Episodes

Dec 12

Most people think angel investing is risky and only for the ultra-wealthy, but the real myth is believing you can’t build wealth backing the right entrepreneurs. Karen Rands clears the confusion, showing how everyday people can move from misconceptions to meaningful wealth creation. Drawing from decades of experience, she reveals the myths that hold people back, the hidden risks in traditional investing, and why private companies often deliver more predictable long-term value than stocks or rental properties. She shares stories and explains how angel investing can provide short-term returns, ongoing income, and long-term “big wins.” Karen also introduces her Angel Profitability Blueprint and Wealth Maximizer System, guiding investors to evaluate deals, manage risk, and build a diversified portfolio of 10+ high-potential companies, even with modest capital. If you’ve wondered whether angel investing is “too risky” or “only for the wealthy,” this conversation shows how the right strategy can turn myths into millions. Takeaways Angel investing is a viable asset class for wealth building. The Jobs Act of 2012 opened doors for non-millionaires to invest. Investing in entrepreneurs can yield higher returns than traditional investments. Education is crucial for understanding angel investing. Many successful business owners overlook angel investing opportunities. Angel investing can be emotionally rewarding and impactful. Diversification is key to managing risks in angel investing. The perception of angel investing as risky is often based on myths. Community impact is a significant benefit of angel investing. The compassionate capitalist movement aims to educate and empower new investors. Chapters 00:00 Introduction to Angel Investing and Myths 02:32 The Impact of the Jobs Act on Angel Investing 05:48 The Compassionate Capitalist Wealth Maximizing System 08:36 Understanding the Profitability of Angel Investing 11:22 The Historical Context of Angel Investing 13:57 The Barriers to Angel Investing Awareness 17:09 Real Stories: The Value of Investing in Entrepreneurs 19:55 The Emotional Aspect of Investing 22:52 The Disconnect in Financial Advisory 25:26 The Comparison with Cryptocurrency and Market Trends 32:41 The Volatility of Cryptocurrency 38:02 Understanding Angel Investing 42:35 The Risks and Rewards of Entrepreneurship 47:38 Real Estate vs. Entrepreneurial Investments 54:25 The Future of Investing in Startups About Karen Rands Karen Rands is the founder of The Compassionate Capitalist Movement - bringing to the entrepreneur / investor ecosystem a new generation of 'Compassionalists™" so entrepreneurs have more available capital and people previously shut out of the millionaire wealth creation strategies can build wealth by investing in entrepreneurs for purpose, passion and profit and share in their success without all the risk of being the entrepreneur. Get the Book that launched a movement: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation Grab the book that is disrupting the status quo and inspiring a new generation that they have it in their power to leap the wealth gap: Inside Secrets to Crowdfund Investing. Follow Jane’s Journey: See How a New Generation Builds Wealth with Purpose, Passion and Profit. Get the books - https://amzn.to/47D5Lwz Sign up for The Compassionalist Academy, COMING SOON, and if you hurry you just might get in on the countdown to launch and claim 25% on an annual license. http://compassionalistacademy.com

Dec 3

Many founders pour all their energy into running a successful crowdfunding campaign, but once the capital comes in, they make the same costly mistake: they stop engaging the very community they worked so hard to build. In this episode, I sit down with Joey Hayes to unpack what really happens after the raise and why so many entrepreneurs lose momentum once the campaign closes. Joey shares insights from investing in more than 60 crowdfunded startups, breaking down why founders struggle with post-campaign strategy, how to activate their investor community, and the simple habits that make raising the next round dramatically easier. If you have ever launched a crowdfunding campaign or plan to raise capital, this conversation will show you how to turn your crowd into a long-term strategic asset and not just a one-time source of money. Takeaways Post-campaign strategies are crucial for maintaining momentum. Many founders fail to engage their investor community after a raise. Investors want to help but often don't know how to engage. Asking for help is a skill that can be developed over time. Regular communication with investors can alleviate anxiety and build trust. Founders should thank their investors and keep them informed. Understanding investor dynamics can enhance future fundraising efforts. Crowdfunding can serve as a powerful marketing tool for startups. Building a sustainable investor community requires ongoing effort. Service and communication are key to successful investor relations. Chapters 00:00 The Importance of Post-Campaign Strategy 02:43 Identifying the Gap in Founder-Investor Engagement 05:33 Activating the Investor Community 10:50 Overcoming Emotional Barriers to Communication 14:14 Best Practices for Post-Raise Engagement 17:14 The Value of Crowdfunding in Capital Strategy 21:08 The Importance of Marketing in Capital Raising 22:24 Engaging Investors: Building Community and Trust 24:21 The Post-Raise Gap: Maintaining Investor Relationships 27:06 Setting Communication Expectations with Investors 29:04 Service and Hospitality: Enhancing Investor Experience 31:52 The Power of Consistent Communication 34:51 Best Practices for Entrepreneurs in Capital Raising About Jooy Hayes Joey Hayes brings over 15 years of global partnership and commercial growth experience, having worked with major brands like IHG, Hyatt, Hilton, and Booking.com. As an investor in more than 60 crowdfunded startups, he has a deep understanding of the crowdfunding ecosystem and what it really takes for founders to raise capital successfully. Through his company, Thru, Joey helps founders unlock the full value of their investor community and build long-term momentum beyond the initial raise. To connect with Joey, email: joey at comethru.coLinkedIn: linkedin.com/in/joeyhayes1 About Karen Rands I'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

Oct 22

Who really gets to invest, and why does it matter? In this episode, Erik Nelson and I unpack the evolving world of accredited investor definitions and investment rules. We explore how SEC regulations, income thresholds, and state policies shape access to private investments, crowdfunding, and capital raising opportunities. Together, we look at the balance between investor protection and financial inclusion, and how some of today’s rules may unintentionally widen the wealth gap. We also share insights on practical investment strategies for building financial independence, especially through angel investing and crowdfund investing. I also reflect on the mission behind my latest book, Inside Secrets to Crowdfund Investing: Follow Jane’s Journey , created to inspire and guide new investors to build wealth with purpose, passion, and confidence. Key Takeaways: The accredited investor rules limit investment opportunities based on income and net worth. There is a push to change these rules to allow more individuals to invest in private companies. Current regulations are inconsistent, allowing gambling yet restricting investing in entrepreneurs as an asset class. Investing in businesses can yield higher returns than traditional stocks. The SEC aims to balance investor protection with capital accessibility. State regulations can complicate capital raising efforts for businesses. A landmark lawsuit is challenging the SEC's accredited investor rules as unconstitutional. The future may see tests for investor qualifications to assess knowledge rather than wealth. Karen asserts that creating that type of test will be challenging because there are so many factors that can impact a company's success, and therefore contribute to the risk and decision process of investing in private companies, particularly as startups. Diversifying investments across multiple companies, and as Karen teaches in her book, variations of investment by stage, industry, and structure of offering can improve the overall performance of an angel investor / crowdfund investor portfolio. Investors should only invest in what they understand and no more than they can afford to lose. Chapters 00:00 Understanding Accredited Investor Rules 10:13 Pros and Cons of Income-Based Investment Guidelines 25:13 Historical Context of Accredited Investor Regulations 27:57 Understanding Private Funds and Lawsuits 30:01 The Role of ICANN and Landmark Lawsuits 33:10 Challenging SEC Rules and Wealth Inequality 35:56 The Future of Investor Accreditation 40:06 Building a Diverse Investment Portfolio 44:09 The Math Behind Investment Strategies 49:57 Investing Smarter: Beyond Traditional 401(k)s. About Erik Nelson Erik 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.com About Karen Rands Karen Rands, founder of the Compassionate Capitalist™ Movement , empowers everyday people to build wealth by investing in innovative entrepreneurs through angel and crowdfunding opportunities. Author of Inside Secrets to Angel Investing and Inside Secrets to Crowdfund Investing , she also hosts the top-ranked Compassionate Capitalist™ Show . Through The Compassionate Capitalist Academy™ , Karen provides tools and education to help investors fund innovation with confidence. 🌐 kugarand.com 🎓 Compassionalist.Academy 🔗 All things Karen Get my New Book: https://amzn.to/4gmUFyq

Oct 15

As I talk with entrepreneurs and investors, I often see how easily people overlook the power of strong investor relationships. It’s not just about getting funding, it’s about building trust that lasts. In this episode, I sit down with Alan Kadish to talk about how founders can build resilience through honest, consistent communication with investors. Alan shares what investors really look for, how transparency earns confidence, and why the best partnerships go beyond money. If you’re raising capital or managing investor expectations, this conversation will help you see how strong relationships can carry your business through tough times. Takeaways Alan Kadesh has a diverse background in innovation and entrepreneurship. Timing is crucial for entrepreneurial success. InvestorMatch.ai aims to improve the capital raising process. The platform is free for founders, funded by investors. Understanding cap tables is essential for startups. Navigating regulatory challenges in biomed tech requires expertise. ExpertScale.ai allows for the encapsulation of knowledge. Investors are increasingly sophisticated in their decision-making. AI is transforming the way entrepreneurs connect with investors. The importance of due diligence in the investment process. Chapters 00:00 Introduction to Alan Kadesh and His Innovations 02:34 From Surfboards to Bioparticles: Alan's Journey 06:10 The Importance of Timing in Entrepreneurship 08:52 Introducing InvestorMatch.ai: A New Era in Capital Raising 16:52 Streamlining Connections: The Efficiency of InvestorMatch.ai 20:54 Understanding Cap Tables and Financial Forecasting 28:38 Navigating Regulatory Challenges in Biomed Tech 33:14 ExpertScale.ai: Capturing Knowledge for Future Generations About Alan Kadish Dr. Alan Kadish is an innovator, entrepreneur, and active angel investor with decades of experience building and funding breakthrough technologies. He’s the founder of InvestorMatch.ai, which uses AI to connect founders with the right capital partners, and ExpertScale.ai, which creates intelligent digital avatars that mirror your expertise to boost productivity. With a background spanning biomedical research, bioengineering, and venture capital, Alan brings a unique blend of science, strategy, and mentorship to every venture. Learn more at InvestorMatch.ai and ExpertScale.ai . About Karen Rands I'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

Sep 23

What if your investment dollars could both generate steady returns and help solve one of society’s biggest crises? In this episode of The Compassionate Capitalist Show , I sit down with Kevin Macho to explore how addiction recovery and mental health facilities can be transformed into powerful investment opportunities. Kevin shares how NorthStar Recovery Care is pioneering a model that allows everyday investors to earn predictable, real estate-backed returns while expanding access to critical treatment services. This is capitalism with compassion at its core; a pathway to building wealth and changing lives at the same time. Key Takeaways: Compassionate capitalism focuses on investing with purpose and impact. Investors can participate in projects that address community needs. Real estate can provide a stable investment opportunity in recovery services. Investing in addiction recovery facilities can yield both financial returns and social benefits. The importance of financial education in making informed investment decisions. Investing in oneself and delaying gratification can lead to long-term wealth. The role of regulation A funds in democratizing investment opportunities. Creating a supportive ecosystem for addiction recovery is crucial. Investors should consider the risks and benefits of their spending habits. Compassionate capitalism can change lives while generating profits. Chapter Breakdown: 00:00 Introduction to Compassionate Capitalism 03:44 Kevin Macho's Journey and Background 07:52 The Shift to Investing for Passive Income 13:47 Understanding Investment Strategies and Risks 19:50 Creating Hope through Impactful Investments 22:50 Exploring Nature's Beauty 24:11 Finding Balance: Work and Life 26:04 Investment Opportunities in Addiction Recovery 31:51 Building a Comprehensive Care Ecosystem 37:58 Compassionate Capitalism: Merging Profit with Purpose About Kevin Macho Kevin Macho is a textbook compassionate capitalist, a former police chief turned seasoned real estate investor. Today, he serves as Director of Investor Experience at NorthStar Recovery Care, where he helps everyday people generate passive income while making a meaningful difference. NorthStar’s mission is twofold: to provide comprehensive solutions for addiction recovery and mental health treatment, and to create accessible pathways for investors of all walks of life to earn predictable returns. 🔗 Learn more at www.northstarrecovery.care About Karen Rands I'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. My newest book in the Inside Secrets series for investors, “ Inside Secrets to Crowdfund Investing: Follow Jane’s Journey: See How a New Generation Builds Wealth with Purpose, Passion and Profit ,” is now available. It can be purchased as a Kindle, Paperback, or Hardback edition, with an Audible version coming soon. Find it here: https://amzn.to/4gmUFyq . 📅 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

Sep 17

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. Takeaways Popular 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. Chapters 00:00 Introduction: Why crypto investors face unseen risks 04:12 How Janna discovered errors in crypto tax software 08:45 Why blockchain is the only reliable source of truth 15:30 The IRS admits flawed audits; but investors still pay 27:00 Compounding penalties and the impact on middle-class investors 38:50 State-level tax risks and aggressive enforcement 46:10 How DeFi Tax partners with CPAs and defends audits 53:39 Why crypto taxes (and the IRS) are here to stay 56:08 Final advice: don’t wait for the IRS storm to arrive About Janna Scott Janna 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.us About Karen Rands I'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

Sep 4

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 Takeaways Equity 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. Chapters 00:00 – Introduction: The power of compassionate capitalism 03:18 – Why invest in entrepreneurs instead of real estate 07:42 – Jane’s story: a mid-career professional’s path to angel investing 12:55 – 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 consistency 23:37 – From false beliefs to proven frameworks: overcoming barriers 28:05 – How the Compassionate Capitalist Academy supports new investors 32:21 – Inside Secrets to Crowdfund Investing: making angel investing relatable 36:54 – Promo details: book launch, course discounts, and special codes 41:30 – Call to action: start small, start today, and build your wealth legacy 45:12 – Closing thoughts About Karen Rands I'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

Aug 27

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. Takeaways Crowdfunding 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. Chapters 00:00 Introduction to Equity Crowdfunding 04:00 The Evolution of Crowdfunding and Its Potential 09:50 Karl Dakin's Journey into Crowdfunding 16:35 Understanding Different Types of Crowdfunding 21:10 The Importance of Community in Crowdfunding 27:19 Navigating the Interstate Exemption 30:35 Reg CF: The Sweet Spot of Crowdfunding 38:56 Understanding Regulation A and 506C 41:44 The Wild West of 506C Offerings 45:28 Strategies for Raising Capital 54:11 Exploring Regulation A+ 57:15 The Importance of Due Diligence in Crowdfunding 01:09:29 Customer-Centric Investment Strategies About Karl Dakin Karl 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.com About Karen Rands I'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

Aug 14

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 Takeaways Sig 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. Chapters 00:00 Introduction to Compassionate Capitalism 02:56 The Journey of Sig Mosley 05:41 The Role of Angel Investing 08:27 Identifying Coachable Founders 11:35 Understanding Market Competition 14:15 The Importance of Timing in Business 17:17 Success Stories and Lessons Learned 20:05 Reflections on Missed Opportunities 31:21 Navigating Valuation and Relationships in Investments 32:06 Mergers vs. IPOs: Insights from Experience 32:55 The Landscape of Technology Companies in the South 34:49 Cultural Influences on Southern Entrepreneurship 35:45 Empowering Diverse Entrepreneurs in Atlanta 39:31 Winding Down Mosley Ventures and Future Plans 41:09 The SIGI Awards: Celebrating Angel Investors 45:14 Encouraging Angel Investment in the Community 54:12 Final Thoughts on Angel Investing and Community Impact About Sig Mosley Sig 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.com About Erik Nelson Erik 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.com About Karen Rands I'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 Compassionalist Academy : bit.ly/CA-prelaunch

Aug 5

In this episode of The Compassionate Capitalist ™ Show , I’m joined by Dominick Wallace, a business lending expert, to answer key questions many entrepreneurs face: Should you borrow? What kind of funding? When’s the right time? We cover the three types of money businesses use to grow: investor capital, revenue, and debt. While investor funding often feels like the best route, we explain why smart use of debt can actually cost less in the long run and help you stay in control. Dominick and I talk about how using business credit, instead of your personal credit can make a big difference when applying for loans. And for those who already raised capital, using those funds to unlock a revolving credit line can give your business a cushion when cash flow dips. The truth is, another economic storm is coming. Don’t wait until it’s too late. Preparing now could be the difference between staying afloat and shutting down, just like many businesses experienced during the pandemic. If you're thinking about funding options or want to prepare for the unexpected, listen to this podcast and feel free to send in your questions. Takeaways Debt serves a critical function when raising capital. Understanding different types of debt is crucial for entrepreneurs. Cash flow management is essential for business success. SBA loans can provide significant support for startups. Creative financing strategies can help overcome funding challenges. Establishing business credit is vital for future financing opportunities. Franchises often have more predictable revenue models. Insurance options are available for large orders to mitigate risk. The more risk involved in a deal, the higher the expected yield. Building a strong credit history can facilitate access to capital. Episode Chapters 00:00 Understanding Access to Capital 02:50 The Role of Debt in Business Growth 05:30 Case Study: Financing Challenges and Solutions 08:16 Job Costing and Profitability 10:20 Improving Business Credit and Financial Health 13:33 Purchase Order Financing Explained 16:16 Navigating Contracts and Agreements 19:07 Risks in Purchase Order Financing 21:42 Insurance and Risk Management in Financing 25:12 Understanding Insurance in Sports and Business 26:13 Navigating SBA Loans for Startups 28:15 The Importance of Debt Service Coverage Ratio 33:37 Challenges with Government Debt and SBA Loans 35:26 The Role of Government Guarantees in SBA Lending 41:57 Franchises vs. Startups: Financing Perspectives 47:32 Creative Financing Strategies for Real Estate 53:50 Building Business Credit for Future Success About Dominick Wallace Dominick Wallace is the Managing Director at Wallace Capital, where he helps entrepreneurs and business owners secure the funding they need to grow and scale. With deep expertise in commercial lending and strategic financing, Dominick guides clients through the smart use of debt, business credit, and capital planning. He’s committed to making access to funding clear, achievable, and aligned with long-term business success. About Karen Rands I'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? 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

Jul 29

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 Takeaways A 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 Chapters 00:00 – Unlocking Investor Presentations 02:27 – Common Pitfalls That Undermine a Pitch 06:45 – Why Clarity & Focus Matter More Than Flash 11:51 – The Anatomy of a Winning Pitch Deck 17:51 – Market Size, Trends & Opportunity Framing 21:29 – Financial Models & Key Performance Metrics 29:40 – Why the Management Team Matters So Much 32:32 – Understanding Investor Psychology 34:40 – Building Investor-Ready Financial Narratives 37:37 – Telling the Right Financial Story 40:37 – Tailoring Your Message for Different Investor Types 42:26 – How to Hold Attention & Build Investor Engagement 47:34 – The Feedback Loop: Improving with Every Pitch 55:32 – Handling Objections & Answering the Tough Questions About Erik Nelson Erik 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.com About Karen Rands I'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

Jul 23

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. Chapters 00:00 Exploring Blockchain Technology 04:15 The Journey of Ali Madhavji 06:55 From Corporate to Venture Capital 09:29 Building a Portfolio of Startups 12:20 The Role of Passion in Investment 15:07 Innovative Solutions in the Pet Industry 25:43 The Intersection of Blockchain and Healthcare 28:31 Innovative Startups and the African Remittance Story 34:44 Blockchain's Role in Financial Inclusion 39:07 AI and Blockchain: A Symbiotic Relationship 43:14 Resilience in Entrepreneurship and Startup Culture 44:39 Crypto Knights: A New Era of Investment Shows About 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.com About the Host – Karen Rands I’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

Jul 15

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 Takeaways Reg 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 Chapters 00:00 – Welcome: What Reg A+ Crowdfunding Is & Why It Matters 04:53 – What Investors Need to Know About Reg A+ 10:10 – How Entrepreneurs Can Benefit Without Venture Capital 15:55 – Portfolio Strategies Using Reg A+ 22:32 – The Power of Transparency & Regulation 28:23 – How to Find & Evaluate Reg A+ Investment Opportunities 33:53 – Marketing Tips for Founders Running a Reg A+ Campaign 39:09 – Wrap-Up: Tools & Resources to Get Started About Your Host – Karen Rands I'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

Jul 8

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 episode Understanding 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. Chapters 00:00 Introduction to Capitalist Conversations 06:25 Investor Preparedness and Business Plan Review 18:58 Target Market and Unique Selling Proposition 27:54 Competition and Barriers to Entry 32:51 Understanding Competition and Market Dynamics 45:24 Assessing Management Teams and Advisory Boards 56:36 Navigating Unicorn Valuations and Market Realities About the Host – Karen Rands I’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

Jul 1

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. Chapters 00:00 Introduction to Blockchain and Its Impact 05:14 Tony Erwin's Journey into Blockchain 08:52 Blockchain as a Transformational Technology 11:22 Five Ways Blockchain is Changing Business 15:09 Applications of Blockchain in Various Industries 18:18 Tokenization of Real World Assets 21:33 Operational Efficiency through Tokenization 24:28 The Evolution of Blockchain in Finance 29:00 Georgia's Potential as a Blockchain Leader 34:18 Advocacy and Policy in Blockchain Technology 42:07 Innovations in Peer-to-Peer Cash Systems About the Guest – Tony Erwin Tony 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://futuretechga⁠ About the Host – Karen Rands I’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

Jun 18

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-sustaining Structure your fundraising to fit your business, not the other way round. Education, advocacy and local ecosystems are vital to crowdfunding's future. Chapters 00:00 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 Crowdfunding About the Guest – Jenny Kassan Jenny 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.org About the Host – Karen Rands I’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

May 26

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. Chapters 00:00 Introduction to Compassionate Capitalism 03:56 The Importance of Funding for Entrepreneurs 06:51 Understanding Crowdfunding Investing 12:45 Types of Crowdfunding Investments 20:20 Risk and Misconceptions in Investing 29:56 Investing in Solutions for Tomorrow 34:29 The Democratization of Investment 39:41 Empowering Underrepresented Investors 47:31 Building Wealth Through Community Investment 54:14 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.co⁠ See all our podcast episodes at ⁠ http://thecompassionatecapitalistshow.com⁠ Sign up for Compassionalist Academy ⁠ https://bit.ly/CA-prelaunch⁠ Download my free ebook “4Ws of Crowdfunding” https://bit.ly/FreeCrowdfundInvestingBook

May 20

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. Chapters 00:00 Introduction to Compassionate Capitalism 04:05 Understanding Startup Debt Challenges 07:52 Dr. Polansky's Personal Journey 12:20 The Shift from Dentistry to Financial Coaching 13:11 Strategies for Managing Debt 18:40 Utilizing Lines of Credit Effectively 23:39 Optimizing Cash Flow for Business Owners 29:57 Understanding Lines of Credit and Debt Management 36:20 The Importance of Interest Rates and Loan Structures 40:34 Final Thoughts and Resources for Business Growth About Dr. Howard Polansky Dr. 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/ebook About the Karen Rands I’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”

May 12

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. Chapters 00:00 The Importance of Video Communication for Founders 06:53 Introducing Alfred Poor: The Video Meeting Advisor 13:43 Key Strategies for Effective Virtual Presentations 19:34 Enhancing Engagement Through Nonverbal Communication 24:41 Practical Tips for Setting Up Your Video Environment 24:59 The Importance of Posture and Presence 26:45 Navigating Virtual Backgrounds Effectively 31:55 Mastering In-Person Presentations 33:08 Overcoming Presentation Anxiety 35:59 The Art of Engaging Presentations 38:33 Crafting a Strong Start and Finish 41:32 The Goal of Engagement in Pitches About the Guest - Alfred Poor Alfred 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

May 5

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 exit The role of culture, communication, and team retention in driving company value How to think like a buyer and present your business like a premium asset Why 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 advisor 06:18 – Why most deals fail: misalignment & poor preparation 14:11 – The power of intentional planning before you sell 23:35 – Communication during change: don’t lose your top people 29:06 – Preparing your business like a buyer is watching 41:34 – 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

Apr 28

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 Capitalism 04:36 – Transforming Wealth into Philanthropy 11:38 – Innovating Nonprofits for Greater Impact 20:44 – Shifting the Philanthropic Paradigm 27:53 – Leveraging Prizes for Innovation 31:30 – Challenges in Philanthropic Outcomes 37:41 – 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.com or info@anonymousllc.com Subject Line: Podcast Question – Transforming Wealth to Impact

Apr 14

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 🎬 Chapters 00:00 Introduction to Crowdfunding and Economic Democratization 06:37 Woody Neiss: A Pioneer in Crowdfunding 11:53 The Journey of FlavorX and Its Impact 18:46 Advocating for Change: The Crowdfunding Legislation 24:34 The Importance of Data in Crowdfunding 29:37 Building a Comprehensive Crowdfunding Database 30:45 Navigating Secondary Trading and Compliance 33:03 Building a Technology Platform for Secondary Trading 34:47 Insights and Reports: Understanding the Crowdfunding Landscape 36:59 Offering Insight Reports: Valuation and Industry Comparisons 38:15 Capital Pulse: Analyzing Investment Signals 40:27 Launching a Venture Fund: Investing in Early Stage Companies 44:14 The Future of Investment Crowdfunding 49:10 The State of Venture Capital and Crowdfunding Awareness 54:33 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.com⁠ or ⁠sherwood@theccagroup.com⁠

Apr 7

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 🧭 Chapters 00:00 – Introduction to Jon Gosier's Journey 01:58 – The Vision Behind Audigent 06:41 – Understanding the AdTech Ecosystem 10:44 – Experian's Acquisition and Data Insights 12:22 – Transitioning to FilmHedge 14:51 – The Evolution of Entrepreneurial Vision 20:12 – Bootstrapping and Fundraising Challenges 22:48 – Exploring Exit Strategies 25:50 – FilmHedge: A FinTech Approach to Film Financing 29:50 – Understanding Film Financing and Distribution 36:10 – The Role of Southbox Entertainment 44:11 – Navigating the Application Process 49:00 – 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

Mar 31

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

Mar 28

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 missteps If 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

Mar 24

Struggling to scale your business? Need growth capital but hitting roadblocks with banks, angels, or VCs? You’re not alone. Many entrepreneurs reach a plateau—not because of lack of effort, but because they’re missing the hidden growth metrics that drive real, scalable expansion. 📣 That’s why in this episode of The Compassionate Capitalist Show , I sit down with Jason Bryll , Founder of Parable Associates , a business intelligence expert who has helped 1,700+ healthcare providers turn complex challenges into revenue opportunities. And here’s the kicker—his data-driven strategies work across any industry where growth depends on smart decision-making. 🔹 What You’ll Learn in This Episode: ✔️ How to move beyond intuition and build systems for predictable business growth ✔️ Why most CEOs & CFOs miss key performance indicators that can unlock massive revenue ✔️ How data analytics can scale your business from local to national ✔️ What investors (especially private equity) look for in a growth-ready business ✔️ The #1 mistake businesses make when trying to expand—and how to fix it 💡 Why This Matters: Too many business owners rely on gut feeling instead of data-driven decision-making . Whether you're a founder, an investor, or an ops leader, understanding your business’s hidden metrics can mean the difference between stagnation and explosive growth . 💬 Don’t just guess—get the inside secrets to scaling smarter. Listen now, take action, and drop a comment with your biggest takeaway! 🎧 LISTEN NOW & SCALE YOUR BUSINESS SMARTER! 📌 Learn more about Jason Bryll & Parable Associates → Visit Here 📌 Follow Karen Rands for more growth strategies → Connect Here 📌 Like, Share & Tag an entrepreneur who needs to hear this! #ScalingBusiness #RevenueGrowth #BusinessIntelligence #DataAnalytics #PrivateEquity #Entrepreneurship #PredictableGrowth Practice Management & Revenue Cycle Solutions I Parable Elevate your healthcare practice with our Practice Management & Revenue Cycle solutions. Contact Parable Associates today!

Mar 10

Are you a founder experiencing feelings of stagnation, overwhelm, or difficulty in growing your business? Are you an angel investor that is frustrated by your portfolio companies not reaching their milestones and growing. Well then this episode is for you. In this episode of the Compassionate Capitalist Show, Karen Rands discusses the challenges faced by entrepreneurs and investors in growing businesses. She introduces a five-pillar system designed to help businesses identify growth drivers and reduce chaos. The conversation emphasizes the importance of clarity in vision, building cohesive teams, understanding corporate culture, and the necessity of having a solid business plan. Stuart Webb, a guest with extensive experience in business growth, shares insights on how to navigate growth stages, identify true competition, and the significance of customer feedback in driving innovation. Stuart Webb brings 30 years of experience in science, research and business. His company, The Complete Approach, builds upon his experience to coach and mentor business owners to grow profits and manage their teams to scale and grow the business value to prepare for exit. To Learn More and Get his Free Resources, visit: http://systemise.me http://Thecompleteapproach.co.uk Takeaways Entrepreneurs often feel overwhelmed and stuck in their growth. A solid business plan is essential for communicating with investors. Clarity of vision is the first step in business growth. Building a cohesive team is crucial for scaling a business. Corporate culture is defined by behaviors, not just attitudes. Feedback from customers can lead to new product opportunities. Investors look for clarity in the business model and customer understanding. Delegation is key to freeing up time for founders. Understanding true competition involves knowing your customers' needs. Collaboration with competitors can lead to win-win situations. Karen Rands has been advising startups and growth stage companies for over 20 years on where to get the money, the capital they need to launch and grow. She works with owners to align their financing strategy with the business strategy. To schedule a quick call or schedule a consultation session, visit http://bit.ly/KYRintro To learn more about our work with entrepreneurs visit: https://karenrands.co/entrepreneurial-services/ To read about the projects and businesses we have helped: https://karenrands.co/customer-projects/ Please like this episode, follow or subscribe to The Compassionate Capitalist Show. Share with someone or on your social media when you like the content. Thanks – it really helps us grow awareness about this podcast and the valuable content Chapters 00:00 Introduction to Overcoming Business Growth Challenges 03:48 The Importance of a Business Plan 05:02 Stuart Webb's Journey from Science to Business 12:09 The Five Pillars of Business Growth 14:38 The Challenge of Working In vs. On Your Business 16:19 Effective Delegation and Team Cohesion 22:53 Understanding Corporate Culture 26:46 The Importance of Business Planning 30:46 Clarity in Vision and Customer Understanding 36:44 Identifying True Competition 42:25 Collaboration Over Competition 43:17 Introduction to Compassionate Capitalism 44:26 The Role of Cougarand Capital in Investment Success Keywords Compassionate Capitalism, Business Growth, Angel Investing, Corporate Culture, Business Plans, Team Building, Entrepreneurial Strategies, Investor Relations, Market Competition, Wealth Creation

Mar 3

Branding or Bust! Karen Rands and Steve Miller tackle the tough questions about competition on this episode of the Compassionate Capitalist Show.They discuss the importance of creating an uncopyable brand that resonates with both customers and investors. Steve introduces the concept of the 'moose' as a metaphor for identifying target markets and emphasizes the need to understand and solve customer problems. The conversation also touches on personal branding, storytelling, and lessons learned from the toy industry, providing actionable insights for entrepreneurs looking to thrive in competitive markets. In this conversation, Karen Rands and Steve Miller explore the dynamics of competition in the automotive industry, using Tesla as a case study for disruptive innovation. They discuss the importance of customer experience, exemplified by Nordstrom's approach to service, and reflect on the lessons learned from failures in product development, particularly through the story of the Go Ball. The discussion emphasizes the need for businesses to differentiate themselves and create their own rules of competition. TAKEAWAYS: Competition is not just about customers but also investors. A strong brand creates trust and recognition. Identifying unmet needs is crucial for success. Your brand is a promise to the marketplace. Experiential elements can make a brand uncopyable. Understanding your target market is essential. Benchmarking against competitors can limit innovation. Providing value upfront can attract customers. The concept of 'moose' helps clarify target markets. Personal branding is key to standing out. The automotive industry often sees companies using similar designs and technologies. Disruptors like Tesla redefine market expectations and sales strategies. Customer experience can be a key differentiator in a crowded market. Nordstrom's approach to customer service exemplifies world-class service. Innovative ideas can fail if they don't align with customer needs. It's crucial to learn from failures to avoid repeating mistakes. Being outside the industry can provide fresh perspectives. Creating your own box allows you to set the rules of competition. Authenticity in branding is essential for standing out. Continuous learning and adaptation are vital for success. Steve Miller is a pro at taking his decades of experience competing and winning in the marketplace for management consulting firms and fortune 500 companies and making it clear and understandable for founders and small business owners. He is the author of Be UnCopyable and 9 other best selling books on Amazon. To learn more: https://www.beuncopyable.com/ Get his offer: beuncopyable.com/5-emails Karen Rands has been advising startups and growth stage companies for over 20 years: where to get the money, the capital they need to launch and grow. She works with owners to align their financing strategy with the business strategy. She manages their investor relations and capital outreach. To schedule a quick call or schedule a consultation session, visit http://bit.ly/KYRintro To learn more about our work with entrepreneurs visit: https://karenrands.co/entrepreneurial-services/ To read about the projects and businesses we have helped: https://karenrands.co/customer-projects/ Please like this episode, follow or subscribe to The Compassionate Capitalist Show. Share with someone or on your social media when you like the content. Thanks – it really helps us grow awareness about this podcast and the valuable conter competition, branding, uncopyable, personal brand, marketing strategies, customer needs, storytelling, business growth, investor relations, unique selling proposition, automotive industry, competitive dynamics, disruptive innovation, Tesla, customer experience, Nordstrom, branding, marketing, lessons learned, business strategy

Feb 24

Tune in to learn about putting your money to work to create long term wealth. In this episode, Karen Rands discusses the principles of compounding wealth that are not widely known, but been available for generations with guest Steve Selengut. They explore the importance of creating wealth through angel investing and the unique opportunities presented by closed-end funds (CEFs). Steve shares insights on how CEFs can provide reliable income, the principles of income-focused investing, and the potential for angel investors to create their own closed-end funds. The conversation emphasizes the cyclical nature of markets and the importance of focusing on income rather than market value. They explore how earned income can be put to work to create more wealth as Compassionate Capitalists. Takeaways Angel investing is a core focus of compassionate capitalism. Closed-end funds (CEFs) are a unique investment vehicle. CEFs provide reliable income and are easily tradable. Investors should focus on income production rather than market value. Quality and diversification are key principles of investing. Market cycles affect investment strategies and income generation. Investors can create their own closed-end funds for collective investment. Understanding the structure of CEFs can lead to better investment decisions. Income-focused investing can provide financial independence. Community-based investment funds can help local economies grow. Chapters 00:00 Introduction to Income Generation Strategies 05:25 Understanding Closed-End Funds (CEFs) 13:23 Comparing CEFs with Other Investment Vehicles 21:36 Principles of Income-Focused Retirement Funds 27:27 Creating Community-Based Investment Funds 37:11 Introduction to Compassionate Capitalism 38:20 The Role of Kuganrand Capital in Investment Success Steve Selengut is a retired investment advisor with 40+ years of experience managing over 300 different portfolios at a time, both domestic and abroad valued at $110M when he sold his firm. Now he coaches other so they can do this for themselves and is the #1 bestselling author of Retirement Money Secrets. Retirement Money Secrets is a book written to give you the SECRETS --- I love revealing Secrets ---the tools to 1. build enough money to retire - comfortably 2 stop agonizing over market volatility 3 Combat inflation.. For more information about Steve Selengut, please visit: www.TheIncomeCoach.net www.RetirementMoneySecrets.com Karen Rands, the leader of the Compassionate Capitalist Movement™ and author of the Best Seller, Inside Secrets to Angel Investing, is an authority on creating financial success through successfully informing the next generation of entrepreneurs and investors together in the name of Compassionate Capitalism! Learn More: http://KarenRands.co Check out the book and get 12 of the 46 Inside Secrets Free http://InsideSecretsToAngelInvesting.com Compassionate Capitalism, Angel Investing, Wealth Creation, Closed-End Funds, Income Independence, Retirement Money Secrets, Financial Strategies, Investment Principles, Passive Income, Market Cycles

Feb 11

Want to build wealth and own your own business? Karen Rands explores the ins and outs of franchising on the Compassionate Capitalist Show, revealing how this model can be a powerful path to financial success. Joined by franchise consultant Adam Goldman, they explore the myths surrounding franchising, the essential qualities of successful franchisees, and the diverse opportunities available in the franchise market. The conversation emphasizes the importance of understanding business systems, the financial requirements for entering the franchise world, and the potential for creating passive income through franchising. Adam shares insights from his extensive experience in the franchise industry, providing listeners with valuable knowledge on how to navigate this path effectively. Introduction Welcome to another insightful episode of the Compassionate Capitalist Show with your host, Karen Rands. Today, we dive deep into the world of franchising with our esteemed guest, Adam Goldman. Adam is a seasoned entrepreneur who has transformed a single franchise concept into a multimillion-dollar enterprise. In this episode, we'll explore the core aspects of franchising, from the financial prerequisites and ideal franchisee profiles to the common challenges franchisees face. We'll debunk the myths surrounding franchising and discuss its potential as a robust wealth creation strategy. Adam shares his journey from starting an IT business in Eastern Europe to becoming a successful franchise mogul in the United States. We also provide practical advice on how to choose the right franchise and avoid common pitfalls. Karen recommends essential reading material, including her own book, "Inside Secrets to Angel Investing," and a resourceful book for prospective franchisees. Tune in as we uncover the realities of franchising, the importance of strategic location, and how to navigate the complexities of franchise regulations. Whether you're an aspiring franchisee or an experienced investor, this episode is packed with invaluable insights to help you succeed in the franchising world. Don't miss it! Takeaways Franchising offers a structured path to business ownership. Successful franchisees must be willing to follow established systems. Financial readiness is crucial for potential franchisees. The franchise model can provide passive income opportunities. Understanding the franchise landscape is essential for success. Not all franchises are created equal; research is key. Franchising can be a hybrid approach to investing and entrepreneurship. The less glamorous the business, the greater the potential profits. Franchising is a significant part of the American economy. Freedom and flexibility are primary motivations for franchisees. Chapters 00:00 Introduction to Franchising and Its Myths 07:54 Adam Goldman's Journey into Franchising 10:25 Understanding the Fundamentals of Franchising 11:38 The Importance of Systems and Processes in Franchising 13:26 Franchise Ownership Structures and Industry Overview 15:33 Matching Franchisees with Opportunities 16:35 Territory Management in Franchising 19:57 The Role of Corporate Support in Franchise Success 22:21 Identifying the Right Fit for Franchising 27:28 Trends in the Franchise Industry 33:54 The Freedom of Franchise Ownership 36:40 Introduction to Compassionate Capitalism 37:49 The Role of Cougarand Capital in Investment Success Keywords franchising, wealth creation, business ownership, franchise model, investment strategies, entrepreneurship, franchisee, business systems, passive income, franchise opportunities Compassionate Capitalist, Karen Rands, Adam Goldman, franchising insights, franchise best practices, choosing a franchise, franchisee challenges, franchisor practices, Subway franchise supplies, ideal franchisee profile, franchisee pitfalls, franchise misrepresentation, Flying Biscuit franchise, Highland Bakery franchise, franchising effort, franchise financial preparedness, master license investment, franchising myths, Angel Investing, Inside Secrets to Angel Investing, business systems support, franchise wealth creation, franchise misconceptions, Adam Goldman's journey, franchise regulations, franchise disclosure document, private equity franchises, franchise territory ownership, non-brick-and-mortar franchises, recession-resistant franchises, service-oriented franchises.

Feb 4

Forget old-school investing! Karen Rands and Jeff Sarti share the innovative approaches that are changing the game – and how you can use them to build wealth, no matter what the economy throws our way. They emphasize the importance of diversifying investment portfolios beyond traditional stocks and bonds, exploring alternative investments and the democratization of capital markets. Jeff shares his journey from a science background to finance, highlighting the need for better financial education and understanding of different advisory roles. The conversation delves into the significance of uncorrelated asset classes and innovative investment opportunities that can provide resilience in fluctuating markets. The discussion also covers the critical difference between speculation and true investing, particularly in the context of stock markets. Sarti advocates for focusing on necessity-based industries, especially in healthcare, and explores innovative financing methods like royalty streams. The overarching theme is building resilient investment portfolios in a complex economic environment. Takeaways Investing in entrepreneurs is a viable asset class. Diversification is key to weathering economic storms. Stocks and bonds are not the only investment options. Investors need to seek out uncorrelated asset classes. Innovative investment opportunities exist beyond traditional markets. True investing involves supporting companies directly, not just trading stocks. Healthcare investments are essential due to aging demographics. Building resilient portfolios is key in uncertain economic times. Chapters 00:00 Navigating Uncertain Times in Investment Strategies 02:53 The Democratization of Capital Markets 05:58 The Journey from Science to Finance 09:05 Understanding Financial Advisory Roles 11:58 The Importance of Diversification 15:06 Exploring Uncorrelated Asset Classes 18:00 Innovative Investment Opportunities 27:05 Understanding Cash Flow vs. Asset-Based Lending 29:21 Speculation vs. True Investing: A Critical Distinction 35:01 Focusing on Necessity-Based Industries Jeff Sarti is the CEO of Morton Wealth, overseeing $2B+ in assets and leading a team dedicated to building resilient investment portfolios. To Learn More: mortonwealth.com“ The information presented herein is for discussion and illustrative purposes only and is not intended to constitute financial advice or investment recommendation. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. These views are not intended as a recommendation and should not be relied on as financial, tax or legal advice. It should not be assumed that Morton will make recommendations in the future that are consistent with the views expressed herein. Morton makes no representations as to the actual composition or performance of any asset class. The private investment opportunities discussed may only be available to eligible clients and can only be made after the client’ s careful review and completion of the applicable Offering Documents. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. Morton Wealth is an SEC registered investment adviser; however, such registration does not imply any level of skill or knowledge. There is risk of loss investing in securities, including the loss of the principal amount invested. Past performance is no guarantee of future results. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.” Karen Rands has been advising startups and growth stage companies for over 20 years on where to get the money, the capital they need to launch and grow. She works with owners to align their financing strategy with the business strategy. To schedule a quick call or schedule a consultation session, visit http://bit.ly/KYRintro

Jan 28

Listen to learn how business raise capital through ESOPS. Karen Rands and Kelly Finnell delve into the complexities and benefits of Employee Stock Ownership Plans (ESOPs). They discuss how ESOPs serve as a liquidity and ownership succession strategy for business owners while also functioning as a retirement plan for employees. Kelly shares his journey into the world of ESOPs, debunks common myths, and highlights the significant tax advantages associated with ESOPs. The conversation emphasizes the compassionate aspect of capitalism, where business owners can reward their employees while securing their financial future. Takeaways ESOPs are a unique way for business owners to transition ownership while rewarding employees. The tax benefits of ESOPs can significantly enhance a company's financial position. Many myths surround ESOPs, particularly regarding their financial viability compared to private equity sales. Understanding the fundamentals of ESOPs is crucial for business owners considering this option. ESOPs can create financial security for employees, leading to a more engaged workforce. The journey to becoming an ESOP expert often starts with a lack of knowledge in the market. ESOPs can be tailored to fit the specific needs and goals of a business owner. The structure of an ESOP allows for a gradual transition of ownership to employees. Companies with ESOPs often have a competitive advantage due to tax exemptions. The process of implementing an ESOP involves careful planning and feasibility studies. Chapters 00:00 Introduction to ESOPs 04:40 Understanding ESOP Fundamentals 13:07 The Journey to ESOP Expertise 17:17 ESOP vs. Other Equity-Based Plans 25:30 ESOPs as a Liquidity Strategy 34:46 Debunking ESOP Myths 36:16 Tax Benefits of ESOPs 42:47 Conclusion and Resources Bios Keywords

Jan 21

Listen and Learn how to Multiply Your Money. Karen Rands engages with Brent Kesler, founder of the Money Multiplier, to explore the transformative concept of infinite banking. They discuss how this strategy can empower individuals to take control of their financial futures, eliminate debt, and create generational wealth. Brent shares his personal journey from being a chiropractor to a wealth mastery guru, emphasizing the importance of understanding money as a tool for wealth creation and preservation. The conversation delves into practical applications of "infinite banking", the role of indexed universal whole life insurance , and strategies for navigating economic uncertainty. Listeners are encouraged to take actionable steps towards financial freedom by leveraging the resources and insights shared in the episode. Takeaways The Compassionate Capitalist Show aims to empower entrepreneurs and investors. Infinite banking is a strategy for wealth creation and preservation. Brent Kesler transformed his financial life through the infinite banking concept. Policy loans allow individuals to access cash while their money continues to grow. Whole life insurance policies can be used as a banking system. The wealthy have utilized these strategies for generations. Understanding money as a tool is crucial for financial success. Economic uncertainty can be navigated with the right financial strategies. Taking action is essential to benefit from financial concepts. Resources and education are key to mastering wealth-building strategies. Brent Kesler was once a chiropractor, he devised the "Money Multiplier" method, clearing $1 million debt in under 3 years. As a fervent advocate for wealth-building strategies and smart investing, he has been lecturing on the Infinite Banking Concept for over a decade. Brent believes financial freedom is for everyone, regardless of income. He seeks to enlighten audiences with practical financial wisdom and empower them to secure their financial future. Learn more: HTTP://Themoneymultiplier.com "WATCH BRENT NOW" Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing. http://InsideSecretsToAngelInvesting.com Visit http://Kugarand.com to learn more about her firm helps investors identify the red flags of deal before the invest or and entrepreneurs to develop their winning capital strategy before they try to raise capital. Chapters 00:00 Introduction to Wealth Creation and Preservation 08:12 Brent Kessler's Journey from Chiropractor to Wealth Mentor 19:43 Understanding the Infinite Banking Concept 28:50 The Mechanics of Money and Wealth Building 37:50 Cost and Implementation of the Infinite Banking Concept 40:49 Introduction to Whole Life Policies 40:56 Understanding Policy Contributions and Flexibility 41:53 The Concept of Policy Loans 43:15 Repaying Policy Loans: The Honest Banker Approach 44:09 Death Benefit and Policy Loans Explained 45:03 The Impact of Policy Loans on Death Benefits 46:59 Paying Yourself Back: A Strategic Approach 48:24 The Growth of Cash Value Over Time 50:56 Withdrawals vs. Loans: Understanding the Differences 53:43 The Tax Advantages of Policy Loans 55:17 Interest on Policy Loans and Mutual Companies 56:47 The Importance of Financial Education 01:00:19 Real-Life Examples: Pampered Chef and Walt Disney 01:08:45 Hedging Against Inflation with Whole Life Policies 01:13:06 Leveraging Policy Loans for Investments 01:20:07 The Control of Your Financial Future 01:27:04 Conclusion and Call to Action 01:28:04 Introduction to Compassionate Capitalism 01:29:13 The Role of Kugarand Capital in Investment Success Keywords Compassionate Capitalism, Wealth Creation, Infinite Banking, Financial Freedom, Policy Loans, Life Insurance, Economic Strategies, Wealth Preservation, Entrepreneurial Insights, Financial Education

Jan 15

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 with Eric 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 Takeaways Insights 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 of Inside Secrets to Angel Investing and host of The 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 book http://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

Dec 2, 2024

Did you know a large percentage of the top performing S&P 500 companies are Founder led? Today's conversation revolves around behavioral insights in business and financial decision-making, featuring Karen Rands and guest Hugh Massie, a leader in behavioral finance and founder of DNA Behavior International. They explore how understanding natural behaviors and aligning them with decision-making can drive success for individuals and organizations. Key discussions include applying behavioral analytics to financial and leadership challenges, and Massie's philanthropic initiative, Boys Without Fathers.In this episode, you will learn the following: **Key Topics Covered** 1. Behavioral Insights in Wealth Creation: The critical role behavior plays in personal and business success, particularly in financial decision-making and corporate leadership. 2. DNA Behavior International: Overview of the company’s tools and methodologies, including profiling systems for behavioral analytics in corporate and financial contexts. 3. AI and Innovation in Behavioral Analytics: How AI-driven digital scanning simplifies behavior profiling, enabling scalability and mass impact. 4. Investor Decision-making: The application of behavioral data to predict leadership effectiveness and company profitability, especially for venture capital and private equity firms. 5. Philanthropic Vision: Hugh Massie's initiative to support boys without fathers, highlighting the societal impact of mentorship and behavioral development. 6. Future of Leadership and Financial DNA: Massie’s insights into aligning personal talents and behaviors to achieve lasting success and organizational growth. 7. Cultural and Purpose-Driven Leadership: The importance of founders and leaders maintaining cultural alignment and purpose for sustainable success.and take away from the conversation between Hugh and Karen: **Key Takeaways** 1. Behavior Drives Success: Understanding natural behavioral tendencies is the foundation for achieving personal and business goals. 2. AI as a Game-Changer: Massie’s innovation in AI-driven behavioral profiling significantly reduces friction and enhances scalability for corporate applications. 3. Investor Tools for Decision-making: Behavioral analytics can predict the success of leaders, aiding in better investment decisions. 4. Passion and Purpose in Leadership: Successful leaders align their actions with a deeper purpose beyond financial gains, creating enduring impact. 5. Data-Driven Insights for Performance: Behavioral data analytics correlates with improved corporate culture, innovation, and profitability. 6. Philanthropy and Legacy: Massie’s Boys Without Fathers initiative showcases how personal experiences can inspire meaningful societal contributions. 7. Know-Trust-Buy in Fundraising: Entrepreneurs must build relationships and credibility to secure investments in a digital-first world.Guest Hugh Massie: Hugh Massie is the Executive Chairman and Founder of DNA Behavior International – the Behavior and Money Insights Company. As a Titan 100 CEO and widely recognized Behavioral Solutions Architect, Hugh Massie addresses every opportunity and challenge from the proven perspective of “behavior makes money”.Hugh hosts “Behaviorally Smart Identity Conversations” which is a podcast for which he has produced over 70 episodes in the past 2 years – they can be found on Youtube. Hugh has authored the following books and eBooks:1. Leadership Behavior DNA – Discovering Natural Talents and Managing Differences2. Financial DNA – Discovering Your Financial Personality for a Quality Life3. Business DNA – Growing a People Centric Organizational Identity4. Leadership Financial Value Creation Capability – The Six Critical Financial Behaviors for Success5. Mastering Your Money Energy – Unleashing the Quantum Power of Money 6. Mastering Entrepreneurial Talents – Behaviorally Smart EntrepreneurshipLearn More and connect with Hugh: www.dnabehavior.comHow can people get involved to be a mentor or find a mentorhttp://boyswithoutfathers.orgHost Karen Rands: Karen Rands, the leader of the Compassionate Capitalist Movement™ and author of the Best Seller, Inside Secrets to Angel Investing, is an authority on creating financial success through successfully informing the next generation of entrepreneurs and investors together in the name of Compassionate Capitalism! Learn about the services offered by Kugarand Capital Holdings for entrepreneurs and investors. Learn More: http://KarenRands.coCheck out the book and get 12 of the 46 Inside Secrets Free http://InsideSecretsToAngelInvesting.comIf you enjoyed this episode: 1. hit the like or heart and let us know, and follow the show2. find another episode on the Compassionate Capitalist Show and put it in your queue. 3. share the podcast on your social media to let others know about our rich content. THANKS - welcome to the Compassionate Capitalist Movement. HASHTAGS:#BehavioralFinance#LeadershipDNA#Entrepreneurship#WealthCreation#AIInnovation#InvestorInsights#FinancialBehavior#CorporateCulture#LeadershipDevelopment#BusinessSuccess#KnowTrustBuy#FounderLedCompanies#ScalableSolutions#BehavioralAnalytics#PurposeDrivenLeadership#DataDrivenDecisions#VentureCapital#PrivateEquity#MentorshipMatters#PersonalGrowth#angelinvesting #karenrands#DNABehaviourWebsite: www.dnabehavior.com

Oct 31, 2024

Sep 6, 2024

Today on the Compassionate Capitalist Show, we are diving deep into the fascinating world of artificial intelligence and its transformative impact on businesses and investment strategies. David Marra, a trailblazer in quantitative asset management and financial innovation, joins host Karen Rands to discuss how AI has evolved to simplify implementation for businesses and its profound potential to drive global growth. In this episode, David Marra shares his expertise on managing investment portfolios using AI, the importance of diversification, and strategies to minimize risk while maximizing returns. Karen and David explore topics such as the state of the technology market, the role of private equity, and the need for balancing portfolios to weather market volatility. Key Take Aways: 1. The Evolution and Impact of AI on Businesses + With a look at tech impact since the Industrial Revolution + The potential for AI to drive growth rates globally + Application of AI in logistics, customer service, and sales. 2. Risk Management and Portfolio Diversification + AI isn't a sector so not a bubble, it is fuel for innovation + The need to decorrelate risk and minimize exposure to large losses. + Weathering market storms through diversified investment strategies. 3. AI Stocks and Investment Strategies + Financial advisor recommendations on portfolio allocation in private equity or angel investments. + Balancing private equity with income-producing assets. + Diversification principles applicable to angel investments as well. 4. Managing Risk for Long-Term Income + Impact of market crashes and recovery periods. + Importance of risk management and capital protection for consistent income. + Importance of long-term thinking for solid fundamentals and Holding onto good investments amidst volatility. Whether you're an investor seeking to mitigate risk, an entrepreneur looking to leverage AI, or simply curious about the future of financial markets, this episode is packed with valuable insights to help you navigate the ever-evolving landscape. Tune in as Karen Rands and David Marra explore the power of AI in investment strategies and its broader implications for business growth. Don't miss out on this riveting conversation. Listen on your favorite podcast platform or youtube (https://youtu.be/pWW-wcS8-sg) David Marra is a distinguished quantitative investment manager who skillfully merges the principles of economics with advanced statistical learning. He is a proud graduate of the University of Chicago's business school, a prestigious institution renowned for its Nobel laureates and contributions to economic theory. David leverages his extensive education in finance to approach investing with a blend of empirical and theoretical knowledge, drawing from the rich history of economic thought from Adam Smith to modern-day advancements. His unique approach also incorporates cutting-edge techniques from statistical learning, emphasizing the use of large datasets and computational power. Learn More at: Markinfunds.com Karen Rands is a best selling author, top rated podcaster, and sought after advisor for founders and investors. Learn more at her website: http://kugarand.com To subscribe to her Linkedin Newsletter, Learn about hire on demand digital course Intro to Angel/Crowdfund Investing, Schedule an appointment or find and connect on social media, Or find her podcast on other platforms Please visit http://bit.ly/linkCCS Please be a part of the Compassionate Capitalist Movement and share this podcast and subscribe to not miss a single episode.

Aug 29, 2024

A "Family Office" is remarkable entity that High-Net-Worth & Ultra-High-Net-Worth Families use to manage their wealth as it grows, and preserve it for their future generations. A family office provides a wide range of services tailored to meet the needs of HNWIs. From investment management to charitable giving advice, family offices may offer a dedicated team of specialists to service these clients. Today we are excited to explore the intersection of family businesses and compassionate capitalism on the show. Guillermo Salazar, Founder of Exaudi Family Business Consulting, author and global speaker, shares his insights on best practices establishing and maintaining an effective family office. Key Points: 1: Define a Unifying Business Purpose based on Shared Values - In the world of family businesses, establishing a clear and unifying purpose for the business is the critical first step. Guillermo Salazar emphasizes that this purpose extends beyond financial success and aims to unite the family and business values. This fosters better communication among family members and lays the foundation for a shared vision, much like a company's mission. By creating an effective family charter, the owners can define the firm's purpose and equip themselves with the tools to identify and manage the next generation of leaders, ultimately preparing for a successful generational transition. 2: Understanding the Essence of Family Offices - Family offices offer a holistic approach to managing the financial and investment needs of affluent individuals or families. Unlike traditional wealth management firms, they bring a wide range of services under one roof, including financial planning, investment management, wealth transfer planning, tax services, and more. Family offices can be tailored to the specific needs of HNWIs, addressing both financial and non-financial concerns, such as managing family assets, private schooling, and travel arrangements. 3: The Decision Between Single-Family and Multi-Family Offices - Karen and Guillermo delve into the decision-making process for high-net-worth families to decide between single-family offices and multi-family offices (MFOs). Single-family offices are dedicated to serving one ultra-affluent family, offering a highly personalized approach. On the other hand, MFOs cater to multiple clients, resembling traditional private wealth management practices. The decision between these options often comes down to cost and control, with HNWIs weighing the benefits of sharing the expenses for specialized resources versus having exclusive control over their family office's services. This episode of "The Compassionate Capitalist Show," is important for all listeners that are working to create great wealth. Some day you will need to pave your path to the intersection of family businesses and compassionate capitalism, uncovering the essential steps for success, and the role of family offices in managing wealth, and the decision-making process behind choosing the right family office model. Guillermo Salazar's extensive experience in family business governance and succession planning provides valuable insights for families looking to navigate the complexities of both business and wealth management. https://www.exaudionline.com/ Author: A Road to Triumph in Family Business gives you theoretical and practical strategies to manage each stage, with real examples and a clear guide to best practices for establishing a family office. https://www.guillermosalazar.com/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is on YouTube. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up the new Compassionate Capitalist Academy http://dothedeal.org

Aug 20, 2024

Listen to Karen Rands and Surabhi Shenoy's lively conversation on this episode of Compassionate Capitalist Show as they talk about the double down on challenges Surabhi faced as a female founder of a tech company, bringing fin-tech innovation to the Banking Industry in India. Hear how Surabhi overcame the professional challenge of learning a whole other side of the business when her husband and co-founder died suddenly in a car accident and went on to scale her business to a very profitable exit. Join Karen and Surabhi as they explore her practical advice on scaling businesses, the importance of diversification, and building high-value companies that can operate independently of founders. Plus, don't miss her insightful tips on overcoming decision fatigue by simplifying daily routines. You will learn keen insights related to the following challenges many founders face as they scale their business and look to create exit opportunities: 1 Value vs. Profit • Distinction between business profitability and valuation. • Tech startups prioritizing long-term planning over immediate profitability. • Risks of cash flow instability due to dependence on a few key clients. 2. Business Expansion Challenges and Strategies • Difficulty in scaling and diversifying revenue streams before it's too late. • Developing a capable sales/business development team and overcoming fear of delegating sales functions. • Building trust in new hires and documenting processes for autonomous achievement of KPIs - Key Performance Indicators. • CEO's fear of letting go, delegating, and the impact on growth. 3. Practical Takeaways: • Tips on creating a rhythm of business with a robust and disciplined review mechanism. • Strategies for analyzing customer revenue and prioritizing high-value clients. • The importance of spiritual wisdom and innate leadership in navigating business challenges. • Discovering when you 'don't know what you don't know' and finding the right mentor or coach. • Decision-making despite emotional/professional challenges and decision fatigue. Karen was thrilled to have Surabhi Shenoy as her guest to share her unique experience, yet common ground on challenges of scaling services business into a tech company, without outside capital. Surabhi, a successful serial entrepreneur and CEO coach, shares her transformative journey from engineering to entrepreneurial excellence. Karen and Surabhi delve into her innovative fintech solutions addressing property valuation and fraud in India's banking sector, her strategies for digital transformation, and the crucial balance between profitability and long-term business valuation. Surabhi candidly discusses her personal and professional challenges, including the profound impact of losing her husband and business partner, and how she found a renewed passion for business coaching. Whether you're an aspiring entrepreneur or a seasoned business leader, this episode promises valuable lessons to help you grow and sustain a successful business. Stay tuned! **** Surabhi Shenoy is a CEO Coach who helps ambitious tech founders scale their businesses to increase the value of their business and achieve lasting wealth. Surabhi is a serial entrepreneur, in that she has built 2 multi-million dollar ARR companies which she did with the best source of growth capital -- customer revenue. Surabhi’s journey began in 2005 when she co-founded Tejora Technologies with her husband, Nitin. After his passing in 2017, she took full control of the business during a period of intense personal and professional challenges. Despite the odds, she led Tejora to growth and a successful exit in early 2022. Learn More https://surabhishenoy.com/ Sign up for the newsletter under the Newsletter tab and request a free strategy session with code- #ccs Karen Rands is the President of Kugarand Capital Holdings, LLC and is a sought after advisor for founders and investors. Karen is a best selling author, top rated podcaster, and leader of the Compassionate Capitalist Movement. Learn more at her website: http://kugarand.com Karen has a dynamic community on LinkedIn, including the group Angel Investor Matchup - a community focused on equity crowd based direct pubic offerings. She offers LinkedIn Live Q&A and thought provoking articles on raising capital, creating wealth, and economic empowerment. To subscribe to her Linkedin Newsletter, and get access to her on demand digital course Intro to Angel/Crowdfund Investing, Schedule an appointment or find and connect on social media, or find this episode on other platforms, Visit http://bit.ly/linkCCS Please be a part of the Compassionate Capitalist Movement and share this podcast and subscribe to not miss a single episode. Keywords decision-making strategies, fintech innovation, property valuation, banking fraud, digital transformation, banking operations, risk management, business valuation, profitability, tech startups, business expansion, revenue diversification, delegating sales, sales team, business stability, customer base, personal loss, professional loss, business coaching, International Coaching Federation, engineer to entrepreneur, CEO coach, compassionate capitalist, sustainable business, entrepreneurship, building a business, decision fatigue, support system, intrinsic value, wealth creation, selling your company, valuation, profitability

Aug 19, 2024

In today's conversation, Karen Rands will unpack the pivotal role statistics and wage data play in employment, the impact of the pandemic on labor markets, and the ongoing "Great Resignation." Her guest, Cary Sparrow will share insights from his fascinating journey from nuclear submarine officer to technology entrepreneur. Cary is the CEO of one of the leading Labor Market Data analytics company that enables Corporate Executives and Business Owners see real-time global pay trends and labor market intelligence to budget and plan resource requirements to be ready far into the future. The WageScape data platform is the largest and fastest source of real-time labor market data. We'll explore the current labor shortage, wage pressures, and shifting dynamics in workforce management. Cary’s expertise on pay equity, transparency, and the evolving skill requirements shaped by AI and automation will shed light on critical shifts affecting CEOs, CFOs, CMOs, and HR execs alike. In this podcast you will learn: **The Changing Expectations of Workers** The pandemic sparked a shift in worker priorities, leading to the "Great Resignation," where employees re-evaluated their career paths and life choices. Today, workers expect more than just a paycheck—they're looking for comprehensive benefits packages that include flexibility, mental health support, and career growth opportunities. In fact, job ads mentioning benefits or bonuses jumped from 4% to 40%, reflecting this trend. Key Take Aways: 1. How these trends impact and influence a company's performance and strategic planning for the future. 2. Wage pressure, work condition requirements, rising demand for pay equity and transparency and the impact they have on the bottom line. **The Shift in Workforce Skills for Future Jobs** With the rise of AI, automation, and remote work, companies are recognizing the need for new skill sets. As industries evolve, skills like data science, AI, and cybersecurity are in high demand, while traditional qualifications are taking a backseat to adaptable and innovative thinking. Additionally, the concept of fractional executives—experienced professionals offering flexibility at lower costs—is gaining popularity, especially in mid-market companies. Key Take Aways: 1. Challenges due to an aging workforce and younger workers not having appropriate skills. 2. Value of gaining experience of senior executive and the flexibility of hiring them as interim/parttime management 3. Challenges for growing companies anticipating and matching talent to company's development phases and corporate culture. **The Value of Data for Budgeting and Future Planning** As wages fluctuate and skill requirements change, it’s vital for companies to stay ahead by using detailed labor statistics. Tools like Wagescape provide critical insights into wage inflation trends and hiring health, helping businesses budget effectively and predict market shifts. For example, wage inflation is stabilizing but still presents localized challenges, making it essential for organizations to use data to plan compensation strategies and ensure pay equity. Key Take Aways 1. Concerns and Impact of the push on wages at the entry level or for low skilled employees. 2. When does the economy of scale of the new tech of automation and AI replace the 'minimum wage' worker. 3. Importance of having data to predict future pay trends to be able to plan budgets and growth requirements. To learn more about Cary and Wagescape, visit WageScape.com Karen's Message: I am building the Compassionate Capitalist Movement. This #Podcast is my megaphone to the world about creating wealth through funded innovation and entrepreneurism. Please join me and amplify this message. You can reach me ( https://linktr.ee/compassionatecapitalist ): also http://bit.ly/linkCCS for all my Links: *Linkedin Newsletter, The Compassionate Capitalist News* Digital Course: Intro to Angel/Crowdfund Investing Services offered for entrepreneurs and investors Links to the podcast platforms to listen/subscribe to this podcast and YOUTUBE Set an appointment and connect / follow on Karen's social media #wages #futureofwork #ai #wageequity #strategicplanning #workforceintelligence #workforce #transformation #businessgrowth #compassionatecapitalist #investinginentrepreneurs #labormarket #laborshortage #wageinflation #automation #karenrands

Jul 2, 2024

Welcome to another episode of The Compassionate Capitalist Show #podcast, where we dive deep into the best practices for creating wealth as a business owner, and using that to discern investing in the companies with the best odds of achieving success to exit. Today, Host Karen Rands digs into the mechanics of marketing funnels and strategic forecasting with her guest, Taylor Frame from Focus Funnels. Karen and Taylor explore the essential journey a customer undertakes from discovery to purchase and beyond. They also touch upon the importance of adapting strategies to meet the differing needs of digital and brick-and-mortar businesses. Karen and Taylor expand the conversation to talk about the Capital Funnel and how the customer engagement and conversion process in your typical sales funnel is similar to the capital funnel for attracting and converting investors -- It is Karen's Kugarand Theory of Private Capital. Key TakeAways: 1. **Understanding Sales Funnels:**defines what a marketing funnel is and the significance of different stages: discovery, education, and conversion. 2. **The Importance of Strategic Targeting:** covers how businesses can effectively use digital targeting to curate audiences and engage them at various stages of the marketing funnel. 3. **Digital Crumbs and Customer Behavior:**how digital interactions like purchases and searches can lead to targeted advertising, touching on privacy concerns and the effectiveness of these methods. 4. **Raising Capital with Emotional Intelligence:** insights on raising capital, emphasizing understanding the emotional and financial motivations of potential investors as well as the process and preparation needed when engaging in financial conversations. Taylor Frame began his career in digital marketing working with e-commerce giants Crew and Rei, leveraging Adobe tools to boost online sales. Recognizing the untapped potential in providing similar technologies to smaller e-commerce brands who couldn't afford such advanced tools, Taylor transitioned to Yext. Here, they expanded their skill set into local marketing while continuing to focus on e-commerce strategies like pay-per-click ads and marketing funnels. Inspired by these experiences, Taylor founded Focus Funnels, a company dedicated to delivering effective digital marketing and funnel strategies tailored for emerging e-commerce entities. With a solid background in navigating both large-scale and boutique e-commerce landscapes, Taylor Frame stands out as a dynamic force in digital marketing, committed to empowering businesses with the tools they need to succeed online. Learn more about Taylor Frame and his work at Focus Funnels by visiting http://focusfunnels.com. This episode is packed with insights on nurturing customer leads, optimizing marketing strategies, and the crucial role of understanding customer motivations. This is also a critical aspect of building the capital funnel - understanding investor motivations. Whether you're looking to refine your digital marketing tactics or seeking guidance on capital raising, this episode provides invaluable advice backed by Taylor's extensive experience and deep understanding of e-commerce growth strategies. Listen as Karen and Taylor unravel the intricacies of targeting the right customers (or investors) and creating effective funnels for business growth and profitability. Karen Rands is the dynamic host of "The Compassionate Capitalist Show," a podcast dedicated to teaching her audience how to create wealth by building successful, profitable, scalable, exitable businesses, or investing in those businesses as a wealth creation asset class that is superior to real estate and stock market, but often maligned and misunderstood. Karen is the leader of the Compassionate Capitalist Movement and Lead instructor for her Compassionate Capitalist Wealth Maximizing System with it recently released digital on demand course: Intro to Angel & Crowdfund Investing. Check it out at http://dothedeal.org Karen is a sought after advisor for entrepreneurs seeking to raise capital, and realize time is as valuable as money to get started right or stop doing what isn't working. Investors and Angel groups hire Karen's firm to assist in due diligence and syndication. More info at http://kugarand.com Please like and share this podcast if you find it of value. TIME STAMP OF CONTENT 00:00 Essential advice for direct-to-consumer business growth. 03:14 100 brands find success sans venture capital. 07:23 Creating marketing funnels requires expertise and adaptability. 11:12 Discovering brand, educating self, identifying desired dress. 15:06 Identify, target, and persuade customers effectively. 19:14 Tracking digital activities to move potential buyers. 21:03 Addressing concerns in the middle of funnel. 25:20 Entrepreneurs underestimate potential reach for raising capital. 28:52 Identifying numbers in sales process, don't give up. 32:38 ROI measures ad spending's return through sales. 34:51 Forecasting sales and revenue for entrepreneurial startups. 39:06 Experience with clients, diverse marketing strategies. 42:50 Personal data used for targeted advertising, surveillance. 46:09 Encouraging clicks and collaboration in digital marketing. 47:08 Grateful for your help, Karen. Pleasure! #marketing_funnel #customer_journey #lifetime_value #digital_targeting #acquisition_funnels #marketing_channels, #e-commerce #growth_strategies, #digital_marketing #sales_funnels #KPI #raising_capital #Capital_funnel

May 31, 2024

In this episode, we dive deep into a topic that's critical for any business, big or small: employee management. We're joined by the brilliant Gerry Gadoury, a former Marine Corps officer turned business transformation expert. Jerry's not just a thought leader; he's a practitioner who's helped countless companies become 'destination employers.' The Proof in this pudding is how Gerry to an executive role in a startup Appessaro and scaled that company to a $250M exit. He now teaches that methodology to startups to become desired Destination Employers...Attract, Recruit, Retain & Lead--- His new book and the focus of this Podcast. We'll be uncovering the hidden costs of employee turnover, the challenges of recruitment and retention, and the power of a strong employer brand. Jerry will share his proven strategies to attract and retain top talent, including his unique Engage, Fulfill, and Grow leadership framework. Whether you're a Founder of a high-growth startup or a CEO of a multinational, this episode is packed with actionable insights to help you build a thriving, high-performance team. Listen Now for these key take aways: Critical Importance of Employee Management: - Impact on Business Scalability and Relevance for Startups and Investors - Hidden Costs of Employee Churn - Pivotal Factor in Continued Growth of the Company Concept of a Destination Employer - Companies Attracting Top Talent - Renowned Companies like Google, Apple - Emphasizing Community Involvement and Collaboration for Sustainable Growth - Aligned and Engaged Corporate Culture Challenges for Startups and Small Businesses - Attracting Top Talent when you have Limited Resources and Lack of Name Recognition - Multigenerational Workforce - Five Generations Working Together: - Boomers, Gen X, Millennials, Gen Z, Gen A - Differences in Employment Tenure and Work-Life Balance Expectations - Transitioning Job Positions and Descriptions: - Generalists for Initial Stages - Specialists as Company Grows - Job Dissatisfaction and Quiet Quitting Changing Retention Strategies: - Ineffectiveness of Traditional Benefits - Motivating Employees Beyond Compensation - Leadership and Employee Morale Strategies for Competitive Employment - Strong Employer Brand: Alignment with Company Values - Targeting the Right Employee Market - Effective Onboarding and Employee Experience: - Proper Communication from Day One - Avoiding Onboarding Pitfalls - Treating Departing Employees Well Gerry’s EFG Leadership Framework - Components of EFG: - Engage - Fulfill - Grow - Handling Growth Situations Gerry Gadoury began his career in the Marine Corps, specializing in signals intelligence with a top-secret clearance, focusing on national security matters. Transitioning to the civilian sector, he continued to work in cybersecurity and technology. He founded his own company, Redbeard Solutions, humorously acknowledging that a more accurate name today might now be Graybeard Solutions. (See the video to understand the humor) For more information or to reach out to Gerry Gadoury: https://redbeardsol.com/ http://Destinationemployer.co Karen is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network. As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors. More information can be found at http://karenrands.co And if you register at the contact page you will receive her Compassionate Capitalist mini video tips, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast. The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes. Keywords: employee management, business scalability, startups, investors, employee churn, recruitment, retention, hidden costs, Gerry Gadoury, military veteran, leadership principles, destination employer, talent acquisition, career growth, Redbeard Solutions, job satisfaction, multigenerational workforce, modern employment, employer branding, onboarding, compensation expectations, bad leadership, EFG leadership framework, skill shortages, work-life balance, flexibility, consultation strategy, generalists, specialists, quiet quitting

May 30, 2024

In this episode we are exploring the success principals of growing wealth through acquisition of business with hidden potential, and you’ll hear interesting and unexpected stories of the vibrant world of home textiles and commercial styles. Our special guest is Kevin Bieberhausen, the principal at Fruition Capital, who transitioned from opera singing and a corporate career to become an influential entrepreneur in the textile industry. Kevin’s company, Heritage Fabrics, supplies upholstery and drapery to global giants like Disney and high-profile films, proving that essential businesses often drive monumental impact. Karen and Kevin discuss invaluable insights on buying and selling small businesses—covering everything from securing reliable brokers to the importance of consistent financials and recurring revenue. They delve into the crucial steps prospective business owners should take, the role of appraisals in SBA-backed deals, and the unique journey that led Kevin from the stage to the world of small business ownership. Whether you're an active buyer or a passive investor, you won’t want to miss his expert advice on making the leap from corporate life to entrepreneurship. Listen now for details on these episode highlights: Relevant subtopics: Common Issues in Business Sales Financial Records**: - Small business owners preparing books for tax purposes, not sale optimization. - Importance of preparing books three years in advance for a higher sale price. - Complex financial records complicate buying. - Unrealistically high price expectations; brokers’ role in setting expectations. - Ensuring a business can support debt. Valuation**: - Businesses in the $500k to $1.5 million earnings range typically sell for 3-4 times the bottom line. - Recurring revenue created business value and stability. - Initial listings often unreliable; due diligence is crucial. - Understanding industry norms and key characteristic assessments. Determining Acquisition Price - **Factors Influencing Price**: - Discretionary earnings, accounts receivable age, equipment, goodwill. - Consistent cash flow and recurring revenue importance. Lining up Financing - Business Appraisals**: - Crucial for bank (SBA lending) and investment soundness. - Aid in negotiation and reflect true market value of the business. - **Equity and Investor Negotiation**: - Offering higher equity and setting preferred interest rates. **Active vs Passive Investment**: - Active buyers: Operate and run the business. - Passive investors: Invest through vehicles like Fruition Capital. - Investment methods include self-directed IRAs. Kevin Bieberhausen’s Perspectives Deal Formation and Investment Paths - **Simplicity in Business Acquisition**: - Not as complicated as perceived. - Importance of personal connections with business owners. - **Acquiring a Business**: - Contact Fruition Capital. - Finding a business, contacting brokers, securing LOI. Kevin’s current role as Founder of Fruition Capital is to help the middle class elevate their share of the wealth and assist corporate employees transitioning to business ownership. To learn more, connect with Kevin to help you explore your options for business acquisition visit: bibelhausen.com or fruitioncap.com Karen is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network. As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors. More information can be found at http://karenrands.co And if you register at the contact page you will receive her Compassionate Capitalist mini video tips, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast. The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.

May 17, 2024

Today, we have an exciting and enlightening conversation with Rick Jordan, a cybersecurity expert, bestselling author, and host of the "All In with Rick Jordan" podcast. In this episode, we delve into the intricacies of raising capital through Regulation A (Reg A+) and the strategic process that sets companies up for success. Karen and Rick explore how Reg A+ can create momentum and garner investor trust even before a company goes public, serving as a fascinating alternative to traditional fundraising methods. Rick shares his own journey, from leveraging relationships built at Geek Squad to establishing his company ReachOut in 2010, and how he navigated the challenges and opportunities of Reg A+. They discuss the importance of documentation, the shift from transactional to relational business approaches, and the critical role of audits in building credibility. Along the way, Rick recounts his personal entrepreneurial journey, the impactful lessons learned from early side hustles, and emphasizes the power of taking action, even when the path isn't perfectly clear. Listen as Karen and Rick explore the blend of passion, purpose, and strategic insight necessary for entrepreneurial success, and discover the intriguing world of Reg A+ fundraising from an insider's perspective. It's an episode filled with valuable lessons and real-world advice you won't want to miss Key takeaways in this episode Regulation A (Reg A) Process - Benefits of Reg A vs. traditional funding (angel investors, venture capitalists) - Raising momentum and awareness before going public - Importance of solid documentation for investor decisions - Establishing marketplace credibility (pink sheets or OTCB) - Credibility with investors through financial statement audits provides third-party validation 2. Strategic Market Building - Avoiding "dog and pony" shows - Genuine market interest and trading activity - Attraction of significant investment (pipe money) - Essence of sales in understanding and solving customer problems 3. Reg A+ as an Iterative Fundraising Strategy - Incrementally raising funds (rounds) to increase company value - A way for Angel Backed companies to raise capital when Angels, VCs, and PEs say NO and Banks won’t loan enough - A Strategic way to avoid excessive early equity giveaways - Strategic adaptation and increased valuation through acquisition - Challenges in Reg A+ - Marketing and market creation costs - Reliance on accredited investors and institutional investors to reach capital goals 4. Original Intent of Reg A+ - Provision from the 2012 JOBS Act to make onramp to IPO easier - Democratizing investment in prio IPO companies - Accredited vs. Retail Investors - Primary targets for significant investments - Raising money from retail and institutional investors - Market Enthusiasts and Penny Stocks with Karen’s personal anecdote about the allure of penny stocks - Using Reg A Plus to list on OTC market 5. Rick Jordan's Entrepreneurial Journey - Impact of focusing energy on projects - Importance of going "all in" for growth - The allure of multiple side hustles and the importance of full commitment - The journey of entrepreneurship compared to climbing Mount Everest - Importance of passion, purpose, and value creation in entrepreneurship - Positive mindset and avoiding distractions ("weeds") - Starting ReachOut in 2010 - Transitioning from direct client relationships to scalable business 6 Compassionate Capitalism - Investing in ventures aligning with personal passions - Positive societal impact -Karen Rands' Entrepreneurial Journey** - Applying for SBIR funding and facing setbacks and skepticism - Maintaining passion, purpose, and market focus Bio: Rick Jordan's journey into the world of technology began when he was just 10 years old in 1989. A family friend helped him build his very first computer, a Tandy, sparking a lifelong passion for tech. Reflecting on those early days, Rick realizes how pivotal that experience was, shaping his future in an industry that continues to fascinate him. Now, at 44, Rick acknowledges how those simple moments of assembling a Radio Shack Tandy computer paved the way for his career and love for technology. For more info and to connect with Rick Jordan: https://reachoutit.com/about WWW.RICKJORDAN.TV Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network. As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors. Karen wrote the best selling primer for new Angel Investors - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast. The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes. Keywords: Regulation A, Reg A+, fundraising, SEC-audited financials, retail investors, accredited investors, public company, pink sheets, OTCB, venture capital, angel investors, iterative fundraising, market building, shareholder awareness, documentation, investor trust, market enthusiasm, penny stocks, passion and purpose, entrepreneurial journey, cybersecurity, side hustles, reverse merger, capital acquisition, market creation, PCAOB audit, public listing, Rick Jordan, Karen Rands, Compassionate Capitalist, Nasdaq

Apr 26, 2024

In this episode Karen and her guest Tim Sprinkle, an experienced journalist turned venture capital marketing expert, dive deep into the dynamic world of venture capital and angel investing. Listen or Watch as they explore everything from the importance of due diligence and active involvement in startups to the evolving strategies of venture funds and the rising trend of niche markets. Tim provides valuable insights on building trust with investors, leveraging digital marketing, and the transformative role of the JOBS Act in democratizing venture capital. We also discuss the impact of generative AI on content marketing and the crucial role of custom approaches in attracting investments. Whether you're an early-stage entrepreneur or a seasoned investor, this episode offers a wealth of knowledge on navigating the complex landscape of venture capital and achieving successful investments. So, sit back and get ready to learn from the best in the business as we unravel the intricacies of venture capital with Tim Sprinkle. Key Takeaways in this episode: 1. Venture Capital Evolution - Growth of Venture Capital and the expansion from mega firms to over 4,200 venture funds globally - Emergence of Boutique Funds with rise in serial entrepreneurs founding funds outside traditional hubs - Educational Programs contributing to the growth with training programs like Columbia University's VC course - Highlighting developments outside Silicon Valley - VC need to market themselves and to increase Assets Under Management (AUM) - From informal to more structured and formalized - Competing by focusing on niche areas - Fundraising Challenges and the need for credibility and strong track record in order to build investor trust - Challenges for a new fund raising capital is similar to starting a company - Effect of JOBS Act and democratizing access with crowdfunding models 2. Niche Venture Capital Firms - Examples like water tech and climate tech firms - Water industry-originated fund expanding to early-stage tech - Climate tech fund focusing on large-scale infrastructure - Industry-specific challenges and solutions -Information Accessibility and Resources - National Venture Capital Association, Google, Crunchbase, PitchBook - Micro Ventures for accredited investors - Challenges for Smaller Funds to gaining recognition - Standing out in a crowded market so turning to traditional marketing strategies used by business attracting customers (investors) 3. Traditional Venture Capital Model - Investment Expectations of Company’s milestones - 1 in 10 investments yielding significant returns - Investment as Art vs. Science as a combination of data analytics, AI, and investor intuition - Boutique VC Firms vs. Traditional Venture Funds - Role of Boutique Firms - Active involvement in early stages like Series A - Traditional Funds - Engagement at later stages, such as Series B - Distinguishing from other investment types such as angel funds 4. Venture vs. Angel Funds - Structural Differences - Venture funds' structured mandates and timelines - Stages of Investment - Typical pipeline: friends and family, angel investors, venture capital, private equity - Reliance on networks and proving success - Leveraging passionate individuals and potential investors - Differences in risk and investment profiles - Importance of Due Diligence - VC firms' strategic support and market validation - Angels' more diverse and informal approach but usually more involved - Active role in helping companies succeed beyond monetary investment - Both Groups of Investors tend to contribute by making introductions, assisting with hiring - Venture Fund Structure and comparison to Mutual Funds - Family Offices Trend and investing private companies - Younger generations driving investment in venture financing - Growing interest in mission-driven investments 5. Tools for Engagement - CRMs, email systems, webinars, calendar planning - Strategies may include email campaigns, direct mail, social media, live events PR, Social Media, SEO Engagement - Resurgence of Webinars and Live Events - Figure out your Investor Avatar in order to target specific investor types - Marketing and Content Strategies - Testing different messages continuously - Managing communications and targeting - Building Trust by Selling a compelling brand or story Bio: Tim Sprinkle is a seasoned finance writer with a particular focus on the innovation space. During a formative period from 2013 to 2015, Tim was immersed in the vibrant entrepreneurial ecosystem of Colorado, notably in Boulder. He documented the rise of various startups and innovations, emphasizing the significant activities in the venture capital sector. His experiences inspired him to write a groundbreaking book, "Screw the Valley," which challenged the then-prevalent notion that Silicon Valley was the epicenter of innovation. Through his insightful writing, Tim highlighted the burgeoning innovation occurring outside of Silicon Valley, showcasing that the entrepreneurial spirit was thriving in diverse regions across the country and the world. To connect with Tim Sprinkle visit website: http://venturecapitalmarketing.com And be sure to pick up your copy of: "Screw the Valley" Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network. As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors. Karen wrote the best selling primer for new Angel Investors - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast. The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes. Keywords: due diligence, investor diversification, venture firm strategic shift, broader market potential, investor avatar, targeted investor pitches, early-stage investment, building investor trust, crowdfunding impact, generative AI in content marketing, digital marketing strategies, traditional PR, social media strategy, marketing automation tools, storytelling for investors, VC fund competition, niche venture capital firms, family offices, mission-driven investments, venture capital training, boutique venture funds, climate tech investment, water tech fund, fundraising challenges, investment stages, angel investing vs venture capital, specialized micro funds, investor engagement tools, CRM systems, email campaigns, live events for investors

Apr 19, 2024

Today, Karen is diving deep into the world of authentic branding and entrepreneurial growth with her special guest, Deevo Tindell of Fusion Creative. From exploring the essential components of consistent and effective branding to navigating the multifaceted challenges of raising capital, this episode is packed with actionable insights. Deevo shares his entrepreneurial journey, having launched, scaled, and sold multiple businesses, and offers his expert advice on bridging the gap between knowledge and implementation. Karen and Deevo will unpack the power of community feedback, the significance of understanding your audience, and the critical need for adaptability in today's competitive market. Whether you're an entrepreneur seeking to refine your brand message or an investor looking to understand the nuances of capital funding, this episode promises valuable takeaways to elevate your business endeavors. So, don't skip a beat—tune in and learn how to align your business messaging with customer needs for sustainable success. Remember, it’s all about congruence, consistency, and adaptability. And listen for Deevo’s invitation to listeners to reach out for business or branding advice. Onwards and upwards! Key takeaways in this episode: 1. Self-Awareness and Adaptation for Growth - Listeners encouraged to evaluate processes and identify knowledge gaps. - Seeking feedback and making improvements discussed with coaches and mastermind groups. 2. Community Engagement: - Advantages of engaging with groups, including Facebook groups. - Reciprocal nature and valuable insights from community involvement. - Differentiating business with an ecosystem around it 3.Branding and Marketing - Branding Importance and the significance of consistent and authentic branding in business success. - Branding is often perceived as intangible, yet essential in a crowded, competitive marketplace. - Transition from logos to emotional connections and customer experience. - Adapting branding strategies to connect digitally with customers. - Devevo explains with a Diet and Exercise Analogy - Branding compared to a weight loss program for emphasizing consistency and action. 4. Entrepreneurial Insights - Entrepreneurial Challenges with an analogy of not being able to read the label from inside the jar. - Need for external opinions for gaining perspective. - Understanding customer perspectives and reverse-engineering solutions based on needs. - Balancing work with personal life and making decisions aligned with personal values. 5. Wealth Building and Capital Raising - Raising Capital: Understanding investor audience and attracting customers via a sales funnel. - Collaboration with branding experts for fine-tuning messaging. - Common goal of creating wealth between entrepreneurs and investors. - Advocacy for non-traditional investment methods and access to capital. 6. Karen’s Unique Branding and Challenges - Dual Audience Challenge - balancing services for entrepreneurs and educating investors -Attention Spans and Messaging: - Challenges of communicating complex business offerings in the digital age. - Increasing number of investors and addressing misconceptions about angel investing having gambling-like risks. - Finding a unifying message that resonates with different customer segments. - Common Thread Identification: streamlining and communicating a unified brand message. Bio: Deevo Tindell has always thrived on involvement and diversity. During their school years, Deevo was not only a key figure in setting up intramural programs but also an active participant in various clubs, student councils, and a myriad of other activities. This immersive approach was driven by a broad spectrum of interests and an energetic enthusiasm for being part of different initiatives. Upon graduating in his junior year, Deevo's drive and connections led to exciting opportunities in New York City, where he secured internships and furthered his professional journey. Deevo’s transitioned from finance to entrepreneurship as he launched and sold businesses, including Fusion Creative and Carolina Sport and Social. Deevo's story is one of dynamic engagement and a relentless pursuit of varied interests. For more information and to connect with Deevo Tindell, visit fusioncreativebranding.com TOOL to assess your brand strength: https://fusioncreative.scoreapp.com/results/66229dc71b192441148698 Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network. As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors. Karen wrote the best selling primer for new Angel Investors - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast. The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes. Keywords: Podcast Insight, Self-awareness, Adaptation, Feedback and Growth, Community Engagement, Raising Capital, Entrepreneurial Challenges, Connection and Networking, Social Media Presence, Compassionate Capitalist, Brand Differentiation, Authentic Branding, Knowledge Gaps, External Opinions, Brand Scoring Tool, Branding Success Formula, Entrepreneurial Journey, Business Growth, Branding and Marketing, Consistency in Messaging, Investor Education, Customer Experience, Branding Audit, Business Messaging, Investor Mindset, Entrepreneurship Trends, Digital Branding, Holistic Branding Approach, Wealth Creation, Business Blogs, Online Branding.

Apr 12, 2024

Join Karen Rands on a deep dive with finance maven Chris Reilly where they unpack essential business strategies and financial modeling insights. Whether you’re an avid investor, a business owner, or just finance-curious, this episode is a treasure trove of practical wisdom. Financial modeling is fundamental to understanding the future potential of a startup, what the exit opportunities might be when a company is growing, and how to leverage the value of a company to reap the biggest return when expanding through acquisition. In this episode of the Compassionate Capitalist Show, you will gain keen insights in the following. 1. **Leveraged Buyouts (LBOs)** - The structure of LBOs and their implications for business owners looking to semi-retire. - Strategies for preserving the existing company culture and team while adding corporate sophistication. - The role of financial modeling in decisions related to investment, expansion, or acquisition. - Differentiating between speculative angel/VC investing and the more calculable nature of LBOs. 2. **Financial Literacy in Business Leadership** - The need for CEOs and CFOs to understand financial statements. - The value of training or hiring a CFO with expertise in financial modeling. - The significance of preparing for private equity infusion or company transition. - Additional considerations for early-stage companies, including soft dollar expenses. 3. **Preparing for the Future through Financial Models** - Detailing the three-statement model forecast and its role in predicting a company's profitability. - Understanding when revenue is earned through the income statement. - The necessity of learning which elements to include and exclude in forecasts. At the height of the financial crisis, a fresh college graduate named Chris Reilly embarked on his career in an environment fraught with uncertainty and disarray. In the fall of 2009, just a year after the iconic Lehman Brothers' collapse sent shockwaves through the global economy, Chris joined FTI Consulting, tasked with the formidable challenge of cleaning up after one of the largest bankruptcies in history. Chris's journey into the intricate world of private equity, and his subsequent mission to educate others on the art of financial modeling, is both inspiring and a blueprint for success in the nano market ecosystem. Chris Reilly is the Founder of Mission Capital Consulting and the brains and vision behind digital courses marketed as Financial Modeling Education. To learn more about financial modeling education and certification he offers, visit: https://www.financialmodelingeducation.com/and https://www.missioncapitalco.com/ Available on YOUTUBE: https://youtu.be/ul1FtqFdhnM to watch all the action About Karen Rands: Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. Or use http://KarenRands.co and get your free gift and get on Karen's mail list. The Compassionate Capitalist Show ™ is a Podcast on YouTube and available on all major podcast players. Please visit and subscribe and share. http://bit.ly/linkCSS Social Media links can be found here as well. Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and own a piece of multiple small businesses. Get access to this powerful digital course that brings Karen's best selling book to life. Currently with over 25 lessons and more being added every week to provide a step by step way to learn to invest for Purpose, Passion and Profit with the new Compassionate Capitalist Wealth Maximizing System. Learn More at http://dothedeal.org

Apr 9, 2024

Intro: Listen to this captivating episode featuring a trailblazer in the world of investing, Bob Elliott, CEO and CIO of Unlimited. With an impressive background, including a senior investment role at Bridgewater Associates, Bob has now set his sights on democratizing the investment landscape for "Main street investors." Karen and Bob explore the slow adoption of crowdfunding investing and highlight the significant potential it holds for average individuals. Bob will share his innovative "replication" strategy, which offers flexibility and cost efficiency, much like the Kirkland Signature products providing brand-name quality at lower prices. We'll unravel the benefits of ETFs, especially the newly emerging actively managed ones, and the pivotal regulatory changes that have opened sophisticated investment strategies to the general public. Listen as Karen and Bob discuss his mission to make institutional-level asset management accessible to all, tackling the challenges faced by individual investors in today's volatile market, and the future potential of actively managed ETFs. Don't miss this enlightening conversation on how you can leverage these strategies to grow your financial knowledge and participate in business investments like never before. And, remember to share your feedback and spread the word! Key takeaways in this episode 1. Discussion on Investment Vehicles - Explanation of Exchange Traded Funds (ETFs) - Role in diversification and tax planning benefits - Contrast between ETFs and hedge funds - Potential for better returns through diversified investments 2. Bob Elliott and the mission of Unlimited - Founding of Unlimited in 2022 - Launch of HFND ETF with an emphasis on agile strategy for lower cost and better liquidity - Unlimited's Approach and Strategy - Critique of traditional hedge fund model (2% management fee and 20% profit share) - Application of low-cost diversified indexing strategies to hedge funds - Explanation of technology usage - Tracking of hedge fund strategies - Offering lower-cost investment products - Agile response to market changes - Balancing private investments with public market strategies - Importance for institutional and individual investors 3. Investment Accessibility for Main Street Investors - Slow adoption of crowdfunding investing - Efforts to raise awareness and the potential benefits for average individuals - Accessibility of investment opportunities for ordinary investors and the need for greater awareness and education to grow financial knowledge 4. Advantages of Replication Strategy and ETFs - Replication strategy - Flexibility in shifting between hedge fund styles - Avoidance of being locked into specific managers - Comparison to Kirkland Signature products - Similar returns to brand-name hedge funds - Lower costs and better tax efficiency - ETF benefits - Tax-efficient rebalancing within the fund - Growth in actively managed ETFs due to regulatory changes - Limited market awareness and utilization - Growth potential of actively managed ETFs - Investors' awareness of tax efficiency and flexibility benefits Bio: Bob Elliott, a seasoned financial expert, spent nearly 15 years in the hedge fund industry. Throughout his career, he observed that traditional hedge fund investments, particularly those following the "2 and 20" compensation scheme, often yielded substantial returns before fees but seldom left investors significantly better off due to high costs. Driven by a vision to democratize these investment strategies, Bob founded Unlimited. The mission behind Unlimited is to adopt the principles of diversified low-cost indexing, which revolutionized stock and bond investing, and apply them to the hedge fund sphere. By doing so, Bob aims to make sophisticated investment strategies accessible and affordable to all investors, not just wealthy individuals or institutions. For more information and to connect with Bob Elliot and Unlimited Funds visit: https://www.unlimitedfunds.com/ Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network. As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors. Karen wrote the best selling primer for new Angel Investors - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast. The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes. Keywords: crowdfunding investing, Main street investors, investment opportunities, financial knowledge growth, business investments, Bob Elliott, investor education, economic growth, traditional hedge funds, replication strategy, hedge fund styles, cost efficiency, Kirkland Signature, tax efficiency, Exchange-Traded Funds, ETF advantages, regulatory changes, asset managers, actively managed ETFs, market awareness, future potential, sophisticated asset management, institutional investors, stock market volatility, consumer confidence, private investments, public market strategies, democratization of capital markets, Karen Rands, wealth creation strategies, tax savings.

Mar 23, 2024

Benjamin Talin's journey began early in life, intertwined with his family's coffee shop, where he honed his skills in IT and marketing. From a young age, he was driven by a desire to outshine his godfather, who owned an IT repair shop. This competitive spirit led him to master various aspects of design and technical work. Remarkably, by the age of 12, Benjamin was earning around €300 a day, a substantial sum compared to his modest monthly allowance. His early experiences laid a solid foundation for his future endeavors, underscoring his ambition and proficiency in technology and business. Intro: Welcome to another insightful episode of CCS! Today, we're diving into a fascinating conversation with our host, Karen Rands, and our renowned guest, Benjamin Talin, CEO of MoreThanDigital.info. As a futurist, serial founder, and government advisor, Benjamin brings a wealth of knowledge on emerging business trends, digital transformation, and global talent competition. In this episode, we explore how some companies manage to achieve high revenue with minimal marketing expenditure through strategic efficiencies. Benjamin shares his unique approach to providing neutral feedback to businesses, helping them prioritize impactful projects especially relevant for small businesses that can't afford multiple consulting services. We discuss the competitive dynamics between countries and states to attract high-value professionals and the economic impacts of such migrations. Benjamin also highlights the gradual yet transformative process of digitalization and the evolving roles of governments from reactive to proactive entities. You'll also hear about the challenges of labor and workforce mobility in both European and U.S. contexts, the rise of virtual worlds, and the potential future of consumption and convenience driven by technological advancements. Karen and Benjamin touch on social media's impact, the digital divide, global migration, and the concept of virtual citizenship. From the launch of the "More Than Digital" platform to the intriguing idea of countries acting like corporations competing for talent, this episode is packed with thought-provoking discussions and expert insights. Tune in as we navigate the complexities of modern business practices, talent attraction, and the future of a digitally evolving world. Be sure to share this episode with fellow entrepreneurs and enthusiasts! Let's jump right into this engaging conversation with Karen Rands and Benjamin Talin. Relevant subtopics Effective Business Strategies and Revenue** - Companies achieving similar revenue per employee with less marketing - Providing neutral feedback in business consultations - Small businesses' challenges with limited consultant budgets and project risks 2. **"More Than Digital" Platform** - Launch of the free knowledge platform with no ads or sponsored content - Aims to diagnose business problems and provide industry-standard analysis - Karen Rands' appreciation and encouragement to share the podcast 3. **Automation and Future Work Trends** - Certain tasks like HVAC repairs still requiring human labor - Development of automation in auto repair and airplane maintenance - Potential future with increased efficiency and reduced work hours 4. **Country Competitiveness and Talent Attraction** - Countries competing for high-income professionals and offering benefits like low taxes - Specific cases like Bulgaria offering tax incentives - Internal U.S. examples, such as Florida as a "tax haven" 5. **Economic and Workforce Changes** - Decrease in agricultural and manufacturing GDP due to automation - Emergence of a "fourth sector" in the digital and virtual realm - Changing consumption habits towards virtual environments 6. **Social Media and Smartphone Impact** - Changes in social behavior due to smartphones despite poor user experience 7. **Digital Transformation** - Slow adaptation by companies to digitalization starting from the 1960s - Contrast between individual technology adoption and business reliance on outdated methods 8. **Government Proactivity and Economic Policies** - Shift from reactive to proactive governance - Sweden's initiatives for a green economy and high employment in government roles - Issues with internet infrastructure in Georgia, USA affecting education and healthcare 9. **Migration and Geopolitical Impacts** - Post-COVID migration trends and challenges in less democratic countries - Resource conflicts and climate change impacts on economies and land erosion - Talent movement impacting countries' workforce, such as Europe's low birth rates 10. **Future Workforce Projections** - Germany's significant demand for new workers due to retiring baby boomers - Immigration policies and economic implications - Potential economic shrinkage due to restrictive immigration Virtual and Digital Economy** - Future of virtual citizenship and economic work - Socioeconomic divides based on digital access - Increased international mobility due to virtual connections 12. **Government Roles and Talent Competition** - Governments likened to corporations competing for skilled workers - Strategies to attract digital nomads and high-income professionals - Latin American instability affecting talent retention 13. **Youth Trends and Virtual Companions** - Decreased interest in physical relationships among youth - Increase in AI companions and its implications on various industries 14. **Entertainment and Virtual Reality** - Rise of a "fourth sector" focused on entertainment - Virtual worlds offering escape from physical limitations - Future consumption habits centered on convenience and virtual experiences 15. **Technological Adoption Timeline** - Predictions on the adoption timeline for immersive technology and virtual efficiency - Counter trends embracing traditional formats amidst digital prevalence Lessons in Entrepreneurship** - Benjamin Talin's early entrepreneurial journey and current role as a futurist - Talin’s contributions as a government advisor and technology expert 17. **Angel Investment Insights** - Lessons learned in angel investing and venture capital - Challenges and strategies in raising capital for new ventures Keywords: Business efficiency, revenue per employee, marketing strategies, neutral feedback in business, consulting services, small business challenges, limited project risks, business knowledge platform, more than digital.info, automation in labor, HVAC repairs, computer fixes, technological efficiency, social benefits, declining populations, Country Corps, talent competition, low taxes, war of talent, tax incentives, digital world economy, agricultural sector decline, manufacturing sector decline, fourth economic sector, virtual worlds, changing consumption habits, smartphone impact, digitalization, government proactivity, internet infrastructure, migration and economic opportunity

Mar 20, 2024

In this episode, Karen sits down with Renan Devillier, the dynamic founder and CEO of OSS Ventures. Together, they delve into the vital role of local production and community sourcing in industries such as quantum computing and chip manufacturing, highlighting a notable resurgence of factory openings in the US. Renan shares his insights on modern manufacturing models that blend technology with environmental respect, leading to more skilled, higher-paid jobs. The conversation also explores the democratization of capital markets, with Karen spotlighting the transformative impact of the JOBS Act in enabling broader investment opportunities. Renan discusses OSS Ventures' unique investment strategy, focusing on seed-stage funding with "patient money" to build profitable companies. Since 2018, OSS has partnered with 20+ companies which have created over 340 jobs in Europe. The discussion also covers growth and exit strategies, capital investment access, and the significance of fostering innovation through broader investment channels. Listen as Karen and Renan navigate the future of manufacturing, the evolving role of technology and AI, and the critical need for skill adaptation in the workforce. Renan's diverse background and visionary approach, coupled with Karen's deep knowledge of angel investing and venture capital, make this episode a must-listen for anyone interested in the intersection of technology, manufacturing, and compassionate capitalism. Key takeaways from this episode: 1. Community and Local Production - Importance of local sourcing and Advocacy for sustainable, localized production systems - Geopolitical and supply chain challenges leading to localization - Identifying vulnerabilities in industries like quantum computing and chip manufacturing - Resurgence of US factory openings expected in 2023 and 2024 - U.S. initiatives like the Inflation Reduction Act and Infrastructure Bill 2. Modern Manufacturing Models - Shift towards technology-driven production - Emphasis on environmental sustainability - Better-skilled, higher-paid jobs and the importance of adapting tech delivery for blue-collar environments - Example of plane factory workers operating complex machinery - Necessary skill adaptation for the workforce with the growth in robotics and AI, with an emphasis on the role of education systems and policies 3. Economic Democratization - Democratization of capital markets and encouragement of informed investment choices - JOBS Act allowing broader investment in entrepreneurs and small businesses - Transition traditionally reserved for the ultra-wealthy - Advocacy for broader access to capital investment - Importance for startup innovation and Community and government funding as alternatives to traditional venture capital 4. Investment Strategy at OSS Ventures - Investing in seed stages with an eye for investment return goals by year five - "Patient money" strategy for building profitability and the capital requirements for scaling to profitability - Open to ideas from industry professionals, founders, and investors, and site visits and worker communication to uncover market needs - Investment in "operations" roles and identifying operational needs to enhance productivity and safety - Examples: My CE and Siebel Tech - Addressing disconnect between tech and blue-collar environments - Investing in or forming companies to address those needs- Significant economic impact but limited VC funding across the industry 5. Growth and Exit Strategies - Global scaling through mergers, acquisitions, and international expansion - Founders' role in scaling decisions - OSS Ventures' minority shareholding strategy - Scaling solutions for big challenges like solar energy 6. Evolution of SaaS with AI and Machine Learning - Transition from Software as a Service to Service as a Service - AI agents replacing job functions and automating tasks - Concerns about job loss due to AI and technology - Historical context of technology creating new opportunities - Examples from Tesla's manufacturing and robotic welding Renan Devillier has had a dynamic career marked by significant achievements in various industries. Starting as a factory director, Renan honed his expertise in manufacturing, eventually taking on leadership roles in the racing sector. His entrepreneurial spirit shone through when he co-founded a tech startup, which he successfully sold. Renan's perspective on manufacturing was profoundly influenced by a visit to Tesla's Fremont factory in California. There, he realized the pivotal role of software in modern production, noting that a significant proportion of Tesla's product value is derived from software integration, in stark contrast to more traditional manufacturers like Ford. This insight underscored the transformative shift within the manufacturing landscape, highlighting the growing importance of technological innovation. Today, Renan continues to leverage his vast experience in US Ventures, driving advancements at the intersection of technology and manufacturing. For more information and to connect with Renan Devillier, visit: https://www.oss.ventures/ Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network. As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors. Karen wrote the best selling primer for new Angel Investors - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast. The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes. Keywords: US Manufacturing, Renan Devillier, Local Sourcing, Quantum Computing, Chip Manufacturing, US Factory Openings, Modern Manufacturing Models, Higher-Skilled Jobs, Economic Democratization, Karen Rands, JOBS Act, Capital Markets, OSS Ventures, Seed Stage Investment, Patient Money, Profitability, Mergers and Acquisitions, International Expansion, Capital Investment Access, Tech-Related Pain Points, Solar Energy Scaling, U.S. Jobs Act, Inflation Reduction Act, Infrastructure Bill, Localized Production, Sustainable Manufacturing, SaaS Evolution, AI and Machine Learning, Robotics in Manufacturing, Blue-Collar Workforce Training, Compassionate Capitalist Show

Mar 12, 2024

Intro: In today’s episode, Karen Rands has a lively and informative conversation with her esteemed guest Dr. Tonya Evans, a law professor and expert in intellectual property and blockchain technology. Listen as they delve into the cutting-edge world of blockchain, cryptocurrency, and NFTs. Together, they unravel the complexities of “tokenization of assets”, “Operation Choke Point 2.0”, and the transformative potential of #NFTs and “smart contracts”. Dr. Evans shares her journey from initial skepticism to advocacy, emphasizing the importance of understanding and mitigating risks in the crypto space. With insights into the legal landscape, educational opportunities, and the future of digital innovation, this episode provides a comprehensive look at how blockchain technologies are reshaping industries and investment strategies. Whether you're an investor, a tech enthusiast, or simply curious about the future of finance, this conversation is sure to broaden your horizons. Listen now as we explore these groundbreaking topics and more, offering a glimpse into the evolving world of blockchain with one of its foremost thought leaders. Key TakeAways from this episode are: Tokenization of Assets - Tokenization of stocks, bonds, and deeds - Potential to reduce friction in public records - Impact on property ownership and power dynamics 2. Operation Choke Point 2.0 - History and purpose of the original Operation Choke Point - The informal nature of Choke Point 2.0 targeting crypto industries - Constitutional concerns raised by Dr. Evans - Approval of 11 Bitcoin ETFs indicating a changing financial landscape 3. Legal Considerations for Blockchain and Cryptocurrency - Role of blockchain forensics in law enforcement - Warrant requirements for tracing phone numbers - Accessibility of public blockchain records for tracking - Adapting legal discovery processes for digital currencies and the need for transparency, specifically pseudonymity in cryptocurrency transactions - Fourth Amendment concerns regarding private vs. public information - User information disclosure on crypto exchanges - Cryptocurrencies relative to traditional currency in illicit activities and the use of coin mixers to obscure transactions 4. Non-Fungible Tokens (NFTs) - Explanation of NFTs as unique digital assets - Various potential uses, including digital ownership and event tickets and the potential to reduce fraud in ticketing and identity verification - Comparison of NFTs to physical deeds - Use in secure identity verification without disclosing personal details - Evolving intellectual property concerns in digital media with a look back at the historical impact of Napster on the entertainment industry - Empowerment of creators through NFTs - Combating identity fraud and scams with unique identifiers 5. Blockchain, Cryptocurrency, and NFTs Impact - Basic explanation of cryptography in cryptocurrency and Bitcoin as the first cryptocurrency and its characteristics - Focus on market losses in 2022 and regulatory actions - Guest background: Dr. Evans' expertise and advocacy for balanced investment - Interest in blockchain for intellectual property and technology applications - Misconceptions about different technologies, including crypto and NFTs 6. Digital Ownership and Real-World Applications - Impact of smart contracts on authenticity verification and automation - Significance of smart contracts, particularly with Ethereum blockchain - Examples like real estate management and micro payments for artists - Tokenization of assets forecasted to grow significantly by 2025 - Digital replication concerns and the "double spend" problem and Cryptocurrencies as a solution for digital value exchange Dr. Tonya Evans, a seasoned attorney and a distinguished alumnus of Howard University School of Law, celebrated her 25th reunion from the esteemed institution in 2017. She began her illustrious career clerking in the Third Circuit Court, subsequently joining major law firms where she specialized in trust and estates, focusing on sophisticated planning for high-net-worth individuals. Trained rigorously in risk management and fiduciary responsibility, Dr. Evans was initially skeptical upon entering the cryptocurrency space in 2017, perceiving it through a lens of caution and prudence owing to its association with "magic Internet money" and the darknet. Despite her reservations, her expertise in risk mitigation has greatly informed her progressive steps in the evolving digital financial landscape. Dr. Evans' courses on blockchain, crypto, and law- Identifying how legal frameworks interact with emerging technologies. Dr. Evans' book "Digital Money Demystified". For more information and to connect with Dr. Tonya Evans visit http://AdvantageEvans.com Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network. As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors. Karen wrote the best selling primer for new Angel Investors - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast. The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes. Keywords: Tokenization of assets, cryptocurrency regulations, NFT, Operation Choke Point, blockchain technology, Bitcoin, ETFs, smart contracts, digital identity verification, intellectual property in crypto, digital money demystified, coin mixers, privacy and technology, fourth amendment concerns, legal considerations in crypto, criminal activities with crypto, digital and intellectual innovation, non-fungible tokens, Ethereum blockchain, peer-to-peer file sharing, supply chain identity, automated micro-payments, sound money, tax implications of crypto, public blockchain records, blockchain forensics, Napster, entertainment industry, crypto market losses, venture capital, angel investing, DRM, Digital Rights Management

Mar 6, 2024

Join your host Karen Rands and distinguished guest Rashaun Williams as they explore the depths of strategic investing, the importance of financial literacy, and the nuanced role financial advisors play in wealth accumulation.🏦💼 Rashaun Williams, a seasoned investor with a wealth of experience from Wall Street to venture capital, shares his insights and groundbreaking strategies that propel success in the private and public markets. In this compelling episode, Rashaun shares 4 aspects of wealth creation and the American spirit that give him hope. Along the way, we delve into: $ The transformative approach to investing for future generations, as showcased by Rashaun's methodical plan for his daughter's UGMA account. $ The key differences between Financial Advisors, RIAs and brokers, why their strategies work for the majority of Americans, yet is rarely the full scope of potential investment offerings and strategies that could meet your specific goals. Hence, why Rashaun likens himself to a nutritionist in the financial advisory landscape. $ An honest exploration of the "buy, borrow, die" strategy that enables wealth preservation and tax efficiency – with practical examples from Rashaun's own investment portfolio and wealth creation strategy. $ Rashaun shares why investing in private companies as an angel investor is more predictable than investing in public stocks, even though they have good fundamentals, and specifically crypto, which is all technical and transactional, with no fundamental value. 🔑 3 Key Takeaways for Investors and Financial Enthusiasts: ➡️* Startups & Funding: Karen delves into the challenges startups face in securing funding, offering pearls of wisdom for companies seeking alternative routes. Rashaun expands on this, sharing why understanding the opportunity for wealth creation by investing in private companies has led to his accumulation of $Millions in wealth. ➡️*Wealth Strategy Insights: Get a peek into the playbook of the affluent and how understanding market mechanics can aid in tax avoidance and business acquisition. ➡️*Long-term Commitment:** Learn about a father’s strategy to ensure generational wealth through consistent, calculated investment in his child’s future. Rashaun Williams is the founding partner and managing director of Antimatter Business Partners. ABP is one of the largest business management firms in the country empowering business partnerships for modern athletes. https://www.antimatterbp.com/ Additionally, Rashaun is a General Partner - Manhattan Venture Partners. a late state venture capital firm in the tech sector. MVP is in their 4th fund. He is a frequent guest on national broadcast finance and business media outlets. This is Rashaun's second appearance on The Compassionate Capitalist Show, and the only podcast that he has joined to share his keen insights and experience. To listen to the first podcast interview visit: "From Wall Street to Late Stage Angel Investing: A Roadmap for Predictable Returns" with Rashaun Williams RSS: https://CompassionateCapitalistShow.libsyn.com/from-wall-street-to-late-stage-angel-investing-a-roadmap-for-predictable-returns-with-rashawn-williams . Or find it on your preferred podcast platform at http://bit.ly/linkCCS It was rebroadcasted on Nov 14, 2023. Subscribe to the CCS Podcast for a wealth of knowledge that enriches your perspective on investment and fosters growth in your financial journey!📈 Tag someone who could benefit from these insights, share with your community, or if you've got a story to share about your investment path, we'd love to hear it in the comments!👇 #Podcast #InvestmentStrategies #FinancialLiteracy #GenerationalWealth #VentureCapital #PrivateEquity #FinancialAdvising #RashaunWilliams #KarenRands #WealthManagement #FinancialPlanning #Entrepreneurship #Startups #BusinessInvesting #AngelInvesting #WealthCreation #DiversifyYourPortfolio #taxstrategies #antimatter #manhattanventurepartners Karen Rands, the leader of the Compassionate Capitalist Movement™ and author of the Best Seller, Inside Secrets to Angel Investing, is an authority on creating financial success through successfully informing the next generation of entrepreneurs and investors together in the name of Compassionate Capitalism! Visit http://InsideSecretsToAngelInvesting.com Want to learn about Angel / Crowdfund Investing like Karen and Rashaun talk about? Visit http://DotheDeal.org to take your first step and register for the preeminent digital course that teaches the fundamentals of investing in startups and growth stage small businesses for Passion, Purpose, and Profit. With your purchase of the book, you get access to Karen's resource portal for investors.

Mar 4, 2024

In this insightful episode, Karen is joined by thought leader and prolific angel investor David Mandel. David, known for his expertise in finance, insurance, advanced mathematics, and computer science, pivots into the world of venture investing after successfully exiting multiple traditional businesses. Since 2014, he has dedicated himself fully to the tech startup ecosystem, investing in over 500 startups and focusing on innovations in insurance-tech and fintech, as well as AI. David and Karen dive deep into the intricacies of late seed stage investments, safe notes, and the market disruptions they're causing. Alongside the excitement, David shares his mixed feelings about the future of AI balancing enthusiasm for technological advancements with concerns over rapid automation and its impact on future job markets. They also explore the incremental yet transformative progress in AI and its various applications across industries like legal tech and autonomous vehicles. Join us as we uncover the challenges and opportunities in venture investing, the impact of AI, and the evolving landscape of technology and startups. This episode is a treasure trove of insights for seasoned and aspiring angel investors alike. Key topics and take-aways: > David Mandel's Investment Journey - Starting with angel investing as competitive advantage in business and expanding into venture capital: - Moved from individual investing to pooled funds for credibility. Formed Emerging Ventures fund in 2019. > Investment Philosophy and Strategy - Focus on B2B technology sectors, avoiding consumer and life sciences. - Emphasis on investing in startups with traction. > The Role of AI and Automation - Mandel's interest in AI and its business applications: - Generative AIs progress and impact on creative fields. - Legal tech AI applications and implications for billable hours. > Future Outlook and Concerns with the Adoption of AI - Uncertain future and potential utopian vs. dystopian outcomes. - Concerns over education and automation's future impact on job markets. - Attention to critical thinking skills and the generational understanding of technology. > Compassionate Capitalism and Funding Ecosystem - Karen Rands' advocacy for "compassionate capitalism": - Investing in solving problems with profit. - Alternative funding options: - Reg A Plus and direct public offerings as additional funding strategies. - Traditional venture capital portfolio model: - Probability of startup success and failure within a 10-investment portfolio. > Advice for Startups and Investors - Importance of startup timing and market entry. - Encouraging early-stage investments despite perceived funding scarcity. - The cyclical nature of venture capital and implications for new startups. > Conclusion - Importance of traction and market adoption as key indicators for investments. - Recalibrating investment expectations in an evolving market landscape. - Final notes on the role of good execution in startup success. For more information and to connect with David Mandel, visit https://emerging.vc https://davidmandel.blog/ Karen is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network. As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors. More information can be found at http://karenrands.co And if you register at the contact page you will receive her Compassionate Capitalist mini video tips, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast. The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.

Feb 7, 2024

Don't Miss Howard Chang, CEO of JustBoardrooms and Chairman of theturnlab, as he brings a wealth of entrepreneurial insights and Angel Investor Strategies to the Compassionate Capitalist Show Audience. From his poignant personal experiences with bankruptcy and overcoming cancer to his innovative solution for underutilized real estate with Just Boardrooms, Howard's journey is as diverse as it is inspiring. Host Karen Rands digs into Howard's wealth of knowledge, exploring the increasing need for collaboration spaces, the challenges of remote work, and the importance of truly understanding your market fit. You won't want to miss Howard's candid discussion about the hardships he's faced, including personal tragedy, and his strategies for resilience. Together, Karen and Howard offer an enlightening dialogue on maintaining a successful business, the integral role of cash flow management, and the advantages of being a B Corp in today's marketplace. Tune in for an episode brimming with invaluable advice for entrepreneurs and a gripping story of adversity, recovery, and triumph. 5 Insights You Will Gain: 1. The Art of Storytelling in Branding - The struggle that major companies face in crafting a consistent narrative - Utilizing unused boardrooms for nurturing in-person collaborations post-Covid 2. The Journey of Just Boardrooms - How Just Boardrooms emerged to address the lack of collaboration spaces - Plans for expansion and success in 250 locations in 55 markets 3. Investment, Growth, and Resilience - Howard's shift from self-funding to seeking an angel round of funding - His emphasis on resilience through personal and professional setbacks 4. Cash Flow and Startup Success - The importance of cash reserves and strategic debt financing - Choosing the right investors and understanding the comprehensive business ecosystem 5. B Corp Values and Sustainable Business - Integration of social values into the corporate culture for a sustainable future - The increasing consumer appeal and economic advantages of B Corporations Be sure to listen to the full episode to absorb the in-depth discussions on these topics, as Karen Rands and Howard Chang navigate through the multifaceted landscape of today's business world. To learn more about Howard Chang and connect to his company JustBoardrooms or engage with the growth hack incubator/accelerator theturnlab, go to these links: LinkedIn: https://www.linkedin.com/in/howardchang1/ JustBoardRooms: https://justboardrooms.com/booking/public/home theturnlab: https://theturnlab.com/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation **NOW Available as a digital on demand course.** She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about our Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. Sign up for her free ebook while you are there! The Compassionate Capitalist Show™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Please share, subscribe and rate, wherever you listen to podcasts, to help us continue to spread the message of the Compassionate Capitalist Movement.

Jan 19, 2024

We are back with another insightful episode the Compassionate Capitalist Show that will challenge the way you think about traditional industries and the transformative power of technology. This episode features a thought-provoking conversation between our host Karen Rands and a special guest, Faisal Abid, the innovative co-founder of Eirene Cremations, about an inspired entrepreneur's quest to identify a problem and crafting a tech solution that can disrupt an industry, solve inefficiencies and produce a better outcome and experience for the consumers within that industry. No we aren't talking about healthcare, as we know that is an industry that is fraught with inefficiencies and needs to produce a better outcome and experience for the consumers / patients. This is on the other end of the spectrum in what we are calling 'death tech' to transform the funeral industry and 'Death Care', specifically bringing efficiency and an improved sales process experience when choosing cremation and aquamation for a loved one that has passed. ➤ Karen dives deep with Faisal into how Eirene Cremations is changing the death care industry, offering families peace and comfort through technology during the toughest of times. Tune in to understand how Faisal used technology, specifically Artificial Intelligence (AI) and Voice Recognition, to reshape end-of-life services. Episode Highlights: ✦ The Beginnings: Learn about Faisal’s daring decisions and early challenges shaped his path to success. First with the decision leave college to pursue his entrepreneur aspirations, and later, his leap from corporate software engineer to industry disruptor. ✦ Behind the Scenes: Discover how they used what is best describd as 'the lean startup model' in launching Eirene Cremations in Ontario starting with in depth customer discovery and business process management, manually documenting every aspect of the customer experience, the regulatory and paperwork requirements before writing the first piece of code. Then how the pivotal role of their proprietary, internally built, software enable the company’s rapid growth in Canada, and positioned them to expand in to the US in 2024. ✦ A Market Revolution: Hear Faisal recount the tale of how a 'coffee meetup' uncovered a market inefficiency and the potential to transform the customer experience in a stagnant, slow to change and innovate industry that was ripe for disruption. It is a fascinating story to hear how an idea to solve a problem, that fundamental "what if" moment, evolved into a solution, tapping Faisal's female co-founder's industry knowledge and his ow mastery of software tech and business process management to disrupt a stagnant, slow-to-adopt industry to deliver a tech-savvy, customer-oriented service. ✦ The Personal Touch: Despite the perception of a web commerce site and tele-video meetings seemingly to be impersonal, the result is exactly the opposite. Because of their impressive behind the scenes technology, Eirene Cremations can focus on the essence of its business - service and support for grieving families. They use their proprietary 'funeral OS' technology so that they can focus on the customer with a personal experience that helps families make arrangements for their loved ones, any time of day, and even if they are hundreds of miles away. ✦ Future Frontiers: Faisal gives us a glimpse into potential international expansions and the cool, cutting-edge tech his team is working on for 2024. This episode is more than a success story; it's a masterclass in innovation, strategic scaling, and leveraging tech for genuine service improvements. Eirene Cremations is setting a new standard for the funeral industry, and we’re privileged to share this journey with you. As always, your feedback is what shapes our content. After listening, let us know your thoughts on how technology can reinvent traditional industries, the value of realizing the customer discovery process to frame the solution, and the patience to truly understand the problem before building the technology to solve it. Are there other sectors you think could benefit from a similar disruption? Faisal's journey is one marked by a relentless pursuit of innovation and a mission to transform industries that have traditionally been slow to adopt technology. As Co-Founder & CTO of Eirene Cremations, he's at the forefront of leveraging cutting-edge tech to revolutionize traditional industries.-- in this case - Disrupting Death Care !! His journey is marked by a unique set of circumstances and choices: quitting college to pursue a passion as an entrepreneur, his choice to be a student of many innovators, his profound tenure within Google and decision to forge back into the world of entrepreneurism leading him to meet is co-founder Mallory Greene. Learn more at http://eirenecremations.com About Karen Rands: Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. Or use http://KarenRands.co and get your free gift and get on Karen's mail list. The Compassionate Capitalist Show ™ is a Podcast on YouTube and available on all major podcast players. Please visit and subscribe and share. http://bit.ly/linkCSS Social Media links can be found here as well. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological on Youtube.

Jan 9, 2024

Ready to unlock the secrets to smart investing and entrepreneurial success? Dive deep into the world of identifying winning investment opportunities with our latest Compassionate Capitalist Show Podcast episode featuring special guest Andrew Einhorn, co-founder and CEO of LevelFields! Join our knowledgeable host, Karen Rands, as she and Andrew explore the pivotal strategies behind finding companies that stand out through grit and are primed for significant growth. Whether you're an investor or an aspiring entrepreneur, this episode is loaded with insights! ✨ Key Highlights: * An in-depth look at Andrew's entrepreneurial journey from "ohmygov" to the creation of LevelFields - AI * Insights on the high-stress process of company acquisition as Andrew discusses the Synoptos' merger, outlining how they capitalized on corporate partnerships and the value of focusing on customers' needs in the midst of industry skepticism. * Andrew's methodology for selecting successful companies, based his impressive portfolio of 53 investments. Learn his secret to investing success in various stages of companies. * The impact of capital efficiency and potential for market disruption with truly novel innovation, that is wanted by the target market. * Andrew and Karen discuss the significance of strategic value propositions and the the power of pivot in business. * They discuss the essence of product-market fit in successful entrepreneurship to lead to sustainable growth strategies. * Lastly the creation of Levelfields and developing an AI and Machine Learning approach to monitor and predict market movement that will prove to revolutionize investment research and decision making. This episode is a must-listen for anyone interested in leveraging technology for smarter investments. Plus we have a special offer for our Subscribers: Get a special glimpse into the future of investing with a FREE TRIAL to see the predictive power of their platform firsthand. https://www.levelfields.ai/ PROMO CODE -- Podcast23 About Andrew Einhorn: Co-Founder and CEO of Levelfields. an AI-driven fintech application that automates arduous investment research so investors can find opportunities faster and easier. His mission is to create AI tools that make advanced financial strategies effortless and accessible for all. Former founder of OhMyGov and avid angel investor and cultivator of entrepreneurs.

Jan 3, 2024

Karen Rands brings her unique insights about Artificial Intelligence and how it has and will impact our lives. With a look back to the predictions in 2018, found in the Fortune Magazine article "25 Ways Artificial Intelligence is Changing Business", she addresses the growing media hoopla over AI and Machine Learning. Listen to uncover the myriad ways artificial intelligence goes beyond voice prompts on our phones. From ID badges and facial recognition to smart weapons and robotics, AI is reshaping industries and redefining the boundaries of technological possibilities. Learn how these advancements are transforming our reality. What to be concerned about and what we can do to make sure that humans are the continued intelligence that drives artificial intelligence and not the other way around. With rise in AI in analytics and predictions, this show is positioned as a segway to Karen's interview with Andrew Einhorn and how he is taking the volatility out of predicting stock market movement with Artificial Intelligence analysis of other trigger factors based on historical effects. That Compassionate Capitalist Show is: Levelfields AI: Andrew Einhorn's Answer to Event-Driven Investing. To get to the documents Karen refers to in the intro teaser and the Fortune article of the predictions from 2018: Fortune Magazine November 2018 25 Ways Artificial Intelligence is Changing Business https://fortune.com/2018/10/22/artificial-intelligence-ai-changing-business/ CBInsights Sam Altman Investment Report https://www.cbinsights.com/research/report/sam-altman-investments/ CBInsights Chat GPT AI Investment Ecosystem: https://www.cbinsights.com/research/openai-investment-strategy/ CBInsights Ultimate Guide to AI Disruption https://www.cbinsights.com/research/report/generative-ai-bible To take advantage of Karen's early release offer for the intro level of Compassionate Capitalist Wealth Maximizing system, go to http://dothedeal.org and register. Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Jan 2, 2024

Today's episode is a treasure trove for anyone looking to not only raise capital for their ventures but to transform their business strategy and mindset for unprecedented success. We dive deep into the nuances of long-term versus short-term goals, understand the impact of FOMO on the investor psyche, and explore the transformative potential of mental programming. William shares his personal journey with his first company Dark Energy, his stark revelations the kind of work and reward he wanted in life, and how the discovery of mental programming and the rigor of launching a new business concept that would not only bring financial rewards but also have a profound impact on others lives that are striving in their own way to change the world. In this episode, William Lam shares his experiences and insights on how to achieve success in the competitive world of startups. We will discusses raising capital, developing effective business strategies, and overcoming challenges to build a successful startup and then the even harder challenge to leap the capital and operational abyss to SCALE the business to exit. We will dig deep into the value of long term goals vs short term goals. If you are an investor and wonder why your founders don't hit their milestones when on paper and when they talk to you it seems very doable... Or if you as a founder have ever felt there was an invisible wall limiting your progress. This podcast episode is for you. OR as the CEO of a corporation... maybe not a startup... and you hear you feel you have hit a plateau and need to figure out how to break through to scale, and wonder if you have what it takes to get into the trenches again like a startup. If you as an investor ever felt you were going to miss out on an opportunity even though bells and whistles were saying DON't make this mistake. If you ever felt you had to make a financial decision, a merger, a partnership, or you have a trouble customer, or if someone approached you to get you to invest and you didn't know how to say no.. or walk away.... If you feel you can get to the mountain but you just can't climb it successfully, this is episode is for you. William Lam is Pioneer in Mental Reprogramming & UPGRD® Founder. Recognized for his pioneering efforts, William played a pivotal role in the inception and rise of an innovative startup secured a substantial amount of funding through crowdfunding to launch that company. More than just an entrepreneur, William is an observer of the human condition, noting that people, like their startups, often operate on impromptu frameworks. He draws a compelling parallel between the makeshift nature of early business ventures and the psychological underpinnings of individuals. Realizing that our mental 'operating systems' are the cumulative patchwork of direct life experiences, as well as the influences of mentors, family, and the broader cultural landscape—rarely crafted by conscious design but rather, improvised through life's unpredictable journey. As he broke through his own barriers he had the vision to launch UPGRD so as to bring put his own transformation within reach of anyone that wanted to reach new heights and achieve the big bodacious dreams that they had buried within their soul Visit https://upgrd.com/founder Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://dothedeal.org to register for the Compassionate Capitalist Wealth Maximizer System™ intro course. Visit http://Kugarand.com to learn more about our about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod

Dec 18, 2023

Welcome to another insightful episode of the Compassionate Capitalist Show, where curiosity about best practices for wealth creation through funded innovation meets conversation of those that are walking the walk and leading the way, and innovation lights up every story. Today we're diving into a topic that's as cutting-edge as it is crucial—sex tech and its impact on healthcare and how advancements with novel design, biometric innovations, and technology like Bluetooth are literally improving the lives of millions of people and potential for a billion people in the near future. Today, we explore the incredible complex world of medical technology -- getting it funded, clinically proven to work, and to market so both the medical community and the men and women that benefit from the innovation can put it to work to improve their lives without fear or anxiety. Our fascinating guest, Dr. Soum Rakshit is a pioneering force behind nanotech solutions aimed at alleviating health issues that, until now, have remained in the shadows. From combating the pain of mastitis in new mothers to addressing pelvic pain post-cancer treatment, Soum is on a mission to enhance the quality of life with innovation at its finest—simple, accessible, and cost-effective solutions rooted in vibration and heat therapy. Throughout our conversation, we'll delve into the challenges entrepreneurs like Soum face—pushing boundaries in an industry that's notoriously tough to finance. Despite these hurdles, Soum has triumphantly brought Mystery Vibe's advanced technology to the forefront, addressing pelvic pain, dryness, and erectile dysfunction with clinical backing that supports their effectiveness. Hold onto your seats as we discuss Soum's journey from defense electronics to developing sex tech with a therapeutic edge, navigating the intricacies of FDA approvals, and the remarkable process of raising $12 million to fund a company that's not just profitable but paradigm-shifting. His approach to innovation is patient and persistent, mirrored in his company's dedication to owning the entire process, end to end. Joining us on this daring foray into the future of healthcare, Soum will share his insights on the importance of investor support, angel investments coming with expertise beyond dollars, and why having a 10-year plan is crucial for ventures in such complex domains. So, if you're intrigued by how the Internet of Things intersects with healthcare delivery or marvel at the prospect of nanotechnology paving the way for better health outcomes, this episode is for you. Let's get ready to unravel the layers of sex tech with Karen Rands and our accomplished guest, Dr. Soum Rakshit. Speaker Bio: Dr. Soum Rakshit is an innovator and entrepreneur whose mission centers around resolving a widespread medical challenge affecting both men and women globally. Dr. Rakshit's work stands as a testament to the power of technology in transforming healthcare and the potential it has in fostering healthier communities worldwide. Hear about his fascinating journey in BioMetrics took him from the Defense Industry into the Healthcare Industry and set the stage for him to work with medical doctors to understand and design around the human body, where no two bodies are exactly alike. Learn about the products at https://mysteryvibe.com/ for consumers and http://mysexmd.com for medical professionals (more research and peer review studies here) Connect on Linkedin: https://www.linkedin.com/in/soum/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Dec 9, 2023

In this episode of the Compassionate Capitalist Show, Karen brings back a fan favorite from the vault to explain something she references often -- Hall Martin's strategy to It is a strategy he used to share the risk between angel investors and founders. This is where the term you hear Karen use: Payroll Exits - comes from. Their discussion will span from the foundational principles of "compassionate capitalism" to the meticulous art of informed angel investing. Hall will unravel the critical factors for successful angel investments and offer gems on how angel investors can generate evergreen funds through savvy reinvestments. Moreover, Hall will tackle the all-too-common scenario where startup founders start to seek to grow their compensation even as they miss their growth targets. Founders start to pay themselves more: payroll exits, while the investors internal rate of return declines the longer it takes the company to achieve a financial / sales level to sell the company for an equity exit. This 3x in 3 years is a practical approach to sharing that risk and fundamentally structured like a conversion note with a redemption right in the third year. Key Take Aways: ### Term Sheet and Investor Relations Encouragement for angel investors to create their own terms Qualifying startups based on their exit intentions Rights for investors to exit after three years ### Understanding Investment Outcomes Identifying winners, losers, and lifestyle businesses Impact of payroll exits on investment return Differences between ROI and IRR ### Risk Assessment, Valuations and Exit Strategies Understanding the risks and potential exit strategies before investing Defining risks and clarifying expectations with entrepreneurs Recognizing realistic valuations and exit possibilities Avoiding investments in overvalued companies without clear exit strategies So sharpen your pencils and get your spreadsheets ready as we explore how to mitigate risks, gauge entrepreneur commitment, and understand the nuances of venture viability. Whether you're an entrepreneur searching for that initial investment spark or an investor keen on maximizing returns – this episode promises a wealth of knowledge with both Hall Martin and Karen Rands sharing their experiences. Hall Martin, an indomitable force in the investment world, boasts a distinguished track record of empowering startups and fueling innovation. With over two decades of investment experience, Hall has facilitated the raising of more than $900 million for entrepreneurs through the TEN Funding Program. A seasoned veteran, he has presided over 10,000+ pitches in various forums, indicative of his vast influence and commitment to entrepreneurial success. The architect of a remarkable 40X return for the Austin angel network, Hall deftly manages a complex orchestration of funding mechanisms. He has successfully raised over $32 million through accelerators and has judiciously invested $13 million through a university angel network, proving his strategic investment prowess. Connect with Hall: https://tencapital.group/about-us/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Nov 22, 2023

Welcome to another insightful episode of the Compassionate Capitalist Show with host, Karen Rands. Today, we're privileged to have patent attorney and CEO of Blue Iron, Russ Krajec, on the show. Russ will debunk myths and misconceptions about patents. Expect to dive deep into the importance of aligning patents with your business roadmap, with emphasis on the value of data-driven patents vs. prophetic patents. Through interesting examples, Karen and Russ will show how to avoid others' mistakes and when patent management is done right, how companies can monetize patents for growth capital, preserving equity value for their share holders. Finally, you won't want to miss Russ’s enlightening journey into patent law and angel investing. So, tune in for an episode that promises to be filled with actionable insights on the nuances of patent writing, and much more! 5 Insights You Will Gain: 1. Misconceptions and Myths of Patents - Understanding the role of a patent attorney and their liability concerns - The misconceptions of revealing too much information in patent description versus the actual claims 2. Explaining the Patent Process - Understanding data-driven patents vs prophetic patents - Role of proper market analysis and customer engagement to establish patent relevance and commercialization - Importance of clarity in the description and writing understandable claims to help in the patent approval process 3. Valuation and Monetizing of Patents - Importance of mapping patents to business roadmap - Monetizing patents as a startup financing tool - Concept of IP-backed loans for companies - Determining true patent value versus overestimated value - Use of loans based on real patent valuation 4. Lessons for Startups and Entrepreneurs - Importance of startups owning all rights to their software and product designs - Challenges startups face in getting quality legal services - Explanation of the "patent picket fence" strategy - Importance of selective patent pursuit due to limited financial resources 5. Highlighting The Importance of Effective Patenting - Importance of patenting specific product features that make it unique - Example of iPhone's slide to unlock patent - Discouraging the use of provisional patent applications - Understanding the lifespan limit of a patent and strategies to extend patent life For the basics of types of patents that Karen referenced in the intro: ARTICLE: https://www.legalzoom.com/articles/what-are-the-different-types-of-patents Get in touch with Russ, registered patent attorney, CEO of Blue Iron IP Web: BlueIronIP.com Author of "Investing In Patents" and an active angel investor. Russ offered listeners a copy of his book for free! Send him an email with your address to russ.krajec AT blueironip.com Connect on LinkedIn https://www.linkedin.com/in/krajec/ Host of the Patent Myths Podcast TimeStamp: 00:02 In this episode, the host discusses patents with patent attorney Russ Krajek. They dispel myths and share enlightening information about investing in patents. 04:52 Russ started as a patent attorney, experience with angel investing, and how he got into IP backed loans for companies with revenue. 07:34 Understanding the business is crucial. Validating the solution before wasting money on patents. Critical to know what is novel and has customer appeal 19:04 Choosing a provisional patent application suggests low expectations to the investor. 21:29 When hiring a patent attorney, it's the entrepreneur's responsibility to ensure the job is done well. Attorney's don't advise, they do what you ask. 24:31 Patent attorney advises getting patents early and often due to risk of someone filing first. However, there is a possibility of prior art invalidating the patent if you share to much in your description. 27:51 Patents pending for a decade, not immune, appealed three times, clarity of patent writing is imperative to avoid costly legal interpretation. 34:20 As patents approach expiration, they lose value to acquirers, limiting a company's time to increase valuation. Strategies to extend value. 40:12 Large firms often use inexperienced attorneys for patent filings, resulting in poor quality work. The same applies to attorneys handling contract and intellectual property matters. Issues are often discovered during due diligence for investors. 43:57 Patent value often inflated in pre money startups; realistic worth is far lower until market validation is established. 46:31 For angel investment, we look at the whole company, but mainly focus on the founder's ability to grow the invested capital. Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System.--Intro to Angel Investing and Crowdfunding Investing Training. http://dothedeal.org Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod

Nov 14, 2023

In this episode of the Compassionate Capitalist Show brought back to life from the vault, Karen Rands engages in a compelling conversation with Rashaun Williams, a late-stage angel investor and venture capitalist. Williams shares his journey from investment banking to venture capital, highlighting the unique approach he takes in late-stage private investments for predictable returns. The discussion provides valuable insights for new investors looking to navigate the startup landscape and collaborate with companies that offer resources for successful scaling and exits. Key Takeaways: 1. Late Stage Investment Strategy: Williams emphasizes the importance of late-stage investing as a strategy for more predictable returns. He reveals the evolution of the late-stage industry, driven by companies staying private for extended periods, creating opportunities for investors to enter one to three years before the companies go public. 2. Accessing Top Deals : Williams shares valuable advice for new investors, suggesting involvement in accelerators and incubators as a means to access promising early-stage companies. He also highlights the significance of discerning the credibility of the deal sources and ensuring alignment with investors who have a track record of success. 3. Diversification and Portfolio Theory: The episode explores Williams' strategic approach to diversification, not only by industry but also by stage, liquidity, and cash flow. By understanding the portfolio theory in venture capital and angel investing, Williams provides a roadmap for building a diversified portfolio with a mix of early-stage, growth-stage, and late-stage investments. 4. Angel Investing Defense: Williams offers practical tips for investors to safeguard their interests by asking critical questions before engaging in deals. He advises ensuring that deal sources have a vested interest, have conducted due diligence, and possess a proven track record in the specific type of deals. Listeners can gain valuable insights into late-stage investing, portfolio management, and effective strategies for navigating the dynamic world of angel investing. Rashaun Williams is a Sum Cum Laude graduate of Morehouse College in Atlanta, GA. As a former investment banker, turned venture capitalist, he focuses investments on tech, consumer products, and media companies. With over 100 investments under his belt, and over 20 exits, he has an impressive track record of picking winners. He invested in companies like Coinbase, Casper, Ring, PillPack, Lyft, and Dropbox. Over the last 15 years, he's been primarily responsible for bringing capital to emerging, diverse, and alternative markets while working at Wall Street firms such as Goldman Sachs, Wachovia Securities, and Deutsche Bank. Currently Mr. Williams is a general partner at MVP All Star Fund, which is a late stage tech fund. Previously, he founded a venture capital fund, Queensbridge Venture Partners. For more information visit: https://www.mvp.vc/ Karen's call to action: Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod

Nov 7, 2023

Welcome to another episode of the CCS podcast! In today's episode, we dive into the challenges faced by entrepreneurs with our special guest, Kenneth Berger. Host Karen Rands engages in a thought-provoking conversation with Kenneth as they discuss the struggles, conflicts, and triumphs experienced along the journey to building successful startups. From biases in communication within diverse teams to the difficulties of delegating tasks, Karen and Kenneth shed light on the crucial aspects of entrepreneurship. They also explore the role of executive coaching in uncovering unconscious biases and beliefs that affect interactions and decision-making. Join us as we unravel the complexities of the entrepreneurial world and discover valuable insights from our esteemed guest. Key Topic 1: Challenges faced by startup leaders and navigating personal and company growth - Struggles with baggage (emotional, experiential, developmental) and being open to mentorship - Conflict resolution and toxic relationships in the entrepreneurial journey - Dealing with persistent problems, interpersonal conflict, and burnout Key Topic 2: Challenges in delegating tasks and scaling oneself in startups - Founder's struggle in delegating tasks, even win it is necessary for growth of the company - Is the challenge in delegating tasks related to lack of planning or personality traits? - Emotional process of giving up control in the business - Common archetypes of challenges in delegation - passive aggression the trojan horse - Working within other people's boundaries and limitations to achieve mutual goals Key Topic 3: Effective communication, unpacking underlying issues, and achieving collaboration - Clear expectations and communication for team productivity - Overcoming internal barriers for effective communication and goal accomplishment Key Topic 4: Challenges of innate biases in communication within diverse teams - Impact of biases on communication and effectiveness in the workplace - Biases related to appearance, accents, and assumptions about productivity - Addressing biases that may not be explicitly expressed or even realized by person in authority - Role of coaches in helping clients uncover unconscious biases - Biases related to education, insecurity, and the need to prove oneself Kenneth Berger is a seasoned entrepreneur who has experienced both the highs and lows of the startup journey. After working at Adobe for several years, he realized that he craved a more exciting and impactful career. With a friend from grad school, he co-founded a startup and experienced the rush of building a business from scratch. Later on, he joined Slack in its early stages, witnessing the company's rapid growth and success. However, along with the triumphs, Kenneth also faced heartbreak and conflict. His co-founder and longtime friend parted ways, and he found himself in disagreements with the CEO of Slack. Despite the challenges, Kenneth remained determined to leave his mark on the tech industry and make a lasting impact. Visit http://kberger.com to learn more. Also, as mentioned in the podcast, the link to Karen's "Thumbprint no the World" https://bit.ly/KCHthumb Find points of interest: 00:01:09 Early investors crucial, need mental stamina. Feedback vital. 00:06:47 Transition from big company to startup challenges. 00:08:21 Startup founders face dilemma of scaling themselves. 00:12:31 Customized coaching helps individuals navigate distinct challenges. 00:16:47 Passive aggressiveness can be detrimental in workplaces. 00:19:21 Passive aggression often stems from unarticulated needs. 00:26:30 Valid feelings, adapt and overcome entrepreneurial challenges. 00:29:34 Entitlement and confidence affect asking for things. 00:30:45 Share personal experience, open to feedback, humble. 00:36:44 Unconscious beliefs influence behavior, often without realization. 00:37:47 Navigating startup challenges, seeking safety and growth. 00:42:12 Kenneth thanks audience and promotes website. >>>>>> Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org >>>>>> Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod

Oct 12, 2023

In this episode of The Compassionate Capitalist Show™, Karen chats with Jon Gosier, a successful entrepreneur turned venture capitalist, who has made a significant impact in the worlds of adtech, fintech, and film financing. Here are the key points they explore: 1. Unlikely Combinations in Entrepreneurship : Jon Gosier is a prominent figure in both the tech and film finance spaces. We'll discuss how this unusual combination of expertise came about and the challenges young entrepreneurs face when deciding which problem to solve and build a company around, and then transitioning from building a company to becoming investors solving the problems they're passionate about. 2. The Film Industry and Georgia's Tax Credits: Georgia's generous tax credits have transformed the state into a filmmaking hub with a massive economic impact. Karen highlights the significance of these credits and how they have attracted big studios, making Georgia second only to California in producing blockbuster movies. However, the challenge remains to create a sustainable year-round industry with benefits for all stakeholder. This includes both ends of the spectrum - helping creatives understand what is needed to attract funding and includes attracting and educating private investors to back projects with the great potential. 3. Jon Gosier's Entrepreneurial Journey: Learn from Jon's journey, from his early days as a graduate of the Savannah College of Art and Design (SCAD), where he focused on the technology side of the music industry, to being recognized as one of the "new faces of Black Leadership" by TIME Magazine. Along the way, he co-founded companies like AfriLabs and Appfrica . We'll also touch on his latest venture, Audigent, a rapidly growing adtech data platform for audience engagement analytics in the music industry. 4. Film Financing and Fintech: Jon's most recent ventures, FilmHedge and Southbox Entertainment, are at the heart of this podcast episode. FilmHedge, with $100 million under management, is one of the few groups capable of green-lighting films in Georgia, bringing much-needed capital to the state. Southbox Entertainment, with $80 million in fresh funds, introduces an innovative film finance model, which contributes to the financial funding stack for films and streaming entertainment. We'll explore how fintech is used to manage the risk associated with financing future distribution contracts, revolutionizing the film financing landscape. Join us for an insightful conversation with Karen Rands and Jon Gosier as they explore his entrepreneurial journey, beginning with his Afro Tech businesses in Uganda, to the market impact of his ad-tech innovation in Audigent,the evolution of Georgia's film industry, and his game-changing impact of fintech in film financing. Whether you're passionate about tech, film, or finance, this episode has something to inform and inspire you. To watch Jon's Ted Talk: The problem with 'Trickle-down Techonomics" https://youtu.be/POTosC2q6Hs?si=o8fn9kG0s8VHz0bb To learn more about Film Hedge: http://Filmhedge.com To learn all about Jon's history visit his Wikipedia page: https://en.wikipedia.org/wiki/Jon_Gosier To watch this episode on YOUTUBE: https://youtu.be/0ZSXVjHmcEw Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Oct 3, 2023

In this episode, we delve into the lucrative world of renewable energy investments, specifically focusing on the incredible potential of solar energy projects. Host Karen Rands is joined by Mike Silvestrini, the visionary behind Energea, a company making renewable energy investments accessible to everyone. In today's economic landscape of rising inflation and a volatile stock market, real assets with stable, contracted cash yields are essential for a diversified investment portfolio. Energea's solar portfolios provide the advantage of diversification across international markets, offering long-term revenue streams that align with market inflation rates. This opportunity supports a resilient investment approach, providing stability and growth in uncertain financial environments. Episode Highlights: 1. Breaking the Capital Intensity Myth: * Common misconceptions about investing in renewable energy. * Exploring the perception that renewable energy projects are too capital-intensive. 2. Sustainable Wealth Creation: * Understanding how investing in renewable energy can generate long-term returns. * Mike Silvestrini's journey from founding Greenskies Renewable Energy to Energea. 3. Solar Power's Sweet Spot: * The magic of solar energy and its role in the global energy landscape. * How solar aligns with the energy consumption patterns of Americans and the world. 4. Innovative Investment Structures: * Discovering the unique investment structure offered by Energea. * Why your capital doesn't have to be locked away for years when investing in renewables. 5. Impacting the Industry: * Mike's insights into building a successful renewable energy company and achieving a profitable exit. * The ongoing impact of solar as a reliable alternative energy source. Don't miss this enlightening conversation that breaks down barriers to renewable energy investing, transforming it into an accessible avenue for wealth creation. Learn more about Mike Silvestrini's journey and how you can participate in the solar revolution. Visit Energea's website to explore investment opportunities. https://www.energea.com/ Watch the video recording: https://youtu.be/DHqtgkfsDvA Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Sep 26, 2023

In this episode of The Compassionate Capitalist Show we delve deep into the world of reputation marketing and its symbiotic relationship with the 'know, trust, buy' theory of customer engagement. Our guest today is none other than Dean Trevelino, the co-founder of Trevelino/Keller, a renowned full-service digital marketing agency. Dean brings a wealth of knowledge and experience to the table, and together, we'll explore the fundamental principles of reputation marketing and how adopting a 360° media marketing strategy can catapult your brand to new heights. Join us as we uncover the secrets to building trust, driving customer engagement, and achieving unmatched brand domination in the digital age. You know what is even better? Dean, and his partner Genna Keller, used these same principals to start his business when most business owners were struggling because they knew they could help. They walk the walk, not just talk the talk as they are a thriving award winning business today, serving business owners from start up to growth stage Learn more about Trevelino/Keller - T/K for short at https://www.trevelinokeller.com/ T/K is top ranked 'best' in many areas - Trusted Firms, Best to Work for, Top Digital Marketing.... Great information on their blog. Here are the take aways fom today's episode. 1: The 'Know, Trust, Buy' Theory: Karen & Dean introduce us to the cornerstone of reputation marketing - the 'Know, Trust, Buy' theory. In today's digital world, consumers are more discerning than ever before. They want to know a brand, its values, and its offerings. Then, they seek to trust that brand, believing in its credibility and reliability. Only after these crucial steps will they be willing to buy from that brand. We'll explore how reputation marketing aligns with this theory, enabling businesses to strategically cultivate their online presence, fostering familiarity and trust among their target audience. 2: Reputation Marketing Essentials: Dean takes us through the essential elements of reputation marketing, from managing online reviews and testimonials to optimizing your online presence across various platformsthrough out your network of influencers. We'll learn how businesses can proactively shape their brand perception, effectively controlling the narrative and building a positive reputation that resonates with their target audience to achieved the desired outcomes. 3: The Power of 360° Media Marketing: In the ever-evolving digital landscape, it's not enough to focus solely on reputation management. Dean emphasizes the significance of adopting a 360° media marketing strategy. This holistic approach incorporates diverse channels, such as social media, content marketing, SEO, and paid advertising, to create a comprehensive engagement ecosystem. We'll explore how leveraging these avenues can amplify brand visibility, reach, and conversion rates to achieve the outcomes for annual growth in revenue and ensure stability to scale. 4: Benefits of Synergy: Reputation and 360° Marketing: Dean expands on their approach to achieve the target outcomes measued by key performance indicators. Reputation marketing and 360° media marketing are not standalone strategies but two sides of the same coin. The symbiotic relationship between the two enhances brand credibility, trustworthiness, and resonance. When reputation marketing is harmoniously integrated into a 360° media marketing strategy, the results are nothing short of spectacular. We'll uncover real-world success stories and discuss how this synergy can lead to brand domination in today's hyper-competitive digital marketplace. Tune in to this enlightening episode as we embark on a journey to unlock the secrets of reputation marketing and 360° media magic, and discover how these strategies can revolutionize your brand's presence and dominance in the digital sphere. Watch the entire interview on YOUTUBE: https://youtu.be/_WoH3S-8YtY Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod

Sep 19, 2023

The need for legal contract preparation when starting a business is paramount, as it serves as a crucial investment in safeguarding the interests of founders and investors. These contracts and organizational documents act as essential guardrails for the company, ensuring a smooth course even in times of disagreement, corruption, or unexpected events like the death of a founder. Matt Thiry and Karen Rands discuss on the Compassionate Capitalist Show the importance of proactive legal steps to protect business interests. Contract law may not be glamorous, but it becomes a source of conflict resolution when founders or key personnel exit the company abruptly. Alongside legal documents, specific insurance products can help maintain business operations during challenging times. Three key takeaways for founders and investors include: Proactive Contractual Safeguards: It's vital to establish clear, legally binding agreements and contracts that outline roles, responsibilities, and dispute resolution mechanisms from the outset of the business, as they act as a safety net in times of turmoil. Contingency Planning: Business stakeholders should anticipate unexpected events and have contingency plans in place to address these situations swiftly and efficiently, ensuring business continuity and minimizing disruptions. Explore Insurance Solutions: Beyond legal contracts, exploring insurance products tailored to business continuity can provide an additional layer of protection, helping the company stay afloat during challenging periods caused by unforeseen events. These measures collectively serve to protect the interests of founders and investors, mitigating the risks associated with trigger events that could potentially lead to business failures. As a business lawyer, found at http://mattthirylaw.com, Matt Thiry provides advice to existing businesses and start-ups regarding issues including risk management, covenants, business formation, and other day-to-day matters encountered by businesses. He also routinely assists clients by reviewing, negotiating and drafting contracts keeping business objectives and practicality in mind.--- goal to avoid the disruptions in business due to legal challenges and lawsuits. Matt is also the host of THE BUILDING BUSINESS PODCAST. https://www.thebuildingbusinesspodcast.com To listen to Matt's interview of me on his podcast discussing investors, entreperneurs and compassionate capitalism: https://www.thebuildingbusinesspodcast.com/episodes/karen-rands-kugarand-capital-holdings/ Watch this on Youtube: https://youtu.be/8APpSshAoD0 Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Sep 12, 2023

Fractional executives offer a unique and valuable growth strategy for startups and emerging growth companies. They distinguish themselves from external consultants by actively exercising executive authority within the organization, aiding in strategy development and execution. These interim leaders are instrumental in building out specific departments, managing growth, and preparing for a seamless transition by hiring full-time replacements. Fractional executives often work across multiple companies simultaneously, adding versatility to their expertise. Brook Janousek of The Grow CMO joins Karen on The Compassionate Capitalist Show to discuss the value of using interim chief level officers to bridge the gap and maximize the value of high level expertise at a 'fraction' of the cost. In more established companies, fractional executives can also serve as a solution for the challenge of prolonged executive leave, ensuring a smooth workflow and preserving job security for valued employees. Moreover, the post-Covid landscape has seen a rise in experienced executives taking on fractional roles, providing access to top-tier talent at a fraction of the traditional compensation cost. In marketing, fractional CMOs are gaining traction, particularly as businesses adapt to changing work dynamics. To effectively engage with a fractional CMO, startups and scale-ups should consider the right timing for their involvement, pinpoint their organizational weaknesses, and identify pain points that hinder revenue generation. Additionally, it's crucial for marketing teams to comprehend the P&L and leverage prior experience to maximize their impact on business growth. Here are 3 takeaways: 1. Sales and marketing serve different but complementary roles in the customer journey. Marketing's primary focus is on generating awareness and interest in a product or service. It aims to create a strong brand presence, educate potential customers, and attract them to the company's offerings. In contrast, sales steps in to convert these interested leads into paying customers by addressing their specific needs, providing personalized solutions, and closing deals. 2. The customer journey often spans multiple touchpoints and stages. Marketing primarily operates at the top of the funnel, initiating the journey by reaching a broad audience through advertising, content, and social media. It continues nurturing leads through email marketing, content, and other forms of engagement as they progress through the funnel. Sales, on the other hand, plays a more direct role in the later stages, engaging with leads who have expressed a clear interest and are closer to making a purchase. 3. Marketing success is typically measured using metrics like brand awareness, website traffic, engagement rates, and conversion rates. These metrics reflect the effectiveness of marketing efforts in attracting and educating potential customers. In contrast, sales success is measured by more concrete metrics such as revenue generated, deal closure rates, and customer acquisition costs. These metrics directly tie sales efforts to revenue outcomes, making them more transactional and outcome-focused compared to marketing's broader reach and influence metrics. Brooke Janousek is a fractional CMO and digital nomad on a journey to intentionally live a joyful life. She is the founder of The Grow CMO, a fractional leadership solution for effective marketing growth that she founded in 2022 after two decades as a leading expert in the marketing industry. You can follow her digital nomad journey along with her “lessons on the road” at Brooke on the Grow. Relevant links: The Grow CMO: https://www.thegrowcmo.co/ Brooke on the Grow: https://brookeonthegrow.com/ LinkedIn: https://www.linkedin.com/in/brookejanousek/ PREFER TO WATCH: Find the show on YOUTUBE: https://youtu.be/EjzTqCTRpGM Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. Visit http://Kugarand.com to learn more about Karen and the services we offer for investors and entrepreneurs. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Aug 30, 2023

The very nature of investments is speculative -- Real Estate, Stock Markets, even Angel Investing, can all lose value based on factors outside the control of the investor. Jonathon K. DeYoe joins Karen Rands to discuss the concept of Mindful Money -- having a plan for investing so emotion doesn't kill your wealth and you can hedge against unforseen and unexpected black swan events that can cause investment sectors and assets to collapse in value. During this podcast you will learn that investors do not have to choose between a tremendous financial outcome and living a happy, meaningful life. With these simple principles, you can accumulate and protect your wealth, and avoid the stress and worry about your financial future. Jonathan DeYoe started his own financial services firm in California after a storied career on Wall Street. He saw value in helping families build a beachhead against the invevitable financial storms, regardless of what administration is in office or financial malfeasance has been committed by industry juggernauts or even the next viral outbreak. His team at Mindful Money work one on one with three hundred families and foundations. Jonathan is the author of the best selling book "Mindful Money". He has been interviewed for the The WSJ and is a contributor to Huffington Post. Visit http://mindful.money Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Aug 23, 2023

In this episode of The Compassionate Capitalist Show, join host Karen Rands as she delves into the intricate world of business valuation with esteemed guest Gregg Ficery, President of Integgra Valuation & Advisory Services. Valuing private companies, particularly startups and pre-revenue ventures, is a complex challenge that demands careful consideration. Gregg's vast experience in business valuation sheds light on this critical aspect of entrepreneurship. Episode Highlights: The Complexity of Valuation : Valuating a private company involves a labyrinth of considerations, especially for startups and those yet to generate revenue. Getting it wrong at the start can seriously hamper a founder's ability to raise capital during their seed round. Hence the reason so many startups use convertible notes and SAFE Notes. Factors Influencing Valuation : The calculation of a company's valuation isn't a one-size-fits-all equation. Multiple factors, from industry trends and market conditions to growth potential and competition, play significant roles in determining a company's worth. Diverse Reasons for Valuation : Companies require valuations for various reasons beyond the traditional fundraising and exit strategies. Gregg sheds light on how valuation influences stock option pricing, mergers and acquisitions, legal disputes, and the reasons to not think you are one and done. Best Practices: The SCORE Method: Gregg introduces the SCORE method, a robust framework that combines data-driven insights with industry-specific factors. The method helps establish a more objective valuation by considering factors like stage of development, market size, competition, and funding needs. Key Takeaways: 1. Valuing startups and pre-revenue companies is a complex task requiring nuanced approaches. 2. Industry trends, competition, growth potential, and even tax implications contribute to the intricate valuation process. 3. Business valuation serves various purposes througought the lifecycle of a company, from fundraising to legal disputes to exiting 'rich'. 4. The SCORE method offers a comprehensive and data-informed approach to determine a company's value. 5. Flexibility and adaptability are key when dealing with ever-changing valuation factors. Join Karen Rands and Gregg Ficery in this enlightening episode as they unpack the challenges, strategies, and methodologies involved in calculating the valuation of private companies. Whether you're an entrepreneur, investor, or business enthusiast, this episode provides invaluable insights into a crucial aspect of the business world. Stick to the end to hear about Gregg's passion project who took family history folklore turned sports historian to sleuth uncovering one of the greatest unsolved mysteries with his book GRIDIRON LEGACY http:gridironlegacy.com Gregg Ficery is the President of Integgra Valuation & Advisory Services, which he founded in 2011. He has over 20 years of business valuation consulting experience and has valued nearly 1,000 private companies. He also has over ten years of industry experience in the technology, telecommunications, and financial services sectors in finance, accounting, and corporate development roles. For more information about Gregg Ficery and Integgra Valuation & Advisory Services, visit http://www.integgra.com . Gregg offers the value of an experienced 3rd party professional to calculate a company's valuation at a fixed price. The Compassionate Capitalist Show is your go-to resource for insightful discussions on all things entrepreneurship. Tune in regularly to gain a deeper understanding of the dynamic landscape of business and innovation - creating wealth as founders, and investors in those private innovative entrepreneur endeavor. Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Aug 16, 2023

Listen to Karen's interview of Shachar Oren, of Sound Media Ventures, as he shares his journey from boot strapped startup to successful exit to lead a Media Tech VC firm in Atlanta, GA. Karen first met Shachar nearly 2 decades ago when he was raising capital for Neurotic Media and wanted to present to her angel group, the Network of Business Angels & Investors. Shachar's journey as an entrepreneur gave him keen insights into the concepts of growth hacking, lean start up, boot strapping, raising capital, and getting to a profitable exit. His experience has provided an unique perspective as an angel investor and venture capitalist sitting on the opposite side of the table. Shachar also shares his insights as to what he looks for when considering investments in the emerging field of Media Tech. Enjoy their conversation and learning moments. Shachar Oren is the Founder & CEO of Sound Media Ventures, a venture capital firm that invests in companies at the nexus of media and technology. Prior to starting this fund, Shachar founded Neurotic Media, a high-tech music platform that served global Fortune 500 brands for 18 years. Shachar led the successful exit of Neurotic Media to Peloton Interactive in 2018. For the last decade, Shachar has also offered executive counsel pro bono for incubators, educators, and start-up founders. He currently serves as the President of Georgia Music Partners, and advises startups in technology, media and entertainment through organizations such as TechStars Music, GA Tech's Create-X and College of Creative Design, ATDC, GSU Main Street among others. He is a member of Atlanta Technology Angels and active in the growing entrepreneur/investor ecosystem in Georgia. For more information please visit: https://soundmedia.vc/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Aug 8, 2023

What if there was a way to do what many have unsuccessfully tried and accomplish many think impossible: to invest in low- economic neighborhoods, benefit the community, and actually make money at the same time? In this case, the idea of making money while doing good isn't about bringing an innovation to market that will solve a universal problem like accessible clean water, or provision of quality health care and education, or economic uplift of living wages with affordable work-force housing. In fact in the case of urban renewal, it is all of those things and more. We are on the threshold, if we do this right, that history will look back on this time as the turning point for an urban renaissance. This is replay of a popular episode from 2020 where I interviewed best selling author Terrence Gallman and we were all excited about the potential for urban renewal as as result of the Opportunity Zone tax exemptions offered in the 2017 tax reform laws. We went on to continue to look for opportunities to uplift those disadvantaged communities that had been left behind in the economic prosperity that has helped so many other communities thrive. That became the GIG opportunity to provide a resource portal of tools for aspiring entrepreneurs and those that want to increase their financial understanding to gain access too. It also is core to the story that will be the redemption story that will be told with the release of No Right Way. The episode wraps with a live chat with Terrence about the current state of affairs and how he has built a coalition of partners committed to the urban renaissance. Stay tuned to hear how you can share in the financial success of GIG. Watch original on youtube: https://youtu.be/H6pZu0QR26M Terrence Gallman is an economist and the esteemed author of Wall Street Bonds: The Urban Renaissance, a book about a financial and social revolution that could raise up the people and the GDP at the same time. To learn more and connect with Terrence, find him on Facebook https://www.facebook.com/theurbanren GIG http://giggroupllc.com Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Aug 1, 2023

Jonny Price, VP of Banter at Wefunder, joins Karen Rands on this episode of The Compassionate Capitalist Show™ to discuss the evolution and impact of Crowdfunding to fuel equality and opportunity for founders and create wealth for mainstreet investors. Crowdfunding platforms, like Wefunder, democratize raising capital and creating wealth, providing investment opportunities to a wider audience. Previously, only wealthy accredited investors had access to early-stage investments, excluding many individuals, especially from marginalized communities. Wefunder's two-sided marketplace connects diverse founders and investors, facilitating fundraising and fostering innovation. Wefunder is a leading crowdfunding platform, with 39% of the marketshare and delivering $172.8 million into companies on their platform, from 140,386 investors, in 2022. Key Takeaways: 1. Regulation Crowdfunding: Wefunder enables companies to raise funds through direct public offerings, allowing customers and the community to invest and share in their success. It provides a flexible and inclusive alternative to traditional fundraising methods of pitching to angel investor groups and venture capital firms. 2. Companies that Benefit: The JOBS Act offers various fundraising options for different types of companies, including tech and non-tech businesses like consumer packaged goods. Proper preparation (to be 'investor ready') and capital marketing strategy for outreach are crucial for crowdfunding success. 3. Investment Structures: Wefunder supports multiple methods for raising capital, also providing different risk profiles for investors – traditional equity with SEC compliance, convertible notes and SAFE notes for early-stage startups and alternative financing options like Revenue Financing loans. 4. Considerations for Investors: Wefunder conducts background checks, due diligence, and fraud prevention on platform companies, enabling investors to focus on evaluating risk factors, portfolio strategy, and industry preferences that match their passions, interests and values. Overall, the impact of crowdfunding on democratizing access to capital and creating wealth has been significant, empowering both entrepreneurs and investors alike to participate in the startup ecosystem, potentially fostering innovation, job creation, and economic prosperity for a more diverse set of individuals and communities. Wefunder is a Public Benefit Corporation (PBC) with a mission to democratize capital markets and promote equality in wealth creation. It aims to level the playing field, especially for women and people of color-founded businesses, who historically faced challenges in securing investments from traditional angel investors and venture capitalists. Website = http://wefunder.com and visit wefunder.com/school for FAQ and more. Jonny Price leads the Fundraising team at Wefunder. Originally from the UK, Jonny started his career in strategy consulting at Oliver Wyman, before founding the U.S. team at Kiva.org (a leading community impact lending platform) which he led for seven years. Jonny has a degree in History from the University of Cambridge, and has served on the Federal Reserve Board's Community Advisory Council. Twitter = https://twitter.com/jonnycprice LinkedIn = https://www.linkedin.com/in/jonnyprice/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Jul 25, 2023

In this episode of The Compassionate Capitalist Podcast™, host Karen Rands interviews Devin Thorpe, founder of The Super Crowd, a public benefit corporation focused on impact crowdfunding to help diverse founders and social entrepreneurs raise capital. Devin, a champion of social good and a bestselling author, discusses the evolution of crowdfunding and its alignment with his core values and mission to create social impact. As a benefit corporation, he prioritizes social impact over profits and believes crowdfunding provides an avenue to democratize the capital markets and empower underserved founders. The conversation delves into successful social impact of projects funded through crowdfunding and highlights the importance of building a community around these initiatives. Three takeaways: 1. The Power of Benefit Corporations: Devin Thorpe's choice to lead a benefit corporation demonstrates a commitment to both financial success and positive social impact. Benefit corporations aim to prioritize social and environmental goals, which aligns with Devin's mission to create wealth while driving meaningful change in communities. 2. Crowdfunding for Social Impact: Crowdfunding has evolved into a powerful tool for generating social impact. Through democratizing the capital markets, it allows "main street" investors to invest in projects that align with their values, and it provides opportunities for historically excluded groups, such as women and impact founders, to access funding and create profitable ventures. 3. Building and Shared Purpose: Devin emphasizes the significance of building a community around social impact initiatives. Engaging crowdfunding backers beyond financial contributions nurtures a sense of shared purpose and strengthens the impact of these projects. Creating a community ensures long-term support and amplifies the positive effects of the funded initiatives. Overall, this episode sheds light on the transformation of crowdfunding from a financial tool to a vehicle for creating social impact, while also exploring the role of benefit corporations in driving purpose-driven entrepreneurship. To learn more and connect with Devin and the impact of TheSuperCrowd: https://thesupercrowd.com/ and https://devinthorpe.substack.com/ Get your Free Ebook Devin talks about: 925 Ideas to Help you Save Money, Get Out of Debt & Retire a Millionaire: https://www.smashwords.com/books/256051 Superpowers for Good: The Skills You Can Master to Leave Your Mark on the World https://www.devinthorpe.com/superpowers-for-good Listen to Karen's interview on Devin's podcast: https://devinthorpe.substack.com/p/expert-compassionate-capitalism-can#details Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org

Jul 20, 2023

Podcasting has emerged as a powerful marketing and customer engagement strategy, enabling businesses to establish credibility and build a trusted connection with their customers. With over 5 million podcasts globally and 70 million episodes, the medium has witnessed substantial growth, reaching targeted platforms and engaging specific audiences. Reports, such as McKinsey's, emphasize that podcasting initiates intimate conversations and plays a vital role in the customer journey, driving customer loyalty and brand trust in the digital age. Karen's Special Guest is Phyllis Nichols, founder of SoundAdvice Strategies, a podcast production company. She’s best known for helping clients create unique audio experiences for their listeners. Authors, small business owners and other creatives use their podcasts to tell stories, inspire audiences, and build real connections. Phyllis and the SoundAdvice team make sure they sound great and handle all the tech and marketing details. Karen and Phyllis talk about the benefits of podcasting for businesses: 1. Enhanced Customer Engagement: Podcasting enables businesses to engage customers in a more intimate and conversational manner, building stronger relationships and loyalty. 2. Credibility and Trust Building: Regular podcast episodes showcasing expertise and valuable insights can establish the business as a trusted authority in its industry, boosting credibility and trust among the audience. 3. Personalized Connection: Podcasting allows businesses to connect with their customers as if they are talking directly to them, making them feel connected on a personal level, ultimately leading to increased brand loyalty and advocacy. Three Takeaways: 1. Podcasting's Growing Influence: Podcasting has experienced significant growth, with millions of podcasts and episodes available worldwide. This growth provides businesses with an excellent opportunity to reach their target audience and create personalized connections with them. 2. Dynamic Content for Enhanced Engagement: Unlike traditional forms of content marketing, podcasts offer dynamic content that fosters a deeper connection with listeners. This unique listening experience encourages customers to take action, making them 60% more likely to engage further with the business. 3. Podcasting as a Trust-Building Tool: In the digital age, building customer loyalty and trust requires more than just standard marketing practices. Podcasting proves to be an effective way to initiate and maintain intimate conversations with customers, thus fostering the "Know, Like, and Trust" factor essential for successful brand-customer relationships. Pick up your free gift from Phyllis: https://www.soundadvicestrategies.com/resource Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Go to http://DoTheDeal.org to get on the list for the free access to the Compassionate Capitalist Wealth Maximizing System - intro level.

Jul 11, 2023

Carbon capture has emerged as a crucial climate change recovery strategy, given the catastrophic environmental changes occurring worldwide. The melting of Greenland and Arctic ice sheets, deforestation and the loss of rainforests like the Amazon, warming oceans, declining coral reefs and fish populations, and the significant decline in insect populations have highlighted the urgent need for action. As human carbon emissions have outpaced nature's ability to recover, there is a risk of crossing tipping points that could lead to severe and potentially catastrophic impacts. To get to net zero by 2050, we will need to reduce the #carbon footprint in all industrial and commercial sectors. This means pretty much reinventing our entire economy. A #greeneconomy is the only way forward. It is NOT enough to stop producing greenhouse gases and harmful carbon, we must reverse the damage as best we can with restorative innovative technology. In order to continue to thrive, we need to find ways to uncouple our growth from carbon consumption & production, and help nature's ability to heal from the decades of pollution and toxins in our air, land, and sea. At least a trillion tons of CO2 will need to be removed from the air over the next few decades. The innovative technology exists, and is becoming more efficient and less costly to implement, but still requires a lot of patient capital. As with any industry, there must be driven, passionate innovators seeking to solve the problem and save the planet, and funding from the the private sector and compassionate capitalists. In the case of reversing the harm that has been and is being done by global warming, it takes both government policy and funding to boost what the private sector develops to solve the problem. Hardware solutions are also necessary to repair our bodies of water, our 'dead and dying' soil, and repurposing discarded materials into new uses to 'undo' crisis of forever chemicals and toxic waste. Fortunately, there is a growing community of climate centric 'green' venture funds that are collaborating with each other and focused to putting their money to work solving this critical problem for our local and global communities. Karen's guest today on this thought provoking episode of The Compassionate Capitalist Show™ is Iris Ten Have, the Head of Science at Extantia Capital . Karen and Iris explore the topic impact of the climate crisis, what is being done to address it, and what challenges lay ahead. Key Take Aways: 1.The exponential growth of human carbon emissions has surpassed nature's ability to recover, leading to the need for hardware solutions that can effectively capture and remove carbon from the atmosphere. 2. Hardware, which is more expensive and requires patience in its funding, is necessary because software alone is incapable of actually doing anything. Software runs hardware that does the physical work of #carboncapture , a vital strategy for reversing the effect of #carbon on #climatechange. 3. The US government is taking steps towards triggering a reduction in carbon emissions while also funding private sector solutions like carbon capture through the Infrastructure Bill and the Inflation Reduction Act. Iris Ten Have is a trained chemist who turned into a #climate tech venture capital investor. During her research years, she was working on the fundamentals behind converting CO2 into sustainable fuels and started wondering: “how can I make a bigger impact?” Determined to make a significant dent in climate change, she spun out of academia. Building on prior knowledge from a minor in business and entrepreneurship as well as inspiration from living in Silicon Valley, she turned to #climate tech venture capital. Apart from being the in-house chemist, she’s also an investor and a thought leader. LinkedIn: https://www.linkedin.com/in/iris-ten-have/ Extantia Capital: https://extantia.com/ Find articles offering a deep dive into various climate tech verticals here. https://irisctenhave.medium.com/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks. Sign up for the FREE Compassionate Capitalist Wealth Mastery Challenge Power Week. http://dothedeal.org

Jun 28, 2023

Join us in this episode as we explore the world of Opportunity Zones. Landon Johnson, of CapZone Analytics, joins Karen Rands to dive into the latest IRS regulation changes impacting Qualified Opportunity Zone Funds (QOZFs) and unravel the complexities surrounding compliance. Whether you're new to this concept or already involved as a fund participant, investor, or fund manager and developer, compliance is where the rubber meets the road to ensure you maximize the benefits of investing in Qualified Opportunity Zone Funds. Karen kicks of the discussion with a brief history behind the bipartisan effort in Congress to be a catalyst for change by providing strong financial incentives for investors to seek investment opportunities in underserved rural and urban communities. The impact and benefit has been siezmic. Since it's passage as part of the Tax Code changes in 2017, there are more than 8,768 designated Qualified Opportunity Zones in the 50 states, and five U.S. territories, including American Samoa, Guam, Northern Mariana Islands, Puerto Rico, and the Virgin Islands. Total QOZF equity investments had reached $48 billion by the end of 2020, with 48% of those communities benefiting from projects and investments underway, according to the Economic Innovation Institute, compared to the 18 years it took for the SBA backed Venture Capital program, New Market Tax Credits, to reach the same level. The economic ripple effect of QOZF felt beyond the targeted areas is clearly evident as well, because the projects are more than affordable housing, they also involve the building of commerce centers, manufacturing and distribution facilities, and modernization and expansion of aging businesses. Landon sheds light on the nuances of the Opportunity Zone Fund tax codes, including deferral and reduction of capital gains, tax offsets based on investment length, and the differences between real estate development and operating business acquisitions. He shares valuable insight on what red flags to watch out for, and offers a solution to ensure you reap the rewards without facing hefty penalties. Join Karen and Landon as they explore the transformative impact of Opportunity Zones and how to navigate compliance effectively. Key Takeaways: 1. Identify compliance issues early to protect your investment and avoid legal and financial penalties. 2. Prioritize investment-grade due diligence and compliance when raising funds to mitigate future risks. 3. CapZone Analytics offers a groundbreaking platform that analyzes OZ compliance data, identifies gaps and risks, and establishes a solid compliance posture. 4. Stay informed about proposed legislation and potential extensions to the Opportunity Zone program, as they can significantly impact your investment strategy. 5. Gain a competitive edge by understanding the shifting landscape of tax codes and implementing intelligent compliance strategies. Guest: Landon Johnson, Chief Marketing Officer at CapZone Analytics, brings extensive experience in optimizing marketing, sales, and go-to-market operations for hypergrowth technology companies. As a passionate change agent focused on driving innovative business strategies and process improvements from ideation to implementation, Landon has served as a leader, consultant, and advisor to over 100 companies throughout his 25 year career. His experience navigating IRS regulations and compliance for QOZFs makes him a valuable resource for investors seeking to unlock the full potential of Opportunity Zones. For more information, visit CapZone Analytics at capzoneanalytics.com and connect with Landon Johnson on LinkedIn (linkedin.com/in/landonjohnson) and Twitter (@landonkj). Watch on Youtube: https://youtu.be/Y_jtgHE54Lo Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks. Sign up for the FREE Compassionate Capitalist Wealth Mastery Challenge Power Week. http://dothedeal.org

Jun 20, 2023

Donna Griffit, the Corporate Storyteller, joins Karen Rands on the Compassionate Capitalist Show to discuss the art and science of pitching investors. They delve into the essential elements of a pitch deck, including the vision statement, passion, product description, and founder story as the hook. The conversation also explores the importance of creating FOMO (Fear of Missing Out) among investors, the differences between online and in-person pitching, and the nuances of pitching to male investors as a woman. Donna Griffit's expertise as a storyteller has aided numerous Fortune 500 companies, startups, and investors in raising over a billion dollars. Her insights on raising capital for female founders have gained recognition in Forbes, and she is listed among the top 100 tech and business women speakers by The Next Web. Four takeaways: Pitching investors involves a combination of art and science, requiring excellent presentation skills, knowledge of numbers, and the ability to create FOMO (Fear of Missing Out). A compelling pitch deck should include a vision statement, passion, a clear product description, and a demonstration within a user story. Online and in-person pitching may have different dynamics and considerations that should be taken into account. The startup scene still faces a gender disparity, with a small percentage of investor funding going to female-led companies, highlighting the need to address this imbalance. Donna Griffit, Corporate Storyteller, has worked globally for over 16 years with Fortune 500 companies, Start-Ups, and investors in a wide variety of industries. Through her guidance, clients have raised over a billion dollars. She was recently featured on Forbes, where she explained how she has helped female founders raise millions from investors. According to The Next Web, Donna is in the top 100 of the best tech & business women speakers. For more information visit http://donnagriffit.com Also join at: https://www.facebook.com/groups/womenfoundersunite Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. To set up your free initial consultation regarding access to capital and help creating your own FOMO, visit http://bit.ly/KYRconsult The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod

Jun 13, 2023

Focus of this episode: Educating about the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. Today we are going to talk about an asset class that is like real estate investing, but also like investing in a business... One of our goals on The Compassionate Capitalist Show is to understand the different asset classes, the niches of alternative investments, that meet your income and risk profile to help you build wealth so you can achieve the pinnacle of investment and wealth creation that angel investing. According to Bloomberg Markets, storage space is “… the number one alternative investment”. During recent years, self-storage has seen returns in the triple digits, fueled by homeownership dropping to it’s lowest point in years after the real estate crash. Key benefits of investing in self-storage properties include: ‍ Resistant to Recession Relatively High Returns Lower Breakeven Occupancy Rate because it has a broad appeal within a community Lower Maintenance and Less Hassle than rental property In 2020, the global self-storage market was valued at $48.02 billion. It is expected to reach a value of $64.71 billion by 2026, registering a compound annual growth rate of 5.45% from 2021 to 2026. In this episode, you will discover: In this episode, you will discover: 1. who should consider self storage as a niche asset, 2. how do you get started - 3 different ways 3. trends in growth of the sector post COVID, 4. fundamental metrics to consider when evaluating a self storage opportunity, and 5. how you can use your 401k - Self Directed IRA as a source for your funds. My guest today is Jacob Vanderslice is Principal at VanWest Partners, a Denver-based real-estate investment firm focusing on the acquisition and management of self-storage centers. By focusing on this conservative and growing real estate sector, VanWest has established a track record with over $238mm in real estate assets. CONNECT WITH JACOB email Jacob at VanWestPartners.com Website: http://VanWestPartners.com Linkdein: in/VanWest-Partners and in/Jacob-Vanderslice Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks. Sign up for the FREE Compassionate Capitalist Wealth Mastery Challenge Power Week. http://dothedeal.org

Jun 10, 2023

Historically, 7 M Americans, with $75K more in income, invest in Real Estate. The rising cost of real estate and cost of money is pricing new investors out of the market. Crypto investing is all the rage, but it is so volatile, risky, and time consuming. I HAVE GOOD NEWS. There is a little known way to invest, that not only has potential for big returns, but also to bring incredible emotional benefits. It is how the millionaires invest, and when they can invest in anything, why do they invest startups, private early stage companies, growing small businesses, and innovation pioneers? During this episode, Karen explains how you can own a piece of multiple businesses and share in the success of the entrepreneurs that are building the next big thing, solving big problems, or simply a business down the street that you love already. It is called angel investing, or more common for new investors, crowdfund investing. Angel investing refers to investing money in start-up companies or early-stage businesses in exchange for ownership equity or convertible debt. The JOBS Act of 2012 made it legal for non-millionaires to invest in startups and early-stage companies, opening up opportunities for anyone to invest in private businesses. Despite this, angel investing remains relatively unknown and misunderstood compared to other investment options. The Compassionate Capitalist Wealth Maximizing System aims to educate and guide investors in understanding the value and benefits of angel investing. Investing in entrepreneurs can be three times more profitable than traditional investments like real estate or the stock market, and it is no more risky as long as investors build a diversified portfolio. Four takeaways: Angel investing can be three times more profitable than traditional investments like real estate or the stock market. Angel investing is no more risky than other forms of investing if investors build a diversified portfolio. The JOBS Act of 2012 opened up opportunities for non-millionaires to invest in startups and early-stage companies. Investing in entrepreneurs fuels job creation and innovation, and angel investors play a crucial role in providing the capital needed for startups to grow and succeed. You don't have to be a millionaire to invest like one, and begin to bridge the wealth gap that has grown over the 90 years that 'angel investing' was illegal for the middle class to participate in for building wealth. Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks. Sign up for the FREE Compassionate Capitalist Wealth Mastery Challenge Power Week. http://dothedeal.org Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. https://youtu.be/3oBlWMiIz9E The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod

May 30, 2023

In this episode of the Compassionate Capitalist Show, Karen engages in an enlightening conversation with Brett Martin, a seasoned serial entrepreneur, angel investor, venture capitalist, and visionary. Brett shares his remarkable experiences and profound insights, offering listeners a glimpse into the world of entrepreneurship and venture investing. Here are four key takeaways from the episode: 1. Entrepreneurship- Nature vs. Nurture: The discussion delves into the age-old debate of whether entrepreneurs are born or made. Brett shares his personal journey, starting with his entrepreneur journey 'selling seashells at the seashore' to becoming a venture capitalist, highlighting the combination of inherent passion and cultivated desire to venture into the exhilarating world of startups. 2. Becoming a Angel Investor : Brett reveals the pivotal moment when he transitioned to the investor side of the table, exploring different avenues such as solo angel investing, angel networks, and eventually co-founding Charge Ventures, a pre-seed-focused venture fund. He sheds light on the inherent risks and wealth-building potential associated with investing in successful entrepreneurial endeavors. 3. The Compassionate Capitalist System : Brett emphasizes the significance of compounding impact and return on investment by investing in multiple successful companies. He discusses his shared mission with Karen to educate investors, aiming to create a profound positive influence on the world while generating substantial wealth. 4. Charge Ventures: Brett provides insights into the foundation and philosophy of Charge Ventures, a seed and pre-seed venture firm. He explains their focus on partnering with passionate founders building innovative products and services that tackle future problems. The episode highlights a few portfolio companies like ADAPT, ARA, Bedrock, and Bison Trails, showcasing the diverse industries addressed by Charge Ventures. 5. Future of Work: Innovative way to create community and connection in our new way of work that most often involves remote teams working together, often in isolation. Brett Martin is President & Co-Founder of Kumospace, the virtual office platform where teams show up, as well as Co-Founder & Managing Partner of Charge Ventures, a pre-seed-focused venture fund based in Brooklyn, NY. He also serves as an Adjunct Professor at Columbia Business School, where he teaches data analytics and technology strategy. Visit http://kumospace.com and set up your free trial. If you are interested in getting started with seed stage venture investing (after reading Karen's book Inside Secrets to Angel Investing of course) connect with Brett on Linkedin and check out https://charge.vc/ besides their portfolio, you will find a blog under writings that has thoughtful and well developed articles on tech trends, and resource site for startups with terms and best practices. Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks. Sign up for the FREE Compassionate Capitalist Wealth Mastery Challenge Power Week. http://dothedeal.org

May 23, 2023

William Cheshier, founder of CheshTech, joins Karen to share practical tips for building a profitable website that functions as a 24/7 sales and marketing tool. The discussion highlights the common mistake of thinking that simply having a website is sufficient, emphasizing the need for strategy and careful consideration of the target audience's experience. The conversation delves into the importance of aligning a website with the needs and desires of visitors, addressing questions such as what the business offers, how it improves lives, and how to access its products or services. Additionally, the episode also explores the unique challenges faced by sustainable and impact companies, including effectively communicating their value proposition and integrating digital media messaging with website and customer engagement strategies. Overall, the episode emphasizes the significance of building a compelling website that resonates with visitors, aligns with the company's goals, and enhances user experience-- while also building them to decrease their carbon impact so they are more sustainable for the future. Key Takeaways: Building a successful website requires strategy and consideration of the target audience's experience. Sustainable and impact companies face unique challenges in communicating their value proposition effectively. Integrating digital media messaging and website strategies is crucial for consistency and engagement. The impact legacy websites have on the environment and sustainability because of the power consumption they require, and how websites can be streamlined to decrease their carbon footpring. William is the CEO and founder of CheshTech: Digital Agency where they enhance the impact of global and local changemakers through websites and products that are built to deliver results. CheshTech offers web development services utilizing sustainable web practices that result in an improved user experience and more conversions while emitting less. In addition, they work with startups as product consultants and technical partners building maintainable, secure, and scalable applications. William is also the host of the podcast Talkin' Solutions: Highlighting Impact Driven Companies Doing Societal Good where he interviews founders telling their real time stories to provide solutions to societal issues. You can listen across all major platforms. He is also passionate about sustainable web and product development. To Listen to William's Podcast: https://linktr.ee/ talkinsolutionspodcast To get The Free Guide William offers, visit CheshTech website: https://cheshtech.com Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks. Sign up for the FREE Compassionate Capitalist Wealth Mastery Challenge Power Week. http://dothedeal.org

May 16, 2023

Cashflow and skilled resources are critical as a business grows. Your business can't grow if the CEO is wearing all the hats. Kristy Yoder, Founder and CEO of SMART VA, as a successful female business owner, share with Karen lessons learned from her journey of building a virtual assistant and interim execs outsourcing business that helps small businesses manage their resources, hiring, cash flow, and scaling their businesses. In this lively conversation, Karen and Kristy talk about how the importance of identifying your niche and focus, assessing your goals and skills so you can build a strong team, and the challenges she helps her clients overcome. Key Take Aways are: 1. Building a Strong Team is crucial for any business's success. You will learn key factors around hiring people who share their vision, values, and work ethics, with the right skills for the work you need done as your scale your business. 2. Cash Flow Management is critically important especially during the initial stages of business growth. This is even more important when you have investors involved that expect you to meet key growth milestones, while managing your monthly cashflow burn. You'll learn what is needed to have a plan in place to manage it effectively. 3. Develop Self-Awareness as this is achieving your goals and living a fulfilling life. This means understanding your values, strengths, and weaknesses, and being honest with yourself about what you want and what you need to work on. 4. Set Clear and Measurable Goals for yourself and the organization. This means identifying what you want to achieve and breaking it down into manageable steps. Kristy also shares visualization techniques to help you stay focused and motivated. 5. Take Consistent Action over time to achieve the goals you have set. This means being willing to put in the work to equip your team, particularly virtual assistants, to successfully meet the goals you have set for them. Staying committed, even when things get challenging and celebrate your successes along the way to stay motivated. Kristy Yoder is a Filipina based in Ohio. She is the Founder and CEO of SMART VAs (SMART stands for Savvy Motivated Adept Responsible Trustworthy) and the host of The Master Delegator Podcast where she teaches entrepreneurs and leaders to grow their business by delegating. Since 2020 she has created a team of over 70 assistants with a broad range of skills and offerings and has helped more than 200 small business owners with their resource needs. Learn More at : https://smartvirtualassistants.com/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks. Sign up for the FREE Compassionate Capitalist Wealth Mastery Challenge Power Week. http://dothedeal.org

May 9, 2023

During this interview, Karen and Matt discusses the importance of investing in climate change technologies and provides insights into how businesses can leverage these investments to make a positive impact on the environment. It is BIG opptunity to solve the BIG problems and Trillions of dollars will be invested by private investors, institutional investors, corporate venture funds, governments and non-profits over the next 5+ years. Key Takeaways: 1. Climate change is a pressing global issue that requires urgent attention. Matt stresses the urgency of taking action to combat climate change and encourages investors and entrepreneurs to get involved in the fight. 2. Investing in climate change technologies can be a win-win for both the environment and businesses. Matt explains that investing in climate change technologies can lead to cost savings and increased profitability for businesses while also helping to mitigate the negative effects of climate change. 3. Collaboration is key: The interviewee emphasizes the importance of collaboration between investors, entrepreneurs, and climate activists in order to make progress towards combating climate change and creating a more sustainable future. 4WARD.VC’s climate investor syndicate invests invests alongside leading climate funds and accelerators in breakthrough pre-seed and seed stage climate startups led by CRAZY, world-class founders tackling BIG problems in the areas of Food & Agriculture, Construction & Manufacturing, Commerce & Circular Economy, Recycling & Waste Reduction, Energy & Renewables, Transportation & Mobility and anything with positive “climate-economics” that has the opportunity to MASSIVELY better our world. Visit http://4ward.vc for more info and connect with Matt. BONUS: GET ACCESS TO Free 750+ Climate VC & Accelerator Database 4WARD.VC made a searchable index of 750 climate, sustainability and impact investors, LPs, incubators, accelerator programs and angel investor groups worldwide. You can filter climate tech VCs by stage, sector, geography & check size to find your ideal investor and/or co investors! https://4ward.vc/VCdatabase Watch the Shark Tank Climate Tech Investor Pitch Show on Youtube The Startup Tank Climate Tech Investor Pitch Show - YouTube Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is also a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks. Sign up for the FREE Compassionate Capitalist Wealth Mastery Challenge Power Week, new sessions every month. http://dothedeal.org

May 5, 2023

Brad Feld, the Co-Founder of Techstars, the Managing Director at Foundry VC Group https://foundry.vc/blog/ , and author of numerous books as part of the Startup Revolution series, the latest: Startup Boards ( https://feld.com/books-on-startups-entrepreneurship-and-venture-capital/) Brad joins Karen to share his fascinating journey from entrepreneur, starting his first businesses while still in college. Early success started him on his journey of discovery of how to lift up innovative startups by investing needed capital and assisting with time, resources, and sometimes more (patient) capital to achieve the goal of a successful exit. He shares his experiences from successes and failures along the way. This is such a great opportunity to hear from an investor that began investing before the dotcom, navigating through a dark period for the venture space, the Great Recession and his recommendations for navigating our uncertain current economy. You will want you to share this with your friends and followers, and we sure hope you do! Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation . She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™ . Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. The Compassionate Capitalist Show ™ is a Podcast on YouTube. Please visit and subscribe and share. It is great to watch Karen and her guests live, in action. The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you. Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks. Sign up for the Compassionate Capitalist Wealth Mastery Challenge Power Week. Http://DoTheDeal.org

Nov 8, 2022

Using Conscious Capitalism philosophy and unconventional marketing approaches, David Valentine, CEO & Founder of Avadel Agency, was able to rapidly grow his 7 businesses by investing money into his people. David's businesses have generated over a billion dollars collectively for over 1000 clients, including major brands and fortune 100 companies, and positioned him to be able to invest $3Million into companies this year alone. David is a great example of Compassionate Capitalism and Conscious Capitalism all blended into ONE. He joins Karen on The Compassionate Capitalist Show to share his perspective on growing businesses and generating massive revenue that you can bank. Key Take Aways: Why investing in your employees leads to massive revenue Why businesses should prioritize excellent marketing to become 'visible' to their target customers What is David's BIG BOLD goal and why you should have one too David is making his educational video series "7 Modules to Revolutionize Your Sales Approach" free to the listeners of this podcast. Visit http://davevalentine.co for access. To learn more about Avadel Agency and their Outrageous Offer visit: https://avadel.agency/ Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Please Subscribe on your podcast player of choice: https://linktr.ee/compassionatecapitalist Watch on this episode on youtube https://youtu.be/iJADfnhWSc4

Oct 19, 2022

Experienced Angels know how to mitigate their risk through diversification. This episode of The Compassionate Capitalist Show features Karen Rands as she shares her experience and perspective on diversifying an angel investment portfolio to increase the odds of winning the wealth creation game. Karen attended the Angel Investor Diversification Strategy Panel at the 2022 TiE-Con - TiE Atlanta's signature annual business conference. She was delighted to hear the strategies these angel investors shared that were part of how they insured success and large returns on their angel investment portfolio were the same strategies she shares in her book: Inside Secrets to Angel Investing and in her Compassionate Capitalist Wealth Maximizer System. Key Take Aways: Diversify by Industry, Stage, and Type of Investment - Have Discipline to Allocate a Specific % of Your Investment Portfolio - Create a Plan for Investing Regularly to Build a Portfolio of Private Deals - Expect Some Losses, Off Set by Overall Success of a Diversified Angel Portfolio On The Panel was: Bird Blitch - CEO / Co-founder Patientco, active angel investor after the acquisition of his comp. JP James - Chairman of Hive Financial Assets, active investor, leader in setting up multiple angel groups and funds. Frank Tighe - Managing Director of Silicon Road Ventures, an early stage VC fund focused on the future of commerce. Shankur Ram - Serial Entrepreneur, Mentor and Investor. He has started 6 companies with successful exits to UPS and E&Y. On the Board of TiE Global and SoCal Sid Mookerji - Managing Partner and Founder of Silicon Road VC led the panel in the discussion Retail innovation leader. Successfully built and sold a company operating in eight countries serving 350+ retailers worldwide. Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Oct 11, 2022

Debt for a business can be a saving grace for a growing business or a nail in their coffin, if they don't understands the 3 Legs of Lending. Paul Neal joins Karen Rands on The Compassionate Capitalist Show to explain how to make debt work for a company's growth strategy. Paul also shares his incites on the the 3 Cs that are critical to the success of any business. Along the way, Karen and Neal discuss using debt for acquisition financing, franchise financing, buying out partners and founders, and expanding to bring manufacturing on-shore. They wrap up this lively interview with Paul's passion for helping entrepreneurs because of his belief that Entrepreneurs are the Hope of the World. We all could use some hope and encouragement as we face uncertain economic times. This podcast in video: https://youtu.be/A5bqHep_8vk Paul Neal is the founder and Principal Funding Strategist at Vantage Point Commercial Capital, a firm that focuses on helping entrepreneurs and real estate investors win by funding their growth and dreams in nontraditional ways. He shares how he took the road less traveled by shifting from a degree in engineering and the corporate world to the adventure of entrepreneurism. He has experienced great success and the pain and disappointment of losing it all during the Great Recession. To learn more about Vantage Point Commercial Capital, visit: http://vpc.capital Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Sep 27, 2022

Bill Nussey joins Karen Rands on The Compassionate Capitalist Show to talk about the $Trillion 'startup' opportunity that no one is talking about - That is, other than a small group of innovators that see the potential of applying the best practices of innovation advancement that we saw advance the stabiliy, power, and miniturization of cell phone technology and mobile computing applied to sustainable energy, namely solar energy, no one has tackled this challenge on an industry wide perspective. Freeing Energy started as a concept and inspirational TED Talk, and is now a movement - mobilizing the talents and energies of entrepreneurs, policymakers, and communities towards a cleaner, cheaper, and more resilient local energy future. In this episode you will also learn: - Innovation Advancements in Renewable Clean Energy - Opportunities in Climate Tech - How Energy Innovation will be one of the Most Powerful Tools for Social Equity Bill Nussey is a career tech CEO with multiple exits, including an IPO, multiple patents and mulitiple stints with VC firms. His passion has become climatetech, namely the Freeing Energy Project. It started with his TED talk which grew into the #1 ranked podcast on renewable energy. His new book, Freeing Energy, is a practical guide for disrupting and democratizing energy. More info at: http://FreeingEnergy.com Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Sep 20, 2022

To Invest in Gold Or Not to Invest in Gold? If YES, then how? Karen Rands is joined by Patrick Yip of APMEX and ONEGOLD to share why it may make sense to invest in Gold as an asset class comparable to stocks and bonds. There is renewed interest in Gold as an investment asset in the face of uncertain economic times. If you have never invested in Gold, or any precious metal, you likely have more questions than answers. This episode of The Compassionate Capitalist Show(tm) offers insights on how to get started investing in Gold, and the opportunity available with technological advances to simplify the process of getting started or expanding your precious metals holdings. What you will learn listening/watching this podcast interview: - Gold Investing 101: Is it a commodity, a collectable, a currency? - How Much Should You Invest in Gold - $1000, $10,000, $100,000? - Technology Powering Direct Virtual Ownership Patrick Yip serves as the Director of Business Development at APMEX and OneGold. http://APMEX.com is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions during its first three years in business. PROMO CODE for ONEGOLD.com Get 50% off the 'premium' added to the value of your investment (limited time) GOLD50OFF for Gold SILVER50OFF for Silver Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Sep 15, 2022

Millennials ask - How to I get Started with Investing in Companies that are Crowd Funding their opportunities. Karen answers. Billions of dollars are being invested in companies raising capital directly from the public in legal equity based 'crowdfunding' methods -- Still far under the total capital raised from angels and VCs...(2022 numbers about the same number of accredited investors participated in their private clubs as partcipated in the direct public offerings - Reg CF -- 350,000!!) Why the surge? 90 years to get to 350,000 in angel groups and 7 years to get to 350,000 in Reg CF Crowdfunding? PSST: It is the scope of the Compassionate Capitalist Wealth Maximizer System - the why, how, and what of angel / crowdfund investing - details below Part of the surge and attraction for investor involvement for 4 reasons: Location Time Exclusivity Accredited Status. Yet, those investor are the least informed about budgeting for investments and conducting due diligence to validate the investment opportunity. The goal of this podcast it to provide the guiderails for getting started as an investor with companies raising capital under the guidelines offered by the SEC for Direct Public Offerings. As with anything new, you need to learn about it first. This podcast is a first step. As you listen to this podcast, get a binder, take notes, list your questions, check below for best way to connect GET THE BOOK: http://InsideSecretstoAngelInvesting.com Watch as a video: bit.ly/CCSyoutubepod Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Sep 6, 2022

According to the SBA, the number of Hispanic business owners has grown 34% in the last 10 years. Making Latinx the fastest-growing segment of U.S. small businesses, with an estimated 4.65 million Hispanic-owned businesses in the U.S. The growth of Hispanic consumers in the last decade in the US is unprecedented. Businesses are waking up to the economic power of Latinx business owners and consumers for B2B and B2C business models. This episode explores the nuance of scaling a business, growing the brand and what is needed to tap into this growing demographic segment. Karen Rands is joined by Gabriela Pulido, CEO and founder of Scalto, a Creative Consultancy firm. Scalto helps Hispanic and Latin American B2B service businesses build scalable business models to grow over time which starts with their proprietary ScaleX Program. In this episode you will learn: What is a brand? What it is not? Why it is important to emotionally engage customers (and would be investors) How to define a brand and a corporate culture when you are just starting up and trying to make anything happen How a brand scales as the company grows to reflect corporate culture/mission, yet remain connected to the customer Gabriela is well versed at assisting businesses to develop and implement strategies to create trusted brand and customer relationships with Latinx businesses and consumers. Gabriela is an experienced strategic marketing executive with more than 30 years of building successful brands. Learn more: https://www.scalto.com/ Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Aug 23, 2022

Karen Rands is joined by Eric Hazard of Vested Ventures to discuss what “financial literacy” really means and why "fintech" is uniquely qualified to help provide it -- and how Compassionate Capitalists, angel investors, can make money while investing in companies that are solving social and economic inequality. The lack of financial literacy has created a market ripe for predatory consumer lending abuse with payday lending schemes and the structure of private student loans. You can trace the greed of certain financial institutions whom preyed on the financial naivete of people of color and first time home buyers with those crazy no money down balloon mortgages, leading to the real estate bubble and great recession 20 years ago. In this podcast / video cast you will learn: The basic definition of FinTech and how it has evolved Why financial literacy begins with financial access How FinTech can strengthen relationships between businesses and their employees & customers, and be a force for good Why Vested Ventures is investing and accelerating in FinTech companies and how you can invest and succeed as well Eric Hazard is a financial technology and communications veteran, and the CEO Vested Ventures. Eric holds a certificate in Fintech from MIT and is the host of the online video series Focus on Fintech . Vested Ventures invests in ultra lean FinTech entrepreneurs through a unique combination of money, network and communication exposure. Learn More: https://vested.ventures/ Find this episode on Youtube: https://youtu.be/9bi63iOW748 Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Aug 16, 2022

Brandon T. Adams joins Karen Rands on The Compassionate Capitalist Show to discuss the meaning of success, overcoming setbacks, and the power of possibility when you use video to share your story and connect with your target audience. This episode is geared toward entrepreneurs and the mindset they need to persevere to reach the culmination of huge success. Hear how Brandon faced bankruptcy at one end of the spectrum to winning Emmy's and closing 7 figure deals at the other end, and the journey along the way. Key take aways: Why going all in is critical to success How to get a TV Show on the air and funded Using business challenges to unlock your super powers Brandon grew up in an entrepreneur family and gained the foundation he would use to build his successful branding business. Brandon is a multiple Emmy Award Winning Producer and Host of the TV Series -- Success in Your City. He uses his knowledge of branding, promotion, and ability to scale and pivot for his clients. He is an expert in video production and video marketing to help companies grow their revenue and brand. His technique with video story telling for fundraising, with a whopping $60 million raised to date to his credit. https://www.brandontadams.com/ & https://www.riseandrecord.com/ Watch this episode on Youtube: https://youtu.be/8aBqj2jHIqs Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Aug 8, 2022

Getting started investing in entrepreneurs is very similar to investing in real estate. Karen & Heather delve into the innovative ways real estate investors can use different types of funds to get started in investing with a predictable return, and without all the hassles of searching for good real estate investments and managing those assets directly. Karen introduces the conversation reminding listeners of how she discusses this strategy for those getting started with investing in entrepreneurs in her book, Inside Secrets to Angel Investing , and how that relates to investing in real estate. Hear in this episode: The difference in direct investing and investing through a fund Untapping the financial power of your 401K and/or Roth IRA to invest in real estate Heather Dreves, the Director of Funding at Secured Investment Corp., oversees the management of two funds: High Yield Fund II for Accredited Investors, and the Circle of Wealth Fund III, open to all levels of investors with a minimum in at just $1000. Watching people succeed in their business motivates her, and that’s why she and her lending team focus on transparency, mentorship, and making sure their investors make their money back. Secured Investment Corp is one of the fastest growing real estate lenders and fund managers in the US. Get their Fund info pack at http://securedinvestmentcorp.com Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jul 28, 2022

Yaniv Sneor, co-founder of the Mid Atlantic Bio Angels (MABA), a life science angel investor group, joins Karen Rands on The Compassionate Capitalist Show to discuss the purpose and process of the investor network. The life cycle and milestones used to measure progress and assess risk of Life Sciences companies as an early stage, pre-revenue company, are different than tech or consumer product companies. Often there isn't a tangible MVP (Minimum Viable Product), a prototype, or a beta to validate that the innovation works. Yet MABA seems to have broken the code and figured out how to evaluate, invest, and create a return on investment in the biomed, med tech, life sciences segment. Investors committed to bringing bio and medical innovations to the market are the minority in the broad scope of angel investors and angel investor groups. Learning from those investors that have figured out how to invest wisely and profiably in this complex sector is incredibly valuable. Yaniv and Karen talk about: Key Milestones to consider that reduce inherent risk Importance of getting to exit without VC money How MABA offers Direct Investment and SideCar "Index" Fund Yaniv has held every C-level position and led his companies through merger, acquisition, capitalization, and turnaround leadership with companies ranging from start-up to growth stage. Mr. Sneor is also currently the CEO of Native State Therapeutics, an early state biotechnology company in the neurodegeneration field. More information: MABA Members http://bioangels.net and their co-investment Sidecar Fund https://sidecarfund.bioangels.net/ , for non MABA member investors Video versionof this episode: https://youtu.be/hsKWwjuLsQY Educated as an economist, Karen Rands is leading the Compassionate Capitalist Movement and author of the best selling Inside Secrets to Angel Investing. http:/InsideSecretstoAngelInvesting.com Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jul 22, 2022

Investing in Tech Startups is not like investing in Med Tech or Bio Med or Life Sciences. Listen to hear the best practices for investing in innovation that can change the way we live and thrive. Karen Rands interviews Tico Blumenthal, Life Science Angels, to share with her Compassionate Capitalist Podcast audience the journey from innovation corporate exec to innovation investor. Tico demonstrates how he is a Compassionate Capitalist as he shares his passion, putting his investment capital to work with the intent of serving the aim of better health, globally. To that end he advises and invests in a diverse portfolio of early stage ventures, including implantable diagnostics, cardiovascular devices and digital health. Listen to learn about Tico's passion about innovation and some best practices for assessing deals ripe for investment. Tico Blumenthal, formerly, the head of Global Strategic Marketing at Cardinal Health's Cordis interventional vascular division, and is currently the VP of Product at Eko still working in the cardiopulmonary field. He is a Board Member and Chair of the Medical Device Screening Committee of Life Science Angels, who make Seed/Series A investments across life sciences, digital health and med devices. Tico's personal portfolio includes genetic diagnostics, oncology-focused biotech therapeutics, structural heart, interventional oncology tools, digital health, infectious disease diagnostics, and adjacencies. To learn more about Life Science Angels, visit https://www.lifescienceangels.com/ The interview is also available on youtube: https://youtu.be/sVJWnjddVAw Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jul 6, 2022

There are many aspects of a business's ability to thrive that are predictable. Just as in life, businesses can be negatively impacted by things that can't be predicted and even preventive. There are legal documents like Buy-Sell Agreements, and insurance products like Key Man Insurance, and technology protocols like continuity and redundancy services. The 831(b) is little known tool that businesses can use to 'self-insure' with pre-tax dollars. Much like the 401(k) tax code allows an employer to set aside tax-deferred dollars for retirement, the 831(b) tax code allows a business to set aside tax-deferred dollars for underinsured and/or uninsured risks. The similarities are clear and business owners should consider the risk mitigation advantages, before the next pandemic, natural disaster, or global supply crisis. Ed Bryan of SRA 831(b) Admin joins Karen to discuss this critical, and little known, element of the tax codes that benefit businesses, large and small. Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. As Director of Business Development, Ed leads the SRA team in partnering with clients and valued advisors to provide next-level strategies to business owners. http://831b.com Karen Rands advises angel investors on best practices for screening deals, conducting due diligence & creating a syndication to fully fund the company's round, when selecting private companies to invest in for large upside potential. Entrepreneur business owners benefit from Karen's insights for growth strategies and access to capital through direct public offerings & investor syndication. Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jun 28, 2022

When business owners focus on the strengths of their employees, rather than their shortcomings, they will understand how to boost performance and profit. 'No one wakes up and says I want to be an average employee today (sic)', Brandon Miller during the show. When you empower employees to become peak performers, everyone wins, including the owners and investors in that company. Brandon Miller shares with Karen how he works with Executive Teams to find the strengths of the management and employees, as individuals, an integral part of the human machine of the company to be fine tuned. You will hear how to identify and fix these growth killers: disengagement, disappointment, and generational silos to build a thriving corporate culture that achieves its objectives. Brandon Miller is the Founder and CEO of 34 Strong. Brandon is one of the FIRST 7 Certified GALLUP Clifton Strengths Finder Coaches in the world. 34 Strong is a coaching and consulting firm dedicated to improving employee engagement. Brandon has nearly 15 years of experience providing specialized leadership training, coaching, advising, and facilitating. Learn More: https://34strong.com/ Watch this episode on Youtube: https://youtu.be/sDxmggYHxhw Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jun 22, 2022

The old, 'if it ain't broke, don't fix it'. isn't a good business strategy. Not 'fixing something in you business could mean that there are hidden expenses and inefficiencies that prevent you from growing at the pace you would like, and potentially create friction with your customers that effect retention. It takes courage to make the bold choice to transform your brand, product, or service to the next level by venturing into automating a manual process or figuring out how to use a mobile / web app to improve your operations. Karen Rands speaks with AJ Aluthwala, Co-founder of KallistoArt and ElleApps about the decision process companies should uses when deciding to build or buy software. AJ shares the 8 elements companies must consider when deciding to move forward with application development: customer experience, brand recognition, engaging customers, increasing customer loyalty, improving customer service, unique function/features, consumer trends,and marketing tools. AJ's Free gift -- What to look for when selecting an app developer . www.elleapps.com Connect with AJ Aluthwala www.aja360.com AJ and his company KallistoArt, specialize in discovering, planning, and executing customized online marketing strategies for businesses to attract massive amounts of online traffic. He has worked with over 200 companies worldwide. Building upon the success of KallistoArt, he launched ElleApps in 2021, a mobile app development company, and is currently serving clients from coast to coast. Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jun 15, 2022

The Legalization of Equity Crowd Funding was the catalyst for the great Economic Democratization of the Capital Markets. Although crowdfunding started with reward based, the advent of the JOBS Act in 2012 introduced 4 ways to raise equity capital from the crowd. The expanded pool of additional investors are not your typical angel investors. These 4 methods remove the invisible wall between entrepreneurs and their potential investors. There is still great confusion on how to best use equity crowdfunding to raise capital, and even more so, how traditional retail stock investors can get involved in a low risk way and start investing in the entrepreneurs with 'unicorn potential' or the small business owners that are well established and are seeking an amount of growth capital that is not available from their bank and they don't fit a Venture Capitalist or Private Equity Fund criteria. They can be as solid of an investment as a retail stock, but with much greater upside potential. The 4 methods to solicit from the general public, to crowd fund, are not created equal. Each has it's unique benefits to entrepreneurs and investors. Watch and Listen as Karen explains the difference in the 4 equity Crowd Funding, Direct Public Offering methods: Intrastate Exemption (Reg D 504), Reg D 506c, Reg CF and Reg A+. Watch on YOUTUBE: https://youtu.be/O_M27XJDIbY Then take the next step and join Karen Rands' Compassionate Capital Community: Sign up for the Video Tips on Best Practices for Creating Wealth with Successful Entrepreneurs: http://bit.ly/CCCB-signup Get the ebook - 12 Secrets to Creating Wealth Investing In Entrepreneurs: http://bit.ly/Get12SecretsEbook Get the #1 Primer on Learning to Invest in Entrepreneurs: http://InsideSecretstoAngelInvesting.com Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jun 7, 2022

In this segment of The Compassionate Capitalist Show(tm) Podcast, Karen Rands responds to an entrepreneur's question: What is an Angel Investor? Since 2012, the definition and the game to attract angel investors has changed. Once considered only an activity available for an exclusive group of entrepreneurs turned investors, the access to capital and those who can invest in an entrepreneur's success to share that wealth all changed with the passage of the JOBS Act to stimulate the economy. Angel Investing is the 2nd best source for creating generational wealth, but less than 5% of the US public knows about it. Karen explains the history and evolution of angel investing and the good news: the wall between entrepreneurs and would-be investors has been removed, creating opportunity for financial success through entrepreneurism for the founders and the investors. Listen and learn the 4 ways entrepreneurs can solicit for investors from the general public of potential investors outside of the structured angel network funnel--- and the four easy ways ANYONE with disposable income and liquidity in their investment strategy can invest in entrepreneurs from startup to growth stage, in their community or thousands of miles away. Karen also shares the emotional and financial benefits investors have shared with her when investing in cool innovation and brilliant entrepreneurs. Get Karen's bestselling primer about angel investing Inside Secrets to Angel Investing, see what is in the resource portal and see sample content at http://InsideSecretsToAngelInvesting.com Learn how Karen's team help investors get started, screen deals, conduct due diligence and syndicate the deals they like with the National Network of Angel Investors - http://kugarand.com Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jun 3, 2022

In this very personal and direct video/podcast message, Karen Rands shares the financial and emotional benefits of being an Angel Investor -- whether you claim it as a Compassionate Capitalist, Silent Partner, Right Quadrant Business Owner & Investor, or Crowdfunding Investor. Karen shares her 'aha moment' of realizing that 7 Million people in the USA collect a pay check that easily puts them into the income bracket to invest and own small amounts of other entrepreneurs' businesses in order to share in their financial success without all the risks of starting and owning that business themselves. The average rate of return for the angel investor, that takes time to learn how to evaluate the merits of an entrepreneur's opportunity and develop a diversified portfolio, far exceeds that of real estate and the stock market. Watch the video of this episode: https://youtu.be/2p-LM3g3CdQ Karen offers a special program to learn and collaborate (and get your deals vetted) with other investors - for those investors who plan to invest in a private company this year. To get details of the deal, Investors need to sign up for access to the Inside Secrets of Angel Investing (ISAV) Resource Portal and their free entry level membership in the National Network of Angel Investors by then. Find the access code in her book Inside Secrets to Angel Investors . Get the book (PB $19.95 / Kindle $9.99 on Amazon) http://InsideSecretstoAngelInvesting.com ASAP so you won't miss this opportunity that will save investors time and money and potentially their entire angel investment. Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

May 24, 2022

Listen to learn how to develop software according to what an Investor really wants - Prototype, Requirements Document, Wireframe, Figma or MVP - Minimum Viable Product. Edie Woelfle, Founder of KeiBoarder, joins Karen Rands on this episode of the Compassionate Capitalist Show(tm) to share her insights to help eliminate some of the confusion on the value and functional purpose of these 5 elements of the design and development of a software solution. Edie and Karen also delve into the value of software to automate internal processes for established companies seeking to remove bottlenecks, improve efficiency and increase profit. Stick to the end to hear their fun banter over 'Scrum Ceremony and Backlog Grooming'. Edie Woelfle graduated summa cum laude with a BS in Game Design and Development from Rochester Institute of Technology, and started her career as a game developer. With experience large corporation application development, Edie's experience includes software development and project management for ground-floor startups launching software applications into the market, to Fortune 500 companies needing internal software automations and commercialization of software solutions. Edie, as a skilled solutions architect with a passion for implementing the highest quality solutions for startups and emerging growth companies, she started KeiBoarder to directly impact and help bring innovation to market. Get your Gift: http://keiborder.com Watch Video of this episode: https://youtu.be/A_7ZOEZc-6Q Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

May 17, 2022

Neeti Dewan joins Karen Rands on the Compassionate Capitalist Show to talk about leadership impact on the financial bottom line of business. We are familiar with these 5 styles of leadership: Authoritarian | Participative | Delegative | Transactional | Transformational Neeti introduces the impact of Joyful Leadership on employee retention and productivity and developing your Power of Silence as an effective leadership tool. Neeti Dewan is an Author, Key Note Speaker, Global Finance & Tax Leader, and Seasoned Board Director. She is a Founding Member of the Atlanta Chapter of the Private Directors Association and currently is the Global Tax Leader for ClubCar. Neeti has been the recipient of numerous awards, and most recently named "The Most Successful Businesswomen to watch, 2021" with a feature in the magazine, CIO Views. Neeti's latest book, as discussed in this podcast is: “High Level Leadership, Low Level Stress”. Learn more and get in touch visit: www.neetidewan.com Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS Watch this episode on Youtube: https://youtu.be/GMpdcCHkBu4

May 10, 2022

Compassionate Capitalist Show is about wealth creation - 1st as a successful entrepreneur; 2nd as an investor in a successful entrepreneur. Real estate investing has many parallels to angel investing into entrepreneurs. They can often interchange to be the starting point for creating additional wealth for investing in the other asset class. There is an ongoing debate as to which is riskier; which requires more capital to get started and have available to maintain the asset; and even which produces the greatest average return. In this episode of The Compassionate Capitalist Show, listeners will learn about a way to create wealth that when done correctly, to create wealth and do social good, also sets the stage for extra cashflow to be put toward investing in entrepreneurs as a crowdfunding investor or angel investor. Martin Saenz joins Karen Rands to talk about Mortgage Notes investing as a niche investment strategy that offers the hybrid of 'investor as a bank' and real estate backed security. Martin Saenz co-founded Bequest Funds with the dual purpose of helping investors grow their wealth and helping mortgage borrowers stay in their homes. Bequest Funds manages reliable high-yield opportunities for accredited investors. Their diversified portfolio of re-performing residential mortgage notes with impressive predictable returns. Martin is also the author of the primer: Note Investing Made Easier. https://www.bqfunds.com/ Watch this episode on youtube: https://youtu.be/aAIGv_Oz3dQ Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

May 3, 2022

Entrepreneur Founders, Angel Investors, and VCs all want to maximize their Return on Investment, their realized gain, when it looks like there is potential for an IPO with the company. It is hard to predict which startups will navigate the treacherous journey from start to finish of an IPO when the race isn't a sprint, it can have many twists and turns and obstacles to over come, to reach the pinnacle of an IPO rather than acquisition or merger. Many of the ways to avoid taxes on capital gains and even 'phantom earnings' need to be dealt with at the start of the incentive or in the early days of the company starting up, not in the final stretch to an IPO. Host Karen Rands is joined by Aaron Rubin, JD, CPA, CFP, partner with Werba Rubin Papier Wealth Management, LLC and author of "Financial Adulting", a guide for young professionals navigate tax, investing and estate planning. Aaron works with pre-IPO executives and early employees at late-state tech companies to help them minimize their tax liability and keep more of their equity compensation. He is known in tech circles from Austin to Silicon Valley as the PreIPO ' Stock Option Whisperer '. www.wrpwealth.com What you will learn: Worse, yet easiest IPO tax mistake to avoid Alternative Mininum Tax laws changes Benefit of "Qualified Small Business Stock" Pre-Purchase 83B Early Election Option to avoid GIANT Tax Bill on IPO Stock Gain Watch this episode on Youtube: https://youtu.be/1jmEaVhwAEw Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Apr 26, 2022

Just 1.2% of the record $137 billion invested in US startups in the first half of 2021 went to Black entrepreneurs, and only 2% went to women-founded companies, according to a blog post from Crunchbase. If you aren't familiar with the challenges non-white, non-male founders of startups face getting capital in the United States, these numbers are actually better than they have been in the past. There was a great wakeup call in 2020 to the barriers to capital diverse founders face. Zane Ventures is not new to the party, but they are using this new found corporate and traditional investor consciousnes and awareness momentum to be a disrupter in the capital market place. Through their long-standing Zane Access program they have mentored 1200 startups with diverse founders. With the launch of their venture fund they are able to invest in bold founders who have innovative business models and are building early-stage technology solutions with early traction, whether in dollars or data. Shila Nieves Burney is the Founding & Managing Partner of Zane Venture Fund. Zane mentors and invests EARLY, reducing barriers for diverse founders to reveal their talents and reshape our communities. With the participation of Sig Moseley, considered a preeminent angel investor in the Southeast, and notable African-American successful entrepreneurs, Tope Awotona Zane of Calendly, George Azih of LeaseQuery, and Sjegun Otulana of Harmony Venture Labs, Zane is on their way to be a true catalyst for change for diverse founders in the Southeast Capital Community. Visit: www.zane.vc WATCH the Video of this episode: https://youtu.be/w_NTQfTxVYc Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Apr 20, 2022

Did you know? 44% of the American workforce makes less than $20 an hour and are living paycheck to paycheck. Much of that hourly wage employee sector is considered essential workforce to keep our economy humming, as evident in the pandemic triggered shut down and in the current supply chain crisis. For this Compassionate Capitalist Show, Karen Rands is joined by Sabina Bhatia, Chief Customer Officer at PayActiv, to talk about the impact 'financial insecurity and well being' of hourly wage workers have on the profitability and scalability of businesses. Earned Wage Access is rapidly becoming the #1 way for companies to attract and retain their non-salary employees. Understanding HOW high turnover and job vacancies, and how distracted and anxious employees effect quality control and customer experience, is critical for both founders and investors. The soft dollar impact on the financial performance of a company and stagnation of a company to reach their growth targets directly correlates to the ROI of an investment. With great passion and focus, Sabina Bhatia has been instrumental in building the financial category of Earned Wage Access from infancy to mainstream adoption as the most important employee wellness benefit of 2022. As a Chief Customer Officer at Payactiv, she acts as a daily advocate and amplifier for the needs of thousands of corporate clients and millions of lower-income workers. More info at http://payactiv.com Watch this episode on Youtube: https://youtu.be/03AYl5lLARs Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Apr 12, 2022

Siena Dexter joins Karen Rands on The Compassionate Capitalist Show(tm) to talk about the data science of connecting with consumers to choose your brand, your product over a competitor. How do you create brand loyalty? How do you garner interest in a new product or brand so that your target consumer knows what the value is in just 3 seconds? Siena calls it the 3 Second Decision. Listen and learn how the BIGGEST names in Consumer Packaged Goods use behavioral economics to trigger the consumers' consciousness logic, and subconscious emotion all at once to make a buying decision and how that turns into brand loyalty. Siena and Karen dig into the market adoption of meat alternatives and the evolution of the 'women' personal care market. Siena is the Director of Brand Strategy and Associate Partner at Smashbrand, where she helps Consumer Packaged Goods (CPG) brands win on shelf through quantified consumer metrics. Siena’s educational and professional journey brought her to Smashbrand where her main interest is in Behavioral Economics and her passion is identifying quantifiable ways to predict human behavior. Smashbrand does this very well. http://smashbrand.com Watch this episode on YOUTUBE: https://youtu.be/7CRmTE0BSVo Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Apr 6, 2022

Renata Marino joins Karen Rands on the Compassionate Capitalist Show to discuss her unique perspective as a Latina navigating the challenges of startups raising capital, bringing products to market, raising capital, and finally becoming an angel investor herself. Key discussion points are: Expectations that Women, and specifically brown and black women, face and the challenges they routinely must over come to break into the board room and into venture capital. Why is it that more women haven't made that same crossover to angel investing and even in the VC realm? What are some of the best practices for female founders to pursue their entrepreneurial dreams, and specifically to raise capital? Renata Merino's professional experience with innovation in sports tech product development gave her a passion for entrepreneurism, launching 3 startups and serving as CMO in the 4th. This success led her to the world of venture as an angel investor and currently serving as a Venture Investment Scout for Going VC Partners. She is the Founder, Chairman for Blazin Babes, a women's professional network group, and an active member of the Chicago tech/startup community. Episode Also available as video: https://youtu.be/eZxss-RUJrk Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Mar 29, 2022

Karl Maier, Founder of Abunden, joins Karen Rands to talk about how his Abunden Management Toolkit system helps his clients double their sales. Karen jokes at the start of this show -- that this info is the INSIDE Secret business owners and investors are looking for to actually 20x their sales so they can sell their company and exit for big returns on investment for both the founders and all the investors. The joke is that it isn't a secret at all. People + Processes = Profit. Watch and Listen how Karl's integrated approach helps founders identify roadblocks to their ability to scale and anticipate the bottle necks and obstacles to their financial success. Karl Maier founded Abunden to help companies to build their management operating systems so they can double their company within three years. Growing up in a family owned business, followed by 3 decades in corporate gigs and as a consultant, Karl has worked in a wide range of roles including systems and processes, sales and business development, finance and accounting, as well as mergers and acquisitions. For more information: https://abunden.com Watch this podcast on youtube: https://youtu.be/eqNMz5OXh1c Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Mar 22, 2022

Karen Rands the Compassionate Capitalist and Heather Havenwood, the Sexy Boss and Internet Influencer, talk about the evolution and revolution of NFTs. Blockchain will transform business in the future the way the Internet revolutionized EVERYTHING starting in the 90s. NFT or Non-Fungible Tokens are the key element of that. NFTs, and how they protect the digital rights and identity of the item, on the blockchain, is so much more than a cartoon of monkey or whatever other crazy thing you have heard about. Karen and Heather cover the basics of blockchain and compare NFT to crypto currency and other blockchain applications and discuss the impact they predict it will have on business from Supply Chain to Master Mind Coaching Memberships. Heather Havenwood is a Influencer and Celebrity Entrepreneur who is on a mission to help 10,000 women to start and thrive running their own online business, to create independence and financial freedom in their lives. Heather Ann Havenwood is the Author of Best Selling Sexy Boss , Creator of the Influencer Tribe™ , and UnCage™ Your Influence Podcast . She is the proud recipient of the Stevie® Award Winner 'Most Innovative Woman of the Year 2020' Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Mar 15, 2022

There are documents that Founders and Investors need to make sure a company has in place to protect the business when critical disrupters occur. Similar to a will before you die, a business can't wait until a founder is disabled, dead, or divorced to implement these business contingency agreements. Paul Hood joins Karen Rands to talk about the events business owners and investors should anticipate and the agreements that act as insurance policies to protect the interest of the organization's stakeholders. Paul takes the conversation a level deeper with real life examples of problems avoided and problems solved when you understand the kinds of precautions and assurance of sustainability certain agreements bring. Paul Hood considers himself a “recovering tax lawyer” with his JD from Louisiana State University and LL.M. in taxation from Georgetown University Law Center. Now, Paul helps people build a plan with a solid legal foundation to protect their estate and their biggest asset - Their Business. Paul is a highly sought-after speaker and consultant having authored or co-authored nine books and over 500 professional articles on estate, charitable and tax planning and business valuation. Paul authored the highly regarded "Buy-Sell Agreements" and "Yours, Mine & Ours: Estate Planning for People in Blended or Step Families". To learn more: www.paulhoodservices.com Watch this episode on Video https://youtu.be/tv_u4xwuGuE Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Mar 8, 2022

In support and celebration of International Women's Day, and recognizing March as Women's History month, we celebrate all that it means to be a woman. In honor of all that women have achieved and all that is yet to achieve, including real equality- in mind, body, and bank account, we looked into the Compassionate Capitalist Show Vault and rediscover this memorable interview with famed 'Sexy Boss' Heather Havenwood. Karen and Heather have a lively chat about these 4 core topics: Take Total Ownership Over Your Thoughts The Real Definition of Sexy Not Caring if People Think You are a B*&$h! Brand yourself with Class----Influence “Sexy Boss Inc. is all about empowering women by redefining how the rules for business and money apply to them,” Havenwood says. “You rarely hear men complaining about obstacles when it comes to succeeding in business, you don’t find men asking for permission - they just do what’s necessary to win. Heather Havenwood is the author of “Sexy Boss: How the Empowerment of Women is Changing the Rule Book for Money, Success and Sex,” It is the framework for her coaching program that helps women overcome their fears of launching a business and achieving their full potential, to set the stage for phenomenal success from the very start. https://heatherhavenwood.com/media/ https://sexybossinc.com Karen Rands is the author of 'Inside Secrets to Angel Investing" - step by step guide to creating wealth through owning a part of multiple companies; founded by passionate entrepreneurs. Get the book to learn how to become a Compassionate Capitalist and create wealth through funding innovation and creating jobs in your community. http://InsideSecretstoAngelInvesting.com http://karenrands.co Watch on youtube: https://youtu.be/tIbB7d3u88I

Mar 1, 2022

Angela Lee started 37 Angels to educate women about investing in entrepreneurs to create wealth as compassionate capitalists. 37 Angels is a community of women investors committed to funding early stage start-ups. Every 2 months, they bring amazing entrepreneurs to pitch to their angel investor network, filtered from 400 startups they see every cycle. Karen dusted off this interview from 2020 to showcase the amazing economic power and impact Angela Lee has generated with her thoughtful and informed approach to angel investing and her carefully cultivated growing community of angel investors. Angela shares her journey to become an angel investor, the passion and purpose behind starting 37 Angels 8 years ago, and the 4 Ps of evaluating a startup investment deal. They must be doing something right -- over 75 portfolio companies have generate over 13 positive exits for their investors. Learn More at http://www.37angels.com/ and sign up for an upcoming boot camp or pitch event. Get Karen's book to get started with angel investing and expand your horizons by joining in with 37 Angels. Watch as a video: https://youtu.be/yqepjHX5NM0 Please Subscribe, Share, and Rate and help spread the word about The Compassionate Capitalist Movement. Find this podcast series on all major platforms including Apple, Google, Amazon, Stitcher, Tune-In, Spotify and Pandora. Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Feb 22, 2022

Karen Rands is joined by Pharmacist by Day - Real Estate Investor by Night - Ryan Chaw, who is well on his way to becoming a self made millionaire by the age of 28 through real estate investing, with the intention to use that wealth to invest in innovation that he is passionate about. Today you will learn how How he used college town investing and targeted advertising to create a 6 figure rental portfolio in California (even during COVID), where most houses are overpriced and cash flow is limited. How he created a reliable system for self-managing 6 single family homes while still working my full-time pharmacist job. (It involves attracting high quality tenants, tenant empowerment, and creating the right team.) The (completely avoidable) mistakes that cost him over $30K on my first investment...and how new real estate investors can make sure to avoid them. And the motivation that keeps him striving to become a true Compassionate Capitalist. To connect with Ryan and get his free Real Estate Investor Hacks eBook CLICK: www.newbierealestateinvesting.com/guide to get your free guide Karen Rands works with entrepreneurs seeking strategies and capital to do scale. She works with solo angel investors seeking assistance in screening deals and syndicating with other investors, angel groups and venture funds. Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Feb 17, 2022

In celebration of Black History Month, we brought back Karen's popular 2 part podcast series on Black Economic Prosperity - Past Present and Future. Catch new intro and update too. The wealth gap between white and black communities because of systemic racism and the resulting obstacle for building equity and wealth is astounding. This is part 2 of Karen Rands' series on Black Economic Empowerment and Prosperity. This episode addresses the 10X prosperity gap, as reported by the Brookings Institute (AVG Black Household net worth is just $17,150 in 2016, while the average white household is $171,000) and suggests causes for that vast divide that compounded over time and builds upon the research and insights provided in Episode 1. Here, Karen discusses the cycles of prosperity for Blacks in a segregated America, often followed by violence and out right biased legislative and financial practices intended to help enrich White while prohibiting Blacks from participating in those same economic and educational opportunities. Karen touches on the challenges with public education, higher education, and societal beliefs that infect the black identity in America and the historic lack of capital and offers insight into new opportunities for Black Americans. Karen provides a strong call to action for successful black business owners, and 'white' corporations, investors, VCs and Family Offices to be proactive in efforts to engage and uplift minority entrepreneurs and black business owners. The many links referenced in the podcast can be found in the blog post for this segment at were at this page but a website migration broke it: https://www.karenrands.co/compassionate-capitalist-the-black-lives-prosperity-past-present-future-pt2/ We are working to rebuild it. The live video of this podcast is to see Karen's passion on this topic in action: https://youtu.be/52Ta1wH_Ch8 Karen believes that teaching about wealth creation as an investor in entrepreneurs is a profound way to bridge the wealth gap for the next generation. Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Feb 17, 2022

True equality comes with economic prosperity. This is a replay of Karen's historic, informative, and popular look at The Black Lives Economic Story - Past Present & Future PT 1. The Compassionate Capitalist Podcast will explore the history of black enterprise, and government policies intended to aid in economic prosperity, and the racist practices that created barriers and obstacles to African American prosperity so that wealth and education gap which exists today has its roots dating back to the late 1800. History shows time and time again how naive, well intentioned white people, in the spirit of compromise, released authority and control to other white people that had a sole intent to harm and hinder black people from achieving equality - socially and economically. There are many examples of progress being made and initiatives seeking to grow black entrepreneurship, wealth creation, and reinvestment into the communities that have been neglected and abandoned. As we look forward with these new sources of funding and entrepreneur development, we must also look back to see how to fix the fissure that over a 100 years of systemic racism has caused in our communities. If you are opposed to giving hand outs, then give a hand up. Work to get the loopholes that enable racists to harm and prevent the success and empowerment of people of color out of our financial, judicial, and legislative systems. Visit the full blog post to get all the links: http://bit.ly/CCR-BLM1 Listen to Part 2 with Links for Black Founder's access to Capital at: http://bit.ly/CCR-BLM2 Watch Part 2 as a video: https://youtu.be/52Ta1wH_Ch8 Karen Rands offers coaching programs for entrepreneurs seeking to prepare to raise capital and strategies to obtain capital and connect with investors. Visit: http://karenrands.co Karen believes that teaching the inside secrets of angel / crowdfunding investing can be the foundation for bridging the capital wealth gap for generations to come. Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Feb 17, 2022

Karen Rands, the leader of the Compassionate Capitalist Movement, shares an update on her historic and popular podcasts Pt. 1 & Pt. 2 The Black Prosperity Story originally recorded in 2020. To listen to the two part series click below or find them on your favorite podcast channel as sequenced podcast after this show. Compassionate Capitalist: The Black Lives Economic Story: Past, Present, Future. PT1 https://CompassionateCapitalistShow.libsyn.com/black-history-the-black-lives-economic-story-past-present-future Compassionate Capitalist: The Black Lives Prosperity Story: Past, Present, Future PT2 https://CompassionateCapitalistShow.libsyn.com/black-economic-empowerment-and-prosperity-part-2-replay Links referenced in the podcast. Google Black Founders fund https://startup.google.com/blackfoundersfund/ Crunchbase Article - Venture Funding to Black Startups Quadrupled https://news.crunchbase.com/news/something-ventured-funding-to-black-startup-founders-quadrupled-in-past-year-but-remains-elusive/ Wells Fargo Bank Investment in Black Owned Banks https://www.washingtoninformer.com/wells-fargo-completes-investments-in-13-black-owned-banks-fulfilling-50-million-pledge-made-in-2020/ Apple Black Founder Camp https://www.apple.com/newsroom/2021/02/apple-launches-inaugural-entrepreneur-camp-for-black-founders-and-developers/ Apple Racial Equity & Justice Initiative https://www.apple.com/newsroom/2021/01/apple-launches-major-new-racial-equity-and-justice-initiative-projects-to-challenge-systemic-racism-advance-racial-equity-nationwide/ Karen believes that learning how to invest in entrepreneurs can be the foundation to bridge the wealth gap for the next generation. Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Feb 9, 2022

How would you answer the question: What would you do if you were given $100M no questions asked ? How would you benefit the world with that gift that would compound the impact? That is what Karen was asked at a recent entrepreneur/investor event she attended. Well not exactly. Not the part about benefiting the world or compounding the impact. That is just how she thinks. As the founder of the Compassionate Capitalist Movement, it is on her heart to leave a legacy, her 'thumbprint' on the world, that amplifies wealth creation through increasing the available capital actively seeking qualified entrepreneur endeavors to invest in and produce a multiple on that money so that it can be reinvested again and again and again. In this episode, Karen talks about the Compassionate Capitalist Movement, and the actions she would take, the programs she would create, and types of projects she would lead investment in if she was blessed with such a financial gift (or investment, or sponsorship) whether $100M, $10M, $1M or even $100K. An investment in her vision for the Compassionate Capitalist Show as the megaphone for the Compassionate Capitalist Movement would accelerate the delivery of education, workshops, deal syndication, and wealth for the entrepreneurs and investors that join. Referenced in the podcast: ThumbPrint on the World: http://bit.ly/KCHthumb Land Betterment Corporation: https://bit.ly/CCSBetterment Vertical Farming Green Eden: https://bit.ly/CCSEden Get the Book: http://bit.ly/AngelInsideSecrets Leave a Book Review: https://amzn.to/3HDbIKo Leave a Reviw or Testimony for Karen: https://bit.ly/KYR-review Sign up for Karen's video tidbits of wealth: http://bit.ly/CCCB-signup Watch on Youtube. https://youtu.be/ZUXZ6W31W4g Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jan 25, 2022

Startup entrepreneurs can feel like they are on treadmill never reaching their goal of $1M in revenue. Even established Business Owners can feel they are in the rat race, stuck on a track, with no end in sight. They used the investor seed capital to reach their initial milestone of millions in revenue, but feel like they are out of gas and plateaued, with no way to reach the 8 or 9 figure revenue target they need to sell their business. With the black swan event of the pandemic, a business that is on target can derail and struggle to get back on track. So what is an inspired, motivated, goal oriented entrepreneur to do? Listen to this podcast for starters. Blair Singer joins Karen Rands on the Compassionate Capitalist Show to share the principles of sales success and corporate growth strategy that he has used to elevate thousands of entrepreneurs and their business revenue. What they talk about is the foundation for accelerated growth and revenue ramp up key to all three scenarios to get un-stuck and on track to reach your financial targets. Blair Singer is a world renowned expert in sales and business growth and author of the best sellers Sales Dogs, written with Robert Kiyosaki as part of the Rich Dad book series, and Little Voice Mastery. His Sales Academy is offered around the world, experiencing a 6 X growth in impact since the start of COVID. Learn more at http://blairsinger.com Watch this Episode on Youtube https://youtu.be/fQVwQidfiEA Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jan 18, 2022

On this episode of The Compassionate Capitalist Show, Nathan Beckord, Founder and CEO of Founder Suite, and Karen Rands will talk about what steps a founder needs to take to increase the odds of seed round and subsequent funding rounds successful. The steps to complete a successful capital raise are predictable, yet most entrepreneurs make the same common mistakes. Even with all the free resources available through economic development organizations, incubators and accellerators, and an abundance of entrepreneur programs in colleges and universities, Nathan estimates that 98% of the startup founders have no idea about how to raise capital. And as Karen has often stated, there is a science to the art of raising capital. With over a decade of experience working with 150 startups as Interim CFO, business development, and many advisory roles, and deep experience with financial equity markets, Nathan Beckord started his own startup FounderSuite.com to provide software tools and formulized guidance to entrepreneurs seeking to raise seed stage and growth stage capital. With access to the investing preferences of over 200,000 investors, nearly a 1/4 of the entrepreneurs using the research and relationship tools on this SaaS platform have successfully raised nearly $3 Billion in capital in just 5 years since inception.https://foundersuite.com/ Watch this episode on youtube: VIDEO: https://youtu.be/uqFVe9y-ZaI Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jan 11, 2022

Karen Rands provides context, prior to the replay of her popular podcast on transparency and disclosure between entrepreneurs and investors, for the fraud perpetrated by Elizabeth Holmes, Founder and CEO of Theranos, a company that sought to develop and manufacture a medical device that could identify, monitor, and deliver therapeutics for disease detected through a prick of blood. Introductory comments set the stage for lessons to be learned by all investors. Elizabeth Holmes had all the characteristics of the ideal startup founder: visionary capable of big noble ideas intensely competitive internally motivated -strong drive and determination highly intelligent charismatic Except one: commitment to truth & transparency Yet, she had the fatal flaw that often comes along with these other characteristics, which can hide underneath the surface only to reveal itself when faced with undeniable defeat: + total inability to accept and admit failure, due to a fragile ego and innate since of entitlement to succeed at any cost, and therefor not learn from it. This case is also an example of the weight and validity that investors will place on the tacit endorsement of an early prominent investor, who may not be able themselves to identify the red flags and believe that with enough money a deal can be fixed. Their own ego won't let them admit they made a bad investment decision so they continue to invest good money after bad, with a wish and a prayer it will work out. In some cases, it does. In the case of Elizabeth Holmes and Theranos, and the $945M invested, it did not. Article on the history and case of Theranos: https://www.businessinsider.com/theranos-founder-ceo-elizabeth-holmes-life-story-bio-2018-4 Elizabeth Holmes Wikipedia: https://en.wikipedia.org/wiki/Elizabeth_Holmes Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Jan 4, 2022

Think It, Be It Founder, John Mitchell, joins Karen Rands on The Compassionate Capitalist Show to share the Science of Success. Feeling stuck, John used tried and true, but often overlooked, methods to figure out his personal breakthrough to go from earning a few hundred thousand a year to growing his own business to $5M in Revenue, and a big windfall when he sold it at a $25M valuation. John discovered the disconnect between his efforts and the results that had been holding him back - the beliefs locked into his unconscious mind. John shares with Karen how he used science to amplify his (and our) innate ability to succeed when we apply science to align our conscious goals and objectives with the 'auto-pilot' manifestations of desires and action by our sub-conscious mind. John Mitchell's 12 min a day program takes the principals of the famed Think & Grow Rich book by Napoleon Hill, and puts them into an actionable and relevant framework to chart your way to your ideal life of health, happiness and prosperity. What a great way to start off the YEAR!! John's team has created a special opportunity to complete a short assessment and schedule a free consultation call with him. You can also download his proprietary "thinking tablet guide", and more.... Get your gift here: https://thinkitbeit.com/cc/ Watch this episode on youtube: https://youtu.be/ubJ3yH3ucNk Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Dec 28, 2021

This final episode of 2021 for The Compassionate Capitalist Show offers information and encouragement on using Georgia's REG D 504 Crowd Funding Intrastate Exemption from Federal securities regulations for general solicitation and the expanded nationally REG CF crowdfunding capitalization tool. Startup entrepreneurs and small business owners have methods and tools to legally raise capital from investors at all income levels. Unfortunately, as you will hear in this lively conversation between Karen Rands and Dar'shun Kendrick, the Invest Georgia Exemption (IGE) arguably one of the simplestways to raise capital, particularly for under represented founders, yet is considered 'a best kept secret'. Dar'shun explains the opportunity and challenges for black and women founders addressed with these regulatory exemptions of how and who you raise capital from to start and grow your business. Karen shares how exciting IGE and REG CF are for investors to participate in the entrepreneurial success of those small businesses in their community even when they don't have 6 figures, hundreds of thousands of dollars, to invest. These programs are the foundation for the democratization of the capital markets and the Compassionate Capitalist Movement. Dar'shun Kendrick, JD/MBA/Investment Adviser Representative is the Founder of Kendrick Advisory & Advocacy Group (KAAG). They help companies raising investor capital focus on growing their company by handling all the regulatory aspects. KAAG has helped companies raise over $1B in capital, while saving companies millions in unnecessary fees and costs. KAAG emphasizes their work with black and women founders to meet their unique capital raising challenges and needs. More info http://kaag.co Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Dec 21, 2021

You can't save yourself to wealthy. You must make your money compound to create wealth. If we accept that the greatest way to create wealth is by starting/owning a successful business, then we must agree that the next best way is to be the investor in that successful company. Karen Rands is joined by Aryeh Sheinbein for this episode of Compassionate Capitalist Show to talk about creating generational wealth by owning and investing in private businesses. During their conversation, they touch on Starting vs Buying a Business but also adding venture investing as asset class in a financial portfolio. Aryeh Sheinbein, through his financial advisory firm, Results Advisory, helps successful business owners and entrepreneurs invest their money intelligently, allowing their wealth to accumulate so they can focus on their business and mission. Also, Aryeh is the host of Inside the Lion’s Den podcast, where Aryeh and his guests talk about what it takes to grow a successful business that will last and even become a sellable asset. Learn more and connect with Aryeh at http://solutionsadvisory.com Listen to the Lion's Den Podcast: http://insidethelionsdenpodcast.com Watch this video on Youtube: https://youtu.be/PXx68PJIwlY Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS

Dec 14, 2021

Fear is the biggest killer of momentum and a sneaky thing that lingers in the dark recesses of our hearts and minds to limit our subconscious belief that we can achieve what we have set out as our 'big thing' with the business we are starting or growing. Investors often can check all the right boxes when it comes to evaluating the potential of a business investment, with the one big variable that can't be predicted: "Does (Do) the Founder(s) have what it takes to LEAD the company to a profitable exit?" Karen Rands talks with Joe Evangelisti about the entrepreneur mindset and how founders can identify the barriers to their personal and business success so they can pivot mentally and business wise to reach their full potential. During their discussion, they will explore the benefits of hiring coaches and turning to mentors as a way to make the mindset shift to become fearless and why it is an important budget line item for entrepreneurs, executives, and investors to help mitigate the risk of a startup and high growth company. Joe Evangelisti is an experienced entrepreneur, host of The Legacy Blueprint Podcast, and a high-performance coach, logging over 5000 hours of coaching entrepreneurs and business professionals on making life-changing transformation and become fearless in their pursuit of success. Learn more at http://JoeEvangelisti.com and http://legacybuilder.coach Watch this episode: https://youtu.be/tpbNeKhEYAE Karen Rands, is the leader of the Compassionate Capitalist Movement™ and author of the best selling financial investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Did you know that the 'idea of' and the 'how to' create wealth as accredited angel investors by investing in entrepreneurs and owning a piece of multiple private companies was a secret for non-millionaires for over 90 years. Karen is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. This podcast is the infomercial for the idea of angel / crowdfund investors as Compassionate Capitalists. The Compassionate Capitalist Wealth Maximizer System is now available for those investors that want to learn how to invest in entrepreneurs as an asset class like real estate or the stock market. Visit http://Kugarand.com to get your free gift: 12 Inside Secrets to Innovation and Wealth and join the email wait list for the next Free Intro - Wealth Mastery Immersion Challenge Already investing? Learn how to hire Kugarand Capital Holdings to identify the red flags of deal before you invest, or find out hwo to help syndicate your capital raise. Other Links: Book, Social Media, Other Podcast Players, Youtube Channel Visit https://bit.ly/linkCCS