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upside

Author: Jay Clouse and Eric Hornung

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Named a top 27 business podcast by Fortune, upside examines startup investing outside of Silicon Valley.

Every Wednesday, we speak with an early stage founder. We interview them as if we are angel investors considering the company as an investment opportunity.

Each show has three segments:

1.) Intro: independent research of the company
2.) Interview: interview with the founder
3.) Debrief: breaking down the opportunity

Sometimes, we share Coffee Chats interviewing venture capitalists, community builders, and later-stage founders.

Subscribe and see why Business Insider called our podcast "Almost as Good as Getting an MBA."
162 Episodes
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Interview begins: 6:34 Debrief: 51:42 Vanessa is the Co-Founder and COO of Nexme. Nexme is an on demand real estate platform that delivers instant access to homes and full-service, professional real estate agents. All at the click of a button. Nexme charges buyers and sellers a 1.5% commission fee — roughly half of the traditional rate. It connects the site’s users with licensed real estate agents who have at least two years experience and done 10 transactions. Through the agents, it provides home sellers with services including staging, photography and open houses. Buyers and real estate agents have the opportunity to rate each other and properties being listed. The company does not take a commission from sales, but rather charges agents, inspectors, builders and others involved in the process a monthly subscription fee. Nexme was founded in 2019 in Seattle, Washington. Key points: - Analyst transition to product marketing 13:58 - Picking a Startup 16:32 - Moving to Seattle to starting Nexme 19:22 - The becoming of Nexme 28:20 - What is Nexme 29:42 - Balancing the sellers and buyers 36:14 - Nexme in the market 38:36 - Brokerages 40:35 - Starting with Nexme in Seattle 43:55 - Disruption in the real estate world 49:47 Learn more about Nexme: https://nexme.com/ Follow Vanessa Alvarez: https://www.linkedin.com/in/valvarez1010/ Follow upside on Twitter: https://twitter.com/upsidefm This episode of upside is sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 7:18 Debrief: 59:34 Rob Eloff has spent his career investing, living, and working in developing markets. Prior to co-founding Lateral Capital he was a Venture Partner with Conversion Capital and established Frontier Dawn Partners, an evergreen vehicle for capital deployment to early-stage, technology-enabled founding teams in sub-Saharan Africa. Rob started his career in capital markets at JP Morgan, Johannesburg, became an Executive Director at Goldman Sachs and Investment Director at ACI. He spent ten years based in Johannesburg, Moscow, and London transitioning across hedge fund coverage and private equity buyout advisory in markets including sub-Saharan Africa, Eastern Europe, and Latin America. Rob holds a masters degree in finance from Cambridge University and a bachelor's degree with dual majors in philosophy and economics from the University of Cape Town. Key points: - South Africa over the years 9:22 - BRICS 12:35 - Philosophy and Finance 15:51 - Is 10 years time horizon long enough? 17:17 - Lateral Capital 19:51 - Investing across countries 23:51 - Difference and Similarities in investing in Africa to other countries 27:46 - Scorecard in determining the next country 32:39 - Lateral Capital looking for investments 36:59 - Impact of financialization in Africa 50:23 Learn more about Lateral Capital: https://latcap.co Follow Rob Eloff: https://www.linkedin.com/in/rob-eloff-54991b72/ Follow upside on Twitter: https://twitter.com/upsidefm -- This episode is sponsored by Enterprise Rising Conference. This year, Enterprise Rising is October 20-21 and totally online. If you're an enterprise SaaS startup then this will be the best online event you could attend all year. Get your tickets here and use promo code upside to save an additional 20%. – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 8:54 Debrief: 45:54 John Fein and Chris Marks are the managing partners of Firebrand Ventures. John started Firebrand Ventures in 2016, and we interviewed him in 2018. Prior to founding Firebrand, John served as Managing Director for Techstars, a leading startup accelerator with over 40 programs around the world. While at Techstars he ran three accelerator programs in Kansas City and invested in 30 startups. Companies that have gone through Techstars programs have raised a total of over $9 billion in funding and have a collective market cap of over $25 billion. Prior to Firebrand, Chris was the Founder and Managing Partner of Blue Note Ventures, an early-stage venture fund investing in great technology companies and serving entrepreneurs committed to authentic leadership. After co-investing in several companies together out of their respective funds, it became obvious that Chris and John not only shared a similar investment strategy, but also an underlying set of values around how they partnered with entrepreneurs. In late 2019 they decided to join forces and merged Firebrand and Blue Note. Key points: - Disenchanted in the venture space 10:16 - Firebrand and Blue Note starting together 14:19 - Similar Values and investment approach 16:08 - Merging ventures 17:34 - Is there such a thing as good and bad timing? 21:22 - Fund economics change 34:22 - Preset framework for conflict 42:16 Follow John Fein and Chris Marks: - https://www.firebrandvc.com/team-members/john-fein - https://www.firebrandvc.com/team-members/chris-marks Follow upside on Twitter: https://twitter.com/upsidefm – This episode is sponsored by Enterprise Rising Conference. This year, Enterprise Rising is October 20-21 and totally online. If you're an enterprise SaaS startup then this will be the best online event you could attend all year. Get your tickets here and use promo code upside to save an additional 20%. – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 8:37 Debrief: 58:58 Nathan McDonald is the CEO and Managing Partner of Keiretsu Capital as well as the Chairman of the Keiretsu Forum Northwest. Keiretsu Forum is a global investment community of accredited private equity angel investors, venture capitalists, and corporate/institutional investors. Keiretsu Forum is a worldwide network of capital, resources, and deal flow with 53 chapters on 4 continents. Keiretsu Forum members invest in high-quality, diverse investment opportunities. Keiretsu Forum and Keiretsu Capital (the exclusive worldwide fund partner of Keiretsu Forum) are ranked as the most active venture investors in the USA. The Keiretsu community is also strengthened through its involvement in social and charitable activities. Keiretsu Forum was founded in the San Francisco East Bay in California in 2000 by Randy Williams. Key points: - Keiretsu Forum's beginning 12:34 - There are no shortcuts to investing 14:26 - Angel investors on Keiretsu 15:37 - Due Diligence teams 19:04 - Timeline for entrepreneurs 21:35 - Competition for deal flow 23:36 - How chapters work? 29:03 - Downsides of an unengaged network 34:47 - Misconceptions of angel investing 38:28 - Angel groups in the time of COVID 47:43 Learn more about Keiretsu Forum: https://www.keiretsuforum.com/ Follow Nathan McDonald: https://www.linkedin.com/in/nathanmcdonald1/ Follow upside on Twitter: https://twitter.com/upsidefm This episode is sponsored by Enterprise Rising Conference. This year, Enterprise Rising is October 20-21 and totally online. If you're an enterprise SaaS startup then this will be the best online event you could attend all year. Get your tickets here and use promo code upside to save an additional 20%. – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 10:30 Debrief: 45:38 Mary Grove is Managing Partner of Bread and Butter Ventures. She brings nearly two decades of leadership experience in technology, early stage investing, and startup ecosystem growth. She began her career working on the Google IPO, and went on to lead new business development partnerships, negotiating early stage product and technology deals worldwide. Mary then served as the founding director of Google for Startups, leading the company’s global efforts to support entrepreneurs in over 100 countries. After her 15 year career at Google, Mary worked as an investment partner at Revolution’s Rise of the Rest Seed Fund where she led dozens of investments in a range of sectors including healthcare, enterprise software, and fintech. She also built the fund’s portfolio support platform and built a network of over 150 mentors and partners to guide startup growth. She is the Co-founder and Executive Director of Silicon North Stars, a nonprofit that she and her husband Steve founded in 2013 to help young Minnesotans from underserved communities pursue careers in tech. Mary serves on the boards of Vital Voices, the Minneapolis Foundation, and the Techstars Foundation. She earned her BA and MA from Stanford University. Mary and her family moved from Silicon Valley to Minneapolis in 2018 and she loves cooking, hiking, and getting to know Minnesota through the eyes of her three-year-old twins. Mary's bread and butter is helping organizations build teams and infrastructure to operate at scale, building partnerships, and home cooked Thai recipes. Key points: - Vantage point within Google supporting startup weekend. 14:21 - Why prefer a dutch auction style IPO vs the traditional IPO. 18:43 - Early days if Google for Entrepreneurs 22:59 - Starting Bread and Butter Ventures 27:23 - Why in Minneapolis? 29:55 - Starting a venture firm in 2020 35:45 - Choosing the right teammates 37:35 - Dropping city names to look for 43:18 Learn more about Bread & Butter Ventures: https://www.breadandbutterventures.com/ Follow Mary Grove: https://www.linkedin.com/in/marygrove/ Follow upside on Twitter: https://twitter.com/upsidefm This episode is sponsored by Enterprise Rising Conference. This year, Enterprise Rising is October 20-21 and totally online. If you're an enterprise SaaS startup then this will be the best online event you could attend all year. Get your tickets here and use promo code upside to save an additional 20%. – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 11:02 Debrief: 53:06 Matt Valeo is the founder and CEO of Documo. Documo creates document workflow solutions that make working with documents easy, more secure, and better for the planet. Their product suite includes mSign, mFax, and mDrive. Documo was founded in 2017 and based in Las Vegas, Nevada. Key points: - Poker as a profession 11:21 - Moving to San Diego 17:41 - What keeps faxing around 22:17 - Rebranding 26:39 - Documo and Bootstrapping 28:05 - Documo's Niche 30;29 - What does Documo offer 35:22 - Documo culture 45:13 Learn more about Documo: https://www.documo.com/ Follow Matt Valeo: https://www.linkedin.com/in/mattvaleo/ Follow upside on Twitter: https://twitter.com/upsidefm --- This episode is sponsored by Enterprise Rising Conference. This year, Enterprise Rising is October 20-21 and totally online. If you're an enterprise SaaS startup then this will be the best online event you could attend all year. Get your tickets here and use promo code upside to save an additional 20%. – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 8:44 Debrief: 51:53 Ashley Flucas is an angel investor and syndicate lead with Flucas Ventures. By day, Ashley is a general counsel/partner at a real estate finance fund (infrastructure, sports arenas and large-scale condo, apartment and commercial buildings) with approx $3B AUM (LPs are overseas HNWIs). By night, she is an active angel investor who has participated in more than 100 deals through AngelList and direct investment. Flucas Ventures is sector and geography agnostic primarily focused on pre-seed to series A-stage deals, but occasionally sharing compelling late-stage deals. Learn more about Flucas Ventures: https://www.flucasvc.com/ Follow Ashley Flucas: https://www.linkedin.com/in/asflucas/ Follow upside on Twitter: https://twitter.com/upsidefm Key points: - Moments when there are good returns 15:18 - Difference in the investment due diligence memo 18:13 - Onboarding process to become an LP of Flucas Ventures? 21:02 - Co Syndication 27:05 - Deal Memos 28:59 - Advice on starting out 33:25 This episode is sponsored by Enterprise Rising Conference. This year, Enterprise Rising is October 20-21 and totally online. If you're an enterprise SaaS startup then this will be the best online event you could attend all year. Get your tickets here and use promo code upside to save an additional 20%. – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 9:28 Debrief: 35:09 Einar Vollset is a General Partner at TinySeed. TinySeed is a year-long, remote accelerator designed for early-stage SaaS founders. He is also a YC-alum, former Cornell CS Professor, and the founder of Discretion Capital, a tech-focused M&A investment bank. He sold his first startup to Google in 2010 and exited his most recent in 2016. Know more about Einar Vollset: https://tinyseed.com/people TinySeed Website: https://tinyseed.com/ Listen to our interview with Rob Walling: https://upside.fm/rob-walling-tinyseed/ Key Points: - Hole in the funding market 13:31 - Downside 19:08 - Fundraising process 21:14 - TinySeed and VC 26:50 - TinySeed focusing ong b2b SaaS 31:09 - Getting involved with TinySeed 33:11 - This episode is sponsored by Enterprise Rising Conference. This year, Enterprise Rising is October 20-21 and totally online. If you're an enterprise SaaS startup then this will be the best online event you could attend all year. Get your tickets here and use promo code upside to save an additional 20%. – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 8:54 Debrief: 1:02:09 SLP Toolkit™ is a web-based app with built in assessments and tools that give a school-based Speech Language Pathologist the confidence s/he needs to take charge of her busy caseload. The software is designed to help SLPs collect data to determine communication strengths and needs, as well as monitor progress over time. Features include built-in present level assessments, progress monitoring tools, daily data, strategies for teachers/parents, a therapy scheduler, and a customizable goal bank. Lisa Kathman and Sarah Bevier are former Speech Language Pathologists who have bootstrapped the company. SLP Toolkit was founded in 2015 and is based in Phoenix, Arizona. Know more about Lisa Kathman and Sarah Bevier: https://www.slptoolkit.com/about/ Website: https://www.slptoolkit.com/ Key Points: - Speech-language pathologist 11:49 - Who needs a SLP? 17:23 - Coming up with the SLP toolkit 23:29 - What is the SLP toolkit 35:37 – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 6:52 Debrief: 44:32 Rachel Sanders is the co-founder and CEO of Rootine. Rootine was founded in Nashville, Tennessee, in 2018 and creates custom daily vitamins based on your DNA, lifestyle, and blood level data. Follow Rachel Sanders: https://www.linkedin.com/in/rachel-soper-sanders/ Website: https://rootine.co/ Key Points: - The genius behind Rootine 8:53 - Fads and the underlying truth 9:55 - What makes Rootine? 11:52 - Rootine personalizing your vitamins 16:53 - Results with Rootine 20:20 - Rootine earning as a business 21:14 - Commercializing Rootine 26:51 - Raising capital for Rootine 27:44 - Data privacy and security 29:55 - Rootine's Demographics 35:30 - Distribution 37:40 – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 7:12 Debrief: 48:41 Colin Campbell is the founder and chairman of.CLUB Domains, a domain registry that owns the generic top-level domain rights to .club domains. Colin took two internet company's public in the heat of the 1990s and is a wealth of knowledge on all things internet. Domains are released by ICANN irregularly with the last offering in 2012, and Colin was able to secure the rights to.CLUB. .CLUB Domains was founded in 2011 and based in Ft. Lauderdale, Florida. FollowvColin Campbell: https://www.linkedin.com/in/colinccampbell/ Website: https://names.club Key Points: - Behind the scenes of internet infrastructure 15:19 - What is ICANN 17:01 -Buying Domains 20:20 - Purchasing .CLUB 22:28 - Investing in .CLUB 24:09 - Distribution and Marketing 28:41 - Registering new domain extension 38:07 - Building relationships 40:34 – This episode is sponsored by Taft, Stettinius & Hollister, a full-service law firm known for assisting entrepreneurs across the Heartland. Click here to learn more about Taft – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 6:03 Debrief: 48:54 Lillian (Lil) Roberts is the founder and CEO of Xendoo. Xendoo is a cloud-based bookkeeping and accounting service focused on small business owners. By harnessing technology we give our accounting teams more time to work directly with clients and their individual business needs. Xendoo offers a low, flat monthly rate with unprecedented service and response. Xendoo was founded in 2016 and based in Ft. Lauderdale, Florida. Key Points: - Discovering entrepreneurship 9:33 - Getting interested to sales 12:06 - Selling ownership and scorecards 16:15 - Xendoo's beginnings 19:32 - What Xendoo can do 21:44 - Xendoo as a solution 28:28 - Interacting with technology 32:12 - Qualifications to work at Xendoo 35:36 - Xendoo's demographics 38:06 - Covid on businesses 46:40 Follow Lillian Roberts: https://www.linkedin.com/in/chetan-parekh/ Website: https://www.xendoo.com/ -- This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 6:49 Debrief: 35:17 Today we're talking with Dave Sachse, the founder, and managing partner of the Sachse Family Fund. The Sachse Family Fund is a family office venture capital fund based in Milwaukee, Wisconsin. In today’s episode, we’re finally exploring the family office investing model! Key Points: - Family office beginnings - 5:46 - Family offices and VCs - 8:33 - Branding for family offices - 13:02 - Pros and cons - 15:38 - Collaboration between family offices - 22:57 Follow Dave Sachse: https://www.linkedin.com/in/dave-sachse-1244989/ ----- This episode is sponsored by Midwest Tech. Midwest. Tech is a virtual summit for startup founders and investors across the Midwest taking place September 8-10. The goal of the summit is to connect early-stage founders across the Midwest with venture capitalists and angel investors focused on pre-seed, seed, and series A fundraising. The event is free for founders. Apply by August 7 at midwest.tech/connect. – This episode of upside is also sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their professional advisors - including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. Ethos helps you live the one life you have to live the best way you can. Visit upside.fm/ethos to learn more. – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 6:36 Debrief: 48:89 Today we're talking with Will Price the Founder and General Partner of Next Frontier Capital. Will founded Next Frontier Capital to partner with mission-driven, talented entrepreneurs to build Montana technology companies of impact, utility, value. Will’s career spans venture capital investing as well as operational, transactional, and advisory roles at both public and private companies. They focus on leading seed to early-stage Series A financings in the Rocky Mountains, with a preference to invest in rounds of $2-4m. With a Montana family history dating to the 1850s, Will is passionate about investing in the state’s promising future. Key points: - Getting into tech - 8:29 - Venture side versus Operating side - 9:47 - Importance of intimacy - 16:54 - Taking risks for fund - 22:27 - VC's not syndicating anymore - 28:27 - Regional Venture Capital - 39:50 Learn more about Next Frontier Capital: https://www.nextfrontiercapital.com/ Follow Will Price: https://www.linkedin.com/in/pricew/ ----- This episode of upside is sponsored by Ethos Wealth Management. Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, Ethos Wealth Management has worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. They can do the same for you. Visit upside.fm/ethos to learn more. – This episode of upside is also sponsored by Tresta. Tresta is a mobile app that lets you do business calling and texting from anywhere. With Tresta, you can set up your business phone number, download the app, and start calling and texting UNLIMITED right away. Tresta is the best business phone app on the market, whether you’re a founder or freelancer / just starting your business, or you’re already established. Growing your network and your business is all about communication. You’ve got to be available, no matter where you are. Tresta offers the call management features that empower you to communicate smarter and more efficiently, like auto attendants, call recording, user groups, and more. And you don’t need any special equipment – just the smartphone you’re already using. Tresta is easy to configure, so you can set everything up yourself – all online. It’s just $15 per user per month, with no contract, so start your free 30-day trial today at https://tresta.com/upside – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: read by Jay and/or Eric on upside linked from the show notes linked from this website, upside.fm
Interview begins: 5:16 Debrief: 43:55 Unpopular Ventures is led by Peter Livingston, whose experience is almost entirely in startups - as both an operator and investor. He was the first engineer at iRhythm (IPO 2016) and was the founder/CEO at Lifesquare (backed by Kleiner Perkins). He has been angel investing since 2013, made >150 investments to date, and has produced investment returns well within the top decile of VC industry performance. Peter founded Unpopular Ventures to keep investing in startups - but with a bigger family, bigger checks, and bigger impact. Key points: - Disagreeing about corporate VCs (9:11) - Syndicate Model (13:37) - Investors and the syndicate (16:13) - Not following the traditional fund (26:35) - Building trust (31:25) - Edification (39:23) Learn more about Jump Capital: https://unpopular.vc/ Follow Peter’s Syndicate: https://angel.co/unpopularvc/syndicate --- Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: - Read by Jay and/or Eric on upside - Linked from the show notes - Linked from this website, upside.fm
Interview begins: 6:08 Debrief begins: 37:58 Today we are talking with Saurabh Sharma He is a partner at Jump Capital, a thesis led sector-focused and operating centric venture capital firm specializing in series A and B in growth-stage investments, Jump Capital invest in data-driven technology companies within the FinTech, B2B SaaS, IT data infrastructure and media sectors. Saurabh has a diverse background in investing, operations & product management and leads Jump's efforts in Enterprise Software and IT Infrastructure, his career as a High-Performance Computing researcher at French National Institute for Scientific Research where he focused on Compiler Optimization for mission-critical computing. Key points: - Private equity style in India. (10:19) - Working for Groupon (12:18) - Limitations when it comes to data science (14:56) - What makes Jump Capital different? (18:47) Learn more about Jump Capital: https://jumpcap.com Follow Saurabh Sharma on Linkedin: https://www.linkedin.com/in/saurabh-sharma-6ba69a1/ --- This episode of upside is also sponsored by Tresta. Tresta is a mobile app that lets you do business calling and texting from anywhere. With Tresta, you can set up your business phone number, download the app, and start calling and texting UNLIMITED right away. Tresta is the best business phone app on the market, whether you’re a founder or freelancer / just starting your business, or you’re already established. Growing your network and your business is all about communication. You’ve got to be available, no matter where you are. Tresta offers the call management features that empower you to communicate smarter and more efficiently, like auto attendants, call recording, user groups, and more. And you don’t need any special equipment – just the smartphone you’re already using. Tresta is easy to configure, so you can set everything up yourself – all online. It’s just $15 per user per month, with no contract, so start your free 30-day trial today at https://tresta.com/upside – Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: - Read by Jay and/or Eric on upside - Linked from the show notes - Linked from this website, upside.fm
Interview begins: 6:08 Debrief begins: 42:55 Today our guest is Chetan Parekh. Chetan is the Senior Brand Director & Innovation Portfolio Leader at P&G Ventures. He leads a multi-disciplinary team in charge of creating new businesses and building partnerships to serve the aging consumer and their caregiving ecosystem. His portfolio focuses on building brands behind innovative technologies and business models to shape the rapidly emerging at-home aging space. In this episode, we’re talking about the Startup Studio within Procter & Gamble Ventures. Chetan has been on the leadership team at P&G Ventures for years now, charged with building new verticals in the next billion-dollar brands for Procter & Gamble. Procter & Gamble Ventures focuses on creating these new brands and businesses that improve how people care for their families, clean their homes, and elevate their well being. They put out some of their focus areas for new consumer brands. And they’re focused on chronic conditions, sleep, nontoxic home and garden, women’s wellness, personal performance, active aging, male wellness, and menopause. Key points: - Working for a large CPG company (7:52) - What is means to be a sustainable brand? (14:00) - P&G Ventures studio model (15:15) - Caregiving ecosystem (21:55) - Consume Products context (24:56) - How they measure progress? (34:15) - Keeping up with fast-paced consumers (38:19) Learn more about Procter & Gamble Ventures Startup Studio: https://pgventuresstudio.com/ Follow Chetan Parekh on Linkedin: https://www.linkedin.com/in/chetan-parekh/ Follow upside on Twitter: https://twitter.com/upsidefm --- Upside classifieds Want to share information about your company, or an opportunity with the upside audience? Book a classified advertisement and your advertisement will be read in an upcoming episode of the show. Classified ads are priced at $100, and are: - read by Jay and/or Eric on upside - linked from the show notes - linked from this website, upside.fm
Interview begins: 8:38 Debrief begins: 51:03 Today we’re talking with Eric Martell, the founder of Pear Commerce. Pear Commerce enables CPG companies to drive real transactions from existing national ads and retailers to build their online channel with new customers and repeat purchases. Pear Commerce is based in Minneapolis, Minnesota; Eric is a venture partner at Generator. He was the managing director of Generator Minnesota until September 2018. Eric’s foray into startups happened in 2009 when he co-founded EatStreet with Alex Wyler. Eric collaborated with Alex to build early iterations of EatStreet’s product and various tech-enabled marketing tools and strategies. Eric eventually transitioned to lead the company’s data-driven efforts to make EatStreet’s marketing, sales, and operations as efficient as possible. Key points: - Deciding to become an entrepreneur (12:26) - Balance Proclivity (17:00) - Consumer perspective and workflow (25:37) - Dealing with non-normal demand cycles (30:02) - CPC type campaign (38:24) Learn more about Pear Commerce: https://pearcommerce.com/company/ Follow upside on Twitter: https://twitter.com/upsidefm This episode is sponsored by Integrity Power Search, the #1 full-stack high growth startup recruiting firm between the coasts. They partner with venture capitalists, private equity groups, and CEOs to build amazing teams for the world’s most disrupting companies. Learn more about or get in touch with Integrity Power Search: https://upside.fm/integrity -- This episode is also sponsored by RIMS. RIMS is a global organization dedicated to the profession of risk management. For nearly 60 years, RIMS has delivered the latest strategies and resources that allow risk professionals to grow, innovate, and succeed—in any business. RIMS works with industry leaders to produce content and online training that business professionals turn to. Topics include business continuity, cyber risk, risk management techniques, the fundamentals of insurance and more. There is also a private, members-only site where people can discuss sensitive issues and get honest answers. Members have been leaning on each other as we all navigate the global pandemic. If you're concerned about the safety of your employees and the sustainability of your organization, you need the resources and connections RIMS provides. Learn more at https://go.rims.org/upside. You can save 25% off a year-long membership. -- This episode of upside is also sponsored by Tresta. Tresta is a mobile app that lets you do business calling and texting from anywhere. With Tresta, you can set up your business phone number, download the app, and start calling and texting UNLIMITED right away. Tresta is the best business phone app on the market, whether you're a founder or freelancer / just starting your business, or you're already established. Growing your network and your business is all about communication. You've got to be available, no matter where you are. Tresta offers the call management features that empower you to communicate smarter and more efficiently, like auto attendants, call recording, user groups, and more. And you don't need any special equipment – just the smartphone you're already using. Tresta is easy to configure, so you can set everything up yourself – all online. It's just $15 per user per month, with no contract, so start your free 30-day trial today at https://tresta.com/upside
Interview begins: 8:46 Debrief begins: 44:36 This week we're speaking with Jason Illian, Managing Director of Koch Disruptive Technologies. Jason was the founder and CEO of BookShout, the world's leading B2B e-book company. He has presented at the Goldman Sachs Technology & Internet Conference, the Credit Suisse Global Media and Communications Convergence Conference, and hundreds of other organizations. He has been featured on ABC, in The New York Times, and numerous radio interviews. As the mid-to-late stage venture arm of Koch Industries, KDT invests in technology companies that disrupt and transform Koch’s core businesses and expand into new platforms and capabilities. Segments being explored include artificial intelligence, blockchain and crypto, bio IT and genomics, and industrial robotics. Key Points: - Commerce and Technology (8:56) - Koch: what and who is it for? (10:49) - In measuring progress (16:43) - Frontlines (28:02) - KDT's reputation in the marketplace (31:19) - The Inspiration (39:11) - Fundamental Shift (41:53) Learn more about Koch Disruptive Technologies: https://kochdisruptivetechnologies.com/ Follow upside on Twitter: https://twitter.com/upsidefm Connect with Jason: https://twitter.com/jasonillian?lang=en – This episode is sponsored by Integrity Power Search, the #1 full stack high growth startup recruiting firm between the coasts. They partner with venture capitalists, private equity groups and CEOs to build amazing teams for the world’s most disrupting companies. Learn more about or get in touch with Integrity Power Search: https://upside.fm/integrity – This episode is also sponsored by RIMS. RIMS is a global organization dedicated to the profession of risk management. For nearly 60 years, RIMS has delivered the latest strategies and resources that allow risk professionals to grow, innovate, and succeed—in any business. RIMS works with industry leaders to produce content and online training that business professionals turn to. Topics include business continuity, cyber risk, risk management techniques, the fundamentals of insurance and more. There is also a private, members-only site where people can discuss sensitive issues and get honest answers. Members have been leaning on each other as we all navigate the global pandemic. If you're concerned about the safety of your employees and the sustainability of your organization, you need the resources and connections RIMS provides. Learn more at https://go.rims.org/upside. You can save 25% off a year-long membership.
Interview begins: 7:40 Debrief begins: 45:20 In this episode, we are discussing the challenges and opportunities of economic growth outside Silicon Valley with Patrick Mckenna, Managing Partner and founder of One America Works; a non-profit focused on addressing the geographic, economic divide across the country. Patrick started as a technology officer for the Army, then continued his career as a mergers and acquisitions banker on Wall Street. After he started his own company, he began his journey, trying to create a unique vision of the world and the ways companies access their talents nowadays. Today, Patrick is going to talk about the importance of analyzing and understanding the conditions in which today's talents are being formed and how this knowledge can set significant leverage for people who are starting their companies outside Silicon Valley and other technological matrices in America. Key Points: Why the valley as the headquarters? (10:50) Working in and out of the valley (14:53) Getting started in terms of location (18:10) Talent Resourcing (22:05) Four Elements in investing (26:00) Regional Investing (27:35) One America Works (29:17) High rating cities (39:31) Learn more about One America Works: https://oneamericaworks.org/ Follow upside on Twitter: https://twitter.com/upsidefm Connect with Patrick: https://twitter.com/patrick_mckenna – This episode is sponsored by Integrity Power Search, the #1 full stack high growth startup recruiting firm between the coasts. They partner with venture capitalists, private equity groups and CEOs to build amazing teams for the world’s most disrupting companies. Learn more about or get in touch with Integrity Power Search: https://upside.fm/integrity – This episode of upside is sponsored by Tresta. Tresta is a mobile app that lets you do business calling and texting from anywhere. With Tresta, you can set up your business phone number, download the app, and start calling and texting UNLIMITED right away. Tresta is the best business phone app on the market, whether you’re a founder or freelancer / just starting your business, or you’re already established. Growing your network and your business is all about communication. You’ve got to be available, no matter where you are. Tresta offers the call management features that empower you to communicate smarter and more efficiently, like auto attendants, call recording, user groups, and more. And you don’t need any special equipment – just the smartphone you’re already using. Tresta is easy to configure, so you can set everything up yourself – all online. It’s just $15 per user per month, with no contract, so start your free 30-day trial today at https://tresta.com/upside - This episode is also sponsored by RIMS. RIMS is a global organization dedicated to the profession of risk management. For nearly 60 years, RIMS has delivered the latest strategies and resources that allow risk professionals to grow, innovate, and succeed—in any business. RIMS works with industry leaders to produce content and online training that business professionals turn to. Topics include business continuity, cyber risk, risk management techniques, the fundamentals of insurance and more. There is also a private, members-only site where people can discuss sensitive issues and get honest answers. Members have been leaning on each other as we all navigate the global pandemic. If you're concerned about the safety of your employees and the sustainability of your organization, you need the resources and connections RIMS provides. Learn more at https://go.rims.org/upside. You can save 25% off a year-long membership.
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