Capital Insight
84 episodes - English - Latest episode: 24 days ago - ★★★★★ - 5 ratingsJenny Kassan and Michelle Thimesch, securities lawyers and capital raising experts, will be interviewing fundraising veterans—both entrepreneurs and investors—and sharing success stories and cautionary tales of creative/outside-the-box capital raising.
Jenny Kassan is the author of Raise Capital on Your Own Terms: How to Fund Your Business without Selling Your Soul and served on the SEC Advisory Committee on Small and Emerging Companies.
Michelle Thimesch is the CEO of Crowfund Mainstreet, a regulated investment crowdfunding platform.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Raising Capital from Values-Aligned Investors for Regenerative AgroEcology in India
June 25, 2024 22:52 - 27 minutes - 37.9 MBIn this episode, Jenny speaks to Usha Devi Venkatachalam, the founder of Krishi Janani, PBC. Usha has raised funding in a private offering to friends and family, from impact-oriented angels, and is currently raising using investment crowdfunding. Usha and Jenny discuss the special considerations for a highly mission-driven company when raising investment funding and share the best strategy for enrolling investors.
Episode 68: How to Choose Your Compliance Strategy
June 26, 2023 16:40 - 34 minutes - 47.7 MBSummary: In this episode, Jenny and Michelle give an overview of securities compliance law and how to determine which compliance pathway might be right for you. Unpacking decision points such as if you want to advertise your raise publicly, how much you’re raising, where your investors are located, and more, Jenny and Michelle guide you through factors that will help determine which compliance options best fit your needs. Get In Touch: Website: https://www.jennykassan.com/ ...
Episode 67: How to Decide What to Offer to Investors
June 06, 2023 16:20 - 26 minutes - 35.9 MBSummary: What should you be thinking about when designing your offering to investors? In this episode of Capital Insight Podcast, Jenny and Michelle dive into the five decision points to consider when crafting your term sheet for investors. From how you structure your entity to choosing the economic rights of your investors, these decision points can help guide you in creating a customized offering that best fits you and your business. Listen to the full episode here. Get In Touch: Websit...
Episode 66: How Perpetual Purpose Trusts Can Preserve Your Mission
May 09, 2023 16:23 - 14 minutes - 20.5 MBSummary: In this episode Jenny talks about what a Perpetual Purpose Trust is, the mechanics of using one, and why you might want to set one up for your company. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jennykassan/ Insta...
Episode 65: Is Investment Crowdfunding a New Economic Development Tool?
April 12, 2023 15:43 - 32 minutes - 45.1 MBSummary: In this episode of the Capital Insight Podcast, co-host Michelle Thimesch interviews Pink Bench Distillery founders about their handcrafted business model that was designed to bring prosperity to north west Montana. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: ...
Episode 64: Local Economic Development and the Dangers of Mega-corporation Greed
April 11, 2023 19:37 - 16 minutes - 22.4 MBSummary: In this episode of the Capital Insight Podcast, co-host Michelle Thimesch talks about Local Economic Development and the dangers of mega-corporation greed. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jennykassan/ Instagram: https://www.insta...
Episode 63: Raising Investment Funds for Inclusive Financial Services with Andy Posner
January 17, 2023 01:31 - 26 minutes - 36.5 MBSummary: In this episode of the Capital Insight Podcast, hosts Jenny and Michelle chat with Andy Posner, Founder and CEO of the nonprofit Capital Good Fund. The fund’s mission is to create pathways out of poverty and advance a green economy through inclusive financial services. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitte...
Episode 62: Driving Community Investment for Sustainable Agriculture with Rebecca Busansky
November 21, 2022 15:57 - 21 minutes - 29 MBSummary: In this episode of the Capital Insight Podcast, hosts Jenny and Michelle chat with Rebecca Busansky, Senior Program Manager at Franklin County Community Development Corporation, about her role in supporting local investing in farms and agricultural businesses in Western Massachusetts. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter...
Episode 61: Gaining Confidence to Ask for an Investment
October 25, 2022 13:57 - 29 minutes - 39.9 MBSummary: In this episode of the Capital Insight Podcast, cohosts Jenny Kassan and Michelle Thimesch share a method to boost your confidence to ask for investment. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jennykassan/ Instagram: https://www.instagram.com/thekassa...
Episode 60: Raising Capital Step Two: Identify the Right Investors
October 18, 2022 14:31 - 25 minutes - 35.5 MBSummary: In this episode of the Capital Insight Podcast, cohosts Jenny Kassan and Michelle Thimesch explore the second step of designing your strategy to raise capital on your terms: identifying the right investors for your business. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.link...
Episode 59: Convertible Income Share Agreements with Will Stringer
October 10, 2022 14:43 - 32 minutes - 44.9 MBSummary: In this episode of the Capital Insight Podcast, hosts Jenny and Michelle chat with Will Stringer, Founder of Chisos Capital, about the innovative tool he’s developed to help entrepreneurs raise capital. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jennykassa...
Episode 58: Raising Capital for Co-ops with Greg Brodsky
October 03, 2022 13:30 - 21 minutes - 29.4 MBSummary: In this Capital Insight Podcast episode, hosts Jenny and Michelle chat with Greg Brodsky, Founder and Co-Director of Start.coop, an accelerator for shared ownership companies. Greg shares his journey with cooperative businesses and his focus on promoting socially just businesses funding. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twit...
Episode 57: The First Step In Raising Capital: Clarify Your Goals and Values
September 19, 2022 15:57 - 21 minutes - 30 MBSummary: In this episode of the Capital Insight Podcast, cohosts Jenny Kassan and Michelle Thimesch explore the first step of raising capital on your own terms: clarifying your goals and values. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jennykassan/ Instagram: ht...
Episode 56: Economic Democracy through Community Capital with Mica Fisher
August 29, 2022 14:25 - 21 minutes - 29.7 MBSummary: What would it take to achieve economic democracy? On this episode of the Capital Insight Podcast, hosts Jenny Kassan and Michelle Thimesch chat with Mica Fisher, the Managing Director of the National Coalition for Community Capital (NC3) about how to create a healthy economy for all. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter...
Episode 55: Taking Values Aligned Investing Seriously with Tom Abood
August 22, 2022 13:41 - 24 minutes - 33.2 MBSummary: In this episode of the Capital Insight Podcast, we chat with impact investor, Tom Abood about his journey with values-aligned investing. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jennykassan/ Instagram: https://www.instagram.com/thekassangroup/ Additi...
Episode 55: Taking Ethical Investing Seriously with Tom Abood
August 22, 2022 13:41 - 24 minutes - 33.2 MBSummary: In this episode of the Capital Insight Podcast, we chat with impact investor, Tom Abood about his journey with values-aligned investing. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jennykassan/ Instagram: https://www.instagram.com/thekassangroup/ Additi...
Episode 54: Grassroots Fundraising with Tom Moroz
August 08, 2022 14:19 - 19 minutes - 27.4 MBSummary: On this episode of the Capital Insight Podcast, Tom Moroz, founder and director of Stonehedge Holistic Learning Center, shares his journey with grassroots fundraising and the challenges and surprises he’s encountered along the way. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://...
Episode 53: Questioning Customary Investment Terms: The Role of Foundations
July 28, 2022 13:28 - 22 minutes - 31.3 MBSummary: On this episode of the Capital Insight podcast, hosts Jenny Kassan and Michelle Thimesch explore foundations as funders and whether their investment term sheets align with their impact missions. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jennykassan/ Ins...
Episode 52: Raising Capital Using Intuition with Logan Yonavjak
July 18, 2022 21:09 - 30 minutes - 42 MBIn this episode of the Capital Insight Podcast, financial services professional, social entrepreneur, author, and angel investor, Logan Yonavjak shares what led her to impact investing and what she’s learned about raising capital. Throughout her career, she’s assumed many roles, but her goal has always been raising capital for change: “All along the way my focus has been asking this question: how do we change our economic system?”
Episode 51: Investing in Underrepresented Social Entrepreneurs with Pooja Mehta
July 09, 2022 16:52 - 21 minutes - 29.8 MBSummary: On this episode of the Capital Insight Podcast, hosts Jenny Kassan and Michelle Thimesch are joined by social entrepreneur Pooja Mehta who shares her experience being a woman in the investment industry, what she’s learned as an angel investor, and how she’s supporting other social entrepreneurs. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socia...
Episode 50: Building a Resilient Local Economy in Baltimore with Stephanie Geller
June 28, 2022 01:41 - 18 minutes - 25.2 MBSummary: In this episode of the Capital Insight Podcast, Stephanie Geller, Founder of Community Wealth Builders in Baltimore, Maryland shares the mission and inspiration behind her company. Community Wealth Builders is a nonprofit initiative that focuses on bringing new ideas, policies, and models to her hometown of Baltimore City as a way to build a more equitable, sustainable, and resilient local-based economy. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainst...
Episode 50: Stephanie Gellar
June 28, 2022 01:41 - 18 minutes - 25.2 MBGet In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jennykassan/ Instagram: https://www.instagram.com/thekassangroup/ Additional Resource: Angels of Main Street is a community of investors with no minimum wealth or income requirement to join. If you'd like to be part of ...
Episode 50: Growing the Community Investing Movement with Stephanie Geller
June 28, 2022 01:41 - 18 minutes - 25.2 MBSummary: In this episode of the Capital Insight Podcast, Stephanie Geller, Founder of Community Wealth Builders in Baltimore, Maryland shares the mission and inspiration behind her company. Community Wealth Builders is a nonprofit initiative that focuses on bringing new ideas, policies, and models to her hometown of Baltimore City as a way to build a more equitable, sustainable, and resilient local-based economy. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainst...
Episode 49: Exploring Economic Justice with Steve Dubb
June 21, 2022 16:52 - 19 minutes - 26.2 MBSummary: In this episode of the Capital Insight podcast, hosts Jenny Kassan and Michelle Thimesch are joined by Steve Dubb, a senior editor of economic justice at Nonprofit Quarterly (NPQ), to explore what it takes to build an economy that works for people and the planet. Bio: Steve Dubb is a senior editor of economic justice at NPQ, where he writes and edits for Nonprofit Quarterly (including his Economy Remix column) and curates a monthly webinar series, Remaking the Economy. Throughout h...
Episode 48: Crowdfunding Regulations and Noncompliance: Breaking Down FINRA’s Million-Dollar Fines
June 08, 2022 16:40 - 29 minutes - 40.1 MBSummary: On this episode of the Capital Insight podcast, Jenny and Michelle discuss recent important developments in crowdfunding regulations in light of significant fines issued against two major fundraising portals. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/ https://www.thenextegg.org/ Socials: Twitter: https://twitter.com/jennykassan LinkedIn: https://www.linkedin.com/in/jen...
Episode 47: Questioning Assumptions About Retirement Investing with Janelle Orsi
May 16, 2022 18:55 - 26 minutes - 24.5 MBSummary: In this episode, Capital Insight co-hosts and securities attorneys Jenny and Michelle talk to Janelle Orsi who discusses whether retirement accounts in the U.S. are irreparably broken and new ways to think about retirement. Bio: Janelle Orsi is a cartoonist, lawyer, and advocate focused on cooperatives, land trusts, housing justice, community-owned energy, and democratizing finance. She is Co-Founder of the cooperatively-structured nonprofit Sustainable Economies Law Center, which ...
Episode 46 The Evolution of Crowdfunding with Devin Thorpe
May 09, 2022 18:55 - 33 minutes - 30.6 MBSummary: In this episode, Capital Insight co-hosts and securities attorneys Jenny and Michelle talk to Devin Thorpe, who has been involved in crowdfunding since the '90s, about what is working well and what still needs to happen for crowdfunding to reach its full potential. Bio: Devin is a bestselling author who calls himself a champion of social good. He travels extensively as a volunteer doing service, as a new-media journalist finding heroes, and as a speaker sharing what he’s learned. A...
Episode 45: What Happens When You Get Your First Yes From An Investor?
May 02, 2022 16:00 - 17 minutes - 13.7 MBIn this episode, Jenny and Michelle discuss some of the unexpected things that can come up when you get your first yes from an investor and some tips on how to prepare. For more on mindset challenges in fundraising check out Episode 6!
Episode 44: How To Determine Your Company's Valuation And Projected Capitalization
April 25, 2022 16:00 - 17 minutes - 14 MBIn this episode, Jenny and Michelle use a hypothetical scenario to describe how they help entrepreneurs determine (1) their company valuation; (2) how to price stock; (3) whether to set aside stock for future early employees; (4) how to calculate percentage ownership; (5) how to create a capitalization table; and more!
Episode 43: Community Economic Development and Small Business Finance with Jenny Kassan and Michelle Thimesch
April 11, 2022 22:23 - 23 minutes - 23.6 MBIn this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch discuss what community economic development is, how it can be done effectively, and the role of small business finance in a successful community economic development program. Key quotes: “The minute we put public dollars into promoting [venture capital models], that’s taking money away from the 99.9% of businesses that are not VC-backable tech startups, that really need more resources just...
Episode 42: How to Create a Small Business Funding Ecosystem with Jenny Kassan and Michelle Thimesch
April 04, 2022 14:00 - 29 minutes - 26.9 MBIn this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch sit down to have a chat about creating an ecosystem for small business by taking seriously the adage that change moves at the speed of trust. Key take-aways: “Lack of sufficient capital is the number one reason for business failure. Without adequate funding – and not just any funding but funding that allows them to grow their business without too much pressure – they’re probably just not g...
Episode 41: Lessons from Decades in the Movement to Move Money from Wall Street to Main Street with Michael Shuman
March 28, 2022 12:00 - 36 minutes - 22.3 MBIn this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Michael Shuman, economist, attorney, author, and entrepreneur, and a leading visionary on community economics. Michael is one of our nation's leading thinkers, speakers, and writers on the movement to move money from Wall Street to Main Street. Key Takeaways: “What I see now are a number of unhealthy mutations in our capital system, where most of the money is going to Wall Stree...
Episode 40: Using Impact Investment to Build Community with David Lynn
March 21, 2022 14:00 - 28 minutes - 19.5 MBSummary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with David Lynn of Mission-Driven Finance, an impact investing firm created to fill the gap between philanthropy and traditional investments in order to accelerate positive social change. Bio: David Lynn co-founded Mission Driven Finance in 2016 after spending 20 years working in the financial and philanthropic sectors and looking for a way to blend those two worlds. Prior to ...
Episode 39: How Culturally Enforced Notions of Risk Shape the Future of Small Business with Kevin Bayuk
March 14, 2022 14:00 - 45 minutes - 32.6 MBIn this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Kevin Bayuk of LIFT Economy, an impact consulting firm whose mission is to create, model, and share a racially just, regenerative, and locally self-reliant economy that works for the benefit of all life. Kevin shares about his journey from young tech start up founder in Silicon Valley to permaculture designer to social enterprise advisor and expert and what he learned along the wa...
Episode 38: Channeling Travel Money into Communities, Not Corporations with Jonathan Coleman
March 07, 2022 14:00 - 24 minutes - 16.8 MBIn this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Jonathan Coleman of Untours, an outside-the-box travel company that prioritizes immersion in local communities rather than funneling tourist dollars into big hotels that do not benefit small businesses owned and operated by locals. Bio: Jonathan Coleman grew up in small-town middle America, in a family that didn’t travel much. Now, he has lived in Latin America, Africa, and the Mi...
Episode 38: How Foundations can Make Catalytic Investments in Small Business with Jonathan Coleman
March 07, 2022 14:00 - 24 minutes - 16.8 MBIn this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Jonathan Coleman of Untours, an outside-the-box travel company that prioritizes immersion in local communities rather than funneling tourist dollars into big hotels that do not benefit small businesses owned and operated by locals. Bio: Jonathan Coleman grew up in small-town middle America, in a family that didn’t travel much. Now, he has lived in Latin America, Africa, and the Mi...
Episode 37: Making Sound Investments for a Prosperous Planet with Nicole Middleton Holloway
February 28, 2022 14:00 - 29 minutes - 21.8 MBIn this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Nicole Middleton Holloway, a hands-on, nurturing CFP (certified financial planner) who helps progressive investors live abundantly and make a positive impact with their wealth – in their families, in their communities, and in the world – through socially responsible investing. Bio: Prior to her work in finance, Nicole Middleton Holloway spent the first 10 years of her professional...
Episode 36: Getting Money Working for Justice with Morgan Simon
February 21, 2022 12:00 - 22 minutes - 17.4 MBSummary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Morgan Simon, co-founder of Candide Group, an investment firm working with families, foundations, athletes, and cultural influencers who want their money working for justice. Bio: Morgan Simon has two decades of experience making finance a tool for social justice. In that time she has influenced over $150B and is a regularly sought out expert on impact investing. Her book...
Episode 35: Closing the Racial Wealth Gap through Real Estate Investing with Avery Ebron of The Guild
February 14, 2022 13:00 - 19 minutes - 15.8 MBIn this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch attend the Force For Good 2022 investor webinar hosted by LIFT Economy, an impact consulting firm whose mission is to model racially just and locally self-reliant economies that benefit communities rather than corporations. Today, they hear a presentation from the Guild, a socially minded real estate developer taking a systems approach to creating collaborative, inclusive, and sustainable co...
Episode 34: Raising Millions for Community-Based Real Estate Projects with Ojan Mobedshahi and Annie McShiras of East Bay Permanent Real Estate Cooperative
February 07, 2022 18:04 - 13 minutes - 12.2 MBIn this episode, Annie McShiras and Ojan Mobedshahi discuss East Bay Permanent Real Estate Cooperative, a community-centered development coop that removes real estate from the speculative market to create permanently affordable, community-controlled commercial and residential projects. They share how they raised over $4 million for Esther’s Orbit Room, a historic venue in West Oakland, and plans to raise more under their Regulation A+ offering. Key Takeaways: "We've raised $4.3 million. ...
Episode 33: The Growth of Main Street Capital with Jason Wiener
January 24, 2022 12:00 - 29 minutes - 20.9 MBSummary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with attorney Jason Wiener about his work with clients to design and implement values-aligned funding strategies . Bio: With more than a dozen years of experience as an attorney – including several years in Big Law litigation, and as a labor lawyer – Jason’s range of expertise and experience brings an innovative approach to solving client issues. He has served on executive str...
Episode 32: Integrating Money and Meaning with Maggie Kulyk
January 17, 2022 12:00 - 38 minutes - 26.6 MBSummary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Maggie Kulyk of Chicory Wealth, an investment advisory firm that helps people align their values with how they understand their financial stewardship. Maggie shares insights about the diversity of investors she works with and what they care about. Bio: Maggie Kulyk has worked in the financial industry since the early 2000s, but her main interest is in people – getting t...
Episode 31: Structuring Equity Investment for a Business that puts its Workers First with Matt Kreutz
January 10, 2022 13:00 - 24 minutes - 18.9 MBSummary: In this episode, Capital Insight co-host and securities attorney Jenny Kassan talks with Matt Kreutz about his experiences growing his business and raising values-aligned funding that grows worker wealth and allows the business to focus on the mission to provide good jobs to people that are formerly incarcerated and formerly homeless. Bio: Matt Kreutz is the CEO and Founder of Firebrand Artisan Breads. Matt turned his lifelong passion for baking and working in the food service ind...
Episode 31: Structuring Equity Investment for a Business That Puts its Workers First with Matt Kreutz
January 10, 2022 13:00 - 24 minutes - 18.9 MBSummary: In this episode, Capital Insight co-host and securities attorney Jenny Kassan talks with Matt Kreutz about his experiences growing his business and raising values-aligned funding that grows worker wealth and allows the business to focus on the mission to provide good jobs to people that are formerly incarcerated and formerly homeless. Bio: Matt Kreutz is the CEO and Founder of Firebrand Artisan Breads. Matt turned his lifelong passion for baking and working in the food service ind...
Episode 30: Raising Capital for a Radically Transformational Business with Katrina Spade
January 04, 2022 01:00 - 24 minutes - 17.3 MBSummary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Katrina Spade of Recompose, a full-service funeral home specializing in human composting. Listen to catch Katrina’s insight into the process of raising capital for a business that was still not legal when it started and how to stay true to your vision even when you need large amounts of capital to get your business off the ground. Bio: Katrina Spade is a designer and the ...
Episode 29: The Activist-to-Creative Finance Expert Journey with Dan Fireside
December 27, 2021 13:00 - 44 minutes - 34.5 MBSummary: Dan Fireside is a key player in the world of creative financing strategy, but he does not come from a high finance or private equity background. After working as a program officer at Rights Action, a grassroots NGO based in Guatemala and Peru, Dan went on to work at Equal Exchange, the worker-coop, Fair Trade coffee company where he helped raise over $17 million in mission-aligned equity and debt. Now, he’s sitting down with hosts Jenny Kassan and Michelle Thimesch to discuss how he...
Episode 28: The Economic Development Potential of Investment Crowdfunding with Bill Huston
December 20, 2021 13:00 - 57 minutes - 43.2 MBSummary: In today’s episode, Capital Insight co-host and securities lawyer Michelle Thimesch sits down with investment crowdfunding strategist Bill Huston to talk about the tools we have at our disposal to dismantle oppressive economic systems and build more equitable ones. Bio: Bill Huston is an INC. Magazine top 19 global crowdfunding expert, author, speaker, and educator with over a decade of crowdfunding experience. He founded Crowd-Max, an investment crowdfunding accelerator and incuba...
Episode 27: How to Raise Funding from Supportive, Values-Aligned Investors with the Berkeley Chamber of Commerce
December 13, 2021 12:00 - 45 minutes - 23.3 MBIn mid-October, Capital Insight co-host Jenny Kassan was asked to speak at the Berkeley Chamber of Commerce about the advantages of choosing community-based methods of fundraising rather than venture capital. In this episode, we revisit Jenny’s Berkeley presentation as she breaks down how to raise funding from the right investors. Key quotes: “When people tell me I do non-traditional or alternative finance, I tell them no, venture capital is non-traditional and alternative. What I do is so...
Episode 26: Moving Money in Regenerative Finance with Sean Campbell
December 06, 2021 06:00 - 42 minutes - 23 MBIn this episode, Capital Insight co-host and securities attorney Jenny Kassan talks with Sean Campbell about his journey from Wall Street investor to regenerative finance expert. Sean Campbell is the founder of Capital for Communities, an advisory and consulting firm that works to broaden access to capital and create a just, equitable financial system that supports thriving communities and works for everyone. His engagements include advice on fund and financial product structuring, strategi...
Episode 25: Stakeholder Capitalism with David Ferran
November 29, 2021 13:00 - 27 minutes - 24.8 MBDavid Ferran, Founder & CEO of the Torrey Project, shares his background in venture capitalism and his motivation for pivoting to conscious stakeholder capitalism. Together with Jenny Kassan and Michelle Thimesch, David walks us through an understanding of stakeholder capitalism as a model for sustainable value creation.