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
Tag: fintech
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
FinTech Subscription Metrics (Acorns)
There is a lot of capital being poured into the consumer fintech space. And there seem to be an ever increasing number of larger scale unicorns who have yet to go public. More and more companies are waiting to ‘exit’ and the average time staying private has been increasing. This means that there are a… Continue reading FinTech Subscription Metrics (Acorns)
Be On Deck – Fintech fellowship
This June I’ll be joining beondeck’s fintech fellowship program. Super excited to see what it turns into. The program is eight weeks in length and focused around creating a community of professionals that can connect, nerd out over emerging business models, as well as the technical aspects. On Deck is creating a new way to… Continue reading Be On Deck – Fintech fellowship
Argent = Level 1 & 2 ETH Wallet
Hope to have you join this Friday’s conversation with Itamar Lesuisse, founder of Argent. Argent is a London based defi wallet that is super secure, one that’s its own smart contact and is self custodial. https://www.joinclubhouse.com/event/PADOK0aA
WTH is a TAMP
The TAMP is back in vogue (it never really went out, to be fair). A TAMP is a Turnkey Asset Management Program. The official term is loose, and no 'one size fits all' approach pegs all business models together. There are multiple types of TAMPs: from least to most sophisticated are (1) mutual fund wrap… Continue reading WTH is a TAMP
Daylight
Hope to see you all for this week’s FinTech Friday with @billie_simmons_ & @thebestrob of @joindaylight (LGBT+)” with @i_vp, @cokiehasiotis, @Jane_Barratt, @tek_fin, and the Fintech Fridays crew. Mar 12 at 11:00 AM EST on @joinclubhouse. Join us! Link here. Daylight is a super interesting business. Their slogan is that they’re a digital bank being built… Continue reading Daylight
March’s FinTech Friday Schedule
Super excited for March and the upcoming convos alongside Jane, Yann, Cokie, and Vaibhav 🔥 March 5th (last week) we talked to Asya of First Boulevard. On unapologetic banking built for Black America. https://lnkd.in/dgFyz4h March 12th we’re talking to Billie & Rob of Daylight. On banking for LGBT+ people by LGBT+ people. https://lnkd.in/ei_D46u March 19th… Continue reading March’s FinTech Friday Schedule
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