthcare entrepreneurship, why he trusts his gut more than any spreadsheet, and how he built his team around mission alignment instead of resumes.Whether you're still validating your first idea or figuring out who belongs on your founding team, this conversation will change how you think about intuition, feedback, and timing.Chapters: 0:00 Cold Open: Trust Your Gut 0:22 Welcome to the Startup Junkies Podcast 1:02 What Is Hidalgo Technologies? Fixing Insurance Prior Authorization 1:54 From Neuroscience to Health Tech: Josh's Origin Story 2:59 The Family Story That Sparked Hidalgo Tech 5:35 Why Josh Calls Himself a Problem Solver, Not a Scientist 8:57 Validating the Problem Through Customer Discovery 11:36 Building the Team: Finding the Right Technical Lead 14:55 Why Mission Alignment Matters More Than Skill 16:10 Handling Feedback, Ego, and Doubt as a Founder 19:00 Following Your Gut: Sifting Signal From Noise 21:09 Who Hidalgo Tech's Ideal Customer Is 21:56 Funding the Company: NSF Grants & Raising Capital 25:32 The Next Five Years for Hidalgo Tech 26:23 Advice to His Younger SelfAbout Joshua Upshaw: Founder and CEO of Hidalgo Technologies, reducing administrative overhead in insurance prior authorization so patients get treatment sooner. PhD in cognitive neuroscience and an alum of the University of Arkansas's New Venture Development program and Health Tech Arkansas. Connect with Joshua: https://www.linkedin.com/in/joshua-upshaw-ph-d/Website: https://hidalgatech.com/
Your company's LinkedIn page is not the main character.It matters. It has a job.But if your LinkedIn strategy is built around the logo doing all the talking, Stacy Havener has thoughts.In this Story Snack, Stacy breaks down the biggest LinkedIn mistake she sees asset managers make: treating the platform like something it was never built to be.And there's a stat behind it that might make you rethink who's actually posting on your firm's behalf.So yes, "our employees share the company posts" technically creates activity. Whether it creates trust is a different question.Listen in to hear:What LinkedIn actually is, and why most firms are using it backwardsThe stat that should make you rethink who gets the microphoneWhy employee advocacy falls flat when it turns into copy-paste contentWhat LinkedIn is cracking down on right now, and why it mattersHow to show up more human without abandoning professionalismThis is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
What does it take to solve one of the world's biggest nuclear challenges?In this episode of Startup to Stock Exchange, Seth Farbman sits down with Rod Baltzer, CEO of Deep Isolation, to discuss how the company is transforming nuclear waste disposal using innovative borehole technology. Rod shares his unconventional journey from public accounting to leading a deep-tech company, the challenges of building in a highly regulated industry, raising capital, pursuing the public markets, and why he believes the future of nuclear energy depends on solving the spent fuel problem.In this episode, we discuss:* Deep Isolation's innovative approach to nuclear waste disposal* Why spent nuclear fuel remains one of the industry's biggest challenges* Building a company with no direct commercial competitors* The $300 billion global market opportunity* Navigating regulation, government partnerships, and community engagement* Raising capital for deep-tech innovation* Deep Isolation's journey toward the public markets* The future of nuclear energy and long-term industry growthConnect with Rod Baltzer on LinkedIn: https://www.linkedin.com/in/rod-baltzer/If you enjoyed this conversation, don't forget to like, subscribe, and turn on notifications for more conversations with founders, CEOs, and capital markets leaders on Startup to Stock Exchange.Chapters00:00 – Introduction to Nuclear Innovation & Deep Isolation01:12 – What Deep Isolation Does02:05 – Rod Baltzer's Journey to Becoming CEO03:52 – Learning the Nuclear Waste Industry05:25 – Building a Business in a Highly Regulated Industry08:58 – A Company with No Direct Competitors11:14 – The Global Market Opportunity & Expansion13:14 – Raising Capital and the Road to the Public Markets17:43 – A Day in the Life of a Deep-Tech CEO19:23 – What's Next for Deep IsolationConnect with Seth LinkedIn – https://www.linkedin.com/in/sethfarbman/ Instagram – https://www.instagram.com/sethfarbmanstock TikTok – https://www.tiktok.com/@sethfarbman Twitter (X) – https://x.com/sethfarbman1
The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
Real estate investors are facing a different set of challenges today… from higher interest rates and rising insurance costs to changing conditions in specific markets across the country. In this episode, Robert Helms sits down with a longtime investor who has raised more than nine figures in capital and built a successful real estate career through multiple market cycles. They tackle one of the biggest questions investors are asking right now: Is it time to sit on the sidelines, or are there still opportunities worth pursuing? Together, they discuss what experienced investors are seeing in today's market, how strategies are evolving, and why the right perspective can make all the difference when conditions change. Plus, in the Market Spotlight, we take a closer look at how investors are adapting their approach in markets where tighter margins are changing the way deals get done. If you're wondering how to navigate today's environment and where seasoned investors are finding opportunity, this conversation offers insights from decades of real-world experience. Since 1997, The Real Estate Guys™ radio show features real estate investing ideas, strategies, interviews, and all kinds of valuable resources. Visit our Special Reports Library under Resources at RealEstateGuysRadio.com
Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationIn this episode of The Mailbox Money Show, host Bronson Hill and co-host Nate Hambrick sit down with Ben Kahle to discuss raising capital, building a successful real estate private equity business, and navigating today's market.Ben shares how he scaled to over $230 million in equity raised, the power of integrity and long-term thinking, key lessons from challenging deals, and why the people behind the deal matter more than the asset itself.About the Guest:Ben Kahle is a partner at Wellings Capital, where he focuses on structured equity investments in self-storage, mobile home parks, and multifamily. With a background mentored by Paul Moore, Ben brings practical insights from years of capital raising and deal structuring.Tune in for valuable lessons on syndication, risk management, and building sustainable wealth through real estate.TIMESTAMPS00:40 - Guest Intro: Ben Kahle01:24 - Nate Hambrick on Self-Storage Investing02:01 - Ben Kahle's Background and Entry into Real Estate04:55 - Raising Over $230 Million in Equity06:50 - Key Lessons in Raising Capital and Integrity07:37 - Preferred Equity Structure and Control Rights08:55 - Why People Matter More Than the Deal11:10 - Risks in Passive Investing: Fraud and Leverage13:37 - Long-Term Perspective on Money and Investing20:10 - Taking Responsibility for Investment Outcomes23:15 - Advice for New Passive Investors26:00 - Leveraging Others and Standing on Giants30:58 - How to Connect with BenCONNECT WITH THE GUESTLinkedIn: https://www.linkedin.com/in/benjamin-kahle/Free E-Books: wellingscapital.com/resources#MultifamilyInvesting#PassiveIncome#RealEstateDueDiligence#CashFlowStrategies#WealthBuilding
"Ditch the pitch" is easy to say.But it's hard to do when you're staring at a calendar invite and realizing you've been leading with the deck for years. And you start thinking, “Okay, if I'm not presenting, what am I actually doing in there? Am I just… winging it?”Nope. In this Story Snack, Stacy's breaking down what your meetings will actually look like once you put the deck aside and why ditching the pitch is probably a lot easier to pull off than you think. Listen in to learn:How the typical pitch backfires in meetingsWhy the allocator should always be the hero of the meetingThe meeting structure that works from a behavioral science standpoint How that structure actually removes the pressure to perform This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
Send us Fan MailWhat does it take to secure a $100 million investment commitment? In this high-level discussion from the Family Office Club Investor Summit, experienced investors explain why large capital allocations are rarely based on a pitch alone—they are built through long-term trust, reputation, and strategic relationships.Hear how sophisticated investors think before writing major checks, what credibility signals matter most, and why patience often outperforms aggressive fundraising tactics.Featuring insights from family office principals, wealth managers, private equity leaders, and investors who have participated in nine-figure transactions.If you are raising capital, managing institutional relationships, or scaling a serious investment platform, this episode offers practical perspective from people who have done it.Recorded live at the Family Office Club Investor Summit, featuring family office executives, centimillionaires, private equity leaders, wealth managers, and active investors sharing real-world insights on capital raising, investing, and building relationships with sophisticated investors.The Family Office Club hosts 30 investor events a year across Dallas, Beverly Hills, South Florida, and New York. Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 50 proprietary AI tools.Learn more at FamilyOffices.com https://familyoffices.com/
The Unconventional Path: Entrepreneurship and Innovation Stories and Ideas With Bela and Mike
In this special reissue from the archives, hosts Bela Musits and Mike Wasserman dive into the world of venture capital and legal strategy for startups. This episode features a powerful conversation with Rich Honen, the venture capital and technology practice team leader at Phillips Lytle.This interview was originally released on April 27, 2020, and remains a cornerstone for anyone looking to build a business in today's global marketplace.In this episode, you will learn about:The Role of an Entrepreneurial Lawyer: Discover how legal professionals like Rich Honen at Phillips Lytle act as more than just advisors, but as entrepreneurial partners for growing firms.Raising Capital: Gain expert insights into the complexities of securing funding and working with venture capital.The Global Entrepreneurial Landscape: Mike Wasserman shares his unique perspective on the cultural differences between the risk-taking infrastructure in the US and the emerging digital business models in Germany.Building Infrastructure: Understand how the US has developed a robust support system over the last 20 years for anyone interested in starting a new business.Navigating the Rocky Path: Why the less-traveled paths are often the ones that lead to new products, suppliers, and even happiness.Whether you are a student hungry for new ideas or an experienced business owner, this discussion provides the lessons, advice, and inspiration needed to help you attain your entrepreneurial goals.If you enjoy the podcast, please tell your friends and leave a positive review on iTunes. For suggestions or comments, you can reach Bela and Mike at bela.and.mike@gmail.com.EntrepreneurshipVenture CapitalStartup Legal AdviceRaising CapitalBela MusitsMike WassermanRich HonenPhillips LytleBusiness InnovationUnconventional Path PodcastStartup InfrastructureGlobal Business ManagementVenture Capital LawSmall Business GrowthEntrepreneurial Strategy
Most investors are no longer impressed by flashy projections and theoretical returns. In this episode, Nick Elder explains how investor behavior has changed in today's high interest rate environment and why many people are focusing more on downside protection, steady cash flow, and real performance. Nick is the Director of Investor Relations at Ironton Capital and also owns more than 50 rental units with partners in northwest Arkansas. He shares what it has been like operating value-add multifamily properties during a challenging market cycle and how his company is helping investors diversify beyond traditional real estate opportunities. Dave and Nick also discuss investor education, networking strategies, webinars, and why simply getting in front of more people still matters in 2026. Key topics and takeaways Why investors now focus more on downside risk How Nick renovated units that were $300 to $400 below market rent What a non correlated income fund actually means Why educational webinars are working for investor outreach How landlords in Colorado are moving from active to passive investing Why patience matters when underwriting new multifamily deals Guest Information Nick Elder Director of Investor Relations at Ironton Capital LinkedIn: Nick Elder Real Estate Based in Denver, Colorado Call to Action Connect with Nick Elder on LinkedIn and learn more about alternative investment opportunities and investor education resources.
Every fund manager wants the story that gets allocators to lean in and say yes every single time they tell it. So, this is often a hard pill to swallow…A story that actually works doesn't always get you a yes. A powerful story either gets you a heck yes or a heck no, but never a maybe. And even though hearing heck no is uncomfortable, getting closure in sales is everything (so you don't waste your time on allocators who'll never be the right fit). That's why in this Story Snack, Stacy's sharing the one kind of story that gets allocators off the fence without fail. She's also breaking down how to own the sharp edges in that story that'll help allocators finally decide: this is for me. Or it isn't.Listen in to learn:Why "maybe" is the outcome you should be trying to avoidHow to connect who you are, why you invest the way you do, and who your strategy is built forWhy your differentiators need to attract and repelA question that'll help you find your sharp edges fastThis is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationIn this webinar replay of The Mailbox Money Show, host Bronson Hill and the experts break down current multifamily challenges, supply absorption timelines, capital raising strategies during uncertainty, non-correlated alternative assets, deal vetting best practices, and how AI is transforming investing. Packed with real-time market insights and actionable advice for both active and passive investors.Panelists:Hunter Thompson (RaiseMasters) – Capital raising expert and multifamily operator focused on Phoenix.Zach Hapenstall (Rise 48 Equity) – Multifamily operator with deep market experience in Sun Belt growth areas.Patrick Grimes (Passive Investing Mastery) – Advocate for non-correlated assets including debt, industrial, medical, and legal investments.Tune in for honest strategies to find deals, build resilient portfolios, and thrive in today's evolving market.TIMESTAMPS0:41 - Welcome!1:24 - Bronson Equity Promo Video2:32 - Panelist Introductions3:54 - Multifamily Market Overview and Supply Challenges9:17 - Raising Capital in Uncertain Markets14:35 - Non-Correlated Assets and Alternative Investments17:03 - Multifamily Headwinds and Timeline for Recovery25:51 - Deal Availability and Buying Opportunities30:20 - Shifting Strategies to Debt, Industrial, and Medical Assets34:48 - Vetting Deals and Operators39:49 - Using AI as an Investor47:28 - Bonus Depreciation and Tax Questions50:34 - AI Resources and Tools54:35 - Closing Remarks and How to ConnectConnect with the Guests:Hunter Thompson:See their deals - www.asymcapital.comWebsite - raisingcapital.comZach Hapenstall:LinkedIn - https://www.linkedin.com/in/zach-haptonstall/Website - www.Rise48Equity.com/InvestPatrick Grimes:Website - https://passiveinvestingmastery.com/Alternative Investing Mastery Series - https://passiveinvestingmastery.com/alternative-series-78/#MultifamilyInvesting#AlternativeAssets#CapitalRaising#RealEstateMarket#PassiveInvesting#AIinInvesting#DealVetting
Send us Fan MailWhy do serious investors attend investor summits? In this candid discussion, family office principals and experienced investors explain what they are actively looking for when they enter a room full of founders, fund managers, and dealmakers.Hear why some investors prioritize relationships over immediate deals, why others seek distressed opportunities, and how top capital allocators identify people worth knowing long before money changes hands. This episode gives a real-world look into investor psychology and what matters most in live networking environments.Perfect for anyone raising capital, sourcing deals, or building relationships with sophisticated investors.Recorded live at the Family Office Club Investor Summit featuring family offices, centimillionaires, wealth managers, and private investors. Learn more at FamilyOffices.com https://familyoffices.com/
Guest: Carrie Freeman Title: CEO, Eden Radioisotopes Company: Eden Radioisotopes, LLC LinkedIn: https://www.linkedin.com/in/carrie-freeman/ Episode Overview In this episode, we sit down with Carrie Freeman, CEO of Eden Radioisotopes, to explore the intersection of deep science, commercialization, and leadership. After spending 15 years at Intel and serving as a multi-time CEO, Carrie has built a career around transforming breakthrough technologies into scalable businesses. We discuss what it takes to commercialize innovations emerging from national laboratories, the resurgence of the nuclear industry, and why private capital is increasingly driving the next generation of nuclear technologies. Carrie also shares her perspective on leadership transitions, fundraising for long-horizon ventures, and how organizations can remain focused on human impact while operating at the cutting edge of science. Topics Covered Lessons learned from a 15-year career at Intel and their application to nuclear science Leading established organizations through executive transitions Commercializing technologies developed inside national laboratories The current state of the nuclear industry and emerging market opportunities Turning regulatory complexity into a sustainable competitive advantage Building and positioning a company that spans healthcare, energy, and security markets Communicating transformational opportunities to investors without losing credibility Differences between Family Office, Venture Capital, and Private Equity investors Managing investor expectations through long commercialization timelines Creating a mission-driven culture around "Precision Science, Human Impact" Key Discussion Points From Semiconductors to Nuclear Science Carrie reflects on the most important lessons learned during her tenure at Intel and explains how principles of operational excellence, precision, and scalability transfer directly into the highly regulated nuclear industry. Leading on Day One As a multi-time CEO, Carrie shares her framework for entering an organization, building trust quickly, assessing priorities, and establishing momentum without disrupting existing strengths. Commercializing Deep Technology Moving a breakthrough technology from a national laboratory into the private sector presents unique challenges. Carrie discusses the critical steps required to bridge the gap between scientific innovation and market adoption. The Nuclear Renaissance The conversation explores why nuclear technologies are experiencing renewed interest and how private-sector companies are accelerating innovation across healthcare, energy, and national security applications. Regulation as a Competitive Advantage Rather than viewing regulation solely as a barrier, Carrie explains how companies can leverage regulatory expertise to create durable competitive moats and strengthen market positioning. Raising Capital for Long-Term Innovation Deep-tech ventures often require patient capital and extended development timelines. Carrie shares insights on communicating vision, maintaining investor confidence, and aligning expectations for long-term value creation. Building Mission-Driven Teams With the company tagline "Precision Science, Human Impact," Carrie discusses how leaders can keep teams connected to the real-world impact of their work while navigating complex scientific and technical challenges. About Carrie Freeman Carrie Freeman is the CEO of Eden Radioisotopes and an experienced technology executive with leadership experience spanning semiconductors, advanced manufacturing, and nuclear science. Her career includes 15 years at Intel and multiple CEO roles focused on commercializing breakthrough technologies and scaling innovation-driven organizations. About Eden Radioisotopes Eden Radioisotopes develops advanced nuclear technologies that support applications across healthcare, energy, and security. The company's mission is captured in its guiding principle: "Precision Science. Human Impact." Learn more: https://edenrad.com/ Connect with Carrie Freeman LinkedIn: https://www.linkedin.com/in/carrie-freeman/ Disclaimer: The views expressed in this podcast are for informational purposes only. They do not constitute financial or legal advice, nor do they necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. #Podcast #BusinessPodcast #CEO #FounderJourney #NuclearIndustry #NuclearEnergy #NuclearInnovation #Radioisotopes #DeepTech #Commercialization #TechnologyTransfer #NuclearMedicine #EnergyInnovation #AdvancedManufacturing
Season 8, Episode 1: How did two lawyers turn a handful of Arizona fourplexes into a vertically integrated real estate powerhouse with over 20,000 units renovated? Today, we sit down with John Griggs, Co-CEO and Co-Founder of Presidium, to break down the strategy behind that rise. John shares how he spotted his first opportunity in the "golden age" of the Arizona housing market before shifting his conviction to Texas just as the landscape was beginning to transform. We dive into how Presidium scaled its early portfolio to 5,000 units, the hard lessons learned from internalizing management during the GFC, and the strategic move of acquiring a special servicing company to master the mechanics of distressed debt. Whether you're interested in ground-up development, creative capital stacks involving HUD debt, or where multifamily opportunity sits in today's cycle, this episode is a must-listen. Join us as we explore the risk discipline and long-term vision that helped Presidium evolve from a grassroots startup into a dominant institutional investment platform. Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in. TOPICS 00:00 – Introduction and Presidium's Background 01:32 – From Silicon Valley Law to the 2003 Arizona "Golden Age" 08:03 – Moving to Texas and Raising Capital for Scale 10:11 – Navigating the GFC and Internalizing Management 14:58 – The Institutionalization of Multifamily Real Estate 19:27 – Strategic Acquisition: Buying a Special Servicer 24:56 – Launching a Development Platform and Spotting Market Peaks 31:18 – Today's Creative Financing: HUD Debt and Housing Authorities 36:38 – Targeting Distress and Partnering with Lenders 42:15 – Delo Capital and the Outlook for Sun Belt Migration For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
In this special edition of The Gray Report, Griffin Haddad sits down with Blake Pieroni, Senior Manager of Capital Markets at Gray Capital, for a conversation about life behind the scenes of raising capital for multifamily real estate.Blake recently helped close a $22 million equity raise in just 11 days — the fastest in Gray Capital's history — all while adjusting to life with a newborn at home and chasing a sub-6-minute mile.In this episode, Griffin and Blake dig into:
The capital-raising memo says: pitch harder, send the long intro email, and voilà, meetings.Stacy Havener never got that memo.She came into this industry as an English lit major who wanted to be a college professor. Finance was a means to an end, not the whole plan. She had no idea there was a "right" way to do capital raising.So she just led with what she knew best, which was storytelling and creating human connection. It wasn't until someone tapped her on the shoulder and said, "What are you doing? Because you keep raising money," that she realized what she was doing was different.Different, and working.She took her high school soccer coach's fund from $1M to $500M in two years. Then joined a firm at $17M and helped grow it to $5B in three.In this Story Snack, she's breaking down exactly how and why the answer is never more volume, more cold emails, or more at-bats.Listen in to learn: Why "get more meetings" is the wrong goal if the meetings you're getting aren't convertingHow to use small, genuine "gives" to build trust before you ever ask for a meetingWhy give, give, give, ask beats pitch, pitch, pitch every timeThis is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Welcome to another episode of The AZREIA Show! In this episode, we sit down with Jules Wrubel to dive into the world of hard money lending and real estate financing. Jules shares his journey from New York and New Jersey to Arizona, where he built a career in the mortgage industry before transitioning into hard money lending and private financing. Jules walks us through the realities of funding real estate deals, from making his first hard money loan to managing risk on unique investment opportunities. He explains the importance of thoroughly vetting deals and borrowers, keeping airtight paperwork, and building a strong network of trusted investors and professionals. Along the way, he shares practical lessons learned from real transactions, including both successes and challenges that shaped his approach to lending. Beyond the mechanics of lending, Jules highlights the bigger picture: how private financing can help investors transform properties and positively impact local communities. He also talks about his plans to raise capital, expand lending opportunities, and teach others how to get started in hard money lending. Whether you're a seasoned investor or just exploring alternative financing, this episode is packed with actionable insights and inspiring stories you won't want to miss. 02:24 Understanding Hard Money Lending 05:01 Evaluating Borrowers and Deals 11:09 Advice for New Lenders and Borrowers 16:34 Sharing the Good and Bad News 16:56 Organizing Paperwork for Mortgage Approval 17:23 The Importance of Being Prepared 18:28 Hard Money Lending Insights 21:04 Building Your Network for Funding 22:31 Door Knocking and Real Estate Stories 28:35 Raising Capital and Economic Impact 30:06 Conclusion and Contact Information -- Contact Alden of Silver Crest Opportunity Fund at http://silvercrestopportunityfund.com "AZREIA does not endorse specific investments. Please do your own due diligence." Want to grow your real estate business?
What does it really take to thrive as a first-time fund manager in today's challenging investment landscape, especially when you're building a venture fund from scratch while championing diversity and innovation? This episode delves into the real experiences behind the headlines, inviting listeners to consider the often unseen hurdles and triumphs that define entrepreneurial journeys. Our guest, Laurel Mintz, is the founder of Fabric VC—a new venture capital fund spun out of her extensive 17-year run as the leader of a successful marketing agency. With a background that includes corporate M&A law, entrepreneurship, and marketing, Laurel Mintz brings a unique and practical perspective to the venture capital world. Her approach blends deep sector knowledge with a commitment to supporting underrepresented founders and championing women's health, fintech, and consumer tech sectors. In this update, listeners get an inside look at the nuts and bolts of raising and deploying Fabric VC's first fund—just under $8 million, already largely deployed across 23 portfolio companies. Laurel Mintz shares candid insights on the emotional rollercoaster of fundraising, the critical importance of diversity, and the creative approaches to supporting women-led companies, such as accepting investments via donor-advised funds and retirement accounts. This episode is a must-listen for aspiring investors, founders, or anyone interested in how real change is being made within venture capital. It's raw, motivating, and packed with unfiltered advice on how to show up, take risks, and put capital to work for the next generation. To get the latest from Laurel Mintz, you can follow her below! LinkedIn - https://www.linkedin.com/in/laurel-mintz/ https://www.fabricvc.com/ Laurel's first appearance on The Angel Next Door Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood
When an allocator says "We only work with established managers," it can feel like a door closing in your face. And the natural instinct is to pry it back open by explaining yourself, defending your track record, and making a case for your fund. Stacy Havener's advice: don't go there.Because handling objections to close deals is a thing. It's just not the right thing in this moment.That's why, in this episode, Stacy's breaking down what to do instead when you keep hitting the same wall in meetings.Listen in to learn:Why "too small" or "too new" is usually a timing mismatch, not a hard no The three words that change the whole vibe: "Tell me more." The questions that uncover real requirements around AUM, allocation size, and track record How to capture their language so your follow-up actually lands when the timing is rightThis is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
Roger Neel sold his SaaS company at $100M+ ARR, took three hours off, and dove straight into a health tech startup backed by Google Ventures and Dexcom. In this conversation, Roger breaks down the full arc — from founding Mavenlink in the teeth of the 2008 financial crash, to grinding through 13 years of customer base churn, fundraising rounds, and eventually selling to PE. He also shares what he'd do completely differently if he were starting today with AI tools at his disposal to build a 9-figure business. We get into his framework for evaluating whether a business is actually defensible (he calls it the 3 Ds), why most SaaS companies don't need a moat until they're past $10M, what really happens when you sell to a PE firm, and how a regulatory curveball nearly killed his new company Signos right before launch. Key Takeaways with Roger Neel (01:48) Building A $100M Company In The AI Era (04:03) The Origin Story Of Mavenlink (07:01) The Future Of SaaS And Custom Software (09:25) The Three Ds: Demand, Differentiation, Defensibility (17:18) Why He Jumped Into Health Tech (19:26) Finding Your Actual Passion In Business (21:51) How Signos Revolutionized Continuous Glucose Monitoring (27:27) When A Regulatory Shift Breaks Your Model (33:16) Bootstrapping Vs. Raising Capital (38:09) The 13-Year Growth Arc To Exit (41:54) Going Up Market Faster With AI (46:43) Selling To PE: How The Deal Actually Works (48:48) Why Keep Raising Instead Of Selling Earlier (50:24) PE vs. IPO (51:02) Picking The Right PE Firm (58:03) Advice For Raising Capital Today (59:30) AI Tools Entrepreneurs Should Be Using Watch on YouTube: https://youtu.be/ktl53U-LLL0 Let's Connect: Website | Instagram | YouTube | TikTok | Twitter | Facebook
If you've ever thought, “Okay, I have to cover process… but I can literally see their eyes glazing over,” you're not alone. Because when you walk through your process like everyone else, allocators don't hear "rigor." They hear "table stakes," and they're already half checked out by the time you get to the good part.In this episode, Stacy Havener breaks down how to fix that without scrapping the slide entirely. Listen in to hear:How to cover process without just reading the boring slide out loudThe fastest way to make your process feel different (even if the slide isn't)The one line Stacy wants you to stop using when talking process (because it's a big fat nothing sandwich) ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
Join Joel Brierre, Founder & CEO of KVI, for a frank and wide-ranging conversation on one of the most fascinating — and complex — frontiers in modern medicine and entrepreneurship: 5-MeO-DMT.Joel has been a pioneer in the modern psychedelic movement, specifically in the realm of 5-MeO-DMT, applying classical non-dual yogic philosophy as geography for both preparation and integration from the entheogenic experience. With KVI, he has built an ecosystem that sits at the intersection of retreat operations, academic research, and emerging biotech — collaborating with top universities including University College London to study the effects of 5-MeO-DMT in naturalistic ceremonial settings.In this episode, we go deep on what it actually takes to build, fund, and scale a company in a grey-area market — and why the science behind this molecule may reshape psychiatry, neuroscience, and drug development for decades to come.
Matt Faircloth talks to Gino Barbaro as he shares stories from his 25+ years of experience, illustrating how our subconscious influences investment decisions, and how recognizing these patterns can radically change your results. You'll discover how to identify and heal childhood money flashpoints, transform limiting beliefs, and leverage archetypes like the Warrior, the Magician, and the Creator Artist to accelerate your journey. Plus, he breaks down practical processes for sourcing deals, raising capital, and building a focused market strategy that avoids distraction and maximizes your efforts. Gino Barbaro Current role: Co-Founder of Barbaro 360, Founder of Jake and Gino LLC Based in: St Augustine, Florida Where to find them: https://www.linkedin.com/in/gino-barbaro-03973b4b/ barbaro360.com Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
At 15, Harald Berlinicke got a front-row seat to Black Monday during a bank internship outside Berlin. It was total chaos, with people yelling "SELL!" and a 20% drop in a single day.Most people would have run away from that pressure. But Harald ran toward it. And that's the day he knew he wanted to be in finance.Decades later, he's the guy on the other side of the table as a fund selector and family office CIO, with a surprisingly impressive LinkedIn presence for someone who will tell you straight up that he's an introvert.In this episode, Stacy sits down with Harald to talk about the human side of selection and why "give, give, give" beats "pitch, pitch, pitch" every single time.Listen in to hear:Harald's Black Monday origin story and how that early chaos shaped his view of markets and decision-making Why "people do business with people" is painfully true in fund selection His playbook for building relationships on LinkedIn as an introvert The provocative CFA poll he ran and what that debate says about where the industry might be headedMore about Harald Berlinicke: Harald Berlinicke, CFA is CIO of the fifth-generation Max-Berlinicke-Erben family office in Berlin, where he oversees a multi-asset portfolio with a focus on asset allocation and manager selection. He co-founded New Bond Street Asset Management in London and served as Partner and Head of Structured Credit Investments, growing the boutique to a peak of €8B AUM. He later spent 2014–2023 at Scope Group as Director of Alternative Investments and now advises independently-owned investment boutiques. A CFA charterholder since 2003, Harald is also a long-standing CFA Institute volunteer and a widely followed voice on LinkedIn known for making complex investment topics accessible. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
In this episode, Michael Blank sits down with marketing strategist and capital-raising expert Scott Corbett to break down what's actually working in online capital raising today—and what's no longer effective. With decades of experience in marketing, sales, and investor acquisition, Scott shares a practical roadmap for building trust, attracting the right investors, and scaling capital raises without relying on gimmicks or “easy button” tactics. They dive deep into investor psychology, content creation, AI-driven due diligence, paid traffic, organic marketing, and why understanding your avatar is the foundation of every successful capital-raising strategy. If you want to raise more capital in today's tougher market environment, this episode delivers a masterclass in building authority, nurturing investor relationships, and creating a long-term marketing flywheel that actually works.Key TakeawaysYou Must Know Your Investor Avatar Before Marketing Anything Successful capital raising starts with understanding exactly who you're speaking to—their fears, goals, pain points, and motivations.Content Builds Trust Before Investors Ever Speak to You Consistent videos, blogs, emails, and social content establish credibility and authority long before a prospective investor books a call.Today's Investors Care More About Risk Than Returns In a post-2022 market, investors want to know how you protect capital and manage downside risk—not just projected IRRs.AI Has Changed Investor Expectations Investors are increasingly using AI tools like ChatGPT and Claude to evaluate sponsors and prepare sophisticated due diligence questions.Organic Marketing Creates Long-Term Momentum Building an email list, nurturing relationships, and consistently publishing valuable content creates a sustainable capital-raising flywheel over time.Paid Traffic Only Works After the Foundation Is Built Facebook ads and paid campaigns can scale capital raising, but only after operators have strong messaging, content, systems, and investor trust already in place.Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor ClubReview the Podcast on Apple PodcastsSyndicated Deal AnalyzerGet the Book, Financial Freedom with Real Estate Investing by Michael Blank For full episode show notes visit: https://themichaelblank.com/podcasts/session525/
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, real estate investor Manish Pushye shares his journey from diverse business ventures to managing a $75 million portfolio, emphasizing the importance of savings, a strong workforce, and strategic capital raising. Discover how he navigates challenges, scales his business, and plans for future growth in commercial real estate. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Ep. 206 - Kimberly sits down with multi-time tech entrepreneur André Swanston on the historic launch day of his groundbreaking cloud gaming platform, PHYND. Fresh off a massive nine-figure exit from his previous venture, True Optik, André is on a mission to completely democratize how we play video games on the big screen. In partnership with Samsung, PHYND is removing the heavy financial barrier of gaming by eliminating the need for expensive consoles and dedicated controllers—making high-quality gaming completely free and accessible right through your smart TV. André pulls back the curtain on the realities of entrepreneurship, including the gritty truths of raising capital as a minority founder, how being "pissed off" can be a powerful tool for motivation, and why failure is only finite if you refuse to quit. We also dive into his venture into professional sports as the founder of Connecticut United FC, and how he models a relentless work ethic for his children. Chapter Timestamps: 0:22 - Introduction: Meet André Swanston & PHYND 0:52 - Inside Launch Day & The 2-Year Journey 2:04 - The Roots of André's Entrepreneurial Hustle 3:50 - The "Ahead of Its Time" First Startup 4:59 - The Pivot to Data & The 9-Figure Exit of True Optik 5:32 - The Brutal Realities of Raising Capital as a Minority Founder 8:22 - Using Rejection and Spite as Core Motivation 9:33 - "Failure is Finite": How to Overcome a Shut-Down Startup 10:37 - How True Optic Revolutionized Connected TV Advertising 12:09 - Bringing Professional Soccer to Connecticut: Connecticut United FC 14:46 - Highs, Lows, and Moving the Goalposts as a Founder 17:19 - Modeling the Hustle: Raising Kids in the Office on Christmas Eve 19:18 - The Origin of PHYND: Why Cloud Gaming's Time is Right Now 22:51 - Disrupting the Industry: Helping Indie Studios and Saving Families $600 25:48 - Host Game Requests (Mahjong & Sudoku on TV!) 27:14 - Curating the Library: Over 150 Games & The Beta Rollout Strategy 28:19 - Launching with Samsung at Games Beat & Juggling Family Milestones 29:40 - How to Access PHYND Today PHYND: https://phynd.co/ PHYND on YouTube: https://www.youtube.com/@phyndgames Join the ICONIC community: https://www.youtube.com/@iconicnationmedia Follow Kimberly on Instagram: https://www.instagram.com/kimberlylovi/
Six months into launching your fund and already feeling like you're making every mistake in the book?You're in good company. That's exactly how the founder who wrote in is feeling. And honestly, year one can do that to a person. The chaos is real. The second-guessing is real. The wondering-if-anyone-will-ever-take-you-seriously is very, very real.In this Story Snack, Stacy Havener tackles the fear that tends to sit underneath all of it:"I'm too early to be taken seriously."It's not irrational. It's just not the whole story. And if you believe it too hard for too long, it might be the thing that keeps you invisible when you could be building real conversations.Listen in to hear:The year-one myth Stacy calls BS on: “don't market until you have 3 years of track + $100M–$200M AUM”Why year one gets derailed more by business decisions than investment decisions (products, partners, hires, marketing choices)Who you should be talking to early (innovators + early adopters) and why they don't play by the “come back later” rulesThis is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
The system was not built for women raising capital, so Melissa Wallace built a new way forward. Melissa is the founder of Fierce Foundry, the first femtech venture studio in the United States. Long before she was reshaping how female founder funding works, she was sorting babysitting money into labeled envelopes and selling handmade greeting cards door-to-door with her dad's old briefcase. The instinct to build was always there, even before she had the language for it. With host Syama Bunten, Melissa shares the personal story behind the mission. She talks about a marriage in her twenties that ended with her ex-husband emptying her bank accounts after she asked for space, and a divorce process where she was willing to give up everything just to walk away clean. She shares how she went on to build a marketing agency, learned to lead instead of carrying every task herself, and kept seeing the same funding gap show up for women in health tech. Investors wanted proof of customers. Founders needed help getting customers. Too many had no early capital to make either happen. That loop is what Fierce Foundry was built to break. As a venture studio for women, it acts as a co-founder from day one, not a short-term program with a graduation date. It brings early capital, skilled operators, and support from idea through exit. This conversation offers a clearer path for any founder trying to understand how to raise pre-seed funding without relying on the usual gatekeepers. Women raising capital in femtech startups should not have to prove they belong before they even get started. Melissa is building the infrastructure to help more women build, fund, and scale what the world has been missing. If this conversation moved you, keep it going. Find a Wealth Catalyst Freedom Tour salon near you, or claim your seat at the Wealth Catalyst Summit in San Francisco on October 16, 2026. Episode Breakdown: 00:00 Meet Melissa Wallace, Founder of Fierce Foundry 02:59 Growing Up With Money: What Her Father Taught Her Without Saying a Word 05:54 Her First Business at Age 10 and the Pricing Lesson That Stuck 09:19 The Exchange Year in Brazil That Changed How She Saw the World 16:40 Early Career, a Bad Marriage, and the Cost of Conformity 18:55 Losing Everything in a Divorce and Choosing Freedom Over Financial Security 23:45 From Employee to Entrepreneur: The Pattern She Finally Broke 29:50 Building a Marketing Agency and Learning to Step Back From the Work 35:04 Women Raising Capital: Why Less Than 2% of VC Funding Goes to Female Founders 38:00 How the Fierce Foundry Venture Studio Model Works From Idea to Exit Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: https://www.instagram.com/syama.co/ Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com Podcast production and show notes provided by HiveCast.fm
Welcome back to Inspire + Move! In part 2 of my conversation with Anna Lozano, founder, investor, and energetics-in-business expert, we dive deeper into the world of entrepreneurship, scaling businesses, and building premium brands. We explore Anna's journey from raising funds to growing a business that feels aligned with her purpose. With over 15 years of entrepreneurial experience, she gives us a behind-the-scenes look at what it really takes to bring an idea to life while staying true to your vision. From finding the right balance between consistency and authenticity in content creation to the importance of being visible and staying true to your values, this episode is packed with inspiration and actionable advice for any entrepreneur looking to grow and succeed.Tune in to hear:How Anna's journey of raising capital is shaping her next business ventureThe personal transformation that happens when you step into a new entrepreneurial identityWhy finding alignment with your business vision is key to long-term successHow to navigate the challenges and opportunities of scaling and expanding your businessTips for visibility and the power of consistency in personal brand buildingIf you're ready to invest in your future, trust your gut, and build a business that truly resonates with you, tune in! Let us know your biggest takeaway over on IG too @AlliArruda & @_Annalozano or tag us!Anna's Links:Listen to The Prosperity Playground PodcastWebsiteInstagramFacebookARE YOU COMING? Million Dollar Personal Brand Workshop May 21st! Get Your Tickets Here!Get on the Mentor Collective Mastermind waitlist:https://chrisharder.me/mentor Let's Connect!• INSPIRE + MOVE EVENTS• Instagram• Private Coaching• Website• Facebook• TikTok
What if the biggest problem with “Emerging Markets” is the name?Edward Lam thinks that label has been doing the category a disservice for decades.Today, he's sitting down with Stacy to zoom out and question the category…then zoom back in to what that means for portfolios, risk, and real alpha.Edward grew up in Hong Kong, went to boarding school in the UK, and landed in EM in 2004. He had no training program or mentor, just four walls of books he was determined to read. By the time he left, he'd taught himself accounting, built a research function from scratch, and was running a fund that grew from £1M to £3.5B.Listen in to hear: How Edward built his own training program from scratch and why that became one of his biggest edgesWhat "subordinate currency regimes" means and how it changes everything we thought we knew about EM risk The tension between building something investable and staying true to the thesisWhat scaling from £1M to £3.5B actually looks like when you have to earn every rung yourselfWhy he walked away from asset management, what the gap taught him, and what brought him backMore About Edward Lam: Edward Lam entered the fund management industry in 2004 as an analyst at Emerging Markets specialist Lloyd George Management, covering Taiwan and technology. In 2007, he co-founded Somerset Capital Management, where he served as Head of Research and chaired the investment committee. In 2010, he launched Somerset's EM Dividend Growth strategy, scaling it from a ~$1.5M seed to nearly $4B AUM. Edward left Somerset in 2020, then joined Sloane Robinson in 2023, became CIO, and launched the SR Ocellus fund in 2024.In his free time, he enjoys reading about the history and philosophy of finance, including many areas that others (based on feedback) find boring. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
In this section of Raising Capital for Real Estate, I share how the 2008 financial crisis and the European debt crisis pushed me away from traditional investing and into syndicated real estate. I also break down my first failed capital raise, the lessons it taught me about attracting investors, and why financial education became the foundation of everything I do today. Book a Call with Me Website
In these chapters, I walk through how to build the right real estate investment team, structure syndications, navigate SEC exemptions, and activate your investor base. I also share practical strategies for partnerships, legal structures, and investor follow-up systems that helped me scale. Book a Call with Me Website
Here, I dive into branding, credibility, and investor communication. I explain how I use educational content, podcasts, executive summaries, webinars, and in-person interactions to build trust and attract investors consistently. Book a Call with Me Website
In this section, I break down how to communicate with investors, handle objections, answer difficult questions, and confidently close commitments. I also share the systems and conversations that helped me turn investor interest into funded deals. Book a Call with Me Website
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Nicholas Delmonico shares his journey from finance to real estate syndication, emphasizing the importance of focus, content creation, and long-term strategy in building a successful investment business. Discover actionable insights on market opportunities, investor relations, and balancing training with entrepreneurship. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this episode with Peter, I break down what really happened behind the scenes after buying Somewhere and scaling Bolt Storage through one of the most chaotic real estate markets in years. We talk about the pressure that comes with raising outside capital, why discipline in underwriting saved us when rates doubled, and how slowing down in storage led me to double down on building a global talent machine. I share the hard lessons from rebranding, losing SEO overnight, restructuring an entire leadership team, and rebuilding the company around South African executives and performance driven systems. We also dive into why sales talent is the most expensive leverage in America and how building worldwide teams has become my biggest operational edge. Grow your business: https://sweatystartup.com/events Book: https://www.amazon.com/Sweaty-Startup-Doing-Boring-Things/dp/006338762X Newsletter: https://www.nickhuber.com/newsletter My Companies: Offshore recruiting – https://somewhere.com Cost segregation – https://recostseg.com Self storage – https://boltstorage.com RE development – http://www.boltbuilders.com Brokerage – https://nickhuber.com Paid ads – https://adrhino.com SEO – https://boldseo.com Insurance – https://titanrisk.com Pest control – https://spidexx.com Sell a business: http://nickhuber.com/sell Buy a business: https://www.nickhuber.com/buy Invest with me: http://nickhuber.com/invest Social Profiles: X – https://www.x.com/sweatystartup Instagram – https://www.instagram.com/sweatystartup TikTok – https://www.tiktok.com/404?fromUrl=/sweatystartup LinkedIn – https://www.linkedin.com/in/sweatystartup Podcasts: The Sweaty Startup & The Nick Huber Show https://open.spotify.com/show/7L5zQxijU81xq4SbVYNs81 Free PDF – How to analyze a self-storage deal: https://sweatystartup.ck.page/79046c9b03
Most real estate investors are taught to find the deal first, then go find the money — and it's costing them deals. Nathan Daniel, founder of Accelerant Capital, breaks down why that approach leaves you negotiating from desperation and how to fix it. In this episode, he walks through the six components of a capital operating system, how to match your funding structure to your experience level, and what it actually takes to build relationships with investors before you need them. KEY TALKING POINTS: 0:00 - Intro 0:28 - The Old Way Of Raising Capital 2:48 - The New Way 5:31 - Higher Standards In 2026 6:56 - Capital Wants Four Things 7:39 - Your Capital Operating System 13:11 - Captive Capital 15:04 - The Biggest Mistake 15:20 - Outro LINKS: Facebook: Nathan Daniel https://www.facebook.com/coachnathandaniel Website: Accelerant Capital https://www.accelerant.capital/ Instagram: David Lecko https://www.instagram.com/dlecko Website: DealMachine https://www.dealmachine.com/pod Instagram: Ryan Haywood https://www.instagram.com/heritage_home_investments Website: Heritage Home Investments https://www.heritagehomeinvestments.com/
Commenting is one of the most underrated relationship builders on LinkedIn, especially if you want to stay on people's radar without cranking out content nonstop.But most people comment in a way that does nothing, or worse, makes things weird.You know the two classics: 1. “Great post!” (nothing burger)2. And the thoughtful comment followed by an immediate pitch DM. (instant ick)In this Story Snack, Stacy Havener breaks down how to comment in a way that actually builds familiarity and trust over time, without sounding awkward, annoying, or desperate. Listen in to hear:How to choose which posts to comment on so allocators and prospects start seeing you everywhere (in a good way)The “what NOT to do next” move that instantly turns goodwill into cringe (and what to do instead)The mindset shift that will help you stop overthinking and start commenting like a real friend giving out high-fives (not weird pitch slaps) Because the people who've consistently shown up for Stacy on LinkedIn? She'd run through a wall for them. That's what you're building toward when you do this the right way. Tune in to learn the right way to approach commenting on LinkedIn. This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
Target Market Insights: Multifamily Real Estate Marketing Tips
This week, learn why waiting until you feel ready to raise capital is the exact mindset keeping you on the sideline. John Casmon makes the case that you will never feel fully ready, and that confidence comes from preparation. In this episode, John breaks down three practical steps to start raising capital today: building your reps, assembling the right team, and shifting your focus from yourself to the people you are trying to serve. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Confidence comes from preparation. Act first, and the feeling of readiness develops from there Analyze deals, talk to people in the marketplace, and find mentors or coaches to build your reps Build a team that offsets your experience gaps so you do not have to be the expert on everything yourself Overcome imposter syndrome by being resourceful and knowing where to find solutions Raise capital when you are not under pressure, before you have a live deal or after you have already closed Shift your focus from your own fear of rejection to educating and serving potential investors Topics Why Waiting Until You're Ready Is a Mistake John opens by challenging the belief that you need more experience before raising capital He argues directly that you are never going to feel ready, and that continuing to wait only delays progress The gap is rooted in preparation and reps, and those are things you can act on today Building Confidence Through Reps Confidence comes from putting in the work: analyzing deals, talking to people in the marketplace, and working with mentors or coaches John uses an NFL draft analogy: rookies have never played a professional game, but they draw on their football experience and translate it to the next level Transferable skills count. Experience managing a budget, running a business, or investing in smaller residential properties can all translate meaningfully to multifamily The benchmark is doing enough preparation that you know what you are talking about, and you can build toward that starting today Aligning Yourself with the Right Team Whatever you lack in experience, offset it with team members who have it: property managers, partners, analysts, brokers, coaches John revisits the rookie analogy: no team drafts a first-year player and hands them the franchise. They pair them with veterans who complement their skill set Building a credible, well-rounded team is how you present a compelling picture to potential investors regardless of where you are in your career Coaching and mentoring adds direct value here. Having experienced people on your side removes the pressure of carrying all the expertise yourself Overcoming Imposter Syndrome Imposter syndrome is rooted in being too focused on yourself: your gaps, your fears, and your ego Investors want you to know more than they do and to be resourceful enough to find solutions. That is the standard, and it is achievable John shares a personal story: a former colleague unsubscribed from his investor newsletter early in his capital-raising journey, and he initially took it personally He later recognized the real lesson. He had not conveyed the right message to the right audience. The feedback was about positioning, and it had nothing to do with him personally The practical response to imposter syndrome is sharing your journey openly, letting people learn about you over time, and focusing on being of service Raising Capital When You Don't Need the Money The best time to raise capital is when there is no live deal pressure, either before you have identified a deal or after you have already closed and can share openly what you are working through When you are communicating without a funding deadline looming, you come across with authentic confidence Pressure is detectable. Potential investors will sense desperation, and it undermines trust The goal is to present opportunities and let people decide if it is the right fit Shifting Focus from Yourself to Serving Others John frames the entire challenge of capital raising as a mindset problem. You are too focused on your own feelings and your own fear of rejection When someone does not invest, it is rarely personal. It is usually a messaging or fit issue, and it is feedback worth learning from Your job is to get in front of the right people with the right message and the right opportunity. Finding those people is where your energy belongs When you focus on how you can serve and educate potential investors, the conversation changes entirely