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

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)

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

Charlie and ComplyAdvantage – Financial Crime Edition

Hope to see you during this week’s convo with Charlie of ComplyAdvantage where we talk about financial crime and his platform which aids in combating it. Joined by hosts Vaibhav / Cokie / Yann / Jane 👏 https://lnkd.in/e9GPED6 #fintech #technology #cybersecurity #privacy #cybercrime #api #aml #banking