Founder Conversations in November

We've got some great founders coming in this month with fintechfridays.com. November 5th (last week) we had Matt Memer of Linus on crypto November 12th (this week) we're having Scarlett Sieber-Wrighton come on and debrief us of all that was Money2020 this past monthNovember 19th will be spent wtih Justin Howell of Rize on fintech-as-a-serviceNovember… Continue reading Founder Conversations in November

B2B Card Platforms

Recently talking to a founder, he had mentioned the poor experience he and his company had when they began looking for banking products. That made me want to do a quick deep dive. You'll find hyperlinks sprinkled throughout this quick post - do click on those if you'd like to learn more. Companies normally start… Continue reading B2B Card Platforms

Be a specialist

An interesting study was just released about venture capital. One tool I view that corporate development teams can refine and build upon to execute in-organic growth. The study essentially notes that venture capitalists are specialists. I believe this. The research paper also notes that performance is much better in the sub-industry VC's focus on; even… Continue reading Be a specialist

Early Stage Company Nomenclature + Rounds

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

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