The Compassionate Capitalist™ Show for Crowdfund and Angel Investors

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   

Angel Investing is at the heart of the Compassionate Capitalist Movement, and it is still the best kept secret for wealth creation.  Karen shares here aha moments - the stories that made her realize the need to write and share the Inside Secrets to Angel Investing in her book and to continue to amplify that message with her podcast/videocast, yet millions of people that could be enjoying the thrill and the financial reward of investing in successful entrepreneurs, without all the risk of being an entrepreneur, don't because the know nothing about it--- not just not how to invest in entrepreneurs, but even just that the possibility exists to create wealth as an angel investor. Karen challenges you to get in the game, "I open to investing in entrepreneurs' and shares what you can do to help in this mission for your benefit and the benefit of the movement: 

1.  Think of organizations you are a part of that promote the idea of wealth creation and financial independence, the economic impact of entrepreneurs, and send an email to Karen so she can reach out and talk about presenting to that community.  karen@ kugarandholdings.com

2.  Buy the book as a first step to say "I am open to looking at and learning about investing in entrepreneurs" the same way you did when you decided you wanted to invest in real estate. http://InsideSecretsToAngelInvesting.com

3.  Sign up for the Compassionate Capitalist Coffee Break - and as an added bonus, scroll to the bottom http://karenrands.co and optin for the "5 Billionaire Secrets": the 5 things millionaires use to become billionaires when deciding to invest in entrepreneurs.

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   

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. 

Visit http://karenrands.co for more information and get in touch with Karen

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   

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: 

1. customer experience,
2. brand recognition,
3. engaging customers,
4. increasing customer loyalty,
5. improving customer service,
6. unique function/features,
7. consumer trends,and
8. 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   

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   

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   

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   

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