Venture In The South

Venture In The South

By Venture In The SouthBusinessEntrepreneurshipInvesting
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Venture In The South episodes

  • E173 The Weekly Update, Accredited Investor Regulation and Evergreen Funds

    S4:E173 First, the weekly update in venture and then a special interview with Ammon Simon the Chief Counsel to the Senate Committee on Banking, Housing, and Urban Affairs chaired by Sen. Tim Scott of SC which has purview over the FTC and associated investing regulation. He’ll be talking about reforming the Accredited Investor definition and how that might affect GenZ and Millennial investors. I’ll then follow that with a brief explanation of a new type of fund structure gaining traction with Startup Investors, Evergreen Funds, also known as perpetual or open-ended funds. They offer an indefinite lifespan, unlike traditional closed-end funds which have a fixed termination date, allowing continuous investment and reinvestment of gains while allowing Periodic Redemptions. While private market investments are generally illiquid, Evergreen Funds offer investors scheduled redemption opportunities, usually on a quarterly or annual basis, providing a level of liquidity not typically seen in traditional private funds, though redemptions are usually capped to manage fund liquidity (e.g., 5% per quarter). They also allow lower Investment Minimums, enable Immediate investment Deployment and have no Capital Calls. (interview recorded 5.19.25)


    Reach out to Chief Counsel Ammon Simon at [email protected] to advocate for change in the Accredited Investor Definition.

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    34 min
  • E172 The Weekly Update and an Interview with MPath Cofounder and CEO Dr. Dave Miller

    S4:E172 The Weekly Update and then Paul Interviews MPath Cofounder and CEO Dr. Dave Miller. MPath is an EMR enabled SaaS platform that identifies individuals who need a preventive care service, provides them personalized education and connects them to needed preventive care. Next week we have a special guest, Senate Banking Committee Chief Counsel Ammon Simon, who will answer questions about proposed legislation to reform the accredited investor definition. Paul and I will also be briefly discussing the regulation of Startup Funds and some of the specifics about the RollingSouth ATDC Fund as a tool for startup investing. (interview recorded 4.24.25)

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    45 min
  • E171 The Weekly Update and the ATDC Spring Showcase Standout Pitches

    S4:E171 The Weekly Update and then a new segment with brief pitches from the 3 most interesting companies from the ATDC Spring Showcase that are candidates for our ATDC Fund. The idea is to give listeners exposure to the screening we do for the ATDC Fund. Next week we'll be talking with mPATH, an automated AI platform startup that identifies individuals who need a preventive care service, provides personalized education, and connects them to needed care. This helps healthcare systems improve their performance on preventive care quality metrics. (pitches recorded 5.5.25)

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    56 min
  • E170 The Weekly Update and a Discussion on Startup Investing for GenZ and Millennials

    S4:E170 The Weekly Update and a discussion with co-host Paul Clark and guest co-host Josh Miller about startup investing for GenZ and Millennials. We’re talking about small investments in Startup Funds that offer diligence, deal flow and diversification at a low cost provided that Congress successfully changes the definition of an Accredited Investor. We’ll be talking more about a rule change for Accredited investors over the next month with Chief Counsel of the Senate Banking Committee which has purview over such a rule change. Next week we will be getting pitches from 3 of my favorite startups from the Spring ATDC Showcase. These companies are candidates for our ATDC Fund and for VentureSouth. (interview recorded 4.24.25)

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    36 min
  • E169 The Weekly Update and an Interview with Tim Skapek, CTO at Protect3D

    S4:E169 The Weekly Update and an Interview with Tim Skapek, CTO of Protect3D, a provider of custom-fabricated orthopedic devices with 3D technology. They have grown over 100% YoY and count over 60 collegiate and professional sports teams as customers. Their next market move is expansion to serve the general population. Next week Paul and I will be talking about the Southern Startup Investment Thesis with guest co-host Josh Miller. Josh is CEO of Gradient Health, a Millennial and an Angel Investor. He’s going to provide his perspective on Angel investing in the South as a Millennial and how a change in the ‘Accredited Investor’ definition could impact GenZ and Millennials. Then in a followup episode, we’ll be profiling some of the most interesting companies from the ATDC Spring Showcase that are candidates for the RollingSouth ATDC Fund. (interview recorded 4.24.25)

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    39 min
  • E168 The Weekly Update and an interview with Kathy Meis, CEO of Bublish

    S4: E168 The Weekly Update and an interview with Kathy Meis, CEO of Bublish, an AI enabled publishing platform that is growing 3x traditional publishing. She tells the story of Bublish democratizing content publishing by giving creators control of planning, editing, formatting, design, marketing and distribution with support for language translation, release as an ebook and audio book as well as support for TV and Film IP rights. Next week we will be talking with Tim Skapek, Co-founder and CTO of Protect3D, MedTech company that produces personalized protective devices for athletes. (interview recorded 4.17.25)

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    43 min
  • E167 The Weekly Update for Venture and an interview with Saksham Naran, Co-Founder and Vice President of Yuva Biosciences

    S4:E167 First is The Weekly Update followed by an interview with Saksham Narang, Co-Founder and Vice President of Yuva Biosciences, a longevity startup focused on mitochondrial science to address aging-related conditions. Yuva has developed topical solutions for hair loss, skin wrinkles, and other aging conditions linked to declining mitochondrial function. The company's approach involves identifying molecules that can restore mitochondrial function, as demonstrated by their ingredient Y100. They produce Y100 in-house and then encapsulate it into a silica particle (Zpods) for extended release in the skin. They’ve had strong market adoption of their first OTC product through multiple channel partners and are developing several new products to expand their market penetration to Nutraceuticals for more systemic benefits. Yuva follows a partner licensing model where Yuva provides the encapsulated Y100 in bulk and the partner integrates Y100 into their existing product(s). (interview recorded 4.9.25)

    Listen to the All-In Pod Science Corner segment by David Friedberg on therapy for  mitochondrial dysfunction at 1:26:44

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    33 min
  • E166 The Weekly Update and Review of the SSBCI program with Paul and Dan Roselli, Co-Founder of RevTech Labs Accelerator

    S4:E166 David opens with The Weekly Update and then Paul reviews the Federal SSBCI program, administered by the states, for capital investment in qualified startups. Paul then interviews Dan Roselli, Co-Founder of RevTech Labs, a Fintech & Insurtech Accelerator Program in Charlotte, NC. Dan explains how the RevTech Labs Accelerator works and their experience with the SSBCI program. (interview recorded 4.4.25)

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    1 hr 2 min
  • E165 The Weekly Update and an interview with Josh Miller, CEO of Gradient Health

    S4:E165 David opens withThe Weekly Update and then interviews Josh Miller, CEO of Gradient Health a data provider for medical AI. It’s timely because Gradient Health has been growing revenue and customers over 100% YoY for several years and will soon reach profitability (again) in an era when AI has become the capital incinerator extraordinaire. I talk a lot about the AI Bubble on this pod and how so many big AI startups are not sustainable, so I wanted to flip the conversation to a positive perspective and talk about a type of AI startup that is sustainable and has a clear path to profitability and thus to liquidity. After all, that’s what this show is about, informing founders, operators and investors about both the pitfalls and the opportunities of the innovation economy. (interview recorded 4.3.25)

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    38 min
  • E164 The Weekly Venture Update and What the Heck with Healthcare? Part 1: The Problem

    S4:E164 David opens with The Weekly Venture Update and then launches into David's Healthcare challenge for founders, investors and self insured employers to rethink our healthcare system in the US. We all know it's broken, unsustainable and outrageously expensive but what to do about it? In David's Challenge on What the Heck with Healthcare? Part 1: The Problem he outlines his perspective as a physician, investor and user on just what the main problems really are and then in a future Part 2: A Solution suggests what can be done to make it better. It calls for innovation and likely knew business models. Share your thoughts on X with @DGRollingSouth (recorded 3/30/25)

    Support the show

    Follow David on X at https://x.com/DGRollingSouth

    Connect On LinkedIn with David at https://www.linkedin.com/in/davidgrisell/

    Follow Paul on X at https://x.com/PalmettoAngel

    Connect On LinkedIn with Paul at

    https://www.linkedin.com/in/paulclarkprivateequity/

    We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected].

    36 min

About Venture In The South

From the publisher's feed

Venture in the South is about angel investing in the Southeastern United States.

We interview founders and thought leaders, sponsor a few panels discussing significant events and share our…