The Compassionate Capitalist™ Show with Karen Rands

Whether you’re a founder, investor, or just curious about the startup ecosystem, this conversation is packed with actionable advice and behind-the-scenes insights.Listen (or watch) as  Karen Rands sits down withEric Fiegoli, co-founder of Exbo Group, to explore the world of startup finance, capital strategies for growth stage companies,  and the evolving VC and Private Equity landscape.  Karen and Eric discuss the intricacies of investing across the business lifecycle. From seed-stage startups to mid-cap companies, Karen explains how funding strategies differ and highlights opportunities for investors to share in the success of companies as they grow from startup to primed for an exit. Since its inception, Exbo Group has grown from a two-person team to a thriving firm of 50 professionals, helping over 50 companies with fundraising, scaling, and refining their financial strategies. In this episode, Eric shares lessons from building a bootstrapped business, insights into fundraising strategies, and how Exbo Group maintains top-notch service quality even as it scales.Key TakeawaysInsights into the current VC landscape for startups and key trends founders should watch. Additionally, insights into private equity and its role in business growth, and the importance of tailoring financial operations to meet growth-stage company needs. Balancing growth and profitability, and available capital to grow a business through high growth stages. Key differences between seed-stage startups and mid-cap companies in fundraising.Differences in investor priorities between today's fundraising climate and two years ago, and the Criteria investors use when evaluating mid-cap companies.Challenges faced by businesses that are too large for seed funding but too small for private equity.The role of specialized expertise in M&A and leveraged buyouts, and investment opportunities available when targeting companies with $5M to $75M in revenue.The importance of understanding the life cycle of businesses for investment strategies, and how different stages of business attract distinct pools of capital.Practical advice for founders tackling Series A and seed-stage fundraising, and Strategies for angel investors to engage in Reg A+ offerings.Eric’s founder story: Challenges of bootstrapping a company and scaling from 2 to 50 employees in 6 years. Lessons learned from building a cross-functional team with diverse expertise. How Exbo Group supports businesses with finance, operations, and strategy services.Guest Bio:Eric Fiegoli is the co-founder of Exbo Group, a leading finance, operations, and strategy advisory firm for growth-stage businesses. With a background spanning Deutsche Bank, TD Securities, and Amazon, Eric brings a wealth of experience in credit risk, debt markets, and product management. He has supported over 50 companies across industries such as software, healthcare, and edtech. Outside of work, Eric enjoys running, skiing, and spending time with his family.Learn more about Exbo Group:https://www.exbogroup.com/Karen Rands, author ofInside Secrets to Angel Investing and host ofThe Compassionate Capitalist Show. She is a thought leader in angel investing, leveraging decades of experience to empower entrepreneurs and investors to build wealth, as part of the Compassionate Capitalist Movement™. Check out the bookhttp://InsideSecretsToAngelInvesting.com Learn More and get the free ebook – 12 Secrets to Wealth Creation and Innovation when you subscribe at : http://KarenRands.co  #StartupFinance #Entrepreneurship #BusinessScaling #FundraisingTips #VCInsights #CompassionateCapitalism #StartupSuccess #BootstrappedGrowth #InvestorRelations #FinanceStrategy

As I talk with entrepreneurs and investors, I’m often struck by how many people underestimate the risks tied to crypto investing, especially when it comes to taxes. Right now, the IRS has slowed down audits, but that doesn’t mean the storm has passed. It’s just gathering strength.Today, I sit down with Janna Scott, founder of DeFi Tax, to pull back the curtain on what’s really happening with crypto tax reporting. Janna shares how she uncovered major flaws in widely-used tax software, why exchange statements can’t be trusted, and how compounded penalties can turn a small mistake into a devastating financial burden.What I love about Janna’s approach is that she not only sounds the alarm, she has built a blockchain-first solution that ensures accuracy, audit-readiness, and peace of mind.Whether you’ve dabbled in crypto, trade regularly, or run a business that accepts crypto payments, this conversation is your wake-up call to get prepared before the IRS comes knocking.TakeawaysPopular crypto tax tools often produce wildly different results (35–120% variance).Exchanges disclaim responsibility for tax reporting errors, leaving investors liable.The IRS already has access to transaction data through John Doe summons.Penalties and compounding interest can double or triple liabilities over time.State tax authorities are often more aggressive than the IRS.Middle-class investors are the most vulnerable when audits restart.DeFi Tax uses blockchain data directly, providing audit-ready transparency.Having expert representation can mean the difference between resolution and ruin.Chapters00:00 Introduction: Why crypto investors face unseen risks04:12 How Janna discovered errors in crypto tax software08:45 Why blockchain is the only reliable source of truth15:30 The IRS admits flawed audits; but investors still pay27:00 Compounding penalties and the impact on middle-class investors38:50 State-level tax risks and aggressive enforcement46:10 How DeFi Tax partners with CPAs and defends audits53:39 Why crypto taxes (and the IRS) are here to stay56:08 Final advice: don’t wait for the IRS storm to arriveAbout Janna ScottJanna Scott is a powerhouse in the world of crypto tax compliance and the founder of DeFi Tax. She has worked directly with the IRS and SEC, building DeFi Tax to bring clarity, automation, and audit-readiness to the chaos of crypto profit/loss reporting for tax purposes. Through her tax accounting services and her innovative AI/Blockchain application platform, Janna helps users stay ahead of shifting regulations and out of trouble with the IRS.🔗 Learn more at defitax.usAbout Karen RandsI'm Karen Rands, founder of the Compassionate Capitalist Movement. I help entrepreneurs prepare to raise capital the smart way and guide investors in identifying startup opportunities that build wealth and make a difference. This show is your roadmap to funding success, from pitch deck to public offering.📅 Want expert feedback on your pitch? Book a consult with me: bit.ly/KCHcalendar 🔗 Learn more: karenrands.co 🎧 Catch more episodes: thecompassionatecapitalistshow.com 📘 Free eBook: The 4 Ws of Crowdfund Investing: https://bit.ly/FreeCrowdfundInvestingBook 🎓 Join the Academy: bit.ly/CA-prelaunch

In this episode, I share how everyday people can grow wealth and create impact through equity crowdfunding. Drawing from my new book Inside Secrets to Crowdfund Investing: Follow Jane’s Journey, I break down the myths that hold people back from angel investing and show how a diversified, consistent approach can build generational wealth.You’ll meet “Jane,” a relatable mid-career professional who discovers how to shift from risky real estate to smart startup investing. I also introduce the Compassionate Capitalist Academy, which provides a roadmap for anyone ready to turn passion and purpose into profit.If you’ve ever thought you’re too old, too busy, or don’t have enough money to invest in entrepreneurs, this conversation will change your perspective.Key TakeawaysEquity crowdfunding makes angel investing accessible to everyone, starting with as little as $100.Diversification and consistency are the keys to long-term portfolio success.Common false beliefs, like “I don’t know enough,” “I don’t have time,” or “I don’t have enough money” are myths that hold people back.You don’t need to quit your job to build wealth; you can start small and grow.Real estate isn’t the only path; investing in entrepreneurs can often yield greater impact and returns.The Compassionate Capitalist Academy and my books offer step-by-step frameworks for new investors.Chapters00:00 – Introduction: The power of compassionate capitalism03:18 – Why invest in entrepreneurs instead of real estate07:42 – Jane’s story: a mid-career professional’s path to angel investing12:55 – The myths of investing: “I don’t know enough,” “I don’t have time,” “I don’t have money”19:10 – Building wealth through diversification and consistency23:37 – From false beliefs to proven frameworks: overcoming barriers28:05 – How the Compassionate Capitalist Academy supports new investors32:21 – Inside Secrets to Crowdfund Investing: making angel investing relatable36:54 – Promo details: book launch, course discounts, and special codes41:30 – Call to action: start small, start today, and build your wealth legacy45:12 – Closing thoughtsAbout Karen RandsI'm Karen Rands, founder of the Compassionate Capitalist Movement. I help entrepreneurs prepare to raise capital the smart way and guide investors in identifying startup opportunities that build wealth and make a difference. This show is your roadmap to funding success, from pitch deck to public offering.📅 Want expert feedback on your pitch? Book a consult with me: bit.ly/KCHcalendar 🔗 Learn more: karenrands.co 🎧 Catch more episodes: thecompassionatecapitalistshow.com 📘 Free eBook: The 4 Ws of Crowdfund Investing: https://bit.ly/FreeCrowdfundInvestingBook 🎓 Join the Academy: bit.ly/CA-prelaunch

Raising capital is one of the biggest hurdles for entrepreneurs. Many capital raising campaigns fail because founders fall into common traps.In this episode of the Compassionate Capitalist™ show, I talk with Karl Dakin, Founder of Dakin Capital, about what it really takes to succeed. We clear up the myths around crowdfunding and share practical strategies entrepreneurs can use to connect with investors.Karl explains his Know, Trust, and Buy framework, helping founders build credibility so investors feel secure, making returns the “icing on the cake.”We also explore Reg CF, Reg D 506(c), and Reg A+, what they are, how they’ve evolved, and why Reg D 506(c) has become a hot tool for attracting high-net-worth investors.Entrepreneurs will learn how to:Craft pitches that inspire confidence.Build trust with transparency and storytelling.Leverage social media to drive momentum.Whether you’re new to crowdfunding or experienced, this conversation gives you actionable insights to raise capital with strategy and confidence.TakeawaysCrowdfunding is a powerful tool for raising capital.The potential of crowdfunding is still largely untapped.Understanding the different types of crowdfunding is crucial for entrepreneurs.Customers can be valuable investors in crowdfunding campaigns.Reg CF allows non-accredited investors to participate in funding.Building a crowd before launching a campaign is essential for success.Reg D 506C offers flexibility for accredited investors.Reg A+ provides opportunities for larger fundraising efforts.The cost of raising capital through crowdfunding can be significant.Investors should conduct due diligence before investing in crowdfunding campaigns.Chapters00:00 Introduction to Equity Crowdfunding04:00 The Evolution of Crowdfunding and Its Potential09:50 Karl Dakin's Journey into Crowdfunding16:35 Understanding Different Types of Crowdfunding21:10 The Importance of Community in Crowdfunding27:19 Navigating the Interstate Exemption30:35 Reg CF: The Sweet Spot of Crowdfunding38:56 Understanding Regulation A and 506C41:44 The Wild West of 506C Offerings45:28 Strategies for Raising Capital54:11 Exploring Regulation A+57:15 The Importance of Due Diligence in Crowdfunding01:09:29 Customer-Centric Investment StrategiesAbout Karl DakinKarl Dakin is the Founder and Operator of Dakin Capital, LLC, where he guides entrepreneurs in raising capital through equity crowdfunding. With decades of experience as a Startup Business Designer and Growth Strategist, Karl offers proven methods that combine investor psychology, compliance, and practical fundraising tactics.Learn more at dakincapital.comAbout Karen RandsI'm Karen Rands, founder of the Compassionate Capitalist Movement. I help entrepreneurs prepare to raise capital the smart way and guide investors in identifying startup opportunities that build wealth and make a difference. This show is your roadmap to funding success, from pitch deck to public offering.📅 Want expert feedback on your pitch? Book a consult with me: bit.ly/KCHcalendar 🔗 Learn more: karenrands.co 🎧 Catch more episodes: thecompassionatecapitalistshow.com 📘 Free eBook: The 4 Ws of Crowdfund Investing: https://bit.ly/FreeCrowdfundInvestingBook 🎓 Join the Academy: bit.ly/CA-prelaunch

If you’ve ever wondered how angel investing works, this episode is for you.On this episode of the Compassionate Capitalist™ show, I’m joined by my cohost Erik Nelson for a conversation with Sig Mosley, the “Godfather of Angel Investing” in Atlanta. From his early days at MSA to completing over 200 angel investments, Sig has built a legacy as an investor and a champion of compassionate capitalism, using investment to uplift communities.We explore his views on what makes a founder worth backing, why supporting underrepresented entrepreneurs is smart business, and how angel investors drive innovation and growth. Sig also shares insights on market awareness, smart risk-taking, and the next generation of investors.Packed with wisdom, real-world stories, and a few laughs, this episode offers actionable insights whether you’re starting your investing journey or preparing to pitch.Key TakeawaysSig Mosley is a leading figure in compassionate capitalism.Angel investing requires a willingness to take risks.Successful founders are coachable and open to feedback.Understanding the market and competition is crucial for startups.Investors should diversify their portfolios to mitigate risk.The future of angel investing lies in engaging younger generations.Building relationships with entrepreneurs is key to successful investments.Investors need to invest in what they know and understand.Community impact is a significant aspect of angel investing.The economy relies on the growth of young companies supported by angel investors.Chapters00:00 Introduction to Compassionate Capitalism02:56 The Journey of Sig Mosley05:41 The Role of Angel Investing08:27 Identifying Coachable Founders11:35 Understanding Market Competition14:15 The Importance of Timing in Business17:17 Success Stories and Lessons Learned20:05 Reflections on Missed Opportunities31:21 Navigating Valuation and Relationships in Investments32:06 Mergers vs. IPOs: Insights from Experience32:55 The Landscape of Technology Companies in the South34:49 Cultural Influences on Southern Entrepreneurship35:45 Empowering Diverse Entrepreneurs in Atlanta39:31 Winding Down Mosley Ventures and Future Plans41:09 The SIGI Awards: Celebrating Angel Investors45:14 Encouraging Angel Investment in the Community54:12 Final Thoughts on Angel Investing and Community ImpactAbout Sig MosleySig Mosley, Managing Partner at Mosley Ventures, LLC, is known as the “Godfather of Angel Investing” in Atlanta. With over 200 angel investments, he has been a driving force in the Southeast’s startup ecosystem, promoting compassionate capitalism to deliver financial returns and community impact. Sig supports underrepresented founders, values coachability, and invests in companies with strong market potential.Learn more about Sig LinkedIn | www.mosleyventures.comAbout Erik NelsonErik Nelson is President of Coral Capital, Mountain Share Transfer, and Sterling Holdings. His teams specialize in helping private and public companies meet their compliance obligations and stay in good standing with regulatory agencies. Erik and I co-host the Capital Conversations podcast, where we unpack the strategies and realities of raising capital, going public, and managing investor relations.🔗 Learn more about Erik: LinkedIn | coralcapital.comAbout Karen RandsI'm Karen Rands, founder of the Compassionate Capitalist Movement. I help entrepreneurs prepare to raise capital the smart way and guide investors in identifying startup opportunities that build wealth and make a difference. This show is your roadmap to funding success—from pitch deck to public offering.📅 Want expert feedback on your pitch? Book a consult with me: bit.ly/KCHcalendar 🔗 Learn more: karenrands.co 🎧 Catch more episodes: thecompassionatecapitalistshow.com 📘 Free eBook: The 4 Ws of Crowdfund Investinghttps://bit.ly/FreeCrowdfundInvestingBook🎓 Join the Compassionalist Academy : bit.ly/CA-prelaunch

In today’s episode of The Compassionate Capitalist™ Show, I team up with Erik Nelson, President of Coral Capital, Mountain Share Transfer, and Sterling Holdings, for a deep dive into one of the most mission-critical skills for any founder: the investor pitch.Whether you’re a startup founder preparing for your first angel pitch or a growth-stage CEO aiming to engage an investment banker for a potential IPO, your pitch deck can either open doors, or close them. This is your chance to tell a compelling story that sparks interest, builds trust, and moves investors to act.Together, Erik and I break down the essentials of a winning investor presentation; what belongs in your deck, how to position your business model, what investors really want to know, and how to avoid the common pitfalls that derail even promising companies.We also explore the nuances of investor psychology, how to leave room for curiosity (and follow-up questions), and why practice and preparation are non-negotiable. This episode was first recorded for our Capital Conversations series, and I’m excited to now share it with my Compassionate CapitalistTM audience.This is your playbook for building a pitch that gets remembered and funded, whether you’re raising your first round or refining your pitch for institutional capital.Key TakeawaysA pitch deck is not a business plan; it's a visual representation of your business.The goal of an investor presentation is to secure a follow-up meeting, not immediate funding.Investors want to know how they will make money from your investment.Understanding your market size is crucial for attracting investors.Your management team plays a vital role in gaining investor confidence.Financial models should be dynamic and reflect real business scenarios.Tailor your presentation to the audience you are addressing.Leave investors wanting more to encourage follow-up discussions.Practice your pitch to ensure clarity and confidence.Be prepared to address uncertainties and have a plan B.Episode Chapters00:00 – Unlocking Investor Presentations02:27 – Common Pitfalls That Undermine a Pitch06:45 – Why Clarity & Focus Matter More Than Flash11:51 – The Anatomy of a Winning Pitch Deck17:51 – Market Size, Trends & Opportunity Framing21:29 – Financial Models & Key Performance Metrics29:40 – Why the Management Team Matters So Much32:32 – Understanding Investor Psychology34:40 – Building Investor-Ready Financial Narratives37:37 – Telling the Right Financial Story40:37 – Tailoring Your Message for Different Investor Types42:26 – How to Hold Attention & Build Investor Engagement47:34 – The Feedback Loop: Improving with Every Pitch55:32 – Handling Objections & Answering the Tough QuestionsAbout Erik NelsonErik Nelson is President of Coral Capital, Mountain Share Transfer, and Sterling Holdings. His teams specialize in helping private and public companies meet their compliance obligations and stay in good standing with regulatory agencies. Erik and I co-host the Capital Conversations podcast, where we unpack the strategies and realities of raising capital, going public, and managing investor relations.🔗 Learn more about Erik: LinkedIn | coralcapital.comAbout Karen RandsI'm Karen Rands, founder of the Compassionate Capitalist Movement. I help entrepreneurs prepare to raise capital the smart way and guide investors in identifying startup opportunities that build wealth and make a difference. This show is your roadmap to funding success—from pitch deck to public offering.📅 Want expert feedback on your pitch? Book a consult with me: bit.ly/KCHcalendar 🔗 Learn more: karenrands.co 🎧 Catch more episodes: thecompassionatecapitalistshow.com 📘 Free eBook: The 4 Ws of Crowdfund Investing 🎓 Join the Academy: bit.ly/CA-prelaunch

In this episode of The Compassionate Capitalist ™ Show, I sit down with Ali Madhavji, an inspiring entrepreneur whose journey from refugee to global blockchain leader is nothing short of remarkable.We dive into the game-changing potential of blockchain technology and how it’s already transforming industries like finance and healthcare. Ali shares insights from his experience as a venture capitalist and the critical role VCs play in fueling innovation.We also touch on the powerful intersection of AI and blockchain, and how these technologies together can drive financial inclusion and help lift communities out of poverty. If you're curious about where entrepreneurship and emerging tech are headed, this is a conversation you won’t want to miss.🎯 After listening to my conversation with Tony Erwin, here are the key takeaways to remember:Blockchain is transforming industries like finance and healthcare, with the potential to streamline processes and drive innovation.Venture capital is shifting to support purpose-driven startups, especially those leveraging blockchain and AI to solve real-world problems.Resilience and passion are essential traits for entrepreneurs navigating the ups and downs of building impactful businesses.The synergy of AI and blockchain can enhance decision-making and create more efficient, transparent systems.Financial inclusion remains a global priority, and emerging technologies are key to expanding access and reducing poverty.Chapters00:00 Exploring Blockchain Technology04:15 The Journey of Ali Madhavji06:55 From Corporate to Venture Capital09:29 Building a Portfolio of Startups12:20 The Role of Passion in Investment15:07 Innovative Solutions in the Pet Industry25:43 The Intersection of Blockchain and Healthcare28:31 Innovative Startups and the African Remittance Story34:44 Blockchain's Role in Financial Inclusion39:07 AI and Blockchain: A Symbiotic Relationship43:14 Resilience in Entrepreneurship and Startup Culture44:39 Crypto Knights: A New Era of Investment ShowsAbout the Guest – Aly Madhavji Aly Madhavji is the Founding Managing Partner at Blockchain Founders Fund, where he invests in high-impact startups in Blockchain, AI, IoT, and Web3. He also serves as a Limited Partner in other venture funds, mentors entrepreneurs through global incubators; including a leading accelerator in China, and advises international organizations on technology-driven solutions.Aly works closely with the United Nations on initiatives that leverage FinTech and blockchain to address critical socio-economic challenges. Most recently, he joined the cast of CryptoKnights, the latest innovation and investor reality competition series now streaming on Prime Video, where he evaluates and backs bold new ventures.To explore Aly’s portfolio or pitch your startup for investment consideration, visit: https://blockchainff.comAbout the Host – Karen RandsI’m Karen Rands, and I help entrepreneurs and investors build wealth through innovation and capital formation. Through this show and my Compassionate Capitalist Movement, I share real conversations and practical strategies to help you grow, fund, and exit your business the smart way.🔗 Learn more: karenrands.co🎙 Listen to all episodes: thecompassionatecapitalistshow.com📘 Download my free ebook: The 4 Ws of Crowdfund Investing🎓 Join the Compassionalist Academy: bit.ly/CA-prelaunch

In this episode of The Compassionate Capitalist ™ Show, I dive deep into the world of Reg A+ equity crowdfunding, one of the most powerful yet misunderstood tools for democratizing wealth creation. Whether you're a retail investor looking to diversify beyond the stock market or an entrepreneur seeking alternative capital without VC strings attached, this conversation is for you.I break down the Four W’s of Crowdfunding; Who can invest, What makes Reg A+ different, Where to find promising opportunities, and Why this matters now more than ever. Drawing from my upcoming book and years of experience advocating for economic empowerment, I show how Reg A+ opens the door for everyday people to invest like the wealthy and for founders, especially those often overlooked by traditional finance, to raise significant capital while staying in control.From transparency in offerings to strategies for vetting deals, you'll walk away with actionable insights to make smarter investment choices or structure a campaign that attracts aligned investors.💡 Listen through to the end for exclusive access to resources that can help you get started on your crowdfunding journey, whether you're on the founder side or the investor side.Key TakeawaysReg A+ gives investors early access to high-growth private companies before they go public.Lower investment minimums mean more people can participate in wealth-building opportunities.Transparency in offerings makes it easier to evaluate risk and potential.Crowdfunding empowers diverse and underrepresented founders.Reg A+ supports portfolio diversification beyond public markets.Investors must do their homework—due diligence is non-negotiable.Entrepreneurs can raise millions without giving up equity control to VCs.Values-aligned investing offers the potential for profit and purpose.Strategic marketing and investor communication are key to campaign success.A solid understanding of SEC regulations keeps everyone protected and informed.Episode Chapters00:00 – Welcome: What Reg A+ Crowdfunding Is & Why It Matters04:53 – What Investors Need to Know About Reg A+10:10 – How Entrepreneurs Can Benefit Without Venture Capital15:55 – Portfolio Strategies Using Reg A+22:32 – The Power of Transparency & Regulation28:23 – How to Find & Evaluate Reg A+ Investment Opportunities33:53 – Marketing Tips for Founders Running a Reg A+ Campaign39:09 – Wrap-Up: Tools & Resources to Get StartedAbout Your Host – Karen RandsI'm Karen Rands, your guide to compassionate capitalism. As a thought leader, investor advocate, and entrepreneur coach, I help visionaries grow and fund their ventures the smart way. Through this show and my Compassionate Capitalist Movement, I’m here to equip you with the tools to build wealth with purpose.🔗 Learn more: karenrands.co 🎧 Listen to all episodes: thecompassionatecapitalistshow.com 📘 Free eBook: The 4 Ws of Crowdfund Investing 🎓 Join the Academy: bit.ly/CA-prelaunch

How do you know if a startup is a good investment, or a red flag in disguise? In this episode of The Compassionate Capitalist ™ Show, I share what I look for when reviewing a founder’s pitch deck, business plan, forecasts, and offering documents.When I led the Network of Business Angels and Investors and produced major venture conferences, I had to vet hundreds of companies. That’s why I created my 10-point checklist and scoring system; Green Light, Yellow Light, Red Light to assess whether a business is truly capital ready.I’ll walk you through the critical areas investors should evaluate: financial literacy, value proposition, market understanding, and competitive landscape. I also highlight the importance of a strong management team, realistic ROI potential, and avoiding the trap of overvaluation, especially with so-called unicorns.Whether you're raising capital or reviewing deals, you’ll learn how to steer clear of the "capital abyss" and the dreaded "plateau of death" where returns stall.Listen to the end for an invitation to my Compassionate Capitalist Audit, a second-opinion review for founders and investors alike.Here are key takeaways from this episodeUnderstanding the flow of capital is crucial for entrepreneurs.Identifying red flags can prevent unnecessary risk for investors.A well-prepared business plan is essential for attracting capital.Financials should tell a coherent story about the business.Target market clarity is vital for effective marketing strategies.Unique selling propositions must be clearly defined.Competition analysis is critical for business success.Traction and KPIs are indicators of a company's potential.Management teams should have relevant experience and skills.Investment structures must be well thought out to ensure investor confidence.Chapters00:00 Introduction to Capitalist Conversations06:25 Investor Preparedness and Business Plan Review18:58 Target Market and Unique Selling Proposition27:54 Competition and Barriers to Entry32:51 Understanding Competition and Market Dynamics45:24 Assessing Management Teams and Advisory Boards56:36 Navigating Unicorn Valuations and Market RealitiesAbout the Host – Karen RandsI’m Karen Rands, and I help entrepreneurs and investors build wealth through innovation and capital formation. Through this show and my Compassionate Capitalist Movement, I share real conversations and practical strategies to help you grow, fund, and exit your business the smart way.🔗 Learn more: karenrands.co Listen to all episodes: thecompassionatecapitalistshow.com📘Download my free ebook: The 4 Ws of Crowdfund Investing🎓 Join the Compassionalist Academy: bit.ly/CA-prelaunch

In this episode of The Compassionate Capitalist ™ Show, I sit down with blockchain expert Tony Erwin to unpack the real-world ways blockchain is disrupting business and transforming finance. We dive into five powerful use cases, provenance tracking, payment solutions, digital identity, customer engagement, and the tokenization of real-world assets and what they mean for entrepreneurs and investors alike.We also explore Georgia’s emerging role as a hub for blockchain innovation, thanks to its vibrant fintech community and policy environment that’s beginning to embrace digital assets. Tony shares insights from his work with P2P Cash and explains why educating lawmakers and business leaders about blockchain’s potential is critical for future growth.If you’ve been curious about how blockchain fits into the future of business, this conversation will give you clarity, and maybe even a little excitement about what’s ahead.After listening to my conversation with Tony Erwin, here are the key takeaways to remember:Blockchain is revolutionizing business, with major impacts on efficiency and security.Provenance and tokenization are transforming industries like food, manufacturing, and finance.Digital identity and AI are reshaping the future of personal and business security.Georgia’s thriving fintech ecosystem positions it as a leader in blockchain innovation.Education and advocacy are essential for driving blockchain adoption and its full potential.Chapters00:00 Introduction to Blockchain and Its Impact05:14 Tony Erwin's Journey into Blockchain08:52 Blockchain as a Transformational Technology11:22 Five Ways Blockchain is Changing Business15:09 Applications of Blockchain in Various Industries18:18 Tokenization of Real World Assets21:33 Operational Efficiency through Tokenization24:28 The Evolution of Blockchain in Finance29:00 Georgia's Potential as a Blockchain Leader34:18 Advocacy and Policy in Blockchain Technology42:07 Innovations in Peer-to-Peer Cash SystemsAbout the Guest – Tony ErwinTony Erwin is a Certified Blockchain Architect and Founder of Skyrocket Financial Solutions, a firm helping businesses unlock the potential of blockchain. He also represents Georgia in the U.S. Blockchain Coalition and is a member of the Global Blockchain Business Council.Committed to driving innovation, Tony recently launched Future Tech Georgia, a nonprofit focused on advancing blockchain in public policy and economic development across the state.📘 Explore resources and services at: ⁠ https://www.skyrocketfinancial.com/⁠📰 Stay informed and join the conversation: ⁠ https://futuretechga⁠About the Host – Karen RandsI’m Karen Rands, and I help entrepreneurs and investors build wealth through innovation and capital formation. Through this show and my Compassionate Capitalist Movement, I share real conversations and practical strategies to help you grow, fund, and exit your business the smart way.🔗 Learn more:⁠ karenrands.co⁠🎙 Listen to all episodes:⁠ thecompassionatecapitalistshow.com⁠📘 Download my free ebook:⁠ The 4 Ws of Crowdfund Investing⁠🎓 Join the Compassionalist Academy:⁠ bit.ly/CA-prelaunch⁠

In this episode of The Compassionate Capitalist Show, I sit down with Jenny Kassan, a seasoned attorney, author, and president of the Crowdfunding Professional Association to discuss how crowdfunding can be a powerful tool to close the wealth gap and fund businesses without compromisingownership or vision.Jenny shares her journey from Yale Law School to the front lines of economic justice, advocating for community-based investment models that empower underrepresented entrepreneurs. We unpack the systemic barriers to capital, the widening racial wealth gap, and why traditional financing often leaves small businesses behind.This episode dives into the practical and strategic side of raising capital, exploring revenue-based financing, the pros and cons of debt vs. equity, and how to align your fundraising strategy with your business model. Whether you're a founder, investor, or policymaker, you'll walk away with powerful insights on how to fund innovation while building stronger local economies.🎯 After listening to myconversation with Jenny Kassan, here are the key takeaways to remember:Crowdfunding offers an inclusive path to capital and wealth creation.Community based finance supports sustainable, local economic growth.Access to capital is foundational for entrepreneurship and job creation.Revenue-based financing is investor friendly and founder-sustainingStructure your fundraising to fit your business, not the other way round.Education, advocacy and local ecosystems are vital to crowdfunding's future.Chapters00:00 Introduction to Wealth Creation and Capital Access02:25 The Role of Crowdfunding in Economic Development05:16 Meet Jenny Kassan: A Champion for Entrepreneurs06:04 Jenny's Journey: From Yale to Public Service08:32 Understanding Economic Disparities and Structural Issues11:30 The Importance of Access to Capital15:21 Crowdfunding as a Path to Economic Mobility18:31 Revenue-Based Financing: A New Approach25:35 Community Impact and Success Stories31:36 Understanding Debt vs. Equity Financing35:22 Designing Your Fundraising Strategy39:04 The Importance of Investor Mindset40:46 Community-Based Finance Success Stories46:00 Building Local Ecosystems for Investment49:37 Advocacy and Future of CrowdfundingAbout the Guest – Jenny KassanJenny Kassan is the founder of The Kassan Group, where she offers legal and strategic support for capital raises tailored to small businesses. She’s the author of Raise Capital on Your Own Terms and a nationally recognized leader in impact investing. With nearly 30 years of experience, Jenny now leads the Crowdfunding Professional Association and continues to champion a more inclusive financial future.🌐 Learn more at jennykassan.com📘Check out the Crowdfunding Professional Association: cfpa.orgAbout the Host – Karen RandsI’m Karen Rands, and I help entrepreneurs and investors build wealth through innovation and capital formation. Through this show and my Compassionate Capitalist Movement, I share real conversations and practical strategies to help you grow, fund, and exit your business the smart way.🔗 Learn more: karenrands.co🎙 Listen to all episodes: thecompassionatecapitalistshow.com📘 Download my free ebook: The 4 Ws of Crowdfund Investing🎓Join the Compassionalist Academy: bit.ly/CA-prelaunch

In this episode, I dive into the core of what Compassionate Capitalism really means and that’s creating wealth for yourself while lifting up entrepreneurs in the process. One of the most powerful tools we have today to make that happen is crowdfunding investing.I break down the different types of crowdfunding, and why equity crowdfunding is such a game changer, not just for startups, but for everyday investors who want to put their money to work with meaning.I also tackle the big question: "Is it risky?" Sure, there are risks, but I explain how to navigate them wisely. More importantly, I stress how critical it is that women and minorities get equal access to these wealth-building opportunities.If you've ever thought about investing in a way that aligns with your values, this episode is your roadmap. Join me as we explore how you can build wealth with purpose through crowdfunding investing. Key takeaways from the episode:Compassionate Capitalism means building wealth while making a difference.Crowdfunding opens access to early-stage investing for everyone.Equity crowdfunding lets you own a piece of businesses you believe in.Education reduces risk and leads to smarter investing.Inclusive investing helps close the wealth gap. Chapters00:00 Introduction to Compassionate Capitalism03:56 The Importance of Funding for Entrepreneurs06:51 Understanding Crowdfunding Investing12:45 Types of Crowdfunding Investments20:20 Risk and Misconceptions in Investing29:56 Investing in Solutions for Tomorrow34:29 The Democratization of Investment39:41 Empowering Underrepresented Investors47:31 Building Wealth Through Community Investment54:14 Strategies for Sustainable Wealth Building About Me: I’m Karen Rands, and I help entrepreneurs and investors create wealth through innovation and capital formation. Through this show and my Compassionate Capitalist Movement, I share practical advice and real conversations to help you build, scale, and exit businesses the smart way.📲 Learn more at⁠ karenrands.co⁠See all our podcast episodes at⁠ http://thecompassionatecapitalistshow.com⁠Sign up for Compassionalist Academy⁠ https://bit.ly/CA-prelaunch⁠Download my free ebook “4Ws of Crowdfunding” https://bit.ly/FreeCrowdfundInvestingBook

In this episode of The Compassionate Capitalist Show, I sit down with Dr. Howard Polansky former dentist turned financial coach, to explore how small business owners can escape the cycle of debt and regain control of their finances. Learn how to use lines of credit strategically, reduce interest payments, and improve cash flow without sacrificing growth.If you're tired of letting your finances control your future, this episode will show you how to become your own CFO - a Cash Flow Optimizer, so you can grow your business and live the life you’ve worked so hard to build.Key Takeaways:Many startups rely on personal credit to get off the ground, which can become a long-term burden.Investors prefer to fund revenue-generating strategies, not debt repayments.Lines of credit, when cycled properly, can lower interest and reduce monthly payments.Interest-only payments offer flexibility for businesses needing cash flow.Not all debt is created equal—know the difference between fixed loans and lines of credit.Paying extra on your mortgage doesn’t reduce the monthly obligation—learn smarter strategies.Access to liquidity is crucial for day-to-day operations and long-term growth.Strategic financial planning can lead to faster business acceleration and reduced stress.Entrepreneurs need financial education to make informed decisions and take back control.Becoming your own CFO starts with understanding your numbers and using the right tools.Chapters00:00 Introduction to Compassionate Capitalism04:05 Understanding Startup Debt Challenges07:52 Dr. Polansky's Personal Journey12:20 The Shift from Dentistry to Financial Coaching13:11 Strategies for Managing Debt18:40 Utilizing Lines of Credit Effectively23:39 Optimizing Cash Flow for Business Owners29:57 Understanding Lines of Credit and Debt Management36:20 The Importance of Interest Rates and Loan Structures40:34 Final Thoughts and Resources for Business GrowthAbout Dr. Howard PolanskyDr. Howard Polansky is a former dentist turned financial strategist who now helps small business owners implement simple systems to dramatically lower fixed debt payments. His approach allows entrepreneurs to reduce financial stress, improve monthly cash flow, and reach their business and lifestyle goals faster.Grab his free ebook: “Financially LED or Financially Dead? The Introduction to Cash Flow Optimization” 👉 financiallyled.com/ebookAbout the Karen RandsI’m Karen Rands, host of The Compassionate Capitalist Show and advocate for innovation-led wealth creation. My mission is to help entrepreneurs and investors scale businesses strategically and profitably—with the right capital and smart planning.Learn more: karenrands.co Full podcast archive: The Compassionate Capitalist Show Join the Compassionate Capitalist Academy: Sign Up Here Download my free eBook: “12 Secrets of Innovation and Wealth”

In this episode, I sit down with communication expert Alfred Poor to talk about a skill every entrepreneur needs but only few truly master - how to show up and stand out on video. Whether you are pitching to investors, leading a virtual team or presenting at a conference, your presence on screen can make or break your message.We talk about the practical stuff like posture, eye contact, and why those fancy virtual backgrounds might be hurting more than helping. We talk about the importance of being intentional in how you communicate, how to ease presentation jitter and why strong openings and closings are key to leaving a lasting impression.If you are a founder or visionary leader, this conversation will give you the tools to connect with your audience, build credibility and guide them towards that all-important next step in your business journey.After listening to my conversation with Alfred Poor on this episode of The Compassionate Capitalist Show, here are six key lessons I want you to take to heart when showing up on video: How you present yourself on screen can make or break your pitch.A good webcam, clean background, and proper lighting go a long way.Eye contact matters, so, look at the camera, not the screen.How you sit or stand directly impacts your confidence and how others perceive you.Don’t use scripts, use bullet points instead and speak from the heart to truly connect.Always lead your audience somewhere. A clear call to action keeps the conversation moving forward. Chapters00:00 The Importance of Video Communication for Founders06:53 Introducing Alfred Poor: The Video Meeting Advisor13:43 Key Strategies for Effective Virtual Presentations19:34 Enhancing Engagement Through Nonverbal Communication24:41 Practical Tips for Setting Up Your Video Environment24:59 The Importance of Posture and Presence26:45 Navigating Virtual Backgrounds Effectively31:55 Mastering In-Person Presentations33:08 Overcoming Presentation Anxiety35:59 The Art of Engaging Presentations38:33 Crafting a Strong Start and Finish41:32 The Goal of Engagement in PitchesAbout the Guest - Alfred PoorAlfred Poor is a keynote speaker, tech expert, and trusted video meeting advisor. He helps leaders and founders show up with confidence and clarity in virtual presentations, so their message truly lands. As a mentor with the Founder Institute and founder of The 75% Solution, Alfred empowers startups around the world to pitch with impact on screen.Learn more at 👉 the75percent.com About Me:I’m Karen Rands, and I help entrepreneurs and investors create wealth through innovation and capital formation. Through this show and my Compassionate Capitalist Movement, I share practical advice and real conversations to help you build, scale, and exit businesses the smart way.📲 Learn more at karenrands.co

If you've ever thought about selling your business or investing in one that might be sold down the road, this episode is for you.In this episode of The Compassionate Capitalist Show, I sit down with Rob Levin, Managing Partner at CIS Ventures, to talk about what it really takes to prepare your business for a successful and profitable exit.Rob brings a wealth of experience from his time at Ernst & Young, his years as a serial entrepreneur, and now as an M&A advisor helping business owners avoid the common pitfalls that tank deals or leave money on the table.What I love about Rob's approach is how focused he is on intentionality. He doesn’t just help businesses get sold—he helps them get ready to be sold the right way, to the right buyer, for the best possible outcome.We dig into so much during this conversation, from setting expectations with buyers, to keeping your top talent through a transition, to organizing your books and systems so you’re not scrambling at the last minute. Rob also shares why some companies get premium valuations while others struggle just to close a deal.💡 Whether you're looking to sell in 12 months or just want to build long-term value, this episode is packed with actionable insights you won’t want to miss. 🎯 What You'll Learn:The main reason deals fall apart (and how to avoid it)Why early prep (like SOPs and clean financials) is key to a successful exitThe role of culture, communication, and team retention in driving company valueHow to think like a buyer and present your business like a premium assetWhy now is actually a great time to sell if you are ready⏱️ Chapter Highlights:00:00 – Intro & Rob’s path from CPA to entrepreneur to M&A advisor06:18 – Why most deals fail: misalignment & poor preparation14:11 – The power of intentional planning before you sell23:35 – Communication during change: don’t lose your top people29:06 – Preparing your business like a buyer is watching41:34 – Final advice: act like you’re for sale every day 👤 About My Guest:Rob Levin is Managing Partner at CISVentures, where he helps founder-led companies prepare for and execute successful exits. His firm provides pre-sale planning, deal structuring, and strategic advisory services to help owners maximize value and avoid costly mistakes.🎁 Grab Rob’s free Pre-Sale Planning Guide at cisventures.net 👩‍💼 About Me:I’m Karen Rands, and I help entrepreneurs and investors create wealth through innovation and capital formation. Through this show and my Compassionate Capitalist Movement, I share practical advice and real conversations to help you build, scale, and exit businesses the smart way.📲Learn more at karenrands.co

True innovation often begins decades before commercialization—sparked by bold Compassionate Capitalists funding risky ideas to solve global challenges.In this episode of The Compassionate Capitalist Show, Karen Rands sits down with Melissa Beck, President of Anonymous Philanthropy, to reveal how strategic giving, grounded in entrepreneurial principles, can drive breakthroughs—from AI to virtual reality to space exploration.Melissa is leading the charge to transform the coming Great Wealth Transfer into a Great Giving Transfer—inspiring individuals, families, and corporations to use their inherited or earned wealth with strategy and measurable impact.We’ll explore why investing in communities, building sustainable wealth, and solving systemic issues are not only moral imperatives but also smart, scalable strategies for lasting change. Melissa’s journey—from Silicon Valley to nonprofit leadership to managing billion-dollar philanthropic portfolios—provides a powerful roadmap for making money matter.This is a must-listen for anyone ready to embrace compassionate capitalism and fuel a better future. 🎯 Key Takeaways: 🔗 Learn more about the Ansari XPRIZE’s impact on innovation:Visit XPRIZE History🎬 Chapters:00:00 – The Essence of Compassionate Capitalism04:36 – Transforming Wealth into Philanthropy11:38 – Innovating Nonprofits for Greater Impact20:44 – Shifting the Philanthropic Paradigm27:53 – Leveraging Prizes for Innovation31:30 – Challenges in Philanthropic Outcomes37:41 – Teaching Investment in Communities for Sustainable Wealth📚 About the Guest:Melissa Beck is President of Anonymous Philanthropy, an advisory firm helping individuals, families, foundations, and corporations maximize the impact of their charitable dollars. Representing billions in philanthropy, Melissa’s team brings strategic, measurable outcomes to what is often an emotional giving process.Previously, Melissa served as CEO of Big Brothers Big Sisters of Orange County, where she led 300% revenue growth, achieved single-digit turnover, and earned national honors—including being the first nonprofit executive recognized at the Ernst & Young Entrepreneur of the Year Awards.Learn more: www.anonymousllc.com🎧 Listen Now:Catch the livestream replay on LinkedIn, YouTube, or stream it on Spotify and all major podcast platforms next week.💬 Got a question for Karen or Melissa?Email: karen@kugarandholdings.comor info@anonymousllc.comSubject Line: Podcast Question – Transforming Wealth to Impact

What if your most passionate customers could also be your investors?That question sparked an entire movement—and helped reshape the future of early-stage finance. In this episode of The Compassionate Capitalist Show, I sit down with one of the original architects of the investment crowdfunding revolution, Sherwood “Woodie” Neiss.Woodie is the Principal at Crowdfund Capital Advisors and the co-founder of the regulated investment crowdfunding movement. He literally walked the halls of Congress to help pass the JOBS Act, giving everyday people the right to invest in startups and private companies—an asset class that had been historically restricted to the wealthy.He’s also behind a suite of groundbreaking platforms:• CrowdfundCapitalAdvisors.com• D3VC.ai – Diversified data-driven VC• CClear.ai – Data & insights on the crowdfunding market• GUARDD.com – Governance & compliance tools for digital assets• 📘 Get the book “Investomers”Now, Woodie is back with a powerful new book: Investomers: How Customers-Turned-Investors Are Shaping the Future of Early-Stage Finance. In this fast-moving conversation, we dig into how this shift is transforming fundraising, why data is driving the future of private investing, and how startups can build resilient communities of investor-supporters.This is a deep dive into the history, impact, and next wave of economic democratization; you don’t want to miss it🎯 Key Takeaways:• The surprising story behind the creation of the JOBS Act• How turning customers into investors increases loyalty and long-term value• What data reveals about the companies succeeding in crowdfunding• Why VCs may be losing relevance in the wake of investor-backed communities• How platforms like D3VC.ai, CClear.ai, and GUARDD.com are shaping the next phase of the crowdfunding ecosystem• The rise of "Investomers" and the critical importance of trust and transparency in modern fundraising🎬 Chapters00:00 Introduction to Crowdfunding and Economic Democratization06:37 Woody Neiss: A Pioneer in Crowdfunding11:53 The Journey of FlavorX and Its Impact18:46 Advocating for Change: The Crowdfunding Legislation24:34 The Importance of Data in Crowdfunding29:37 Building a Comprehensive Crowdfunding Database30:45 Navigating Secondary Trading and Compliance33:03 Building a Technology Platform for Secondary Trading34:47 Insights and Reports: Understanding the Crowdfunding Landscape36:59 Offering Insight Reports: Valuation and Industry Comparisons38:15 Capital Pulse: Analyzing Investment Signals40:27 Launching a Venture Fund: Investing in Early Stage Companies44:14 The Future of Investment Crowdfunding49:10 The State of Venture Capital and Crowdfunding Awareness54:33 The Rise of Influencers in Investment Crowdfunding🎧 Listen Now: Listen now and find out how to turn your customers to investors.📌 Learn more about Karen Rands' work with entrepreneurs: ⁠Entrepreneurial Services⁠📌See the businesses Karen has helped: ⁠Customer Projects⁠📌Book a consultation with Karen: ⁠Schedule a Quick Call⁠🚀 Like this episode? Follow, share, and drop a comment—let’s spread the word on converting customers to investors. 💬 Got a question for Karen or Woodie? Email: ⁠karen@kugarandholdings.com⁠or ⁠sherwood@theccagroup.com⁠

What Happens After a 9-Figure Exit? You Keep Building. 💼💥When you’ve exited a company for nine figures—what’s next? For Jon Gosier, the answer was simple: build again, smarter and bigger.In this episode of The Compassionate Capitalist Show, I reconnect with Jon Gosier, a serial entrepreneur who’s redefining what it means to create wealth across industries. From his time bootstrapping tech startups in Africa to co-founding Audigent—the adtech company that sold to Experian in late 2024—Jon has always been ahead of the curve. Now, with FilmHedge, he's bringing the same innovation to film financing, using fintech and AI to modernize how entertainment projects get funded.Whether you’re a founder, investor, or creative, this conversation will shift how you think about exits, partnerships, and funding the future. 💡 What You’ll Learn in This Episode:✔️ The untold story behind Audigent’s 9-figure acquisition by Experian✔️ Why Jon walked away from adtech to pursue innovation in film and fintech✔️ How FilmHedge is using AI and data to transform Hollywood finance✔️ The challenges of bootstrapping and co-founder dynamics✔️ What to consider when weighing IPO vs acquisition✔️ How entrepreneurs can create long-term impact across multiple industries 🧭 Chapters00:00 – Introduction to Jon Gosier's Journey01:58 – The Vision Behind Audigent06:41 – Understanding the AdTech Ecosystem10:44 – Experian's Acquisition and Data Insights12:22 – Transitioning to FilmHedge14:51 – The Evolution of Entrepreneurial Vision20:12 – Bootstrapping and Fundraising Challenges22:48 – Exploring Exit Strategies25:50 – FilmHedge: A FinTech Approach to Film Financing29:50 – Understanding Film Financing and Distribution36:10 – The Role of Southbox Entertainment44:11 – Navigating the Application Process49:00 – Building a Thriving Film Ecosystem 📌 Learn more about FilmHedge: filmhedge.com/criteria📌 Watch Jon’s TED Talk: The Problem with Trickle-down Techonomics📌 Explore Southbox Entertainment’s model🎙️ About Karen Rands:Karen Rands has spent 20+ years helping entrepreneurs and investors navigate capital strategy and business growth.📌 Schedule a Quick Call📌 Explore Entrepreneurial Services📌 See Past Projects 🚀 Like this episode? Follow, share, and leave a comment to help us spread powerful wealth-building strategies for today’s entrepreneurs and investors.#AdTech #Fintech #FilmFinance #Entrepreneurship #StartupExit #DataDrivenInvesting #FounderJourney #CompassionateCapitalist

As a founder, you’re always communicating—whether you’re hiring, pitching to investors, or navigating tough conversations with employees or the media. But are you using interview skills to your advantage?In this episode of The Compassionate Capitalist Show, I sit down with Kim Chandler McDonald, an award-winning author, storyteller, and the Co-Founder & CEO of 3 Steps Data and FlatWorld Integration. Kim has spent her career helping leaders master communication while also driving innovation in data security, governance, and compliance.We dive into insights from her latest book, An Interviewer’s Guidebook: Turning Conversations into Captivating Stories, and explore how founders can leverage interview techniques to strengthen their business relationships, refine their messaging, and communicate with confidence.🔹 Key Takeaways: ✔️ How to conduct interviews that inspire, inform, and persuade✔️ The biggest mistakes founders make when hiring—and how to fix them✔️ How technical founders can simplify complex ideas for investors and customers✔️ Strategies for handling high-stakes conversations with investors, employees, and the media✔️ Best practices for data governance and security in today’s digital world🔑 Why This Matters: Mastering the art of asking the right questions and telling compelling stories can set you apart in business. Whether you’re building a team, pitching your startup, or negotiating deals, strong communication skills can be your greatest asset.🎧 Listen Now & Elevate Your Communication Game!📌 Learn more about Kim Chandler McDonald: 3 Steps Data📌 Get free resources from her book: Interview Guidebook Resource Hub📌 Book a call with Kim: Connect Here📌 Learn more about Karen Rands' work with entrepreneurs: Entrepreneurial Services📌 See the businesses Karen has helped: Customer Projects📌 Book a consultation with Karen: Schedule a Quick Call🚀 Like this episode? Follow, share, and drop a comment—let’s spread the word on mastering communication for business success!#Entrepreneurship #Communication #InterviewSkills #InvestorRelations #Leadership #CompassionateCapitalist #BusinessGrowth

The Hidden Financial Leaks That Could Sink Your Business.Cash flow is king. But mismanaged cash flow? That’s a silent killer.Too many businesses—especially in high-growth industries like construction and manufacturing—are profitable on paper but bleeding cash in reality. The reason? Poor financial structure, lack of strategic budgeting, and failing to track hidden costs.Today on The Compassionate Capitalist Show, I sit down with Luke Boyenger, CEO of Cruzumi CFO & Advisory—a firm dedicated to helping contractors and construction companies maximize profits and take control of their finances.✔️ How to fix your cash flow leaks before they sink your business✔️ The critical difference between a CFO, Controller, and VP of Finance (because not all CFOs are created equal)✔️ Why “profit” doesn’t mean you can take out cash—and how high-growth businesses should actually fund expansion✔️ The hidden financial mistakes that put construction companies out of business (Luke literally wrote the book on this!)✔️ Why smart founders leverage Fractional CFOs instead of hiring full-time finance teams👷‍♂️ Construction & Contracting CEOs struggling with unpredictable cash flow 💼 Entrepreneurs in capital-intensive businesses navigating growth challenges 📈 Angel Investors & VCs looking to ensure their portfolio companies aren’t making fatal financial misstepsIf financial clarity, strategic budgeting, and wealth creation matter to you, this episode is a must-listen. 🎧🔗 Listen now & subscribe → https://open.spotify.com/episode/6MuRer695BA0FMV8tlozOI 📖 Get Luke’s book: “7 Financial Mistakes That Put Construction Companies Out of Business” → https://www.cruzumicfo.com/7mistakes 🌎 Learn more about Cruzumi CFO & Advisory → http://cruzumi.com#CFO #FractionalCFO #CashFlow #CashFlowManagement #Profit #ConstructionIndustry #FinancialClarity #WealthCreation