Podcasts about raising capital

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

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

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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/

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

Rob Beardsley reveals why multifamily investors must slow down, study the numbers, avoid risky projections, and build lasting wealth through discipline, patience, smart underwriting, and better sponsor alignment.See article: https://www.unitedstatesrealestateinvestor.com/build-lasting-wealth-with-discipline-and-undying-courage-with-rob-beardsley/(00:00) - Introduction to Rob Beardsley and Multifamily Underwriting Discipline(00:36) - Rob Beardsley Joins The REI Agent Podcast(00:38) - Mattias Opens the Multifamily Market Conversation(00:45) - Rob Explains the Multifamily Downturn and Capital Market Pressure(01:35) - Bridge Loans, Higher Rates, and Stuck Operators(01:46) - Why This Is Not a V-Shaped Recovery(02:43) - Investor Psychology, Fear, Greed, and Market Cycles(03:19) - The Biggest Concept New Multifamily Investors Must Understand(04:56) - Mattias Sets Up the Syndication Elevator Pitch(05:13) - Rob Defines His Multifamily Investment Company(05:43) - Why Syndications Can Make Sense for Realtors(07:32) - A High-Income Agent Looks for a Passive Investment Path(08:09) - Rob Breaks Down Passive Multifamily Investing and True Delegation(11:43) - Minimum Investment and Limited Partner Entry Point(12:33) - What Passive Investors Actually Do After Investing(15:59) - Mattias Asks How Underwriting Has Changed After Rising Rates(16:28) - Rob Explains Why Old Value-Add Assumptions No Longer Work(18:50) - Tenant Renewals Become the Holy Grail of Cashflow(20:15) - Mattias Asks Why Small Rent and Vacancy Changes Matter(21:16) - Rob Explains Cap Rates and the Math Behind Big Valuation Swings(24:50) - What Makes a Syndicator's Pro Forma Credible or Dangerous(25:34) - Rob Reveals the Underwriting Red Flags Passive Investors Should Question(28:04) - Why Realtors May Have an Advantage When Reviewing Deals(30:20) - Rob Calls Realtor Deal Knowledge a Built-In Advantage(30:49) - Accredited Investors, House Hacking, and Growing Into Bigger Deals(32:08) - Rob Shares Why Syndications Are Not Lifestyle-Changing Cashflow at First(35:03) - Mattias Connects Passive Investing to Lifestyle Freedom(36:55) - Rob Explains Get Rich Money Versus Stay Rich Money(38:00) - Why Projected Returns May Be the Least Important Number(39:20) - The Hidden Danger of Too Much Debt in Syndication Deals(41:14) - Rob Explains Five to Seven-Year Holds and Walking Away From Bad Deals(42:12) - Sponsor Incentives, Fees, and Skin in the Game(45:29) - Rob Shares His Two Books on Underwriting and Raising Capital(46:18) - Rob Recommends Getting More by Professor Stuart Diamond(48:21) - Where Listeners Can Learn More About Rob Beardsley(48:58) - Closing Remarks From The REI Agent Podcast(49:09) - Final Disclaimer and Episode Wrap-UpContact Rob Beardsleyhttps://www.lscre.com/https://www.facebook.com/RobBeardsleyLSC/https://www.instagram.com/robbeardsley3/https://www.linkedin.com/in/rob-beardsley/https://youtube.com/⁨@RobBeardsley3⁩Rob Beardsley's message is clear: lasting wealth is not built by chasing hype, ignoring risk, or trusting beautiful spreadsheets without asking hard questions. It is built by understanding the numbers, respecting the market cycle, choosing strong operators, and having the discipline to walk away from the wrong deal. If this conversation helped you think bigger, move smarter, and protect your financial future, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

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

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

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

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

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    

In this episode, Scott Bursey interviews Marisa Amirian, co-founder of CapBloom, about smarter approaches to capital raising, leveraging AI, and building strong investor relationships in real estate. She shares insights on scaling investment operations, identifying market opportunities, and tapping into innovative capital sources. Marisa emphasizes the importance of consistent communication, trust-building, and adapting to changing market conditions to succeed in today's investing landscape.   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   —--------------------

93% of the population. Almost entirely locked out of an industry that says it wants the best talent.Laurie Robathan grew up on the wrong side of that statistic. He was raised in inner-city Bristol, went to a state school, and grew up in a single-parent family. He found his way into finance through one thin thread of chance, and he's never forgotten how easily it could have gone the other way.At some point, that thread started to feel less like luck and more like a problem. Because what about everyone who never gets that thread at all?So Laurie walked away from a successful career in finance and built Fairfield in its place. It's a charity on paper, but really it's a business proposition designed to fix what he calls an inefficiently functioning labor market. Because when 80% of senior finance leaders come from just 7% of the population, that's not meritocracy. That's a pipeline problem.And he's not solving it from a boardroom. He's on trains, in school assemblies, at North London career fairs at 8pm. Doing the work.In this episode, Stacy Havener sits down with Laurie for one of those conversations that stays with you long after it's over.Listen in to hear:Why finance doesn't have a talent problem, it has an access problem Why the best person for the job may never make it to the interview room How Fairfield prepares students to belong before they ever walk through the doorWhat individuals and firms can do to helpMore About Laurie Robathan:Prior to his retirement from the finance industry, Laurie worked in the City for over 15 years, the last 10 years being at Kepler Partners LLP as Senior Partner. Before Kepler, he had roles at Scottish Widows Investment Partnership and Close Brothers Bank. As a member of Kepler's management committee, Laurie had input into all areas of the asset management business. He holds the Investment Management Certificate (IMC) and has an MSc in Finance & Investment from the University of Bristol. ---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

Send us Fan MailIn Episode of Coffee N5, Lara Schmoisman chats with Ilya Seglin, Managing Director at Raymond James. Ilya dives deep into the world of finance, explaining what it takes for a brand to raise growth capital or achieve a successful strategic exit. They discuss the reality of "alphabet soup" fundraising (Series A, B, and beyond) and why having a "forever brand" is the ultimate goal for major acquirers.• Key Topics Covered:The difference between Strategic Acquirers and Private Equity (The "Marriage vs. Divorce" analogy).When is the right time to stop self-funding and look for outside investors?The importance of unit economics, repeat purchase behavior, and product differentiation.Why a Sephora or Ulta launch could either make or destroy your business.The "Halo Effect": How digital data informs retail success.3 Things a brand should NEVER do when trying to scale.• About Ilya Seglin: Ilya Seglin is a seasoned investment banker specializing in the consumer and beauty sectors. With years of experience at firms like Raymond James, he has been a key player in some of the most significant deals in the industry. He helps founders navigate the complexities of raising capital, finding the right strategic partners, and preparing their businesses for long-term sustainability and eventual sale. Stay Connected with The DARL:  Instagram: thedarlagency  Facebook: thedarlagency  LinkedIn: about  X: https://x.com/thedarlagency  Website: https://thedarl.com/ Don't forget to like, comment, and subscribe for more expert advice on marketing, branding, and career growth!#MarketingCareer #CoffeeN5Podcast #IlyaSeglin #BrandExit #InvestmentBanking #BeautyIndustry #StartupFunding #DigitalMarketingAgency #TheDARL #BusinessGrowthlinkedin.comTHE DARL | LinkedInTHE DARL | 17,178 followers on LinkedIn. We are breaking the rules. We are raising the bar. | We are a boutique agency that's breaking the rules and raising the bar. We are visionaries who love challenges. We are creative without limits.The Darl (@thedarlagency) on XAs a boutique marketing and production agency, we offer a dynamic approach to the new digital media era.X (formerly Twitter)The DarlIntegrated MarketingThe No-Agency Agency means lean, agile, and transparent marketing built for your brand's success.Support the show

In this episode, Jody Boyd, a Texas-based single-family real estate developer, shares insights into land development, project sourcing, and scaling strategies. Discover how he navigates high entry costs, builds investor partnerships, and identifies prime growth areas in North Texas.   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   —--------------------

Ra'anan Cohen walked into the tech world with no fancy degree and no startup pedigree; just a phone call from a friend and the promise of free food and a gym membership. From day one, he felt like an outsider, constantly battling imposter syndrome. Yet, he stuck with it, learned the ropes of the startup world, and ultimately founded a billion-dollar company. In this episode, Ra'anan joins Ilana to share his wild 15-year ride: a public company on NASDAQ, a unicorn valued at $1 billion, and a board that tried to fire him at his peak. He reveals everything the startup world doesn't want you to know about the real cost of chasing unicorns. Ra'anan Cohen is a serial entrepreneur, author, and the co-founder of Bringg, a SaaS delivery management platform that achieved unicorn status with a $1 billion valuation. He was also the founder and CEO of MobileMax, which went public on NASDAQ. In this episode, Ilana and Ra'anan will discuss: (00:00) Introduction  (04:30) The Biggest False Beliefs On Entrepreneurship (06:38) The Impact of Imposter Syndrome on Ra'anan's Career (09:16) Quitting a Stable Job to Start a Company (12:09) Raising Capital with No Credentials (15:34) The $10M Mistake That Cost Him Everything (18:55) How a Pizza Night Sparked a Billion-Dollar Idea (24:35) Raising Capital the Second Time: The Stealth Mode Strategy (28:47) Different Types of Modern Investors (32:52) Why Startups Are Marathons, Not Rollercoasters (43:43) When to Make Life-Changing Decisions (and When Not To) (45:39) Redefining Success: The Multi-Bucket Life Philosophy (53:36) Q&A: Handling Rejection Without Losing Your Spark Ra'anan Cohen is a serial entrepreneur, author, and the co-founder of Bringg, a SaaS delivery management platform that achieved unicorn status with a $1 billion valuation. He was the founder and CEO of MobileMax, where he led the company to multimillion-dollar international sales and an IPO. Ra'anan is also the author of Confessions of a Unicorn Founder, a national bestseller in Israel, which is currently being adapted into a TV series. Connect with Ra'anan: Ra'anan's Website: https://www.raanancohen.com  Ra'anan's LinkedIn: linkedin.com/in/raananc  Resources Mentioned: Ra'anan's Book, Confessions of a Unicorn Founder: Obsession, Greed, and the Brutal Truth Behind Chasing the Startup Dream: https://www.raanancohen.com⁠  Leap Academy: Ready to make the LEAP in your career? There is a NEW WAY for professionals to fast-track their careers and leap to bigger opportunities.  Check out our free training today at https://bit.ly/leap--free-training

Send us Fan MailWhy do investors say yes—or walk away completely? In this episode, $1B+ investors reveal the biggest deal-breakers in partnerships, including lack of experience, poor alignment, and missing expertise.You'll learn how investors filter opportunities quickly, what red flags they look for, and how alignment, trust, and execution history impact every decision. If you're pitching investors or building long-term partnerships, this episode will help you avoid the mistakes that instantly disqualify deals.If you want to connect with serious investors, build better partnerships, and access real deal flow—join us inside the Family Office Club.Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools designed to help you raise capital faster and more effectively.

You want to post more on LinkedIn. You know it matters. You've probably even got a draft sitting there.But the fear of being judged, specifically by people who already know you in real life, keeps stopping you cold.In this Story Snack, Stacy Havener breaks down exactly why that happens, why your brain is making it bigger than it is, and how to move through it without just white-knuckling your way to the post button.Listen in to learn:The behavioral bias that makes the fear of being judged feel so intense How to make peace with your posts not being everyone's jamThe art of owning who you are online and letting the wrong people opt outThis 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

Most founders think raising money is the goal—but what if it's actually the mistake?   In this episode, we break down the biggest mistake founders make when raising capital—and how getting it wrong can slow growth, increase risk, and limit your upside.   You'll learn:   -When you should (and shouldn't) raise money -The difference between debt vs equity -Why raising too much—or too little—can hurt your business -How capital can actually reduce risk and accelerate growth -The key decision: build for cashflow or build for exit   If you're a founder, franchisee, or entrepreneur thinking about scaling, this episode will help you make smarter, more strategic decisions with capital.   Timestamps:   0:00 The Real Purpose of Raising Capital 1:09 Where Founders Should Start 2:26 Defining Your 5-Year Vision 3:29 Cashflow vs Exit Strategy 5:11 Building for Scale vs Stability 8:47 Should You Raise Capital? 11:00 Why the Best Time to Raise is Early 15:55 How Capital Reduces Risk 18:10 Collapsing Timeframes with Capital 22:08 Defensive vs Offensive Capital 25:35 Franchisee Perspective on Raising Money   Connect with Erik Van Horn:

Send us Fan MailWhat separates deals that get funded from those that get ignored? In this episode, $1B+ investors and family office leaders break down exactly what they look for before entering a partnership. From track record and credibility to expertise and long-term alignment, you'll learn how top investors evaluate opportunities beyond the pitch deck.If you're a founder, fund manager, or real estate sponsor looking to raise capital, this conversation will help you understand how serious investors think—and what it takes to build trust before asking for capital.If you want to connect with serious investors, build better partnerships, and access real deal flow—join us inside the Family Office Club.Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools designed to help you raise capital faster and more effectively.

Robert Gardner has built four ventures in financial services,  including Redington, the UK investment consultancy that's advised on £800B+ in assets.Now he's taking on a new category: Natural Capital.Because nature has always been “investable”, just usually as a commodity.The old way looks like squeezing every ounce of value out of the Earth without any regard for long-term consequences. The playbook was essentially cut it down, harvest it, extract the value, and move on. Robert thinks that model is outdated, and he's building the alternative, making nature an investible asset class (more like real estate or infrastructure), where the value comes from what nature does, not what you can take from it.In this episode, Stacy Havener sits down with Robert to get concrete about what investing in nature looks like in the real world.Listen in to hear:What changes when you're not raising money for a strategy… but for a new asset classHow Robert translates Natural Capital into familiar investing language (property/infrastructure)A real case study (Nestlé + oyster reefs) and the incentive chain behind itWhat underwriting looks like when your revenue is tied to nature doing its jobWhy legitimacy comes from repetition + simplicity (not complexity)The early-stage trust-building lesson every emerging fund manager needsMore about Rob Gardner:Robert is Co-Founder & CEO of Rebalance Earth, the UK's largest dedicated Natural Capital asset manager. He previously served as Investment Director at St. James's Place and co-founded Redington, Mallowstreet, and RedSTART. His work is focused on making nature an investible asset class and proving finance can be a force for good. ---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

Send us Fan MailI'm Richard C. Wilson, founder of the Family Office Club. We've hosted 300+ live investor events over the past 18+ years and worked on over $1B in transactions.I'm seeing a major shift right now…AI is changing everything—but not in the way most people think.In the family office space, trust, relationships, and in-person meetings are becoming MORE valuable, not less.With capital harder to raise and investors more selective than ever, your strategy needs to evolve:• Stronger relationships• Better positioning• Top 1% deal quality onlyThe groups that adapt to this shift are the ones that will keep closing deals.If you want to connect with Richard C. Wilson directly, please check out our investor community called the Family Office Clu,b which meets in person 16x a year at https://familyoffices.com and subscribe for free to his LinkedIn newsletter here: https://www.linkedin.com/newsletters/7144302057456300032https://familyoffices.com/

Send us Fan MailOnly about 4% of founders and capital raisers actually execute on what investors are clearly asking for.That's not a guess—that's based on years of working with thousands of investors and hosting 300+ live events with family offices, billionaires, and ultra-wealthy entrepreneurs.In this video, I break down a simple but critical point:

Let's talk about conference season.You showed up and collected a gazillion business cards. You smiled until your face hurt. And three days later you got home, looked at that stack of business cards, and thought… now what?If that sounds familiar, this Story Snack is for you.In this episode, Stacy breaks down why conferences tend to feel like a huge waste of time. She's sharing what she's learned over the years about what it actually takes to make a conference worth your time. Listen in to learn: What most people get backwards about conference ROIThe pre-work that changes who you meet (and how those meetings feel)How to turn “great meeting you” into “let's keep talking”Why doing less on-site and more upfront is the moveThis 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

In this episode, I talk about what it's actually like to raise capital for multifamily deals in today's market. It's not easy. I'm currently operating 90 units and actively working on deals, and I can tell you firsthand—raising money right now is very different than it was a few years ago. Investors are more cautious. Conversations are slower. Some people aren't investing at all. I break down: Why capital raising has become more difficult What investors have seen over the past few years How deals that looked strong didn't always perform Why transparency and honesty matter more than ever What it takes to still get deals done in this environment I also share my own experience navigating this—dealing with operational pressure, bridge loans, and real decisions while still trying to move forward. This isn't about hype or perfect deals. This is about what it actually looks like right now. If you're trying to raise capital, invest in multifamily, or understand the current market, this episode will give you a clear perspective. Stay in the game. Keep getting better.

Richard McGirr interviews Justin Spillers and Chris Lopez about genuine investor interest. Imagine transforming your pitch into a compelling, repeatable machine that generates actual capital almost effortlessly. In this episode, you will see a behind-the-scenes strategy that helped secure over 350 investor calls in just nine months, from perfecting four-minute pitches to leveraging paid ads that attracted high-net-worth individuals. Discover the exact steps to make fundraising scalable, strategic, and downright effective. Justin Spillers and Chris Lopez Current role: Chris Lopez Founder of Curtis St. Media Co-Founder & CMO of Property Llama Justin Spillers Partner & Manager of Real Estate Alpha Based in: Chris Lopez - Denver Metropolitan Area Justin Spillers - Minster, Ohio Where to find them: Justin Spillers https://www.linkedin.com/in/justinspillers/ realestatealpha.io/ Chris Lopez https://www.linkedin.com/in/christaylorlopez/ propertyllama.com Visit ⁠trustetc.com/bestever⁠ for more info. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

To book a PREMIUM spot on the Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/_paylink/AZpgR_7f⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a 1-on-1 coaching call: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.drchrisloomdphd.com/booking-calendar/introductory-session⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our email list: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://financial-freedom-podcast-with-dr-loo.kit.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠email chris@drchrisloomdphd.com with "Podcast freebie" to book a coveted FREE guest spot on the show. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.