The Compassionate Capitalist™ Show for Crowdfund and Angel Investors

In this segment of the Compassionate Capitalist 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.   Karen explains the history and evolution of angel investing and the good news: thae 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 you can solicit for investors from the investing population outside of the structured angel network funnel. 

This Compassionate Capitalist Video-Cast is also available on Youtube: https://youtu.be/WwksqOkKL9s

And as a podcast these popular players:

iTunes: http://bit.ly/KYR-Itunes

Stitcher: http://bit.ly/KYR-Stitcher

TuneIn: http://bit.ly/KYR-tunein

Get Karen's bestselling book on the fundamentals of angel investing here: http://bit.ly/AngelInsideSecrets

Engage Karen Rands as an advisor for your access to capital strategy and investor relations:  http://karenrands.co 

Next week segment on the 4 methods for raising capital available when soliciting from the public - the crowd.

There is an art to scaling a business.  Processes can grow your production to meet increased customer demand.  Often corporate cultures change over time. Maintaining an entrepreneur mindsight so your employees continue to seek improvement and innovate so your company is better equiped to handle disruption from competition and recognize new opportunities to pursue.  Companies that sustain for the long term either figure that out or stagnate and fail.   

Mark Travis joins Karen Rands as special guest to talk corporate culture and growth on this segment of the Compassionate Capitalist Podcast. Mark co-founded 5 startups and now works as a trusted advisor as a global strategy consultant working with leaders of Fortune 500 and Inc 5000 companies around the globe. He helps clients align their organizations and technologies to the markets, resulting in higher profitability. He does this by helping them understand the internal and external forces that change the dynamics of value and a company's ability to respond, then works with them to control those dynamics for greater profitability. 

Mark's website: http://travis-company.com  

Apple Podcast:: https://podcasts.apple.com/us/podcast/forces-of-business-transformation/id1495261080

Karen Rands is a national recognized expert on angel investor, founder of the Compassionate Capitalist Movement, and the best selling author of Inside Secrets to Angel Investing.  She speaks on economic growth and wealth creation from strong entrrepreneur ecosystems.  Learn more at http://karenrands.co

Due Diligence on a private investment is more than legal and financial review, and background checks.   Good due diligence to evaluate long term viability of a potential private equity investment involves getting the opinions of experts on the industry, intellectual property, and market opportunity.  This is a steep and expensive challenge for private solo investors.  Even Angel Investor Networks, Private Equity Funds and Venture Capital Funds struggle with building broad cross-industry expertise.   InquireOf has developed a solution for that. 

InquireOf was built to empower investors to find industry experts for their deals, fast. Unlike traditional expert acquisition methods, InquireOf's software equips investors to quickly vet deals with easy to use proprietary specialized search algorithms to find the expertise needed when it is needed. 

Karen's guest on the Compassionate Capitalist Podcast, Kyle Sale is the Founder & CEO of InquireOf.  Kyle’s broad experience spans turning around technology companies for private equity investors to building globally distributed search products for Fortune 500 firms.  Along his journey he realized how critical it was to the due diligence process to have experts to call upon and built InquireOf to sit at the intersection of the emotion of wanting to invest, and the discipline to evaluate the true potential of the investment. 

Karen Rands wrote the best selling primer for Angel Investors:  Inside Secrets to Angel Investing.  She emphasizes building a team to help evaluate a deal beyond the investor's own experience.  She saw the value of InquireOf in her own efforts to provide due diligence services to her investor network.

The cannabis industry could be likened to the industrial revolution where whole new markets, methods, and opportunities are being forged every day. Unlike new markets brought about by innovation, the cannabis industry is is tightly regulated and often challenging beyond the usual startup/investor risk factors as state and federal laws become 'silent partners' as they seek to provide parameters for growth and opportunities while establishing and enforcing restrictions designed to protect the public at large. 

Michael Scott, Founder and CEO of Cannapreneur Partners, joins Karen Rands to discuss how his company is navigating this regulatory kalediscope to help worthy entrepreneurs succeed and investors to share in their success.  Michael brings deep experience from the financial sector and has a proven track record in bringing cannabis companies from pitch deck to nine-figures.  

Cannapreneur Partners is a MA-based cannabis holding company that finds that world’s top 1% entrepreneurial outliers and infuses smart capital, strategy, and purpose-driven leadership to achieve explosive and sustained growth while guiding RIA firms, family offices, private equity firms, and ultra-high net worth individuals to thoughtfully place capital in the cannabis space.

Karen Rands is the leader of the Compassionate Capitalist Movement and the best selling author of Inside Secrets to Angel Investing. Her firm offers investor relation and syndication services to entrepreneurs and due diligence for investors  Learn More

The Cannabis Capitalist is an industry subset of the Compassionat Capitalist Podcast as a featured topic to bring insight into the burgeoning and diverse cannabis, hemp, and legal marijuana entrepreneur ecosystems.

According to Investopedia, in the simplist terms, "impact investing is investing that aims to generate specific beneficial social or environmental effects in addition to financial gain.”   But shouldn't all investing have that impact?

Impact investing falls within the umbrella of Compassionate Capitalism because it also includes directing investment dollars to bring innovation to market, create jobs, and produce wealth by investing in the entrepreneurs to provide the capital they need to start and grow their businesses.  Impact Investing narrows the focus within that umbrella to solve specific social problems in a sustainable manner, such as the education gap, or poverty, or community sustainability issues such as clean water and clean energy.

On this Compassionate Capitalist Podcast episode, Karen Rands is joined by Shannon Mudd, Dir of Microfinance, Impact Investing, Social Entrepreneurial Programs; Visiting Assistant Professor of Economics at Haverford College in Pennsylvania.  Shannon has a rich history in microfinance, a passion for directing investment dollars to have the greatest impact on economy and the local community to benefit society at large.   As a member  of the Leadership Committee at Social Venture Circle, he works with other Angel Impact Investors to structure their investment portfolios, in partnership with foundation funds, into early stage social enterprises that are expected to generate both a positive return and have a social/environmental impact. Learn More

Karen Rands is the best selling author of Inside Secrets to Angel Investing, the recognized best primer for those considering adding angel impact investing to their portfolio.

David Barnett joins Karen Rands again on the Compassionate Capitalist Podcast Show to discuss the concept of 'invest local'.  Locally Grown, Farm to Table, Small Business Saturday, and Shop Local are all trends that serve to enhance a community and make it more sustainable.  Few know about the opportunity to Invest Local as a way for investors at all levels to increase their wealth by providing debt notes or equity investments to local businesses they value in their community.  It is a compassionate capitalist strategy that is built upon relationship and trust.   Listen as Karen and David discuss wealth creation through investing in local businesses with as little as a few thousand dollars. 

David Barnett discovered how to make money investing/lending money to local business owners on his journey to be a best selling Author, sought after Speaker, valued Advisor and Former Business Broker.  He walks the walk as he talks the talk.   Learn more and get his book:  Invest Local 

Karen Rands discovered angel investing and compassionate capitalism as a wealth creation strategy as she left the corporate world to go to work for a start up to bring innovation to market and get funding.   Like so many, she thought that startup capital came from venture capitalists.  She quickly discovered a whole segment of investors that invested to create wealth, but also to have an impact on the innovation being introduced to the world and jobs being created in the local community.  To demystify this area of asset investing for savvy investors she wrote the best selling book Inside Secrets to Angel Investing.  Click to get free sample

To chart your path to success is to follow in the footsteps of those that have achieved what you desire.  Listen to this conversation between Karen Rands, host of the Compassionate Capitalist Podcast, and Brian DeLucia, Managing Partner of Arrivato LLC, a Single Family Office created from a foundation through land and building development within the real estate industry, and learn inside secrets for creating wealth and diversifying to preserve that wealth for future generations. 

Karen is committed to teaching investors how to expand their investment portfolio to include diverse assets; Real Estate, Stocks, and Private Equity... ownership in private companies.  Brian works closely on leveraging his organization’s experience to resolve challenges and elevate businesses within traditional economic driving industries that create better places to live and work; creating more jobs; improving overall economics, and address widespread societal challenges.   He also serves on the board of multiple companies and within the family office community to provide an alternative voice of leadership.

Learn more about Brian here: https://www.linkedin.com/in/familyoffices/

Karen works with CEOs in companies poised to scale and need an aligned growth and capital strategy.  Her best selling book Inside Secrets to Angel Investing is a primer for savvy stock market and real estate investors to learn how to invest as minority owners, silent partners, in private entrepreneur companies.  Learn more about Karen at http://karenrands.co

Self Directed Retirement Accounts (IRA and ROTH) have long been used as a means to put retirement funds to work creating greater yield by investing in Real Estate.   Earnings and Capital Gains go back into the retirement account tax free or tax deferred, depending on the structure.  It is not common knowledge that this is possible for investing in startups and growth stage companies offering shares in exchange for investment capital.

In fact this one of the 'Inside Secrets' Karen covers in her book Inside Secrets to Angel Investing.   Tune in to hear how to use this as an entrepreneur seeking investment capital or as an angel investing seeking better returns than offered through traditional stock exchange investing.

Patrick Hagen is the National Director of Business Development for STRATA Trust Company, a self-directed IRA custodian that specializes in holding alternative assets for IRA/401(k) account holders. Patrick has 16 years of experience in the self-directed IRA industry and has worked with thousands of self-directed IRA clients. He is extremely well versed in self-directed retirement plans and enjoys using his extensive, hands-on experience in the field to help investors understand their retirement plan investment options and the corresponding IRC rules and regulations. He works with all types of self-directed IRAs investors; however, his primary focus is working within the private placement space. He works closely with a network of private equity firms, attorneys and private placement investors.

Connect with Karen Rands through http://karenrands.co to learn more about our services and sign up for video clip newsletter:  Compassionate Capitalist Coffee Break eblast; on the contact page.

Part of creating wealth as an entrepreneur and an investor, doesn't come just from the income of the business, it comes when the business has created value in the marketplace, with its revenue and good will, and can be sold for a mulitple on its earnings.   Listen to how Karen Rands and David C.  Barnett cover this topic using real life examples.   They discuss the smart things and the stupid things that entrepreneurs and investors can and will do when it comes to an acquisition transaction.   

This podcast is also available as a YouTube Video:  https://youtu.be/8De_Girgdfs

David C. Barnett is the best selling author of How to Sell My Own Business, 12 Things to Do Before You Consider Selling Your Business, and the 21 Stupid Things People do when Trying to Buy a Business.  As a former loan broker and business broker, he is a sought after Speaker and Advisor.   Learn more at http://DavidCBarnett.com 

Karen Rands is the best selling author of Inside Secrets to Angel Investing and the Founder and Leader of the Compassionate Capitalist Movement. She is sought after as speaker teaching entrepreneurs best practices for growing a sustainable business and for investor on how to get started as an angel investor, a compassionate capitalist. Learn more and get access to her book at http://karenrands.com

Listen to Karen Rands and Teresa Esser talk about helping entrepreneurs apply best practices for raising capital from Angel Investors AND Venture Capitalists.  Private capital seeks opportunities that are unique with a strong market potential and validated business model.  Those are the tangible requirements.   The intangible, the subjective side of the process to raise capital is harder to define, but just as with a successful sales strategy, there is trust and relationship involved.

With her first hand knowledge of what it takes to build and exit a successful tech startup and her experience as an angel investor in 40 early stage companies with nine exits which provided investors returns between 2X and 20X their initial investment, Teresa Esser knows the inside secrets to building strong companies that can go global and get funding from angel investors through to VCs.   As the author of The Venture Cafe, and founder of a global foundation that hosts weekly networking events in eleven cities around the world, her finger is on the pulse of entrepreneurial innovation and growth.  Teresa is the Managing Director of the Silicon Pastures Angel Investment Network, General Partner of an early stage venture capital fund, and manager of the private equity strategy for a multi-family office.

Karen Rands managed an Angel Investor network for over a decade and has interviewed hundreds of angel investors about their best practices.   That knowledge and experience was the foundation for her best selling finance book, Inside Secrets to Angel Investing, intended to be a primer for new investors getting started with investing in entrepreneurs as a wealth creation strategies.  This is the cornerstone of the Compassionate Capitalist Movement.