The Compassionate Capitalist™ Show for Crowdfund and Angel Investors

This is the first of a multi-part series on the Compassionate Capitalist Radio Show.  Karen Rands will guide the listeners through each of the key concepts behind the powerful and timeless Think & Grow Rich by Napolean Hill.  Each segment will feature a guest that will explore the topics put forth as the foundation for a secret to wealth, power, and success first presented by Napolean Hill in 1937.  Although the original ideas were seen as progressive, even revolutionary, they were borne out of a proven approach to the pursuit of goals and dreams; and the achievement of excellence.  The proven results were seen in the fortunes and legacies created by the likes of the Rockefellers, Vanderbilts, and Getty's.  The concepts set forth in the original manifest over 75 years ago are reborn in modern variations such as The Secret, The Millionaire Mindset, Power of Positive Thinking, and countless others.  

With this series, we will explore the original text and the core concepts, with each special guest bringing real life experience and application you can use today as you pursue your own dreams and goals.  See the articles and get access to each podcast as they become available at http://entrepreneurblogspace.com/think-and-grow-rich/

This first episode will feature special guest Ples Bruce.   Ples is a serial entrepreneur who has applied the power of Think and Grow Rich as he navigates through his many successful businesses and other opportunities, and helping entrepreneurs do the same.  Karen and Ples will look at the history behind Think & Grow Rich and offer an overview of the concepts and teachings of this timeless blueprint for success. 

Gain access to key advisors to help you with strategies and access to capital at http://karenrands.co

Part of the Legacy Series of Compassionate Capitalist Podcast radio show.  This show features Paul Hoyt of the Hoyt Management Group.   With over 40 years experience leading executive teams to improve profitability and productivity, his sage advice has had direct positive results for companies from start up stage to fortune 500.

During this half hour show, Karen & Paul will talk about the importance of strategy.  Successful businesses develop and implement multiple strategies that are tightly integrated:   Marketing Strategy is tied to Profit and Growth, which is tied to a Financing Strategy to seek the right kind of capital at the right stage.  A miscalculation based on limited information, inexperience, or hyper-optimism, can lead to failure and bankruptcy.   You won't want to miss this show. 

Learn more about Paul Hoyt at http://paulhoyt.com and sign up for his free weekly webinars. 

Sign up for a free iniital consultation with Karen at http://launchfn.com/consultation.html

Sign up for the Compassionate Capitalist Coffee Break -  weekly 1 minute video where Karen shares her expertise with tips and insights for entrepreneurs and investors.

Learn more about Karen Rands at http://karenrands.co

A Legacy episode of the Compassionate Capitalist Podcast Series.  Karen Rands discusses how a global market impacts entrepreneurs & investors when it comes to predicting the success of an early stage company.    The best selling book "The World is Flat" by Thomas Friedman, set forth the premise that business leaders should view the world as a level playing field in terms of commerce, where all competitors have an equal opportunity.  Although the book is a decade old, the idea is relevant in todays world just as much back then. 

In this episode, Karen will explore what this means to entrepreneurs and investors when it comes to launching and growing a company.   The ying/yang of a "flat world" is competition & collaboration.  When it comes to bringing innovation to market it is easy to think that a company has "no competition".   This is rarely the case.   The competition may be indirect, shifting the staus quo, or simply in another part of the world that neither the entrepreneur or investor knows about.  Not anticipating the existence of competition creates a false sense of safety.  Likewise, identifying potential collaboration partners can strengthen a company before they are faced with direct competition to remain in a place of dominance. 

To Learn More about Karen Rands go to http://karenrands.co 

Get the Inside Secrets to Angel Investing -- Best Selling Book to teach how to be an angel investing.

Legacy Series of the Compassionate Capitalist  Podcast: focuses on the past attempts by the SEC to limit emerging growth and start up companies ability to effectively raise capital from private investors. In 2014 the SEC is considered a proposal to increase the threshold for what was considered an Angel Investor.  After so much effort has gone into increasing the ease at which an entrepreneur can find and attract sophisticated investors to their opportunity with the Jobs Act initiatives, any such increase will change the very foundation of angel investing in to early stage and start up companies.  

Tune into this show to learn about the issue and what you can do to prevent it from happening in the future. 

Karen Rands interviewed Marianne Hudson from the Angel Capital Association.  The Angel Capital Association is the leading professional and trade association supporting the success of angel investors in high-growth, early-stage ventures.

One Simple Objective: Protect angel startup funding and the startup economy by urging regulators to preserve financial thresholds in the current accredited investor definition.  We must remain virgil to keep access to capital open and the ability for investors to be compassionate capitalists. 

Go to this page to listen to the full webinar: http://www.angelcapitalassociation.org/events/webinars/  Select : Protect Angel Startup Funding: Important Public Policy Update

Go to this page to get the primer on Angel Investing.  Http://InsideSecretsToAngelInvesting.com

As part of our ongoing effort to educate the investors and entrepreneurs alike that may be new to game of selling/buying equity for cash, this episode of the Compassionate Capitalist show will review the history of Direct Public Offerings.   DPOs are exactly as they sound.   They have been around for generations but were rarely used as a vehicle for private companies to raise capital directly from the public.  Primarily because of the regulations and controls placed on Broker Dealers that would have handled such a transaction.

With the advent of "Crowd Funding" and the release of the restrictions on "General Solicitation", the term "Direct Public Offering" is the new Black, so to speak.   It is gaining momentum as a recycled term and it is important for you to understand  the differences and nuances between Reg D 506c, Reg A, and DPO under the Reg D 504.

Karen Rands will share her research into this topic and equip her listeners with the knowledge to make informed decisions regarding issuing an equity offering and participating in investing in an equity offering. 

Compassionate Capitalist are men and women that invest time, money, resources into helping entrepreneurs bring innovation to the market and create jobs, ultimately creating wealth for themselves, the founders and other share holders. 

To learn more about The National Network of Angel Investors go to http://nationalnetworkofangelinvestors.com

To connect with Karen Rands, go to http://launchfn.com/contact.html

Part of the Legacy Series.   Although REG CF is now legal, it is imprtante to know the when you can 'crowdfund" for equity and not just rewards.

Entrepreneur beware - Equity Crowd Funding under Title III of the 2012 Jobs Act is has recently approved raising capital for equity under the REG CF aspect of the JOBS Act. .   

However, we see companies claiming to be conducting a "crowd funding campaign" all over the place.  This is very dangerous.   They do not think they are breaking securities regulations or conducting fraud, but without the proper legal guidance and communication with the SEC, they very well may be.  Ignorance, unfortunately, is not an excuse the SEC accepts when they decide to pursue legal action against a company or a CEO.   Simply taking money from Accredited Investors to obtain start up financing is not enough if you do not have the proper paperwork in place.... wasn't the case before the Jobs Act and isn't the case now. 

Tune in for this half hour segment to hear Karen's latest research on the matter and real life application of what can be done today to raise capital through General Solicitation. 

NOTE:  There are two types of crowd funding - rewards and equity.  Rewards crowd funding has been legal and remains a legal way to attract capital to launch or grow a business.   However, equity Crowd Funding must follow specific rules that went into effect in September 2013, specific to the Title II of the Jobs Act regarding Crowd Funding. 

To contact Karen and request a meeting - to discuss raising capital, investing in start up companies, or creating a joint venture to help enterpreneurs and investors connect, please visit http://karenrands.co

Often we hear investors say "That company has real potential.  I wish I had the cash to invest. My money is tied up in....".

If they are high net worth and have been making the income that would qualify them as an angel investor, they likely have built up a portfolio that is worth over a million dollars.   The problem is that the portfolio is likely tied up in investment products that are not liquid or are somewhat illiquid because selling that product would decrease their return on that investment, incur a negative tax event, or a penalty for early withdrawel.   Furthermore, their financial advisors are discouraged by FINRA and the Broker that holds their license from discussing early stage private equity investments as part of a portfolio diversification strategy for wealth creation. So naturally, they wouldn't talk to that motivated investor about other means to make the private investment. 

We will do just that in this broadcast.

Karen Rands, Host of the Compassionate Capitalist show, will explore two ways to make investments into private companies when an investor doesn't have cash on hand but has ample accumulated wealth.

1.  Self- Directed IRA

2.  Portfolio Margin Loan

To get more info on this topic, visit the My Virtual Angel World Blog: http://bit.ly/MVAW-cash

To sign up for all announcements, news and excerpts of the Inside Secrets to Angel Investing, visit the National Network of Angel Investors member site: http://bit.ly/CCCB-signup

To connect with Karen, visit: http://karenrands.co 

And learn more, get the tools you need with Inside Secrets to Angel Investing --best selling book on Angel Investing

Depending on your age and you field of work, it may have been many years since you heard the term "microeconomics".  Whether you heard the term recently or not, doesn't matter because you live and breath microeconomics every day.   Heard of the trendy concept of "shop local" or "Small Business Saturday"?   This segment of the Compassionate Capitalist Radio Show will explore two sides of the "microeconomic" coin.   Sourcing of Capital and Sourcing of Customers...within the local community. 

By definition, microeconomics is a branch of economics that studies the behavior of individuals and small impacting players in making decisions on the allocation of limited resources.  For the purpose of this show, the limited resource is money.  Whether that money is the investment capital of an angel investor, an SBA backed Micro-Loan or the money used by a customer to buy products and services in their local community.   In both cases, they help fuel the growth of the local company so that they can in turn buy equipment, inventory, services, resources from either within their community or beyond those community virtual walls to even global providers.  By helping companies succeed locally, they success has a ripple effect that leads to a global impact. 

This is part of an ongoing education program for high net worth men and women interested in becoming angel investors and learning how to maximize the potential return on investment as they build generational wealth as Compassionate Capitalist.   Get the Best Selling Book that has become the definative guide:  Inside Secrets to Angel Investing.

Karen Rands, Hosts the Compassionate Capitalist Radio Show.  This is part of the Legacy Series for hte Compassionate Capitalist Podcast.  Topics are relevant to investors and entrepreneurs that are passionate about bringing innovation to the market and creating wealth.

At long last the Federal and State Governments have realized that most job creation comes from small to medium companies that bring innovation to the market and grow into bigger companies.   And, that the primary source of capital to start and grow those businesses are private investors...not the local bank.   To provide an incentive to the very wealthy to "give back" to their local enconomy by investing in local businesses that can create jobs through bringing innovation to the market---ie Compassionate Capitalism --- they have created tax credit and tax incentives.  

This segment will review the various options that investors have to reduce their tax basis by investing in companies that have not yet gone public.   Investing in companes with tax credits associated with them has two wins...reduced taxes during the investment, and big return at the point of sale of the equity to a public market or another company.

Are you an investor that is tired of the volatility and unpredictability of the stock market? Are you frustrated that you have little influence to affect the management or operation of that public company? Have you realized that the public stock market is actually pretty risky and the overall return on investment isn't that great?  Thenlearning how to invest in private companies, purchasing shares in a company before it goes public, while the valuation is still low, could be the wealth creation strategy for you.

Karen Rands, Hosts the Compassionate Capitalist Radio Show.  Topics are relevant to investors and entrepreneurs that are passionate about bringing innovation to the market and creating wealth.  This is part of the Legacy Series from the Compassionate Capitalist Podcast. 

Similar to other investment vehicles, investments in private companies can produce annuity type income.   When starting out as an angel investor, accredited investors with sufficiant capital to make multiple investments over a period of time, will want to diversify their portfolio of private equity stock investments to include multiple types of investment structures.   Similarly to an investor looking to get in volved in real estate investments, an investor should look to diversify into multiple types of properties: short term return (flip), revenue producing (rental), and long term (raw land).

In this episode we will talk about the differences in types of investments and specifically how to identify angel investment opportunities that can produce a re-occuring revenue stream. 

The insights shared in Karen Rands' 20 min podcast touches on the information provided in Karen's 2017 best seller Inside Secrets to Angel Investing.  It is timeless and at method the rich have used to get richer for decades.  You can learn those secrets too.  Get the book and get the code to the resource portal that gives you the tools you need to succeed as an Angel Investor.  

Learn more about Karen and how she helps Investors at http://karenrands.co