Piloting your Life

Terri talks to Marquesa Finch about Marquesa's journey into population health and the work that she is doing in blockchain to further better health for all. Marquesa advocates for eliminating barriers to equity to increase innovation which is ultimately great for business.

Who is Marquesa Finch?

Marquesa is a Founding Partner at P2Health Ventures, a startup ecosystem and venture fund supporting entrepreneurs building public health tech solutions. She is the Blockchain Health Lead for the Silicon Valley Blockchain Society where she works on their blockchain health investments and initiatives, and is an active thought leader in leveraging blockchain technology to improve equity and access. Marquesa has worked on improving diversity and inclusion in tech through entrepreneurship at the Kapor Center for Social Impact and at the American Near East Refugee Aid (ANERA). She disseminated global health interventions in the Palestinian West Bank. Upon returning from the Middle East, she continued to work in digital health at Kaiser Permanente, building their first app analytics program.

Marquesa studied Art History and Biology at the University of California, Santa Barbara and earned her Master's in Public Health (MPH) in Global Health at The George Washington University Milken Institute School of Public Health in Washington, D.C. She is a San Francisco native, a classical pianist, and ballerina.

Show Highlights

• Marquesa walks us through her journey into population health through global health and what global health is.
• Marquesa was very interested in studying the effects of maternal and child health during a war and post conflict. After grad school she worked in the Middle East.
• Marquesa and her team were trying to figure out why there was such a high incident of breast cancer in the West Bank. They found there were political and cultural issues that needed to be addressed.
• To address the problem, they leveraged SMS to send messages to the target and educate the influential women. This was Marquesa's first introduction to digital health.

• Marquesa came back and worked for Kaiser on their technology solutions in their Mobility Centers of Excellence in 2012 and helped build out their mobile analytics platform.
• Terri and Marquesa talk about how Kaiser adopts and deploys digital health technology and some misconceptions about the lack of integration within Kaiser by region.
• Terri talks about the difficulty in implementing technology in a regulated industry.
• Marquesa explains what population health is and why it is fascinating to her and why she is focusing on it.
• Marquesa talks about the importance of focusing on digital health outside of the doctor's office and hospitals.

• Marquesa explains what social determinants of health are and why it's important to take them into consideration when focusing on population health and individual health.
• Terri and Marquesa talk about how these healthcare solutions and tools get paid for and funded. Marquesa's VC fund, P2Health, is focused on just this. Marquesa talks about the misconceptions about assuming that government is responsible for paying for these solutions.
• Marquesa shares that what Omada Health is doing is rooted in population health concepts and is a VC backable company.
• Marquesa talks about her journey into blockchain and how the understanding of the foundational elements led to an 'aha' moment for her and the potential use cases in healthcare.
• Marquesa went into details around some of the potential blockchain applications in the healthcare space.

• Terri shared her experience three years ago when she was first introduced to blockchain and immediately saw the use case in drug traceability and medical device serialization and traceability. It's still early days and the blockchain isn't mature enough for prime time.
• If Marquesa could wave a magic wand, she would change the barrier to equity. We live in an inequitable world and this prevents us from moving forward as a society. This would allow people to contribute optimally to society. There's a lot of talent in some communities that is not being tapped that could be very useful to others in the community and in the world. Innovation is suffering as a result of the barriers to equity.

Terri's Key Takeaway

Eliminating inequities will provide all of us with an opportunity live better lives.

References in the Podcast

• American Near East Refugee Aid (ANERA): https://www.anera.org/
• P2Health: http://www.p2health.vc/
• Omada Health: https://www.omadahealth.com/

Contact

Marquesa can be reached through LinkedIn via https://www.linkedin.com/in/marquesafinch/

You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead.

Feel free to email Terri at [email protected].

To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Terri and Jaqueline sit down over a cup of coffee (not bubbly) to talk about Terri's approach to due diligence, why she does it, when she does it, and what she looks for. She also encourages founders to do their own due diligence on potential investors.

Show Highlights

• Terri talks about how founders should pull together a deal room in advance of fundraising to make it easier to share information with investors during the due diligence process. It sends good signal and looks professional.

• Founders can't be prepared for everything but have an organized and complete deal room will set a solid foundation and leave time to deal with the additional requests for information.
• Terri describes a deal room and the importance of keeping track of who gets access to it. Create the structure and then add to it over time.
• Terri's level of due diligence depends the size of the deal, the size of her check, and if she is bringing other investors into the deal. She believes in right-sizing due diligence and has a checklist she works from.
• Terri uses the due diligence process as an opportunity to build a relationship with the founding team.
• Deal information: terms, term sheet, use of funds, milestones, existing investors in the round, side letters/special treatment. Terri cross checks this against what she has been told or what is in the pitch deck.

• Financial: financial statements, projections, assumptions, management team, references, key personnel, board members and advisors, contact information, capital and equity structure both current and projected cap table, financial obligations, agreements and restrictions.
• Organizational: entity formation and maintenance documents, founders, prior acquisitions or mergers, failed transactions, consulting agreements, compensation, advisors, contact information, facility agreements.
• Intellectual Property/Technology: patents, copyrights, trademarks, proprietary invention agreements, license agreements.
• Product Marketing and Sales: product list, marketing collateral, marketing plan, go-to-market strategy, anticipated customer acquisition cost, anticipated lifetime value of each customer, align to projections, major customers (to do reference customers), sales team, forecasts, backlog, pipeline, distribution channels and agreements, competition, production process and costs, suppliers, exclusivity, geography of suppliers or software developers, R&D projects.
• Terri spends 4-6 hours to review all this information (with a glass or two of wine) and she enjoys this but has to set aside the time to do it. Her background as an auditor (financial and vendor) lends itself well to this work along with her experience negotiating agreements for herself and clients.

• Terri prefers not to outsource this to someone else because she doesn't do it very often and likes to get to know the company and the business through the process. She also uses the Q&A process to build the relationship and get a sense of what it is like to worth with the founder.
• Terri also asks around and talks to other founders, investors, and might do background checks.
• What should founders do as part of their due diligence? First of all, do it. Ask other founders and investors about them. Find out what happened when the startup didn't go well as to how the investor reacted and either helped or didn't. Make sure they are going to be a good fit; it's hard to get rid of them later. Reputation of the investor is important because a bad investor on the cap table can be a bad signal to other investors.
• As a founder, where does one start? Create the deal room and start to populate it with the static documents or documents as they are requested. For the dynamic documents, put in the most recent version.
• Founders should not ask for a signed NDA from a potential investor; you have to assume good intent. If you aren't comfortable, don't share. Investors can't keep track of all of the signed agreements and terms.

• Final tips: investors should look at due diligence as an investment in supporting the value of the deal and the founders can see it as something to build a relationship with the investors. Founders should respond quickly to questions asked by potential investors and be transparent to build the relationship.

References in the Podcast

• Women's Startup Lab: https://womenstartuplab.com/
• AngelList: https://angel.co/

• Venture Deals (online class): https://www.kauffmanfellows.org/online-course-venture-deals/
• Brad Feld: https://www.linkedin.com/in/bfeld/
• Jason Mendelson: https://www.linkedin.com/in/jasonmendelson/
• Venture Deals (the book): https://www.feld.com/archives/2016/10/venture-deals-third-edition.html
• Angel (the book): https://www.angelthebook.com/

• Jason Calacanis: http://calacanis.com/
• SendaRide: https://sendaride.com/
• Laura Fleet: https://www.linkedin.com/in/laura-brookins-fleet-49aa9a54/
• Crunchbase: https://www.crunchbase.com/
• Y Combinator Series A Due Diligence Checklist

Contact

You can follow Jacqueline on Twitter @andYoureaGirl or go to her website at https://www.jacquelinesteenhuis.com/.

You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead.

Feel free to email Terri at [email protected].

To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Terri talks to Leigh Koechner about her journey to becoming a spiritual teacher. She now works with others to help them find greater meaning in their lives and answer the questions as to why they are on the planet and what they are meant to do.

Who is Leigh Koechner?

Leigh Koechner is a writer, speaker, and spiritual teacher (who likes doing the splits and sipping martinis). She inspires by being unapologetically who she is and maintains an open mind and heart. She is the parenting expert for Deepak Chopra's Global Wellbeing App JIYO, Executive Producer on The Mindfulness Movement Documentary, and launched her most recent Facebook Live Series on April 11th called Coming Home, 33 Days of Self-Care.

She has appeared on Oprah Winfrey's "Your Own Show", The Comebacks, and her One-Woman Show "Miss Junior Overland Park" on the Oxygen Network.

Leigh is a stand-up comedic who has graced the stages of Flappers and The Comedy Store.

Leigh resides in the City of Angeles with her beloved husband, actor David Koechner, and their five beautiful children.

Show Highlights

• Leigh explains what a spiritual teacher is and her journey to became one.
• In working with a life coach, she found the language that spoke to her soul and decided to attend the University of Santa Monica for a Master's in Spiritual Psychology.
• She wanted to get an answer to these two questions: Who in the hell am I and why am I on this planet? She learned that she was on the planet to shine her light.
• Leigh spoke at an event in Aspen on manifesting and ended up sitting next to a gentleman at the bar who had created a global wellbeing app with Deepak Chopra global called Jiyo. After he returned to India, he reached out and asked her to be the parenting expert for the app because she was living the life.
• Leigh got past her own self-judgment and agreed to do it. She owned her own hard work.
• Terri observed that Leigh seemed to have learned to express, and embrace, who she was while attending the University of Santa Monica.
• Leigh was asked by another dad at her kids' school about participating in a mindfulness documentary and she had to go look up the word. Mindfulness is giving all your attention to the present moment without judgment. She is now co-producer of the mindfulness documentary with Deepak Chopra.
• Leigh does month-long Facebook programs on topics like mindfulness, finding your gift, owner-shit, and manifesting.
• Leigh comments on how we have a choice in how we show up and we can choose to be happy.
• Leigh believes that when we are good inside, things are better outside.
• Terri talks about how we are rewarded for being 'busy' and how we can miss the magical moments in our lives.
• Terri talks about how she was raised by two parents who had very different views regarding life: her dad emphasized the importance of planning for the future and her mom emphasized the need to pay attention to today. It was quite the tug-o-war. Terri is focused on living now and preparing for the future.
• Leigh talks about how any time you are holding things or worrying about things that you are hurting your body. Don't live in fear. Do your work and then enjoy life like looking both ways and then crossing the street.
• Terri talks about how she realized how much time she spent planning for every eventuality and how she was missing out on the current moment. Terri realized that as a recovering control freak, that it was her way of establishing some level of control in times when everything was uncertain and out of her control.
• Leigh's mom was not involved in her life growing up so when her first child was born, she found that she was a blank slate. She had to learn behaviors that she had no basis from her own experience.
• Leigh learned from her mom that she just wanted to be seen and heard and realized that this is what parenting is all about.
• If Leigh could wave a magic wand, she would wave so it sprinkles like pixie dust into people's hair, and when it touches them, that they have a flash of their greatness; that for a second, they could feel their power. Once you feel it, you can't stop it.

Terri's Key Takeaway

We can choose to be happy; we can choose how we show up in the world.

References in the Podcast

• University of Santa Monica: http://www.universityofsantamonica.edu/
• Jiyo: https://jiyo.com/home
• Deepak Chopra: https://www.deepakchopra.com/
• Holly Ruxin: http://montcalmtcr.com/

Contact

Leigh can be reached through her Facebook page https://www.facebook.com/LeighKoechner33/

You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead.

Feel free to email Terri at [email protected].

To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Who is Amanda Lettmann?

Amanda Lettmann, a US Air Force Veteran, is an executive and serial entrepreneur with 20 years of global Business Operations and Transformation expertise for startups and Fortune 500 companies in the HiTech, InsurTech and FinTech industries. She has an extensive M&A background with $4B in acquisition execution in the past 10 years. As the Founder and CEO of Kardia Ventures, Amanda is an advisor, consultant and Angel Investor for tech startups. She is also the Co-Founder and COO of SimpleDisability Inc, a data analytics InsurTech startup in Silicon Valley. Amanda holds an MBA in Technology Management, she is a Business Advisor at The Founder Institute and EvoNexus, and Board Advisor at Girls in Tech San Diego and SmartMoney Veterans.

Show Highlights

• Amanda was active duty Air Force and separated in 2000. She realized she didn't want to be a flight nurse for the rest of her career
• Amanda was recruited by someone in semi-conductor in 1999 by an esteemed colleague and was a business operations manager and then pursued her master's degree in technology in 2000
• She consulted at the Pentagon which led to consulting with other parts of the government. Her company was acquired by EMC so she went from a small firm to a massive firm.
• At EMC, she proposed a new business plan that was ultimately accepted and moved her to Orange County to lead the West Coast consulting practice.
• She then got recruited by Adobe and moved up to San Jose.
• Terri comments on how Amanda takes advantage of and creates opportunities for herself.
• 11 years ago, Amanda was an athlete in good health and started getting ill. After collapsing she found out that a virus had attacked her blood and ultimately led to her organs shutting down. She was in the hospital for 6-9 months.
• She later learned that her heart valves were damaged by the virus and that they were failing which lead to open heart surgery
• Amanda was a medical anomaly because of the virus and the treatment, and she had many people studying and following her.
• Amanda shares who was there to support her during her illness and recovery. She had to embrace vulnerability.
• Amanda remembers her life before the illness. Her essence didn't change but she found herself seeking high quality, deep substance people with heart. Her life before was all about competency. Her life after became more about heart and not just skill, which ended up changing her life.
• She became more recognized because of her personal story which she uses to inspire others. People now get to know her for more than her skills.
• Amanda is working with ESPN BisTalk Radio. She wants to do an inspirational series for women to share their stories.
• She is creating a speaker series on 'Women of Impact'. She finds that women talk about taking action to inspire others, to be proactive, to turn their potential into action. She thinks others are looking for this deep, inspiration.
• Terri talks about why she started her podcast, Piloting Your Life, to give a platform for these voices and stories and inspire these same people.
• Amanda has a consulting company called Kardia which means heart in Greek. She advises and consults enterprises, entrepreneurs, and does angel investing.
• Amanda invests in seed stage, technology startups and looks to co-invest in SaaS companies looking to disrupt the market using artificial intelligence (AI), machine learning (ML), ALP, big data, and predictive analytics. She looks for female founders and veteran founders.
• She is now a mentor with a new program called SmartMoney Veterans sponsored by UCSD and SmartMoney Startups. The experience for veterans is different as they need to relearn skills after getting out of the military.
• Terri has seen a few startups that are helping veterans bridge the gap between military and civilian work. Companies like Skillmil and Shift are helping with this.
• Terri comments on how impressed she is with UCSD and its support of the startup ecosystem. Amanda said that UCSD also supports veterans. There is a significant number of veterans in the San Diego area.
• Amanda is an advisor for EvoNexus (an incubator/accelerator) and the Founder Institute in San Diego.
• Transformation is an important concept for Amanda. She has been through several transformations and which led to coaching others on transforming. She loves seeing both enterprise transformation (through M&A) and individuals transform.
• If Amanda could wave a magic wand, she would create a future where entrepreneurs and businesses come in all varieties and embrace their responsibility to co-create for equality and social good.
• Terri asks how we can help with this wish. Amanda said that companies should be filling out the diversity of their teams. As investors, we should invest in companies who are working towards more diverse teams and products.

Terri's Key Takeaway

If the opportunities aren't there, create them. If the opportunities present themselves, take them.

References in the Podcast

• Kardia Ventures: http://kardiaventures.com/
• Skillmil: https://www.skillmil.com/
• Shift: https://www.shift.org/
• SmartMoney Startups: https://www.smartmoneystartups.com/
• SmartMoney Veterans: https://www.smartmoneyveterans.com/
• EvoNexus: https://evonexus.org/
• Founder Institute: https://fi.co/

Contact

Amanda can be reached via LinkedIn at https://www.linkedin.com/in/amandalettmann/ or through her website http://kardiaventures.com/

You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead.

Feel free to email Terri at [email protected].

To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Terri talks to Amy Chang about how at the age of 35 she had checked all life's boxes but wasn't completely fulfilled. She found religion to fill the void and was able to redefine success for herself. Amy talks about how this changed the way she operates in the world and how she wants to see more women angel investing.

Who is Amy Chang?

Amy C. Chang is the CEO of Delta Nutrassentials, a consumer health supplement company. Previously, she was VP of Strategy & Investor Relations for AMN Healthcare and prior to joining AMN, she held various leadership roles with other companies in operations, customer service and finance after beginning her career with KPMG. Amy is an advisor, board member, and investor of various start-ups in San Diego, as well as a board member of Hera Angels and member of the Keiretsu Forum, Wharton Angel Network, and SheEO. She served as a board member of the National Investor Relations Institute - San Diego Chapter and has been a member of the San Diego YMCA Overnight Camps Board of Advisors. She is Chair-Elect of the San Diego YMCA Board of Governors and has been involved in homeless ministries and has served as a foster youth mentor and foster parent.

Show Highlights

• Amy talks about being the driver's seat of your life (similar to Terri talking about being the pilot in your own life) and not just letting life happen.
• Amy talks about being driven and the importance of checking the boxes to achieve 'success' in her life and still being unfulfilled. She realized that she might have had the wrong measure of success in her life.
• Despite checking all of the boxes, she realized she wasn't happy enough. She became a born-again Christian at the age of 35 which has made the biggest difference in her life and has changed the way she looks at her life and the rewards she wants to get out of life.
• Her definition of success has changed, and she worries about far fewer things as a result. She thinks that people are happier when they are living something beyond themselves.
• Amy talks about what she looks for as an angel investor and some of the startups she's invested in.
• Three years ago, Amy didn't know that angel investing was an option but has since invested in quite a few companies directly. She joined the Keiretsu Forum, the Wharton Angel Network and she is now on the board of Hera Ventures.
• Amy likes to invest directly into a startup to help them fuel their growth which helps to create innovation and helps the local economy. She does caution that angel investing is not for everyone.
• Amy talks about the importance of diversifying your portfolio and how networking has contributed to her deal flow. She has learned the most from other angel investors.
• Terri talks about her experience in Sand Hill Angels being a great training ground.
• Amy and Terri would like to see more female angel investors, and both shared the importance of being supported by other female angel investors.
• Based on what she wishes she knew when she started investing, Amy recommends that women start with small checks and get to know the founders as much as you can.
• If Amy could wave a magic wand, she would encourage people to get to know each other on an individual basis.

Terri's Key Takeaway

Founder integrity is critical when investing in a startup.

References in the Podcast

• Venture Deals: https://www.feld.com/archives/2016/10/venture-deals-third-edition.html
• JDoe: https://jdoe.io/
• Delta Nutrassentials: https://www.deltanutra.com/
• Keiretsu Forum: http://www.keiretsuforum.com/
• Wharton Angel Network: http://www.whartonangelnetwork.co/
• Hera Angels: https://www.heraangels.com/
• Tech Coast Angels: https://www.techcoastangels.com/

Contact

Amy can be reached via LinkedIn at https://www.linkedin.com/in/amychang8/ or her company's website, www.deltanutra.com.

You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead.

Feel free to email Terri at [email protected].

To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Who is Tracy Warren?

Tracy is general partner of Astarte Ventures, an early stage investment firm focused exclusively on women's and children's health and wellbeing. The firm has made investments in eight companies with technologies focused on women and children, including Maven, Prima-Temp, Naya Health and Madorra. Through Astarte Ventures, Tracy and her co-founders came together to form Astarte Medical to dramatically impact the lives of preterm infants. As founding CEO, she leverages her experience of serial entrepreneurship and over 15 years as a venture capitalist and early stage investor to lead strategy and fundraising.

Prior to Astarte Ventures, Tracy served as general partner at Battelle Ventures and focused on investments in health & life sciences, as well as emerging energy technologies, with an emphasis on institutional-based transactions.

Show Highlights

• Tracy shares her background starting as an investment banker, moving into venture capital, and then into investing in women and infant health.
• Terri provides an explanation of FemTech and PediaTech. FemTech is not supporting female founders but is focused on women's health. PediaTech is focused on children's health.
• Only recently have women been recognized as the focal point for decision making in healthcare.
• 80-85% of all household healthcare decisions are made by women.
• Digital health / convenience technologies start to change the conversation around women's health.
• Healthcare must change to meet the needs of women and all of the things they juggle on a daily basis. Women can be early adopters of the tech to deliver the caliber of health women want and deserve.
• Tracy and Terri are not seeing the momentum in the FemTech space. They are seeing a lot of good companies, but these companies are struggling due to lack of funding and there's no obvious avenue to getting better access to the funding to truly grow and scale the companies to have the impact. It's a catch-22.
• Many people still see FemTch as evangelistic.
• Terri commented on how VCs traditionally took greater risk investing but aren't doing so now and she challenged the VCs to return to taking risks in this space where there is unmet need and demand and great opportunity.
• Terri is seeing movement in the employer space to provide more female and family friendly benefits. Tracy agrees that employers are focused on employee retention and will be the first to put some stakes in the ground in this space.
• Tracy says the challenge is greater culturally. Women's issues have been largely attributed to just being a woman and not seen as treatable and real health issues. Examples include menopause and post-partum related issues.
• Terri talks about how women are not heard when they visit healthcare providers. There's no empathy, only pity. This is a healthcare provider training issue and women need to better advocate for themselves and not rely on the 'doctor knows best' myth.
• Tracy talks about how women are now able to talk about things that our mothers didn't talk about like periods, sex-related issues, and other female health topics. As the walls start coming down between women and culturally (like on TV) the solutions will become more mainstream and possible.
• Terri asked Tracy if the openness that we have in California the same across the country and Tracy said no, not yet. The shift will occur with each generation. Education is a powerful thing.
• Tracy shares how her daughter is a shrewd shopper about her health and the apps. There is self-advocacy now that didn't exist even 15 years ago.
• Tracy talks about some of her early stage investing in the FemTech and PediaTech space including Maven Clinic, PrimaTemp (infertility/fertility), Astarte Medical (improving pre-term birth outcomes), and Madorra (vaginal dryness).
• If Tracy could wave a magic wand, she would find a way for people to be able to control their own healthcare. The US system was designed to cover everyone regardless of the choices they have made. Now that we move into preventive health, we need to rethink the model and blow it up and start it all over again. This would put women in charge.
• Terri expands on the importance of getting childhood diseases under control to reduce the longer-term quality of life issues and the increase in cost of chronic disease treatment and management.
• Tracy talks about the perverse incentives of the pharma companies to develop and sell the billion-dollar drugs to treat sickness rather than having investors invest in companies that are focused on preventive measures.
• Tracy talks about gender-based trial design and there has been a significant amount of research around women at different lifecycles related to specific conditions. She thinks there will be a data play at some point that will consider these differences.

Terri's Key Takeaway

Data is out there; it will be liberated; and it will guide us to better care.

References in the Podcast

• Stacy Feld: https://www.linkedin.com/in/stacy-feld-0061141/
• Ida Tin: https://www.linkedin.com/in/idatin/
• Clue: https://helloclue.com/
• Maven Clinic: https://www.mavenclinic.com/
• Tammi Jantzen: https://www.linkedin.com/in/tammi-jantzen-64066b32/
• Girl Boss Radio: https://www.girlboss.com/podcast
• Nicole Dahlstrom: FemTech Collective: https://www.linkedin.com/in/nicole-dahlstrom-066a1042/
• Lola: https://www.mylola.com/
• ElleBox: https://elleboxco.com/
• PrimaTemp: http://www.prima-temp.com/
• Astarte Medical: http://www.astartemedical.com/
• Madorra: http://www.madorra.com/
• Tueo Health: http://www.tueohealth.com/

Contact

Tracy can be reached via LinkedIn at https://www.linkedin.com/in/tracy-warren-57a29/.

You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead.

Feel free to email Terri at [email protected].

To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Who is Jillian Kaplan?

Jillian Kaplan is a trauma survivor, animal advocate, rainbow baby mama, former binge eater turned health and fitness coach. Jillian was hit by a car crossing a crosswalk and had emergency brain surgery to save her life. She also had a shattered pelvis, face, sacrum, and septum. She spent 3 months in a wheelchair unable to walk or stand but has now fully recovered, lives pain free, and is the mom to a healthy baby girl born in September 2017, 13 months after the traumatic injury.

Jillian has worked in corporate doing product management and marketing and is pursuing her passion around health as a coach for Beach Body which is part of her online health and fitness coaching business. She has a B.S. in Management and an MBA from Worcester Polytechnic Institute and lives with her amazing husband and daughter outside of Boston, Mass.

Show Highlights

• Jillian talks about growing up in a healthy household and how she chose not to listen and ended up binge eating, addicted to diet pills, and struggling with her weight.
• Four years ago, Jillian made the choice to be healthy and strong which ended up saving her life.
• Jillian wants to share the message that you are beautiful the way you are, and that health is a lifestyle.
• Jillian talks about walking her puppy and getting hit by a car in September 2016 where the doctors weren't sure if she would survive let alone walk again.
• She woke up after the accident and chose to let it be part of her story and to not define her. She has decided to make a 'message' out of the 'mess.'
• Jillian talks about the group Safe Roads Alliance that she works with in Massachusetts. She spoke at an event where she was the only living survivor of an accident like the one she was in.
• Jillian talks about how being in good shape helped her body deal with the trauma she endured. She had two surgeries within two days of each other which were traumatic in and of themselves. She was not only physically fit but mentally fit which came from making the decision to become healthier and changing her habits.
• Jillian's husband was notified because of the number on her dog's tag. She wasn't carrying an ID and now she is an advocate for always carrying some form of ID.
• Jillian talks about how rehab was so mentally challenging since she was very young compared to the other people there and that she had no one to talk to. She was alone a lot and was unable to get out of bed on her own. She stayed sane by being active on social media and sharing her story.
• Jillian's husband was incredibly supportive throughout this entire process.
• Jillian avoids the crosswalk where the accident occurred but did go there on the one-year anniversary of her accident. She is cautious now when she is out walking.
• Terri talks about the conversations she has with her children about being aware of drivers who are generally distracted and to remain vigilant when riding their bikes or walking out on the streets.
• Jillian talks about how she had a miscarriage, was experiencing infertility and was scheduled to meet with specialists but then had the accident. She was fortunate to have a young, female surgeon who was sensitive to the fact that Jillian was a young woman when fixing her after the accident.
• Jillian talks about how surprised she was to find out she was five months pregnant when she went in for a medical appointment and ended up delivering a healthy baby girl in the fall of 2017, thirteen months after her accident.
• Jillian talks about being a Beach Body coach before and after the accident. She appreciates the physical and mental strength that she has gained from the program. She feels an obligation to pay it forward at this point for people who feel defeated or stuck.
• Jillian likes to share the things she loves like Ipsy and Artic Zero ice cream and she pays for her products. Terri talks about how she hopes that Jillian ends up benefitting financially from promoting and supporting the products with her audience.
• If Jillian had a magic wand, she would change the way people communicate. She thinks that a lot of the world's problems could be solved if we just talked to each other (and not through text or email).
• Brian Alvey introduced Terri to Jillian and they met through the adoption of their dog. Jillian talks about how she works with dog rescue organizations on fundraising. While she wasn't raised with dogs, she ended up with a dog after a breakup and then wanted to foster dogs and ultimately providing support for dog rescues.

Terri's Key Takeaway

Carry some sort of ID when out and about in the event of an accident or emergency. You never know who might need to reach someone on your behalf.

References in the Podcast

• Safe Roads Alliance: https://www.saferoadsalliance.org/
• Beach Body: https://www.teambeachbody.com/jilliankaplan
• Ipsy: https://www.ipsy.com/glambag#/
• Artic Zero ice cream: https://www.arcticzero.com/
• Brian Alvey: http://www.brianalvey.com/

Contact

Jillian can be reached through her website www.jilliankaplan.com or by email at [email protected]. She is also active on Instagram and Pinterest.

You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead.

Feel free to email Terri at [email protected].

To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Terri and Jacqueline sit down over a cup of coffee (not bubbly) to talk about the making of the Piloting Your Life podcast and the journey to get to episode 50. Contact

You can follow Jacqueline on Twitter @andYoureaGirl or go to her website at https://www.jacquelinesteenhuis.com/.

You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead.

Feel free to email Terri at [email protected].

To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Terri continues with her series on angel investing and goes into detail on what she looks for in a pitch from founders looking to her as a potential investor. Show Highlights

• Terri looks at the following when she is listening to a pitch regardless of the length of the pitch:
• • Problem being solved, how it is being solved, and why now is the time
  • Market opportunity and target market
  • Revenue and monetization strategy
  • Go to market strategy and scalability
  • How much the company will need to scale and exit? Is this a venture investable business?
  • What barriers are in place to prevent someone else from doing the same thing?
  • Competition
  • Management team and why they are qualified to bring the product to market or scale the business
  • How much are you raising? How long will it last? What are the plans for the use of funds?
  • What is the bigger vision and long-term strategy?
  • What is the exit strategy? How am I going to get my money back?
• Every investor is going to have different requirements in terms of their decision-making process for investing
• Terri uses the Q&A to get a general sense of the founder including how coachable they might be and how they react under pressure.
• Terri looks to make sure that the founder is not just technically competent but is able to lead the business.
• Terri invests in early stage companies which is heavily reliant on the team's ability to execute so Terri generally invests in the 'team' and can make a decision to invest relatively quickly. Her level of due diligence after seeing the pitch depends on the size of the raise, the size of the check, and whether she is investing on her own or through a group or a syndicate.
• Terri gets frustrated with founders who are unable to put together a decent pitch given the resources available online.

References in the Podcast

• Terri's Medium post on pitches: https://medium.com/@terrihansonmead/pitching-to-angel-investors-or-at-least-to-me-30696345ebe6
• Niki Quinn: https://www.linkedin.com/in/nicole-quinn-a5435114/
• Guy Kawasaki: https://guykawasaki.com/how-to-create-an-enchanting-pitch-officeandguyk/
• YC pitching: https://blog.ycombinator.com/how-to-pitch-your-company/
• 500 Startups pitching: https://500.co/7-pitching-habits-for-founders/

Contact You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead. Feel free to email Terri at [email protected]. To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.

Terri talks to Eric Quon-Lee about he was drawn to the US from Canada because of his need to go faster. Terri and Eric talk about how globalization has shaken people's foundations making them revisit their values which can be very uncomfortable and resisting bias takes effort.

Who is Eric Quon-Lee? Eric Quon-Lee is a seasoned cross-border management consultant currently based in San Francisco, CA with several years of management consulting experience primarily in finance, strategy and operations. Prior to his current role, Eric worked for several leading Canadian corporations in aerospace, telecom and financial services. In his spare time, Eric is highly involved in the startup ecosystem in the San Francisco Bay Area as well as globally as a "super-connector". Eric has a MBA from the Rotman School of Management – University of Toronto. Show Highlights

• If Eric could wave a magic wand, he would give more people more opportunity to do what they want to do and pursue their hopes and dreams.
• Eric talks about how innovation looks different in geographic locations outside of the Silicon Valley which is good for innovation.
• Eric thinks that other geographic areas shouldn't simply copy and paste the Silicon Valley model but should encourage people to innovate and think differently.
• Terri talks about mentoring the Ada program in Berlin, Germany and seeing what the mindsets are for those who aren't raised in the Silicon Valley.
• Eric's mindset drew him to Silicon Valley from Canada where he grew up. He was always drawn to the US. He wanted to go faster.
• Eric talks about an interesting tipping point and we should start to work more collaboratively
• Eric comments on how in the US, we have more of a mindset of figuring it out as we go along versus in Canada, where society is based on peace, order and government (POG) which limits speed.
• Right now in the US, people are having their mindsets and value sets challenged and we need to get people to think less about stereotypes and appreciate people as people.
• Terri asked Eric if he heard the term 'wanta-preneur' which is a new term for her.
• Eric's book is Ideate Your Career and we will share a link in the show notes (see References).
• Eric thinks the only way you get better is through practice and this leads to building your risk tolerance. We limit people's ability to do this by expecting perfection and have scare people from taking risks.
• Eric thinks that there are a lot of things that are funded in the Silicon Valley that shouldn't be funded and perhaps we should focus on funding the really hard things.
• Terri asks Eric if we have diluted the system by investing in non-billion dollar ideas. He said no because there are multiple layers and multiple models.
• Eric talks about how patterns make us comfortable and this is where we fall down. It takes effort to break out of the patterns and resist the bias which is hard work.
• Eric comments on how our education system doesn't teach critical thinking which is a necessary skill especially in our society today.
• We need to make it more comfortable for people to fall down and fail and learn how to get back up.
• Terri talks about how she is encouraging her son to pursue philosophy or political science in college to learn how to think which has become a valued skillset.
• Terri shares how bored her daughter was in school and how it affected her behavior and how they decided to do independent study for the rest of her 8th grade to provide more stimulating learning.
• Eric writes in his book about everyone needs capability, experience and network to be a fully functional human being.
• Eric talks about how much of the societal unrest is because people's foundations have been shaken or cracked within globalization.

Terri's Key Takeaway Globalization has led to some of the societal unrest as people have lost their individual or community foundations and need to find a different way to feel stabilized in the world. References in the Podcast

• Ada: https://www.ada-accelerator.com/
• Ideate Your Career: https://www.amazon.ca/Ideate-Your-Career-There-Straight-ebook/dp/B078GSTPNF
• Eric's website: http://quon-lee.com/index.html
• Eric's newsletter link: http://quon-lee.com/newsletter.html

Contact Eric can be reached through LinkedIn at https://www.linkedin.com/in/equonlee/ or through his website at http://quon-lee.com/index.html. You can follow Terri on Twitter at @terrihansonmead or go to her website at www.terrihansonmead.com or on Medium: https://medium.com/@terrihansonmead. Feel free to email Terri at [email protected]. To continue the conversation, go to Twitter at @PilotingLife and use hashtag #PilotingYourLife.