The Angel Next Door podcast is a show about how people got started investing in startup companies. Hosted by Marcia Dawood, member of the SEC Small Business Capital Formation Advisory Committee and Chair Emeritus of the board of the Angel Capital Association, the professional organization of angel investors across the US and globally. If you want to see change in the world you have to create it, invest in it or be it! Tune in to hear stories of what angel investing is, who does it and why!
Dec 19, 2024
Have you ever wondered why some entrepreneurs seem to effortlessly connect with high-profile clients and seemingly land opportunities out of thin air? In this episode of The Angel Next Door Podcast, we unravel the secrets behind successful networking and relationship building, which are crucial to making those magic moments happen.Our guest today, Michelle Tillis Lederman, is an accomplished author, networking expert, and dynamic speaker known for her strategic insight into the world of relationships and connections. With a background as diverse as being a former CPA, an adrenaline junkie, and a seasoned entrepreneur, Michelle brings a wealth of knowledge and compelling stories to the table. Her expertise has guided many towards building meaningful and fruitful relationships in both personal and professional arenas.In this enlightening episode, host Marcia Dawood engages Michelle in a deep conversation about the art of networking and connection. Michelle shares invaluable tips from her book, The Connector's Advantage, highlighting how strategic relationship-building can propel entrepreneurs towards their goals faster, easier, and with better results. Whether you're an entrepreneur looking to enhance your network, a leader aiming to create a cohesive team, or simply someone seeking to build more meaningful relationships, this episode is packed with practical advice and inspiring anecdotes. Don’t miss out on this must-listen episode to learn how to transform your approach to networking and unlock new opportunities. To get the latest from Michelle Tillis Lederman, you can follow her below!LinkedIn - https://www.linkedin.com/in/communicationexpertspeaker/The Connector's Advantage - https://a.co/d/7SmFn64 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:24:25
Dec 12, 2024
What does it take to turn a humble beginning into a thriving empire? In this episode of The Angel Next Door Podcast, host Marcia Dawood explores the intricacies of entrepreneurship and franchising with Dawn Lafreeda, a highly successful Denny’s franchisee. Dawn's entrepreneurial journey from a young hostess to owning more Denny’s franchises than anyone else globally underscores the power of determination, resilience, and strategic thinking.Dawn Lafreeda began her career at Denny’s at the age of 16 as a hostess and worked her way up to waitress before seizing her first business opportunity. Over the course of a 40-year career, she has owned, among other ventures, up to 120 Denny’s restaurants. In addition to her franchising achievements, Dawn participated as an executive producer in the movie "Show Her the Money," which highlights the challenges and empowerment of women in venture capital.This episode explores the benefits and challenges of franchising, where Dawn offers invaluable insights into site selection, financing, and scaling a business. Dawn also shares personal anecdotes about navigating business through crises like 9/11 and the pandemic, emphasizing the importance of proactive communication and financial prudence. Coupled with her advocacy for women in business and her efforts to mentor aspiring entrepreneurs, this episode is a must-listen for anyone seeking to understand the dynamics of successful entrepreneurship and the feasibility of franchising as a robust business model. Tune in to learn from one of the best in the industry and be inspired by her story of success and determination. To get the latest from Dawn Lafreeda, you can follow her below!LinkedIn - https://www.linkedin.com/in/dawn-lafreeda-36059314/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:33:42
Dec 05, 2024
Ever wondered what it really takes to break into the world of venture capital, especially as an underrepresented entrepreneur or an emerging fund manager? In our milestone 100th episode, host Marcia Dawood sits down with Catherine Gray, the visionary Executive Producer of the award-winning documentary *Show Her the Money,* to demystify this complex space. The film shines a light on the staggering statistics around the lack of funding for female entrepreneurs but goes beyond the numbers with powerful storytelling and remarkable profiles of women founders making a difference.Catherine Gray, the force behind the Invest in Her podcast, She Angels Investors, and She Angels Foundation, is a trailblazer in using media for social change. Her previous work, including the impactful documentary I Can’t Marry You, has consistently driven cultural shifts.This episode is a must-listen for anyone interested in the potential of venture capital as a tool for societal impact. Marcia and Catherine discuss the need for greater education and awareness in this field, emphasizing the unique challenges and opportunities for women investors. They also explore the transformative impact of investing in women-founded funds and the ripple effects this can have on economic and social progress. Don't miss this insightful conversation that uncovers the power of venture capital to foster meaningful change. To get the latest from Catherine Gray, you can follow her below!LinkedIn - https://www.linkedin.com/in/catherinelgray/ https://www.sheangelinvestors.com/https://podcasts.apple.com/us/podcast/invest-in-her-with-catherine-gray/id1134670723 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:30:54
Nov 28, 2024
Have you ever considered the possibilities that arise when philanthropic capital is directed towards funding startup companies? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Sally Boulter from Impact Assets to unravel an often overlooked but transformative investment approach—using donor-advised funds to fuel entrepreneurial ventures. If you're an angel investor or contemplating entering the startup ecosystem, this episode will give you a fresh perspective on navigating investments impactfully.Sally Boulter brings a wealth of experience to the table, having a diverse background in nonprofit fundraising and impact investing. Impact Assets, a nonprofit financial services firm, is tailored to investors who wish to make a difference while achieving returns. Sally's journey from traditional fundraising to becoming a pivotal player in impact investing highlights a unique blend of passion for societal betterment and astute financial strategies.Throughout the episode, Marcia and Sally discuss the mechanics of how donor-advised funds can be employed to support for-profit startups, offering both new and seasoned investors a blueprint for high-impact investments. They explore the simplicity and flexibility of setting up a donor-advised fund, the risks and rewards associated with impact investing, and real-life success stories like that of Seth Goldman, who amplified his philanthropic reach after his work with Honest Tea. This episode is a must-listen for anyone eager to understand how to make their investment dollars work harder, not just for financial gains but for genuine societal progress. You’ll walk away with actionable insights and a newfound enthusiasm for merging philanthropy with entrepreneurship. To get the latest from Sally Boulter, you can follow her below!LinkedIn - https://www.linkedin.com/in/sallyboulter/https://impactassets.org/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:22:49
Nov 21, 2024
What does it take to transition from being a dedicated emergency medicine physician to a groundbreaking entrepreneur? In this thought-provoking episode of The Angel Next Door Podcast, Marcia Dawood explores the journey of Dr. Liz Clayborne, the inspiring founder behind NasaClip. Liz's story sheds light on the innovative process of developing a medical device and the unique challenges she encountered while fundraising for her venture.Dr. Liz Clayborne is not your average entrepreneur. A committed emergency medicine physician and faculty member at the University of Maryland, Liz pivoted her career by creating NasaClip—a revolutionary hands-free nosebleed rescue device. Motivated by her ER experiences, where she treated numerous nosebleed cases, Liz designed a user-friendly solution and successfully raised funds from angel investors, VCs, and now a current Wefunder crowdfunding campaign.In this episode, Liz shares her journey from idea to market, detailing the various stages of fundraising and the obstacles she faced. This episode is essential for anyone interested in entrepreneurship, medical innovations, and using different fundraising strategies to achieve key milestones. To get the latest from Dr. Liz Clayborne, you can follow her below!LinkedIn - https://www.linkedin.com/in/elizabethpclayborne/https://wefunder.com/nasaclip Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:28:13
Nov 14, 2024
Are You Ready to Invest in Your Dreams?What does it take to transform a vision into a sustainable business and eventually into a lucrative investment opportunity? This week's episode of The Angel Next Door Podcast with Marcia Dawood discusses the often-overlooked world of franchising and angel investing, revealing the essential elements driving entrepreneurial success. Alongside guest Domineca Neal, an experienced entrepreneur and angel investor, listeners are taken on an educational journey through the nuances of starting and scaling a business, whether independently or through franchising.Domineca Neal brings a wealth of knowledge to this episode. With a diverse background ranging from being a CPA at a big six accounting firm to becoming a seasoned franchise owner and eventually stepping into the world of angel investing, she embodies the quintessential entrepreneurial spirit. Neal has not only thrived in multiple business environments but has also dedicated herself to mentoring others, especially women and BIPOC communities, on their own journeys toward financial and operational success.They explore the practicalities of owning a franchise, from the initial due diligence to overcoming common challenges like labor and expansion. Moreover, Domineca shares invaluable advice for entrepreneurs considering franchising their own business models. The episode comes full circle with an inspiring discussion about angel investing, where Neal reveals how her portfolio seeks financial returns and aims to generate positive social and environmental impact. This multifaceted conversation is a must-listen for anyone looking to gain practical insights and inspiration on creating successful business ventures while giving back to the community. To get the latest from Domineca Neal, you can follow her below!LinkedIn - https://www.linkedin.com/in/dominecaneal/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:29:21
Nov 07, 2024
Have you ever wondered what it takes to turn around a failing organization or to drive remarkable change in business, government, and philanthropy? This thought-provoking question sets the stage for an insightful conversation with Lisa Gable, a seasoned expert in orchestrating turnarounds across diverse sectors. In this episode, Marcia Dawood sits down with Lisa to unveil the intricacies of driving meaningful change, tackling complex problems, and navigating the turbulent waters of entrepreneurship.Lisa Gable boasts an illustrious career, beginning with her time in the Reagan White House and Defense Department at the end of the Cold War. She has served as a troubleshooter for Intel's CEO and has held numerous presidential appointments. Her vast experience spans turnarounds in business, government, and philanthropy, including as a US Ambassador of one of the largest public-private partnerships in the US government. Lisa's journey is a testament to her deep understanding of utilizing manufacturing processes to address complex issues and her commitment to making organizations more robust and future-ready.This episode is a must-listen for anyone interested in the art of the comeback. Lisa talks about the common factors that precipitate organizational failure, including the damaging effects of hubris, and emphasizes the importance of revisiting an organization's founding purpose. She also highlights current trends in AI and technology, showcasing her work with Six Star Capital in combating online hate speech. For those keen on fostering a dynamic, transparent, and resilient workplace culture, Lisa offers invaluable advice, drawing from her extensive experience. Whether you're an entrepreneur facing difficult decisions or an investor mentoring leaders who are striving to create a more cohesive team, the insights and practical strategies shared in this episode will equip you with the tools to navigate and thrive in challenging environments. To get the latest from Lisa Gable, you can follow her below!LinkedIn - https://www.linkedin.com/in/lisagable/https://www.allsides.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:27:36
Oct 31, 2024
Have you ever wondered what it takes for a startup, particularly in a niche field like women's health, to secure the necessary funding to move forward and make a meaningful impact? In this episode of The Angel Next Door Podcast, Marcia Dawood sits down with Mark Gannott, who brings a unique blend of neuroscience, economics, and entrepreneurship to the table. From navigating the complex landscape of women's health financing to shedding light on economic modeling and network strategies, Mark's insights are invaluable for anyone looking to understand the intricacies of funding in highly specialized areas.Mark Gannott, an economist and pharmacoeconomist, has a scholarly background in neuroscience and economics. His career took a pivotal turn following a personal tragedy that shifted his focus from medical school to the financing side of healthcare. With a side project in managing a massively popular social media page focused on dogs and mental health, Mark works on critical health issues, including cannabis economics and underfunded areas like endometriosis. His drive to bring more financial resources to women's health startups sets him apart as a thought leader in this space.In this enlightening conversation, Mark explores why women's health is still struggling to garner sufficient funding despite its massive economic potential. He talks about his work as a pharmacoeconomist and the significance of building financial models that make compelling cases for investment in women's health. Additionally, the episode highlights the importance of network analysis in connecting the right people to foster successful startups. Whether you're an investor, an entrepreneur, or someone passionate about women's health, this episode provides crucial insights into an often-overlooked yet vital sector. Mark's forward-thinking approach to financing and network building makes this episode a must-listen for anyone interested in transforming the landscape for women's health. To get the latest from Mark Gannott, you can follow him below!LinkedIn - https://www.linkedin.com/in/markgannott/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:23:06
Oct 24, 2024
Have you ever wondered what the future of entrepreneurship looks like in a world where artificial intelligence can take on the roles traditionally reserved for human employees? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with AI expert Sharon Zhang to explore the transformative impact of AI on business and society. Sharon talks about the evolving landscape of AI and its potential to not only automate mundane tasks but also to foster new business models and opportunities for creative entrepreneurship.Sharon Zhang, who boasts over 16 years of experience in artificial intelligence, emerges as a compelling guest. She began her journey at the MIT CCL lab and has since ventured through various roles, from clinical decision-making at Nuance Communications to algorithm development for hedge funds. Since 2020, she has co-founded Personal AI, a platform that builds digital twins to augment individual lives. Sharon’s extensive background provides a rich foundation for discussing AI’s role in modern entrepreneurship.This episode is a must-listen as Sharon provides a comprehensive view of the AI ecosystem, breaking it down into essential components like AI chips, infrastructure, foundation models, and applications. She shines a light on data privacy and the significance of user sovereignty over personal data. Furthermore, Sharon shares insights on the financial challenges faced by AI startups, the strategic moves by industry giants like OpenAI and Microsoft, and the burgeoning field of AI agents capable of performing complex tasks. Whether you’re an entrepreneur, an investor, or simply fascinated by AI, this episode offers a treasure trove of knowledge and foresight into the future of artificial intelligence and its profound implications. To get the latest from Sharon Zhang, you can follow her below!LinkedIn - https://www.linkedin.com/in/xiaoranz1986/ https://www.personal.ai/Use the code PODCAST50 for 50% of any personal plan for 30 days! Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:35:48
Oct 17, 2024
Have you ever wondered what it takes to turn a groundbreaking idea into a successful startup, especially in the face of seemingly insurmountable challenges? In this episode of The Angel Next Door Podcast, Marcia Dawood sits down with Tricia Compas-Markman, a civil engineer turned entrepreneur, to explore the uncharted waters of innovative problem-solving and business resilience. Through their engaging discussion, listeners gain an intimate look at the complexities and triumphs of launching a mission-driven venture.With a background in civil engineering from Cal Poly and a passion for providing clean drinking water in disaster zones, Tricia shares her journey from a simple master's thesis to founding DayOne Response—a company dedicated to creating family-sized water treatment devices. Her story is one of visionary thinking, relentless determination, and an unyielding commitment to making a positive impact on vulnerable communities worldwide.In this episode, Marcia and Tricia go deep into the entrepreneurial process, covering topics such as tech transfer, investor engagement, complex sales cycles, and the strategic shifts required for sustainability. Listeners will learn about the importance of intellectual property, the challenges of regulatory approvals, and the intricacies of selling to large organizations and relief agencies. Moreover, Tricia’s pivot to aiding other entrepreneurs through Venturewell showcases the enduring value of lessons learned, even when a startup doesn't survive. This episode is a must-listen for aspiring entrepreneurs, investors, and anyone intrigued by the journey of turning innovative ideas into impactful realities. To get the latest from Tricia Compas-Markman, you can follow her below!LinkedIn - https://www.linkedin.com/in/tricia-compas-markman-04103239/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:29:04
Oct 10, 2024
What if the key to a successful startup lies not just in its venture's brilliance but in its workplace's inclusivity? In this episode of "The Angel Next Door Podcast," Marcia Dawood invites Gena Cox to explore a crucial aspect that entrepreneurs often overlook amidst the hustle of financial planning and product development—organizational culture. Cox, an organizational psychologist with over 30 years of experience, asserts that the human experience within an organization is foundational to its innovation, customer satisfaction, and overall success.Gena Cox is a distinguished expert in workplace culture, employee engagement, and survey design. Hailing from a diverse background—born in England, raised in the Caribbean, and later relocating to the U.S.—Cox offers a unique perspective on diversity and inclusion. Her recent book, "Leading Inclusion," targets senior business leaders and board directors, helping them foster environments where every employee feels seen, heard, and valued. Cox's insights are informed by both her professional expertise and personal experiences, especially in the wake of social events like the death of Breonna Taylor and George Floyd.In this enlightening episode, Cox talks about the significance of nurturing an inclusive culture right from a startup's inception. She underscores the role of inclusion over sheer diversity, pointing out that everyday experiences and interactions within the workplace shape an organization's culture. Listeners will gain practical guidance on implementing structured hiring processes that align with company values and mitigate biases, ensuring sustainable growth and innovation. It's a must-listen for any entrepreneur, business leader, or angel investor supporting them, aiming to build a successful, meaningful, human-centric organization. To get the latest from Gena Cox, you can follow her below!LinkedIn - https://www.linkedin.com/in/genacox/https://genacox.com/Gena's FREE e-book 25 Ways to Help Build a Culture of Respect at Work: https://genacox.com/respectebook/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:35:31
Oct 03, 2024
Have you ever wondered what it takes to turn a personal experience into a thriving business? In this inspiring episode of The Angel Next Door Podcast, we dive into the incredible entrepreneurial journey of Jasmine Jones, a remarkable founder and CEO who channeled her life's experiences and challenges into creating a groundbreaking company. This episode offers invaluable insights for anyone interested in the power of resilience, innovation, and purpose-driven entrepreneurship.Jasmine Jones, the dynamic founder, and CEO of Myya, joins host Marcia Dawood to share her unique journey. From witnessing her father’s real estate investments to selling diamonds at Tiffany’s, Jasmine’s path to entrepreneurship is anything but conventional. A former beauty pageant winner and Miss DC USA, Jasmine leveraged her varied background and life experiences to create Myya, a company dedicated to providing customizable and insurance-billable breast prosthetics for breast cancer survivors. Jasmine's inspiring story was also featured in the documentary Show Her the Money, showcasing her entrepreneurial journey to a global audience.This episode is a treasure trove of wisdom and inspiration. Jasmine discusses the evolution of Myya, from its humble beginnings as a boutique store to its current status as a scalable telehealth platform serving patients nationwide. Hear firsthand how Jasmine navigated the complexities of fundraising, securing over $2.25 million in venture capital, and why the COVID-19 pandemic was a surprising catalyst for her business growth. Whether you're an aspiring entrepreneur, a seasoned business owner, or an angel investor, Jasmine's compelling story offers invaluable lessons on persistence, adaptability, and the importance of aligning business with purpose. This is a must-listen episode for anyone looking to make a meaningful impact through entrepreneurship. To get the latest from Jasmine Jones, you can follow her below!LinkedIn - https://www.linkedin.com/in/jasminerjones/https://myya.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:21:23
Sep 26, 2024
Have you ever wondered what lies behind the meticulous management of your startup’s equity and the unseen challenges of maintaining a clean cap table? In this episode of The Angel Next Door Podcast, host Marcia Dawood dives deep into the essential but often overlooked facets of cap table management with industry expert and guest, Colin McCrea. Together, they unravel the complexities that every founder should be aware of and how to navigate the turbulent waters of startup finance.Colin McCrea, a seasoned professional in accounting and finance, shares his journey from working at a CPA firm to becoming a pivotal player at Eqvista, a company specializing in cap table management solutions. With a portfolio boasting roughly 16,000 companies, ranging from startups to pre-IPO giants, Colin brings a wealth of knowledge and firsthand experience. As the leader of Eqvista’s valuation team, he's uniquely positioned to offer insights into the intricacies of 409A valuations and the vital importance of maintaining a well-organized cap table.Throughout this episode, listeners will gain a comprehensive understanding of cap table management's role in a startup's success, the pitfalls of equity mismanagement, and the critical need for compliance. Colin and Marcia discuss the essential steps founders must take to protect their equity, maintain investor trust, and enable smooth funding rounds. They also explore the nuances of 409A valuations and essential compliance filings like the 83B election. This is a must-listen episode for any entrepreneur aspiring to build a solid financial foundation for their business, as well as the investors, featuring actionable advice and expert insights that can save both time and money. To get the latest from Colin McCrae, you can follow him below!LinkedIn - https://www.linkedin.com/in/colin-mccrea-8a50021b7/https://eqvista.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:21:49
Sep 19, 2024
Have you ever considered how varying attitudes toward AI could shape entrepreneurial opportunities? In this episode of "The Angel Next Door Podcast," host Marcia Dawood engages with Lucy Farey-Jones, a marketing expert and tech enthusiast. Lucy's TED Talk on AI adoption garnered over 2 million views and combines her marketing prowess with a keen interest in consumer behavior to explore the public’s evolving relationship with technology.Lucy discusses her research on AI adoption pre-pandemic and post-vaccine, shedding light on generational differences and shifting attitudes toward technology. She reveals surprising findings, such as Generation Z's skepticism and Baby Boomers' increasing acceptance of AI. Lucy also highlights the significant gender disparities in tech comfort levels and advocates for more diverse voices in AI development to prevent biases. This episode is essential listening for investors, entrepreneurs, and tech enthusiasts alike, as it offers fresh insights into how societal attitudes impact the adoption and future of technology. To get the latest from Lucy Farey-Jones, you can follow her below!LinkedIn - https://www.linkedin.com/in/lucy-farey-jones-74687b1/https://www.registerbydesign.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:24:50
Sep 12, 2024
Have you ever wondered what it takes to revolutionize an industry and make a significant impact on society? In this thought-provoking episode of The Angel Next Door Podcast, we explore the world of entrepreneurship and the potential of innovative technologies to transform the way we invest and participate in private markets.Our guest, Kendrick Nguyen, is the founder of Republic.com, an equity crowdfunding platform that aims to democratize access to private market investing. With a background in law and traditional finance, Kendrick's journey into the world of tech entrepreneurship was sparked by changes in securities laws related to crowdfunding in the United States.In this episode, Kendrick shares his insights on the evolution of equity crowdfunding and its potential to encompass diverse investment options beyond tech companies. He discusses the challenges faced by Republic during its early days, competing with established platforms, and the importance of building a strong company-customer relationship. Kendrick and Marcia also discuss the transparency and communication between companies and investors on the Republic platform, emphasizing the wealth of information available for assessment. Additionally, he explores the potential of blockchain technology in fractionalizing assets, lowering participation costs, and providing an effective tool for educating new investors. This episode is a must-listen for anyone interested in the future of investing, the impact of technology on private markets, and the inspiring journey of a visionary entrepreneur who is reshaping the landscape of accessibility and opportunity. To get the latest from Kendrick, you can follow him below!LinkedIn - https://www.linkedin.com/in/kendrick-nguyen-7145bb5/Republic.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:36:27
Sep 05, 2024
What if investing in groundbreaking startups was as easy and engaging as scrolling through Instagram? In this episode of The Angel Next Door Podcast, host Marcia Dawood talks with Cheryl Kellond, a seasoned entrepreneur and innovator, about Play Money, her cutting-edge platform that streamlines angel investing for both investors and founders.Cheryl Kellond brings a wealth of experience, having launched three venture-backed startups, including a top-rated fitness wearable on Amazon and a healthcare fintech. Now, she’s channeling her expertise into Play Money, making it simpler for accredited investors to discover and fund promising new companies.Discover why Play Money is revolutionizing the angel investing landscape by making the process more efficient and less daunting. Cheryl shares insights on building a diversified portfolio and how Play Money aims to facilitate connections between the right investors and startups. Whether you're new to investing or a seasoned pro, this episode is a must-listen for its innovative take on simplifying and democratizing early-stage investments. To get the latest from Cheryl Kellond, you can follow her below!LinkedIn - https://www.linkedin.com/in/c2kprofile/https://letsplaymoney.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:26:53
Aug 29, 2024
Have you ever wondered what it takes to transition from a successful corporate career to a vibrant role in the world of angel investing and entrepreneurship? In this episode of "The Angel Next Door Podcast," we look into the captivating journey of Amy Jacobs, who took the bold step to leave the world of corporate banking and immerse herself in the dynamic environment of first, nonprofit organizations and now start-ups. Her story is both inspiring and a testament to the power of following one's passion and continuous learning.Amy Jacobs is no stranger to change. Growing up in the suburbs of Cleveland, Ohio, she journeyed south post-college to Charlotte, where she embarked on a notable career in corporate banking with giants like Bank of America and Ally Bank. However, driven by a yearning to explore new avenues, Amy shifted her focus to the nonprofit sector, taking on pivotal roles within organizations such as the Women's Impact Fund and Share Charlotte. Her dedication eventually led her to the role of Executive Director at Share Charlotte, where she played an instrumental part in linking nonprofits with the wider community through innovative tech solutions. Now, as a relatively new angel investor, she offers her unique insights and experience.Host Marcia Dawood explores Amy's professional evolution, from her tech and nonprofit ventures to her recent foray into angel investing. Amy shares her strategies for navigating the startup landscape, the importance of networking, and the crucial role of understanding both philanthropic and investment communities. This episode is a must-listen for aspiring entrepreneurs and potential angel investors alike, offering valuable lessons on risk-taking, community impact, and the boundless opportunities in the startup world. To get the latest from Amy Jacobs, you can follow her below!LinkedIn - https://www.linkedin.com/in/amy-jacobs-aa01a920/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:24:51
Aug 22, 2024
Did you know there are tax advantages Congress put in place to spur entrepreneurship and investing in early-stage companies? In today's episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Jeff Solomon, a seasoned CPA with over 35 years of experience, to unearth some of the most critical tax strategies that can significantly impact founders and angel investors alike. As they dive into the complexities of U.S. tax codes, they uncover and simplify valuable insights that can help maximize returns and minimize financial pitfalls for those investing in small, high-growth businesses.Jeff Solomon, a partner at Katz, Nannis and Solomon in Boston, specializes in working with tech-based and life science companies, including numerous angel and VC-backed startups. His firm, which boasts a team of 75 professionals, provides a comprehensive suite of accounting, auditing, and tax services aimed at helping fast-growth companies navigate the financial landscape. With decades of experience in advising entrepreneurs and investors, Jeff brings a wealth of knowledge and a unique perspective on leveraging tax codes to benefit early-stage investments.This episode is a treasure trove for anyone involved in angel investing or looking to understand the financial intricacies of high-growth startups. Marcia and Jeff discuss essential topics like Qualified Small Business Stock (QSBs), the critical 1202 tax exemption that can make $10 million in gains tax-free, and the nuances of the R&D tax credit. They also explore lesser-known strategies like the 1244 code for handling investment losses and the 1045 rollover to maintain tax advantages. Whether you're an experienced investor or just getting started, these actionable insights are pivotal in shaping successful investment portfolios. Don't miss out on this must-listen episode that demystifies complex tax strategies and offers practical tips for optimizing your investments. To get the latest from Jeff Solomon, you can follow him below!LinkedIn - https://www.linkedin.com/in/jeffreysolomon1/https://www.knscpa.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:30:34
Aug 15, 2024
Have you ever wondered how your relationship with money can impact your ability to invest in the causes and companies you believe in? In this thought-provoking episode of The Angel Next Door Podcast, host Marcia Dawood explores the intersection of personal finance, values, and entrepreneurship with guest Sarah Charles, a veteran of the financial services industry.Sarah Charles brings nearly 25 years of experience to the conversation, having worked with high net worth individuals and families in traditional wealth management before starting her own advice-only planning firm, Sanctuary Financial Planning. Her unique approach to financial advice focuses on transparency, accessibility, and aligning resources with personal values.Throughout the episode, Marcia and Sarah discuss the importance of having a financial plan that not only accounts for personal goals and risk tolerance but also allows for purposeful investing in line with one's values. They discuss the potential for angel investing to generate both financial returns and emotional fulfillment by supporting causes, founders, and world-changing ideas that resonate with the investor. This episode is a must-listen for anyone interested in exploring how to navigate the world of investing while staying true to their values and making a positive impact on the entrepreneurial landscape. To get the latest from Sarah Charles, you can follow her below!LinkedIn - https://www.linkedin.com/in/sarah-k-charles/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:27:30
Aug 08, 2024
What drives someone to become an entrepreneur, even in the face of significant financial challenges and personal hardships? In this episode of The Angel Next Door Podcast, we explore this question with Michelle Begina, a financial advisor and author of the groundbreaking book "Be Good With Money." Michelle grew up in a family that exemplified both extremes of financial success and failure, which ignited her lifelong obsession with understanding money and ultimately led her to a career dedicated to improving others' financial well-being.Michelle Begina joins host Marcia Dawood to share her compelling journey from a tumultuous financial upbringing to becoming an authority in financial advice. Known for her candid and insightful approach, Michelle discusses the painful yet transformative moments that shaped her relationship with money.In this gripping episode, listeners will gain invaluable insights into deciphering their own financial behaviors and unearthing the emotional flashpoints that influence their money and investing decisions. Michelle introduces the concept of "money secrecy" and discusses how, at times, our attitudes toward money can impede financial growth. She also shares practical exercises to help listeners reframe their "moneyisms," those ingrained beliefs about money picked up during childhood. This episode is a must-listen for anyone looking to transform their financial outlook and understand the deeper psychological factors that influence their financial life. To get the latest from Michelle Begina, you can follow her below!LinkedIn - https://www.linkedin.com/in/michellearpinbeginacfp/https://michelleab.com/Michelle's Book - Be Good With Money Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
00:28:06