The Angel Next Door

Have you ever wondered what lies behind the meticulous management of your startup’s equity and the unseen challenges of maintaining a clean cap table? In this episode of The Angel Next Door Podcast, host Marcia Dawood dives deep into the essential but often overlooked facets of cap table management with industry expert and guest, Colin McCrea. Together, they unravel the complexities that every founder should be aware of and how to navigate the turbulent waters of startup finance.

Colin McCrea, a seasoned professional in accounting and finance, shares his journey from working at a CPA firm to becoming a pivotal player at Eqvista, a company specializing in cap table management solutions. With a portfolio boasting roughly 16,000 companies, ranging from startups to pre-IPO giants, Colin brings a wealth of knowledge and firsthand experience. As the leader of Eqvista’s valuation team, he's uniquely positioned to offer insights into the intricacies of 409A valuations and the vital importance of maintaining a well-organized cap table.

Throughout this episode, listeners will gain a comprehensive understanding of cap table management's role in a startup's success, the pitfalls of equity mismanagement, and the critical need for compliance. Colin and Marcia discuss the essential steps founders must take to protect their equity, maintain investor trust, and enable smooth funding rounds. They also explore the nuances of 409A valuations and essential compliance filings like the 83B election. This is a must-listen episode for any entrepreneur aspiring to build a solid financial foundation for their business, as well as the investors, featuring actionable advice and expert insights that can save both time and money.

To get the latest from Colin McCrae, you can follow him below!

LinkedIn - https://www.linkedin.com/in/colin-mccrea-8a50021b7/

https://eqvista.com

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

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Have you ever considered how varying attitudes toward AI could shape entrepreneurial opportunities? In this episode of "The Angel Next Door Podcast," host Marcia Dawood engages with Lucy Farey-Jones, a marketing expert and tech enthusiast. Lucy's TED Talk on AI adoption garnered over 2 million views and combines her marketing prowess with a keen interest in consumer behavior to explore the public’s evolving relationship with technology.

Lucy discusses her research on AI adoption pre-pandemic and post-vaccine, shedding light on generational differences and shifting attitudes toward technology. She reveals surprising findings, such as Generation Z's skepticism and Baby Boomers' increasing acceptance of AI. Lucy also highlights the significant gender disparities in tech comfort levels and advocates for more diverse voices in AI development to prevent biases. This episode is essential listening for investors, entrepreneurs, and tech enthusiasts alike, as it offers fresh insights into how societal attitudes impact the adoption and future of technology.

To get the latest from Lucy Farey-Jones, you can follow her below!

LinkedIn - https://www.linkedin.com/in/lucy-farey-jones-74687b1/

https://www.registerbydesign.com/

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

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TikTok: https://www.tiktok.com/@marciadawood

Have you ever wondered what it takes to revolutionize an industry and make a significant impact on society? In this thought-provoking episode of The Angel Next Door Podcast, we explore the world of entrepreneurship and the potential of innovative technologies to transform the way we invest and participate in private markets.

Our guest, Kendrick Nguyen, is the founder of Republic.com, an equity crowdfunding platform that aims to democratize access to private market investing. With a background in law and traditional finance, Kendrick's journey into the world of tech entrepreneurship was sparked by changes in securities laws related to crowdfunding in the United States.

In this episode, Kendrick shares his insights on the evolution of equity crowdfunding and its potential to encompass diverse investment options beyond tech companies. He discusses the challenges faced by Republic during its early days, competing with established platforms, and the importance of building a strong company-customer relationship. Kendrick and Marcia also discuss the transparency and communication between companies and investors on the Republic platform, emphasizing the wealth of information available for assessment. Additionally, he explores the potential of blockchain technology in fractionalizing assets, lowering participation costs, and providing an effective tool for educating new investors. This episode is a must-listen for anyone interested in the future of investing, the impact of technology on private markets, and the inspiring journey of a visionary entrepreneur who is reshaping the landscape of accessibility and opportunity.

To get the latest from Kendrick, you can follow him below!

LinkedIn - https://www.linkedin.com/in/kendrick-nguyen-7145bb5/

Republic.com

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

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What if investing in groundbreaking startups was as easy and engaging as scrolling through Instagram? In this episode of The Angel Next Door Podcast, host Marcia Dawood talks with Cheryl Kellond, a seasoned entrepreneur and innovator, about Play Money, her cutting-edge platform that streamlines angel investing for both investors and founders.

Cheryl Kellond brings a wealth of experience, having launched three venture-backed startups, including a top-rated fitness wearable on Amazon and a healthcare fintech. Now, she’s channeling her expertise into Play Money, making it simpler for accredited investors to discover and fund promising new companies.

Discover why Play Money is revolutionizing the angel investing landscape by making the process more efficient and less daunting. Cheryl shares insights on building a diversified portfolio and how Play Money aims to facilitate connections between the right investors and startups. Whether you're new to investing or a seasoned pro, this episode is a must-listen for its innovative take on simplifying and democratizing early-stage investments.

To get the latest from Cheryl Kellond, you can follow her below!

LinkedIn - https://www.linkedin.com/in/c2kprofile/

https://letsplaymoney.com/ 

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood

Have you ever wondered what it takes to transition from a successful corporate career to a vibrant role in the world of angel investing and entrepreneurship? In this episode of "The Angel Next Door Podcast," we look into the captivating journey of Amy Jacobs, who took the bold step to leave the world of corporate banking and immerse herself in the dynamic environment of first, nonprofit organizations and now start-ups. Her story is both inspiring and a testament to the power of following one's passion and continuous learning.

Amy Jacobs is no stranger to change. Growing up in the suburbs of Cleveland, Ohio, she journeyed south post-college to Charlotte, where she embarked on a notable career in corporate banking with giants like Bank of America and Ally Bank. However, driven by a yearning to explore new avenues, Amy shifted her focus to the nonprofit sector, taking on pivotal roles within organizations such as the Women's Impact Fund and Share Charlotte. Her dedication eventually led her to the role of Executive Director at Share Charlotte, where she played an instrumental part in linking nonprofits with the wider community through innovative tech solutions. Now, as a relatively new angel investor, she offers her unique insights and experience.

Host Marcia Dawood explores Amy's professional evolution, from her tech and nonprofit ventures to her recent foray into angel investing. Amy shares her strategies for navigating the startup landscape, the importance of networking, and the crucial role of understanding both philanthropic and investment communities. This episode is a must-listen for aspiring entrepreneurs and potential angel investors alike, offering valuable lessons on risk-taking, community impact, and the boundless opportunities in the startup world.

To get the latest from Amy Jacobs, you can follow her below!

LinkedIn - https://www.linkedin.com/in/amy-jacobs-aa01a920/

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood

Did you know there are tax advantages Congress put in place to spur entrepreneurship and investing in early-stage companies? In today's episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Jeff Solomon, a seasoned CPA with over 35 years of experience, to unearth some of the most critical tax strategies that can significantly impact founders and angel investors alike. As they dive into the complexities of U.S. tax codes, they uncover and simplify valuable insights that can help maximize returns and minimize financial pitfalls for those investing in small, high-growth businesses.

Jeff Solomon, a partner at Katz, Nannis and Solomon in Boston, specializes in working with tech-based and life science companies, including numerous angel and VC-backed startups. His firm, which boasts a team of 75 professionals, provides a comprehensive suite of accounting, auditing, and tax services aimed at helping fast-growth companies navigate the financial landscape. With decades of experience in advising entrepreneurs and investors, Jeff brings a wealth of knowledge and a unique perspective on leveraging tax codes to benefit early-stage investments.

This episode is a treasure trove for anyone involved in angel investing or looking to understand the financial intricacies of high-growth startups. Marcia and Jeff discuss essential topics like Qualified Small Business Stock (QSBs), the critical 1202 tax exemption that can make $10 million in gains tax-free, and the nuances of the R&D tax credit. They also explore lesser-known strategies like the 1244 code for handling investment losses and the 1045 rollover to maintain tax advantages. Whether you're an experienced investor or just getting started, these actionable insights are pivotal in shaping successful investment portfolios. Don't miss out on this must-listen episode that demystifies complex tax strategies and offers practical tips for optimizing your investments.

To get the latest from Jeff Solomon, you can follow him below!

LinkedIn - https://www.linkedin.com/in/jeffreysolomon1/

https://www.knscpa.com/

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood

Have you ever wondered how your relationship with money can impact your ability to invest in the causes and companies you believe in? In this thought-provoking episode of The Angel Next Door Podcast, host Marcia Dawood explores the intersection of personal finance, values, and entrepreneurship with guest Sarah Charles, a veteran of the financial services industry.

Sarah Charles brings nearly 25 years of experience to the conversation, having worked with high net worth individuals and families in traditional wealth management before starting her own advice-only planning firm, Sanctuary Financial Planning. Her unique approach to financial advice focuses on transparency, accessibility, and aligning resources with personal values.

Throughout the episode, Marcia and Sarah discuss the importance of having a financial plan that not only accounts for personal goals and risk tolerance but also allows for purposeful investing in line with one's values. They discuss the potential for angel investing to generate both financial returns and emotional fulfillment by supporting causes, founders, and world-changing ideas that resonate with the investor. This episode is a must-listen for anyone interested in exploring how to navigate the world of investing while staying true to their values and making a positive impact on the entrepreneurial landscape.

To get the latest from Sarah Charles, you can follow her below!

LinkedIn - https://www.linkedin.com/in/sarah-k-charles/

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood

What drives someone to become an entrepreneur, even in the face of significant financial challenges and personal hardships? In this episode of The Angel Next Door Podcast, we explore this question with Michelle Begina, a financial advisor and author of the groundbreaking book "Be Good With Money." Michelle grew up in a family that exemplified both extremes of financial success and failure, which ignited her lifelong obsession with understanding money and ultimately led her to a career dedicated to improving others' financial well-being.

Michelle Begina joins host Marcia Dawood to share her compelling journey from a tumultuous financial upbringing to becoming an authority in financial advice. Known for her candid and insightful approach, Michelle discusses the painful yet transformative moments that shaped her relationship with money.

In this gripping episode, listeners will gain invaluable insights into deciphering their own financial behaviors and unearthing the emotional flashpoints that influence their money and investing decisions. Michelle introduces the concept of "money secrecy" and discusses how, at times, our attitudes toward money can impede financial growth. She also shares practical exercises to help listeners reframe their "moneyisms," those ingrained beliefs about money picked up during childhood. This episode is a must-listen for anyone looking to transform their financial outlook and understand the deeper psychological factors that influence their financial life. 

To get the latest from Michelle Begina, you can follow her below!

LinkedIn - https://www.linkedin.com/in/michellearpinbeginacfp/

https://michelleab.com/

Michelle's Book - Be Good With Money

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood

Have you ever considered how global investing can reshape the entrepreneurial landscape and open new doors for startups? In this episode, host Marcia Dawood explores this intriguing concept with guest Cintia Mano, a Lisbon-based former corporate strategist turned angel investor. Cintia's journey from founding a startup to supporting other entrepreneurs globally provides a rich tapestry of insights into the world of early-stage capital and mentorship.

Cintia reveals how her initial foray into entrepreneurship helped her understand the critical role of angel investors. This episode dives into her pivot from a traditional career to nurturing startups through COREangels, a unique collective that pools resources and expertise across borders to make impactful investments.

This episode is a must-listen for anyone intrigued by global investing and its potential to accelerate startup growth, providing valuable insights into building diversified portfolios and fostering international collaboration for maximal impact.

To get the latest from Cintia Mano, you can follow her below!

LinkedIn - https://www.linkedin.com/in/cintiamano/

- A webinar about the contribution of angels on the returns of startups: ROI (coreangels.com)

- COREangels site: www.coreangels.com

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood

Have you ever pondered how entrepreneurship can be leveraged to tackle issues like food insecurity and support local agriculture? In this episode of The Angel Next Door Podcast, Marcia Dawood explores this intriguing question with Clancy Harrison, an expert in the food systems space. Together, they discuss how innovative business models can create a significant social impact.

Clancy Harrison is the founder of the Food Dignity® Movement and a registered dietitian with extensive experience as a food service director and food pantry manager. Her work centers around bridging local farmers with communities in need, ensuring fair compensation for agricultural products while resolving food accessibility issues.

This episode is a deep dive into Clancy's transformative approach to hunger relief that emphasizes dignity and sustainability. From pioneering equitable market systems to integrating advanced technologies in agriculture, Clancy's initiatives offer a fresh perspective on food security. Whether you're passionate about social entrepreneurship, sustainability, or community impact, this conversation is packed with insights that make it a must-listen.

To get the latest from Clancy Harrison, you can follow her below!

LinkedIn - https://www.linkedin.com/in/clancycashharrison/

https://clancyharrison.com/

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Website: www.marciadawood.com

Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com

And don't forget to follow us wherever you are!

Apple Podcasts: https://pod.link/1586445642.apple

Spotify: https://pod.link/1586445642.spotify

LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/

Instagram: https://www.instagram.com/theangelnextdoorpodcast/

TikTok: https://www.tiktok.com/@marciadawood