Venture In The South

Today’s episode is part 2 of our End of Year Updates, updating some of the portfolio investments that we covered this year. In this show, we update 3 more portfolio companies: PunchListUSA, CaseStatus, and HealthyCell. We discuss some of the issues that affect their revenue growth and progress to profitability. 

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

Today’s episode is  part 1 of a 2 part series on End of Year Updates, updating some of the portfolio investments that we covered this year. In this episode, we update 3 portfolio investments: Iconic Moments, Zylo Therapeutics & 6amCity. We discuss some of the issues that affect their revenue growth and progress to profitability. 

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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].

Prashant Prabhu retired from Michelin after a 35-year corporate career that covered R&D, a corporate incubator, and international business in Europe, India, and Singapore. Prashant articulates his investing as "21st-century philanthropy" - putting the societal and technological benefits of early-stage investing first, and seeing the closely-related financial benefits following. We explore how this approach influences his investing activity and what angel investing activities it helps him enjoy most. 

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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 host interviews Nick Mottas, Co-founder and CEO of HopDrive, a Gig-Economy Vehicle Delivery and Acquisition Platform. HopDrive matches vehicle move requests to their network of gig-economy drivers on-demand, solving a big problem for auto dealers and fleet operators. With over 10x YoY growth in MRR HopDrive is positioning for dramatic growth and just completed a Series A Raise of $7MM. 

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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 episode is about the effect that Crypto Exchange Failures may or may not have on Crypto infrastructure startups. We are not talking about Crypto prices, but about the businesses that support Crypto. Our host David has long favored investing in the Crypto Infrastructure rather than Crypto Currency, so listen to these founders at the leading edge of Crypto. Hear their thoughts on the Exchange Failures, how these failures impact Crypto Infrastructure, and how Investors and Founders might contextualize these failures within the greater Crypto ecosystem.

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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 discuss startup fund investment result metrics and help listeners understand how to compare results from one fund to another. Then we present our own 8-year results from 2014 to 2022, including the Gross DPI (Distributed Paid In equity), Net DPI, RVPI (Residual Value of Paid In equity), and the TVPI (Total Value of Paid In equity). We discuss the role of IRR (Internal Rate of Return) in evaluating investment results and some of the factors that affect these numbers. Finally, we review comparing funds and that it's wise to ask GPs for the exact formula by which results are calculated. 

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

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

Should angel investors "follow-on" by investing a second time in an existing investment? Should VCs "double down" on their winners? There are no clear answers, but in this episode we think about how to answer these questions.

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

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

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Connect On LinkedIn with Paul at

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

In this interview, our host talks with Rich West, CEO of Baebies, a medical diagnostics company harnessing a proprietary technological evolution of microfluidics to make point-of-care diagnostic testing better, cheaper, and faster than the competition. 

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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].

Gary Shiffman is a company founder, economics PhD, academic, writer, and angel investor. He shares with Paul some of how his professional and research experiences helped his angel investing activities - and what lessons he has learned from angel investing that he would have used in his prior capital-raising efforts.

Check out Gary's books including The Economics of Violence (available here)

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 Part 2 show presents the remaining companies from the 10 finalists from The Next Venture Pitch Summit. I'm doing quick interviews with each CEO using a '6 Questions in 6 Minutes' format to understand the problem, solution, market, traction, timing, and funding dynamics of each. These companies will give listeners a taste of the robust startup deal flow we see here in the South. At the end of the show, I pose some questions to listeners about what they want to hear from us. We invite your feedback and suggestions at ventureinthesouth.com or email [email protected]. If you like our show, it really helps us if you rate, review, and please subscribe. Thanks for listening and remember: Our mission is to HAVE FUN, MAKE MONEY AND DO GOOD.

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].