In this episode, Hall welcomes Chris J. Younger, Managing Director at Class VI Partners. Headquartered in Denver, Colorado, Class VI Partners provides investment banking and financial advisory services to middle-market businesses and entrepreneurs in Colorado and across the United States. The principals of Class VI Partners have completed hundreds of middle-market transactions and strategic advisory engagements, and by using a disciplined process and extensive research, Class VI Partners is able to provide you with the experience and judgment necessary to complete your transaction. Chris has over 30 years of deal experience. He started as an attorney in Silicon Valley, then led acquisitions (27 of them) and was the president for a $1B consolidation in the communications sector, and founded his investment bank Class VI Partners in 2005. He has personally worked on over 100 transactions representing over $2B in value, and has seen most of the bad movies that can occur with an acquisition. He loves working with entrepreneurs and believes their success is the foundation for the health of our communities. Chris shares what excites him right now in the sector. He discusses the state of investing in startups, how he sees the industry evolving, and his investment thesis. You can visit Class VI Partners at www.classvipartners.com, and on LinkedIn at www.linkedin.com/company/classvipartners. Chris can be contacted via email at [email protected], and via LinkedIn at www.linkedin.com/in/chris-younger-2a51486. Music courtesy of Bensound.

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. SAFE stands for Simple Agreement for Future Equity. SAFE notes were created to provide a convertible note-like structure for startup funding but without interest rates or maturity dates. The SAFE note operates like a warrant which gives the investor the right to buy shares in a future-priced round. SAFEs are similar to convertible notes as they eventually convert to equity, but are different as they are not debt instruments. There are many flavors of SAFE notes. Some come with valuation caps and some do not. Some come with discount rates and some do not. Startups use them because they are simple, although the cap table treatment later may require more work. Technically, you should have a C-Corp if using a SAFE note as it must be noted on the cap table. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let's go startup something today. ___________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact [email protected] Music courtesy of Bensound.

In this episode, Hall welcomes Chris J. Younger, Managing Director at Class VI Partners. Headquartered in Denver, Colorado, Class VI Partners provides investment banking and financial advisory services to middle-market businesses and entrepreneurs in Colorado and across the United States. The principals of Class VI Partners have completed hundreds of middle-market transactions and strategic advisory engagements, and by using a disciplined process and extensive research, Class VI Partners is able to provide you with the experience and judgment necessary to complete your transaction.  Chris has over 30 years of deal experience. He started as an attorney in Silicon Valley, then led acquisitions (27 of them) and was the president for a $1B consolidation in the communications sector, and founded his investment bank Class VI Partners in 2005. He has personally worked on over 100 transactions representing over $2B in value, and has seen most of the bad movies that can occur with an acquisition. He loves working with entrepreneurs and believes their success is the foundation for the health of our communities. Chris shares what excites him right now in the sector. He discusses the state of investing in startups, how he sees the industry evolving, and his investment thesis. You can visit Class VI Partners at , and on LinkedIn at .  Chris can be contacted via email at , and via LinkedIn at .   Music courtesy of .

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. SAFE stands for Simple Agreement for Future Equity. SAFE notes were created to provide a convertible note-like structure for startup funding but without interest rates or maturity dates.  The SAFE note operates like a warrant which gives the investor the right to buy shares in a future-priced round. SAFEs are similar to convertible notes as they eventually convert to equity, but are different as they are not debt instruments. There are many flavors of SAFE notes. Some come with valuation caps and some do not. Some come with discount rates and some do not.  Startups use them because they are simple, although the cap table treatment later may require more work. Technically, you should have a C-Corp if using a SAFE note as it must be noted on the cap table.  Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today. ___________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out   For Feedback please contact [email protected]   Music courtesy of .

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. The traditional method of going public with an IPO is being challenged by a new model called Direct Listing. The IPO is typically run by an investment bank which hypes the new offering to investors to create a market. This oversubscription creates artificial demand for the stock. After launching the IPO, the issuing company's stock price often fluctuates which meant the round was mispriced. This provides significant wealth to the investment banker but does little for the company which issues it. In a Direct Listing, the issuer lists their proposed price to investors cutting out the middleman investment banker. This reduces the pump and dump scenario of the IPO and reduces the cost of bringing a new issuer to the market. The issuer uses data analytics to set the price so there's less chance of mispricing. Today the private market is much more mature with many more investors who understand the value of startups and want to invest in them. In the IPO, the investment bank provided research to select clients that guided the investor. In the Direct Listing, the company information is available to everyone. Direct Listing has no lockup period as the IPO does. The investor can sell whenever they want. Larger institutions can buy as much as they want. The issuance is promoted online giving many more investors access to the offering. In conclusion, the Direct Listing is another example of the internet disintermediating the middle man. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let's go startup something today. ___________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact [email protected] Music courtesy of Bensound.

This is Investor Perspectives, I'm the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled "COVID's Impact on Cybersecurity", you'll hear about the primary trends and what makes for a successful company in the cybersecurity segment. As the COVID pandemic passes, we emerge into a new world. The cybersecurity space is now undergoing tremendous change as we shift from a centralized to a decentralized workforce. Every business is impacted by cybersecurity. We have investors and startup founders describe the changes coming up. Our guests are: Greg Fitzgerald, Co-Founder, Sevco Security, 1:01Merrick Andlinger, Partner & Chief Investment Officer, Option3Ventures, 7:44Ariel Evans, CEO/Founder, Cyber Innovative Tech, 10:20Christian Kameir, Managing Partner, Sustany Capital, 14:41Andrew Morris, Founder, GreyNoise Intelligence, 21:11 I hope you enjoy this episode. _______________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact [email protected] Music courtesy of Bensound.

This is Investor Perspectives, I’m the host of Investor Connect, Hall T Martin, where we connect startups and investors for funding. In our new Investor Perspectives series entitled “COVID’s Impact on Cybersecurity”, you’ll hear about the primary trends and what makes for a successful company in the cybersecurity segment. As the COVID pandemic passes, we emerge into a new world. The cybersecurity space is now undergoing tremendous change as we shift from a centralized to a decentralized workforce. Every business is impacted by cybersecurity. We have investors and startup founders describe the changes coming up. Our guests are: , Co-Founder, , 1:01, Partner & Chief Investment Officer, , 7:44, CEO/Founder, , 10:20, Managing Partner, , 14:41, Founder, , 21:11 I hope you enjoy this episode. _______________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:    For Investors check out:   For Startups check out:     For eGuides check out:     For upcoming Events, check out   For Feedback please contact  Music courtesy of .

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. The traditional method of going public with an IPO is being challenged by a new model called Direct Listing.   The IPO is typically run by an investment bank which hypes the new offering to investors to create a market. This oversubscription creates artificial demand for the stock.   After launching the IPO, the issuing company’s stock price often fluctuates which meant the round was mispriced. This provides significant wealth to the investment banker but does little for the company which issues it. In a Direct Listing, the issuer lists their proposed price to investors cutting out the middleman investment banker. This reduces the pump and dump scenario of the IPO and reduces the cost of bringing a new issuer to the market. The issuer uses data analytics to set the price so there’s less chance of mispricing. Today the private market is much more mature with many more investors who understand the value of startups and want to invest in them. In the IPO, the investment bank provided research to select clients that guided the investor. In the Direct Listing, the company information is available to everyone.  Direct Listing has no lockup period as the IPO does. The investor can sell whenever they want. Larger institutions can buy as much as they want. The issuance is promoted online giving many more investors access to the offering.  In conclusion, the Direct Listing is another example of the internet disintermediating the middle man. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today. ___________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out   For Feedback please contact [email protected]   Music courtesy of .

In this episode, Hall welcomes Daniel McCarthy, Co-Founder of Theta Equity Partners and Assistant Professor of Marketing at Emory University. Founded in 2018, Theta Equity Partners is a Seattle, Washington-based valuation services firm. The firm specializes in customer-based corporate valuation that prefers valuing firms by forecasting their current and future customer's behavior and predicting their future financials. Theta Equity Partners caters to private equity and venture capital firms, corporations, and public equities. Daniel is an Assistant Professor of Marketing at Emory University's Goizueta School of Business. His research specialty is the application of leading-edge statistical methodology to contemporary empirical marketing problems. He popularized "customer-based corporate valuation" (CBCV), a methodology that drives any traditional valuation model off of the underlying behaviors of the target company's customers. His work has been featured in major media outlets such as the Harvard Business Review, Wall Street Journal, FT, Fortune, Barron's, Inc Magazine, the Economist, and CNBC. His research has been accepted and published in top-tier academic journals and has won numerous research awards. In addition to his roles and responsibilities at Emory, Dan co-founded and was Chief Statistician for Zodiac, a predictive customer analytics SaaS firm. (Nike acquired Zodiac in March 2018). Daniel advises investors and entrepreneurs, shares how he sees the industry evolving, and discusses some of the challenges startups face. You can visit Theta Equity Partners at www.thetaequity.com/, via LinkedIn at www.linkedin.com/company/theta-equity-partners/, and via Twitter at www.twitter.com/ThetaEquity. Daniel can be contacted via email at [email protected], via LinkedIn at www.linkedin.com/in/danielmcc/, and via Twitter at www.twitter.com/d_mccar. Music courtesy of Bensound.

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In raising funding or selling your business you may consider using an investment banker. Here are some key points to consider in making the decision: They can build out the dataroom and do the appropriate research of competitors and comps. An investment banker can create competition for your acquisition thus raising the buyout value. Fees range from 3%-5% of the enterprise value along with some retainers. In general, most investment bankers are worth the price if you bring them in at the beginning. If you build the dataroom and find the buyer, then the value of the investment banker is reduced. The investment banker can remove the burden of negotiating the terms including the valuation, as well as the follow-on employment. They can free up the CEO to continue working on the business. Choose an investment banker that has a track record in your sector and size of company. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let's go startup something today. ___________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact [email protected] Music courtesy of Bensound.