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.
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Episodes
Episode 24: Social Impact Investing with Laina Greene
November 22, 2021 13:00 - 20 minutes - 19 MBLaina Greene is a Social Impact Investor & Tech Entrepreneur. In this episode, Laina shares her journey and background on social impact investing and why she believes in funding resilient and resourceful women entrepreneurs in indigenous communities.
Episode 23: Fundraising for Sustainable Business with Jocelyn Gaudi Quarrell
November 15, 2021 13:00 - 25 minutes - 23.6 MBIn this episode, GO Box CEO Jocelyn Gaudi Quarrell shares her plans to eliminate waste for to-go food and drinks, her journey in fundraising, how her company's core value of sustainability impacts her management decisions, and her strategy to get investors on board. Though Jocelyn is no stranger to fundraising, she shares why she approached Jenny Kassan and her team to be guided and gain more insights into the best way forward.
Episode 22: Community-Funded Real Estate Investing with East Bay Permanent Real Estate Cooperative
November 08, 2021 13:00 - 49 minutes - 29.7 MBIn this episode, hosts Jenny and Michelle interview Annie McShiras and Noni Session from EB PREC about how they are working to bring more equality to real estate.
Episode 22: Equality in Real Estate
November 08, 2021 13:00 - 49 minutes - 29.7 MBIn this episode, hosts Jenny and Michelle interview Annie McShiras and Noni Session from EB PREC about how they are working to bring more equality to real estate.
Episode 21: The Relationship Between Investing & Community Economic Development With Angela Barbash
November 01, 2021 13:00 - 33 minutes - 19.1 MBIn this episode, Angela Barbash shares her tips and strategies for those who are interested in economic development and enhancing their communities through investing.
Episode 20: Empowering Female Angel Investors With Suzanne Andrews
October 25, 2021 13:00 - 26 minutes - 13.3 MBSuzanne Andrews is an angel investor and an ecosystem builder in the finance innovation space, with a particular focus on women and money. In this episode, Suzanne shares her mission to empower women and teach them to shift their mindsets so they can see themselves as investors.
Episode 19: Raising Compliance in Regulation Crowdfunding with Securities Lawyer Elizabeth Carter
October 18, 2021 13:00 - 37 minutes - 34.1 MBIn this episode, hosts Jenny and Michelle are joined by fellow securities lawyer Elizabeth Carter as they spill the tea on regulation crowdfunding platform missteps they have witnessed as well as the first major compliance action against a crowdfunding platform. They discuss why this is a serious issue for small businesses gaining access to funding, and how crowdfunding platforms could work more collaboratively with lawyers who represent small businesses so that everyone wins. #fundraising ...
Episode 18: Investing in People: The Importance of Community & Relationship Based Investing with Babbie Jacobs
October 11, 2021 13:00 - 29 minutes - 14.1 MBBabbie Jacobs is an experienced angel investor based in New York. In this episode, Babbie shares how and why she has centered her investing strategy around community and relationships.
Episode 17: Investing & The Slow Money Movement with Claude Arpels
October 04, 2021 13:00 - 29 minutes - 13.7 MBIn this episode, Claude Arpels shares the story of how he became an angel investor. When Claude sold his last business, he vowed not to go back into another luxury venture, instead deciding to seek out something that felt more meaningful to him personally — which turned out to be angel investing and the slow money movement.
Episode 16: How to Attract the Socially Conscious Investor with Mickey Wiles
September 27, 2021 13:00 - 30 minutes - 15.5 MBMickey Wiles began to raise capital for his first business with an investment crowdfunding offering on a Vermont-based platform called Milk Money offering. About a year ago, Mickey and his team wanted to grow the business and needed capital to do so, but realized the mainstream method of startup fundraising wasn’t appealing to them. That led them to seek out investors that were much more geared toward social impact investing.
Episode 15: Exploring the Steward-Ownership Investor Model With Keren Flavell
September 20, 2021 13:00 - 23 minutes - 11.9 MBKeren Flavell is a seasoned entrepreneur with achievements in media, tech, and community. In this episode, Keren shares her approach to the Steward-Ownership Investor Model and why it's beneficial for startups to explore non-traditional fundraising strategies to raise capital.
Episode 14: How to Invest without Being an Accredited Investor with Laura Oldanie
September 13, 2021 13:00 - 27 minutes - 14.3 MBLaura Oldanie is a socially conscious wealth coach who blogs at Rich & Resilient Living, where she explores money and lifestyle choices for a regenerative future. In this episode, Laura shares how she got started investing, the ideas behind slow money, and the resources available to non-accredited investors.
Episode 13: Aunnie Patton Power Shares Why the VC Model Doesn’t Work For Most Small Businesses
September 06, 2021 13:00 - 36 minutes - 21.4 MBIn this episode, Host Jenny and Michelle interview Aunnie Patton Power, the founder of Intelligent Impact. Aunnie shares her views on why the traditional venture capital model doesn’t always work for small businesses and what alternatives she’s found to be more successful.
Episode 12: What You Need to Know About Investing Your Retirement Fund
August 30, 2021 13:00 - 24 minutes - 13.8 MBDid you know you have the legal right to invest your retirement fund however you want? In this episode, hosts Jenny and Michelle discuss the different options you have for investing your retirement fund.
Episode 11: Embracing Non Traditional Fundraising Models With Absinthia Vermut
August 23, 2021 13:00 - 18 minutes - 17.2 MB“A woman in booze is quite different from a man in tech”. In this episode, In this episode, Absinthia Vermut discusses how she realized that the mainstream route of finding investors wasn’t the right fit for her business and why she decided to pursue a more customized approach. She shares how this journey of raising capital for her business has helped her become a more confident leader.
Episode 10: What Is an Exit Strategy, and Why Do You Need One?
August 16, 2021 13:00 - 20 minutes - 12.1 MBIn this episode, hosts Jenny and Michelle define what an exit strategy is in regard to investing and why it’s important to create one that works for both your investors and you as the entrepreneur. Learn about the different models and strategies you can implement when it comes to paying your investors with or without selling your business.
Episode 9: How Restorative Investing Can Be Used To Support Socially Conscious Companies
August 09, 2021 13:00 - 38 minutes - 25 MBIn this episode, Michelle and Jenny interview Kai Nortey, a visionary and socially conscious Black woman business leader who is tenaciously building an ethnically inclusive food justice and health economy in the Oakland-Bay Area of California. Kai shares how she built her business based on a triple bottom line model: restorative economics, racial and gender equity, and climate justice. Learn about how Kai sought out investors and how she raised capital to scale and grow kubé.
Episode 9: How Restorative Investing Can Be Used To Support Socially Conscious Companies With Kai Nortey
August 09, 2021 13:00 - 38 minutes - 25 MBIn this episode, Michelle and Jenny interview Kai Nortey, a visionary and socially conscious Black woman business leader who is tenaciously building an ethnically inclusive food justice and health economy in the Oakland-Bay Area of California. Kai shares how she built her business based on a triple bottom line model: restorative economics, racial and gender equity, and climate justice. Learn about how Kai sought out investors and how she raised capital to scale and grow kubé.
Episode 8: How to Make Your Fundraising Offer Attractive to Angel Investors With Nancy Hayes
August 02, 2021 13:00 - 21 minutes - 13.9 MBIn this episode, Nancy Hayes shares the process she developed when deciding to become an angel investor. She breaks down the different factors that come into play for her when deciding what companies to invest in and tips for entrepreneurs on how to create an irresistible offer.
Episode 7: Key CrowdFunding Lessons For Social Entrepreneurs
July 26, 2021 13:00 - 27 minutes - 25.8 MBBrahm Ahmadi is a social entrepreneur working to build healthier and more equitable inner-city communities by bringing change and innovation to critical facets of the food system. When traditional fundraising methods proved an ill fit for his company, Brahm decided to look elsewhere to raise capital. In this interview, Brahm shares the unique challenges he and his team faced and how they targeted their messaging to attract investors that aligned with their mission and values.
Episode 7: Key CrowdFunding Lessons For Social Entrepreneurs With Brahm Ahmadi
July 26, 2021 13:00 - 27 minutes - 25.8 MBBrahm Ahmadi is a social entrepreneur working to build healthier and more equitable inner-city communities by bringing change and innovation to critical facets of the food system. When traditional fundraising methods proved an ill fit for his company, Brahm decided to look elsewhere to raise capital. In this interview, Brahm shares the unique challenges he and his team faced and how they targeted their messaging to attract investors that aligned with their mission and values.
Episode 6: Strengths & Challenges With Fundraising
July 19, 2021 12:35 - 38 minutes - 26.6 MBIn this episode, hosts Jenny Kassan and Michelle Thimesch discuss the different skills and challenges they have seen entrepreneurs master during the fundraising process. Your hosts consider some of the mindset issues that could be holding you back from growth, including imposter syndrome, indecision, and over-attachment to one’s comfort zone. They also share suggestions you can utilize in order to overcome these mindset challenges so that you can successfully raise capital for your business.
Episode 5: Tips From an Impact Investor On How to Make Your Company More Attractive to Potential Investors With Kristin Hull
July 12, 2021 12:00 - 16 minutes - 11.8 MBKristin Hull is the founder and CEO of Nia Impact Capital, a women-led Registered Investment Advisor leading the charge to change the face of finance by hiring and training women and people of color in sustainable and transformative investing. An impact Investor since 2007, Kristin oversaw the investment process for the first family foundations as they moved their endowment assets into 100% alignment with their philanthropic mission. In 2010 Kristin went on to found Nia Community, a 100% mis...
Episode 5: Tips From an Impact Investor On How to Make Your Company More Attractive to Potential Investors
July 12, 2021 12:00 - 16 minutes - 11.8 MBKristin is the founder and CEO of Nia Impact Capital, a women-led Registered Investment Advisor leading the charge to change the face of finance by hiring and training women and people of color in sustainable and transformative investing. An impact Investor since 2007, Kristin oversaw the investment process for the first family foundations as they moved their endowment assets into 100% alignment with their philanthropic mission. In 2010 Kristin went on to found Nia Community, a 100% mission-...
Episode 4: Steps To Finding Investors Aligned With Your Values
July 05, 2021 12:00 - 28 minutes - 18.5 MBWhen Shaun started her first company, LVNGbook, she decided to try the bootstrap method to fund her company. Shaun knew that she wanted to grow her company slowly, so she chose from the beginning not to go the venture capital route. Instead, it was important to her to grow the company to align with her values and fit with her vision of the company culture she wanted to create. That led her to look for angel investors or individuals interested in the company and its mission.
Episode 4: Steps To Finding Investors Aligned With Your Values With Shaun Chavis
July 05, 2021 12:00 - 28 minutes - 18.5 MBWhen Shaun Chavis started her first company, LVNGbook, she decided to try the bootstrap method to fund her company. Shaun knew that she wanted to grow her company slowly, so she chose from the beginning not to go the venture capital route. Instead, it was important to her to grow the company to align with her values and fit with her vision of the company culture she wanted to create. That led her to look for angel investors or individuals interested in the company and its mission.
Episode 3: How Raising Money Can Produce Intangible Benefits, Outside of Just Money
June 28, 2021 12:00 - 28 minutes - 17.8 MBWhen Darren started his business, there weren’t the same resources for non-technical founders trying to do technical things. After getting involved with some local organizations to help with the technical side, it became clear that revenue alone wouldn’t be enough to support the app to what they wanted it to be. That realization is what led them to try to raise capital. Darren has now been raising money on and off for several years, and he shares the challenges he faced, the tips and tricks ...
Episode 3: How Raising Money Has Intangible Benefits, Outside of Just Money With Darren Smith
June 28, 2021 12:00 - 28 minutes - 17.8 MBWhen Darren Smith started his business, there weren’t the same resources for non-technical founders trying to do technical things. After getting involved with some local organizations to help with the technical side, it became clear that revenue alone wouldn’t be enough to support the app to what they wanted it to be. That realization is what led them to try to raise capital. Darren has now been raising money on and off for several years, and he shares the challenges he faced, the tips and t...
Episode 3: How Raising Money Has Intangible Benefits, Outside of Just Money
June 28, 2021 12:00 - 28 minutes - 17.8 MBWhen Darren started his business, there weren’t the same resources for non-technical founders trying to do technical things. After getting involved with some local organizations to help with the technical side, it became clear that revenue alone wouldn’t be enough to support the app to what they wanted it to be. That realization is what led them to try to raise capital. Darren has now been raising money on and off for several years, and he shares the challenges he faced, the tips and tricks ...
Episode 2: Ways to Use Value Alignment to Increase Business and Investing Success with Mike Hannigan
June 21, 2021 12:00 - 40 minutes - 29.2 MBIn this episode, Mike Hannigan shares his background and experience in building a value’s aligned business model and how that carried over to his investing strategy. Mike was born in Pensacola, Florida. He earned his B.A. in Philosophy from U.C. San Diego and his M.A. in Criminology from U.C. Berkeley. He began work for the Xerox Corporation and built his career in management for business products companies for the next decade until starting GSB.
Episode 2: Ways to Use Value Alignment to Increase Business and Investing Success
June 21, 2021 12:00 - 40 minutes - 29.2 MBIn this episode, Mike shares his background and experience in building a value’s aligned business model and how that carried over to his investing strategy. Mike was born in Pensacola, Florida. He earned his B.A. in Philosophy from U.C. San Diego and his M.A. in Criminology from U.C. Berkeley. He began work for the Xerox Corporation and built his career in management for business products companies for the next decade until starting GSB.
Episode 1: Building Relationships and Raising Capital With Chel Loyd
June 14, 2021 12:00 - 18 minutes - 13.6 MBChel Loyd is the Co-Founder + CPO of the dopest Women-owned, Black-owned, and Veteran-owned coffee company in America. In this episode, Chel shares her experience with investment crowdfunding, not just once but twice. Chel’s first company went with the bootstrap method, which left them in a bad place. Once she and her partner launched Dope Coffee, she realized their mission and vision were much bigger than just the two of them. This led them to seek out investors in a new way. Chel shares th...
Building Relationships and Raising Capital With Chel Loyd
June 14, 2021 12:00 - 18 minutes - 13.6 MBChel Loyd is the Co-Founder + CPO of the dopest Women-owned, Black-owned, and Veteran-owned coffee company in America. In this episode, Chel shares her experience with investment crowdfunding, not just once but twice. Chel’s first company went with the bootstrap method, which left them in a bad place. Once she and her partner launched Dope Coffee, she realized their mission and vision were much bigger than just the two of them. This led them to seek out investors in a new way. Chel shares t...
Capital Insight Trailer
May 18, 2021 16:24 - 35 seconds - 557 KBJenny 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,...