This video (and podcast) is about Revolutionizing How VC & Angel Investments Decisions are Made, or in other words: How to avoid big mistakes and make money investing in startups.
For Compassionate Capitalists committed to investing in entrepreneurs to bring innovation to market, create jobs, and create wealth, deciding which investments are most likely to succeed is a challenge. The market operates on an assumption that only one out of 10 will produce enough of a return to offset the losses and small gains generated by the other 9. For the most part, the approach to investing in entrepreneurs is an inexact science.
Joe Milam, Founder at AngelSpan/The Legacy Funds, joins Karen Rands on this episode of the Compassionate Capitalist Podcast show to discuss how they are bringing WallStreet caliber analytics and fresh perspective on portfolio management to Venture Capitalists and Angel Investors.
Watch and listen to Joe and Karen discuss the past and current methods for investment decisions and why they fail. Joe presents a fresh approach to due diligence and the free market capitalist approach to evaluating entrepreneur endeavors and providing a pathway to their success and gains for the portfolio. Charts from How to Deploy More Capital With Confidence presentation are include. See the full presentation here: https://docsend.com/view/hmy5wzj
Joe Milam, after spending many years as a fee based wealth manager, he caught the bug for angel investing and helping entrepreneurs gain access to capital. He owns the patent for "Matching angel investors with entrepreneurs" - described as a system to facilitate the matching of entrepreneurs with angel investors on the basis of the angel's investment affinities or preferences. Angel investor preference data is collected in a registration process for angel investors, and data about the entrepreneurial start-up firms is collected in a registration process for entrepreneurs. From this he launched Angel Legacy and Legacy Capital Management, and went on to start AngelSpan. AngelSpan, Inc. provides bespoke investor relations services for start-ups, while delivering rigorous transparency, standardize reporting and operational insights for investors. https://angelspan.com/ In 2018, Joe launched The Legacy Funds, a 'franchise-like' Venture-as-a-Service platform, enabling local licensee/General Partners to leverage the technology, back office, company specific and portfolio analytics, QSBS tax optimization built into the Legacy Funds platform to solve the funding gap in their communities.
Karen Rands is a nationally recognized expert on the mindset of angel investors, and the best selling author of Inside Secrets to Angel Investing, a primer for those new to angel investing and want to evaluate the risk and rewards, and have a road map for getting started in angel investing.
She founded the Compassionate Capitalist Movement in 2010 as a catalyst to encourage investors to include investing in private equity of entrepreneurs into their wealth portfolio as an asset class equal to stocks and real estate. Karen helps entrepreneurs create their capital strategy to match and enable their business strategy, and provides access to capital through her Launch Funding Network. Karen also helps investors evaluate opportunities and conduct their due diligence. Angel groups use her book as a DYI educational tool and resource portal for tools to use within their groups. To learn more about Karen and the services her company, Kugarand Capital Holdings, LLC offers, visit http://karenrands.co
This video is also available as a podcast on the following platforms:
Apple Podcast: http://bit.ly/KYR-Itunes
TUNEIn: http://bit.ly/KYR-tunein
Stitcher: http://bit.ly/KYR-Stitcher
Google Podcast: bit.ly/KYR-GooglePod
BlogTalkRadio: http://bit.ly/BTR-KYR
Joe has provided free access to entrepreneur and investor webinars on best practices and those links can be found on the
https://www.karenrands.co/revolutionizing-how-vc-&-angel-investment-decisions-are-made

