Two things are popping up more and more in 2021: 1) I get a fair amount of questions about equity and where it should land for first-money-in through the mentoring I do for early stage companies. Unfortunately, it’s not a straightforward answer. 2) Round inflation is real. It really doesn’t matter if you mark your… Continue reading Early Stage Company Nomenclature + Rounds
Month: June 2021
The Continued Shift in Financial Advisor Technology
This post is a continuation from my original in 2019. I’ll quickly cover my initial hypothesis and provide any updates, then move into what I believe may be coming down the pipeline in this exciting space. If you haven’t read the initial post, it may be worth quickly pursuing that first. VC investments have hit… Continue reading The Continued Shift in Financial Advisor Technology
Secondary Markets and EquityZen
This week the crew will be speaking to Phil of EquityZen on all things that are secondary markets. Primer to the conversation here <- Link to Clubhouse here <- Fintechfridays.com https://fintechfridays.com/ https://fintechfridays.com/
The Progressive Arc of Fintech
A few takeaways are from a session today with ODFintech1. We need to recognize that most everything is better delivered through software. No one wants to go into a StateFarm shop and ask about insurance. Walking into a Fidelity Investments personal investor location to deposit money and speak to an advisor is not where the… Continue reading The Progressive Arc of Fintech
ODFintech1
I’ll be blogging about my experience through the On Deck program. Yesterday was the first kickoff session. So far it seems like we’ll get out what we put in. As always in life, networking is a large aspect and vitally important both in and out of work. I view this program as a progression in… Continue reading ODFintech1
A Blog 