How Influencers Can Legally Raise Capital for Funds and Companies

How can influencers raise capital for companies or funds, without running afoul of restrictions on “general solicitation”? The 2012 bipartisan JOBS Act was supposed to empower funds and individuals to raise capital more openly: to publicly advertise their track record and what they’re selling, just like almost every other industry. However, as far as I...

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Interview with Family Office Association

Here’s the video from my interview this week with Jennifer Katrulya and Rush Olney of the Family Office Association . I discuss Coolwater Capital, how family offices are investing in venture capital, and current market dynamics....

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How are VCs Leveraging Tech & Analytics? Video interview with Grace Gong

I just had a video interview with Grace Gong of Smart Venture Podcast. We talked about the tech stack of emerging managers, CRM, data & analytics in VC, career planning for aspiring VCs, and much more.  ...

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Video: Womensphere Capital Forum

Womensphere has now posted the video from the first Womensphere Capital Forum, which I was honored to co-chair. We discuss advancing women’s leadership in finance and investment, and expanding capital access for women in business. Given I have 3 daughters plus a wife working in finance, this topic is close to my heart. Our speakers...

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Interview: VC and Disruption of the Investment Management Industry

Angelo Robles, Founder of the Family Office Association, just posted a video interview with me.  We cover Versatile VC’s strategy and many other topics relevant to family offices. The Family Office Association also just published our full white paper on “Who Is Disrupting Investment Management, And How?” For the slide deck and video presentation version...

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Interview with Sutton Capital: Emerging Managers, Fundraising, Limited Partners, VC Strategy

I did a live interview today with Joel Palathinkal, CEO, Sutton Capital, and an LP / Mentor to emerging investment managers. Sutton Capital invests in opportunities focused on Fintech, Real Estate, B2B SaaS, Deep Tech, Space Exploration, Impact Investing, Cleantech, & Climate Change. Early in Joel’s career, he ran technology product innovation in Fintech, Artificial Intelligence,...

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