Kingscrowd Podcast

Kingscrowd Podcast

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Kingscrowd Podcast episodes

  • How to Spot Misleading Financials in Investment Crowdfunding Campaigns

    What are the key insights from Q3 2024 investment crowdfunding data? Teddy shares that Q3 saw strong performance with top companies like AtomBeam and Liquid Piston raising the most capital. The equity crowdfunding market raised close to $1 million per day, with the year expected to close around $350-$400 million for Regulation CF. What are some red flags investors should be cautious about when analyzing campaign pages? Brian points out revenue charts where issuers lump multiple years together, making declining revenues less visible. Léa highlights the issue of non-GAAP financials being presented as pro forma revenue, which can mislead investors about a company's actual performance. How do non-disclosed valuations impact investors? Léa emphasizes that not disclosing valuations is a major issue, leaving investors in the dark. Teddy expresses frustration with platforms that fail to disclose valuations and urges the SEC to make it mandatory for all companies to publicly state them, as it's a crucial factor for investor decision-making. What should investors be aware of regarding financials in crowdfunding campaigns? Brian reminds investors that Regulation Crowdfunding requires financials to be in GAAP format, making it essential to cross-check SEC filings and not rely solely on non-GAAP figures. Teddy adds that even though presenting pro forma revenue isn’t illegal, transparency and explanation are vital for investors to trust the data.

    21 min
  • VC vs. Crowdfunding, Boxabl’s $3B Valuation & AptDeco's Resale Model

    The Roundtable crew analyzes data on venture capital vs. crowdfunding trends, assessing Boxabl's $3.4 billion valuation, whether it’s justified and understanding why it has two active raises. The team also reviews AptDeco's current offering, a rising platform transforming the secondhand furniture market with $6.5M in revenue and top-tier partnerships. Key Takeaways: Venture Capital vs. Crowdfunding: We analyze data from 2018 to 2024, revealing that while both markets saw huge growth in 2021, crowdfunding has pulled back less and shows more consistent growth than traditional venture capital. Boxabl’s Massive Valuation: With a $3.4 billion valuation, Boxabl has gained traction, but questions remain about its gross margins, product delivery, and the founders' hefty compensation. Is Boxabl overvalued? AptDeco’s Rise in the Furniture Resale Market: AptDeco is transforming the secondhand furniture market, with $6.5 million in revenue and partnerships with major brands. Learn why it's a standout player in this growing space and how it solves key logistical challenges.

    38 min
  • Top Revenue Growing Startups & A Look Into Lexi's Market Pivot

    In this episode of KingsCrowd’s Investment Roundtable, Brian Belley, Léa Bouhelier-Gautreau, and Teddy Lyons explore the top revenue-growing startups in equity crowdfunding from 2022 to 2023 (with active raises today). They analyze which sectors are leading the charge, including surprising players in the food and beverage industries. The team also takes a deep dive into Lexi, a company pivoting from IoT solutions to smart building management. Learn about the market potential, risks, and opportunities this pivot presents, along with insights on revenue growth and valuation. Key Takeaways: -Top Startups by Revenue Growth: Discover the top five startups that achieved significant revenue growth from 2022 to 2023, with a focus on consumer products and CPG brands. -Analyzing Growth in Crowdfunding: The episode covers how to assess startup growth beyond revenue percentages, and what key factors to look at when considering crowdfunding investments. -Lexi’s Market Pivot: Lexi, originally an IoT platform, has pivoted to decarbonizing buildings. The team examines its potential in the growing smart building management market and discusses the financial and regulatory challenges it faces. -Investment Risks: While Lexi has exciting potential, the pivot presents new risks. -Key concerns include a steep decline in revenue and potential overvaluation at a $30 million cap.

    23 min
  • The Reality of Startup Failures & A Deep Dive Into Pivotal Health

    In this episode of KingsCrowd's "Investment Roundtable," our experts, Brian Belley, Teddy Lyons, and Léa Bouhelier-Gautreau, explore the booming HealthTech and pharmaceutical sectors in regulation crowdfunding. They dive into top investment opportunities, including Future Cardia's innovative heart monitor and Ajna Biosciences' plant-based pharmaceuticals for autism and anxiety. Learn about the FDA approval process, key risks, and why these startups are attracting major investor interest. Tune in to get the inside scoop on the latest trends and opportunities in this high-stakes industry! Key Takeaways: HealthTech & Pharma Boom: The healthcare and pharmaceutical sectors have seen significant traction in regulation crowdfunding, with numerous offerings and high capital raised. Future Cardia Spotlight: Future Cardia's heart monitor, designed for continuous patient monitoring, is progressing towards FDA approval through the 510(k) pathway, which could fast-track its market entry. Ajna Biosciences Overview: Ajna Biosciences is developing plant-based pharmaceuticals for autism and anxiety, targeting conditions with significant unmet needs and lessening side effects compared to traditional drugs. FDA Approval Insights: The episode breaks down the different FDA approval pathways, highlighting the complexities and potential risks involved in bringing new medical devices and drugs to market. Investment Risks & Rewards: The discussion includes potential risks such as the capital-intensive nature of these startups and the regulatory hurdles they must overcome, balanced against the high potential rewards in these innovative sectors.

    17 min
  • Investment Roundtable: Top HealthTech & Pharma Startups to Watch in 2024

    In this episode of KingsCrowd's "Investment Roundtable," our experts, Brian Belley, Teddy Lyons, and Léa Bouhelier-Gautreau, explore the booming HealthTech and pharmaceutical sectors in regulation crowdfunding. They dive into top investment opportunities, including Future Cardia's innovative heart monitor and Ajna Biosciences' plant-based pharmaceuticals for autism and anxiety. Learn about the FDA approval process, key risks, and why these startups are attracting major investor interest. Tune in to get the inside scoop on the latest trends and opportunities in this high-stakes industry! Key Takeaways: HealthTech & Pharma Boom: The healthcare and pharmaceutical sectors have seen significant traction in regulation crowdfunding, with numerous offerings and high capital raised. Future Cardia Spotlight: Future Cardia's heart monitor, designed for continuous patient monitoring, is progressing towards FDA approval through the 510(k) pathway, which could fast-track its market entry. Ajna Biosciences Overview: Ajna Biosciences is developing plant-based pharmaceuticals for autism and anxiety, targeting conditions with significant unmet needs and lessening side effects compared to traditional drugs. FDA Approval Insights: The episode breaks down the different FDA approval pathways, highlighting the complexities and potential risks involved in bringing new medical devices and drugs to market. Investment Risks & Rewards: The discussion includes potential risks such as the capital-intensive nature of these startups and the regulatory hurdles they must overcome, balanced against the high potential rewards in these innovative sectors.

    17 min
  • Clean Energy the next Big Opportunity? Plus Examining Founders with Multiple Exits

    In this episode of "Investment Roundtable," KingsCrowd experts Léa Bouhelier-Gautreau, Brian Belley, and Teddy Lyons dive deep into the booming Clean Energy sector. They discuss why investors are backing clean transportation and energy companies, despite the challenges of high valuations and competition. Learn how to evaluate emerging green energy startups, the potential risks, and what trends could drive the future of this rapidly growing industry. Whether you're a seasoned investor or just curious about CleanTech, this episode is packed with insights to help you navigate this market. Subscribe to Kingscrowd and create your free account at: kingscrowd.com/subscribe Subscribe to our free Pitch Reviews newsletter: pitchreviews.com/subscribe Read the chart: https://kingscrowd.com/discover-the-top-founders-in-equity-crowdfunding-with-multiple-exits/ The Companies EarthGrid: https://kingscrowd.com/earthgrid-on-netcapital-2024/ GoSun: https://kingscrowd.com/gosun-on-startengine-2024/ Neighborhood Sun: https://kingscrowd.com/neighborhood-sun-on-wefunder-2024/ Infinity Fuel Cell: https://kingscrowd.com/infinity-fuel-cell-and-hydrogen-on-dealmaker-securities-2023/

    19 min

About Kingscrowd Podcast

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Kingscrowd Podcast was your go-to weekly show for all things online private markets. Hosted by serial investor and Kingscrowd VP of Product Brian Belley and retail private markets insider Scott Kitun,…