Venture In The South

In this episode, the host interviews Patrick Mateer, CEO and co-founder of Seal The Seasons, a locally grown frozen produce supplier. We talk about why it's hard to find locally grown frozen fruits and vegetables, and how Seal The Seasons is solving that problem at scale, working with local farms and local grocers. He shares the strategy and success he's had in the marketplace and a new smoothie kit product they have successfully rolled out.

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].

In this episode, David talks with Min Alexander, the CEO of PunchList, who updates us on the rapid growth of PunchList. She walks us through how PunchList started, their pivot to additional lines of business, and their continued 3-5x year over year growth in revenue. She also talks about their fundraising and valuation history, and what the future holds for PunchList.

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].

In this episode, Paul reviews the Exit experience for ThreatSwitch, a SaaS platform for Security Credential Tracking and Training. ThreatSwitch exited in July 2022 at 1.9x to 2.5x multiple of invested capital, depending on when the investment was made. They were an IRS sec 1202  eligible investment and since they exited in ~ 4 years, investors are able to roll that return over into a new startup investment using IRS sec 1045 rules to exempt gains from federal capital gains tax. John talks about his preparation for exit, how he executed, and what his thoughts are now- 8 months later.

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].

In this episode, the host ask: Did you know that startup investments are securities regulated by the SEC? David & Paul use this episode to outline the Reg D sec 506b & 506c as they apply to founders seeking investment and investors seeking deals. We talk about some basic awareness, some pitfalls, and some no-no's. We keep it as light as possible and focus on useful information.

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].

In this episode, author Tom Eisenmann explains the six distinct patterns that account for the vast majority of startup failures. He details the data that demonstrates these  patterns and provides examples from his case studies at HBS.

His book (Why Startups Fail, available here) is the result of a multiyear research project on this topic and takes an analytic approach to the data he collected.

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].

In this episode, our hosts introduces Angela Lee, an accomplished angel investor who has founded and led 37 Angels for over 10 years, an angel group in New York City. She is also a professor at Columbia Business School where she teaches venture capital, leadership, and strategy. She is an outstanding communicator and has been recognized in that role with numerous awards. In this interview, Angela talks about the many issues founders encounter related to funding their startup. She has recommended OpenVC as a starting point for founders seeking funding.

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].

In this episode, the hosts review the various metrics that are most helpful to follow in your startup portfolio and how to do it efficiently. We talk about strategy in following initial investments, follow on investments and tracking the various tax issues to help in tax planning. David provides The RollingSouth Tracking Template with embedded instructions to help you get started. Finally, we discuss some subscription platforms that will do the job as well.

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].

In this bonus episode, Paul follows up on the E57 SVB Failure podcast, specifically addressing the effects that he has seen on some VentureSouth portfolio companies. 

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].

In this episode, David takes you on a guided tour of the Silicon Valley Bank failure, the 2nd largest bank failure in the US. SVB is intimately associated with Venture and this story reviews the lead up to failure, the contributing factors, why it happened, what we can learn from it, and how we might prevent this from happening again. 

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].

This is the story of luminell, a FemTech company focused on disrupting gynecologic care. Today, most uterine and bladder endoscopies and biopsies are in the surgery center and require anesthesia. The luminelle system is miniaturized and so endoscopy and biopsy can be done in the office without anesthesia, in both the uterus and bladder, and it costs less. 

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].