title

Investor Connect Podcast

Hall T Martin

0
Followers
0
Plays
Investor Connect Podcast

Investor Connect Podcast

Hall T Martin

0
Followers
0
Plays
OVERVIEWEPISODESYOU MAY ALSO LIKE

Details

About Us

Hall T Martin interviews angel and venture capital investors on how they invest and talks with CEOs who discuss their sector and what to look for. Hall T Martin also leads the Startup Funding Espresso series in which you can learn about startup funding and investing in the time it takes to have an espresso. https://investorconnect.org/

Latest Episodes

Investor Connect - Episode 344 - Samara Gordon of Hyperplane Venture Capital

In this episode, Hall welcomes Samara Gordon of Hyperplane Venture Capital. Hyperplane Venture Capital is an investment firm focused on exceptional founders building machine intelligence and data companies. They partner with exceptional founders who are leveraging machine intelligence, sensor technology, and cloud computing to solve the world’s hardest problems uncovering the underlying structure for each problem and creating solutions at the nexus of perception, communication, intelligence, and insight. Before joining Hyperplane, Samara worked in Strategy Consulting in New York and Product Management for a venture-backed fin-tech startup in Boston. Samara was Founder and CEO of The Faster Times, a predictive analytics startup that built betting markets for global CPGs. In this episode Hall and Samara speak about what she finds most exciting at the moment in fin-tech as well as her advice to both investors and startups in the space. For investors she advises that if you are going to invest regularly, try to commit to a strategy around a check and round size and sort of the target ownership that you're going after. For startups, Samara says it's never too early to think about the business fundamentals and the go-to-market strategy and sales, even in the early days.

17 MIN20 h ago
Comments
Investor Connect - Episode 344 - Samara Gordon of Hyperplane Venture Capital

Founder Vesting

I’ve talked with numerous startups who has a founder that no longer works with the company and has taken their equity with them. One solution to this problem is called Founder Vesting Many startups choose to structure the founder shares as restricted stock. This reserves some shares which must be “earned back” by the founder over time. The longer the vesting schedule the more shares the founder earns. The corporation holds the restricted shares until vested. Vesting founder’s shares incentivizes them to stay with the company and remain engaged with the business. If the founder leaves early, then the unvested shares could be used to compensate their replacement. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let’s go startup something today!

1 MIN1 d ago
Comments
Founder Vesting

Investor Connect - Episode 343 - Henry Yoshida of Rocket Dollar

In this episode, Hall welcomes back Henry Yoshida Founder and CEO of Rocket Dollar Inc. Rocket Dollar was founded in 2018 with the belief that retirement is changing. They believe that people should not be limited in their investment options as they work towards the retirement they envision for themselves. Rocket Dollar makes it safe, simple, and fast for people to take control of their retirement savings. Henry is a successful entrepreneur and an experienced angel investor. He was the founder of the venture capital-backed robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs), and MY Group LLC (acquired by CAPTRUST), a $2.5 billion assets under management investment firm. He was a Merrill Lynch Vice President, and proudly serves as a Central Texas Angel Network Partner, Techstars + Capital Factory mentor, and NextGen Venture Partner. In this episode, we catch up with Henry and what he has been up to since our previous episode. Since we last spoke, Henry has...

11 MIN1 d ago
Comments
Investor Connect - Episode 343 - Henry Yoshida of Rocket Dollar

Pari Passu

The terms sheet sets out terms such as Pari passu, Last Money in Rules, Exclusivity and confidentiality, and Conditions of Financing Pari passu is a Latin phrase meaning equal footing and without preference. This clause basically states that if the startup issues any new classes of stock then it shall have equal rights with prior classes. This applies to liquidation preferences, voting rights, and so on. The term prohibits the founders from creating a new class of stock that puts existing investors second in line. Last Money In Rules term says whoever puts in the most recent funding calls all the shots. The exclusivity term seeks to prevent the founders from engaging other investors for some period of time. A 30-day duration is typical. Tied closely to the idea of exclusivity is the confidentiality clause. The investors do not want the founders to reveal any deal terms or other information to competing investors. Conditions of Financing terms require founders to formalize items such...

1 MIN2 d ago
Comments
Pari Passu

Investor Connect - Episode 342 - Nick Iovacchini of KettleSpace Inc.

In this episode, Hall welcomes Nick Iovacchini of KettleSpace, a New York City-based drop-in coworking that partners with local businesses. A former college baseball player, Nick has been an entrepreneur since leaving college. He used his experience in the restaurant space to co-found KettleSpace as a way to provide affordable coworking spaces as well as support local restaurants. Nick discusses the advantages of a partnership between coworking and food service. He also highlights some of the challenges in the space and provides advice for investors looking into the coworking sector. Finally, Nick talks about the future of KettleSpace, and why he believes it will translate to markets beyond NYC.

14 MIN2 d ago
Comments
Investor Connect - Episode 342 - Nick Iovacchini of KettleSpace Inc.

Drag-along Rights & Protective Provisions

The terms sheet sets out Drag along rights and Protective Provisions Drag along rights give the investor the right to force the shareholders (founders and others) to sell the startup. Drag along rights are common in VC deals. The primary reason for a drag along rights clause is that the lead investors want out and require others to join. Protective provisions state that if the founders want to take any action that might affect preferred shareholders’ investments, the founders have to inform the preferred shareholders and get their collective approval first. Here’s a list of common protective provisions: • Merge, sell, or liquidate the company, or any transaction that results in a change of control of the company. • Change the capitalization structure of the company • Issue stock senior to or equal to the stock held by the preferred share investor( s). • Change the certificate of incorporation or bylaws. • Change the composition or size of the board of directors. • Pay or dec...

1 MIN3 d ago
Comments
Drag-along Rights & Protective Provisions

Investor Connect - Episode 341 - Manuk Hergnyan of Granatus Ventures

In this episode, Hall is joined by Manuk Hergnyan co-founder and managing partner of Granatus Ventures. Granatus Ventures is the first Venture Capital firm in Armenia to provide funding, expertise, and networks to promising technology-driven startups based in or having core value-add activities in Armenia. Granatus Ventures is backed by an experienced team of investment professionals with a passion for building great companies. Granatus was established in 2013 and has offices in Yerevan, London, and Singapore. Manuk is the founder and managing partner at EV Consulting, a leading management advisory and corporate finance firm, with offices in Yerevan and Moscow. In this episode, Manuk shares his thoughts on what he is most excited about in the industry as well as advice to new investors and startups. He says that being in the venture-capital industry, it provides you with new opportunities every day. The startup ecosystem in Armenia is in very dynamic evolution. There are new and exc...

18 MIN5 d ago
Comments
Investor Connect - Episode 341 - Manuk Hergnyan of Granatus Ventures

Information Rights

The terms sheet sets out the Information Rights for the investors. The Information Rights section defines what information and reports are required and the reporting schedule, and sometimes which investors are entitled to receive the information. The standard set of financial reports that investors require include profit and loss (P& L) statements, balance sheets, and cash flow statements. For early stage companies these are typically unaudited financials. For a startup that is up and running, founders should recast the business plan as an operating plan that clearly outlines the key milestones the team intends to achieve. Typical milestones for a growing startup include sales goals, new product introductions, new customer segment plans, and team expansion. In most cases, reports are provided quarterly. It’s a benefit to founders to limit the number of investors who will receive reports and financials. Many startups have sensitive or proprietary information, so it makes sense to ke...

1 MIN6 d ago
Comments
Information Rights

Investor Connect - Episode 340 - Brian Morin of Soteria Battery Innovation Group

In this episode, Hall is joined by Brian Morin of the Soteria Battery Innovation Group. Soteria Battery Innovation Group is dedicated to enabling portable electric power without the risk of fires, no matter the circumstances. Their material architecture eliminates the spark on the inside of a battery that can cause fires. Soteria’s goal is to ensure that materials are available to every battery manufacturer with local production from a broad supply base so that every device - whether a hearing aid or an electric bus - can have a battery that is virtually impossible to self-ignite. Brian has over 200 international patents and applications on subjects ranging from advanced molecular metals to high-performance fibers to plastic additives. He has several billion dollars in sales of products based on his inventions, which are used in brands such as Nike, Head, Freescale Semiconductor, Intel, IBM, Rubbermaid, and others. He sees his strength as leading the commercialization of innovative...

14 MIN6 d ago
Comments
Investor Connect - Episode 340 - Brian Morin of Soteria Battery Innovation Group

Board Rights

The terms sheet sets out the board composition. For an early stage company, the board is comprised of three (3) individuals with one (1) representative being the CEO of the Company, one (1) representative being the Lead Investors or his designee (the Series A Director), and one (1) representative being an individual mutually agreed upon by the Lead Investor and the CEO of the Company. For a growth stage company, the board typically consists of 5 persons, 2 chosen by the company, 2 chosen by the investors and a fifth person from the industry who provides domain knowledge. For some investors, there’s also a board observer member named by the preferred share investor who attends the board meetings. The board observer can ask limited questions but does not have a vote in any board decisions. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let’s go startup something today!

1 MIN1 w ago
Comments
Board Rights

Latest Episodes

Investor Connect - Episode 344 - Samara Gordon of Hyperplane Venture Capital

In this episode, Hall welcomes Samara Gordon of Hyperplane Venture Capital. Hyperplane Venture Capital is an investment firm focused on exceptional founders building machine intelligence and data companies. They partner with exceptional founders who are leveraging machine intelligence, sensor technology, and cloud computing to solve the world’s hardest problems uncovering the underlying structure for each problem and creating solutions at the nexus of perception, communication, intelligence, and insight. Before joining Hyperplane, Samara worked in Strategy Consulting in New York and Product Management for a venture-backed fin-tech startup in Boston. Samara was Founder and CEO of The Faster Times, a predictive analytics startup that built betting markets for global CPGs. In this episode Hall and Samara speak about what she finds most exciting at the moment in fin-tech as well as her advice to both investors and startups in the space. For investors she advises that if you are going to invest regularly, try to commit to a strategy around a check and round size and sort of the target ownership that you're going after. For startups, Samara says it's never too early to think about the business fundamentals and the go-to-market strategy and sales, even in the early days.

17 MIN20 h ago
Comments
Investor Connect - Episode 344 - Samara Gordon of Hyperplane Venture Capital

Founder Vesting

I’ve talked with numerous startups who has a founder that no longer works with the company and has taken their equity with them. One solution to this problem is called Founder Vesting Many startups choose to structure the founder shares as restricted stock. This reserves some shares which must be “earned back” by the founder over time. The longer the vesting schedule the more shares the founder earns. The corporation holds the restricted shares until vested. Vesting founder’s shares incentivizes them to stay with the company and remain engaged with the business. If the founder leaves early, then the unvested shares could be used to compensate their replacement. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let’s go startup something today!

1 MIN1 d ago
Comments
Founder Vesting

Investor Connect - Episode 343 - Henry Yoshida of Rocket Dollar

In this episode, Hall welcomes back Henry Yoshida Founder and CEO of Rocket Dollar Inc. Rocket Dollar was founded in 2018 with the belief that retirement is changing. They believe that people should not be limited in their investment options as they work towards the retirement they envision for themselves. Rocket Dollar makes it safe, simple, and fast for people to take control of their retirement savings. Henry is a successful entrepreneur and an experienced angel investor. He was the founder of the venture capital-backed robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs), and MY Group LLC (acquired by CAPTRUST), a $2.5 billion assets under management investment firm. He was a Merrill Lynch Vice President, and proudly serves as a Central Texas Angel Network Partner, Techstars + Capital Factory mentor, and NextGen Venture Partner. In this episode, we catch up with Henry and what he has been up to since our previous episode. Since we last spoke, Henry has...

11 MIN1 d ago
Comments
Investor Connect - Episode 343 - Henry Yoshida of Rocket Dollar

Pari Passu

The terms sheet sets out terms such as Pari passu, Last Money in Rules, Exclusivity and confidentiality, and Conditions of Financing Pari passu is a Latin phrase meaning equal footing and without preference. This clause basically states that if the startup issues any new classes of stock then it shall have equal rights with prior classes. This applies to liquidation preferences, voting rights, and so on. The term prohibits the founders from creating a new class of stock that puts existing investors second in line. Last Money In Rules term says whoever puts in the most recent funding calls all the shots. The exclusivity term seeks to prevent the founders from engaging other investors for some period of time. A 30-day duration is typical. Tied closely to the idea of exclusivity is the confidentiality clause. The investors do not want the founders to reveal any deal terms or other information to competing investors. Conditions of Financing terms require founders to formalize items such...

1 MIN2 d ago
Comments
Pari Passu

Investor Connect - Episode 342 - Nick Iovacchini of KettleSpace Inc.

In this episode, Hall welcomes Nick Iovacchini of KettleSpace, a New York City-based drop-in coworking that partners with local businesses. A former college baseball player, Nick has been an entrepreneur since leaving college. He used his experience in the restaurant space to co-found KettleSpace as a way to provide affordable coworking spaces as well as support local restaurants. Nick discusses the advantages of a partnership between coworking and food service. He also highlights some of the challenges in the space and provides advice for investors looking into the coworking sector. Finally, Nick talks about the future of KettleSpace, and why he believes it will translate to markets beyond NYC.

14 MIN2 d ago
Comments
Investor Connect - Episode 342 - Nick Iovacchini of KettleSpace Inc.

Drag-along Rights & Protective Provisions

The terms sheet sets out Drag along rights and Protective Provisions Drag along rights give the investor the right to force the shareholders (founders and others) to sell the startup. Drag along rights are common in VC deals. The primary reason for a drag along rights clause is that the lead investors want out and require others to join. Protective provisions state that if the founders want to take any action that might affect preferred shareholders’ investments, the founders have to inform the preferred shareholders and get their collective approval first. Here’s a list of common protective provisions: • Merge, sell, or liquidate the company, or any transaction that results in a change of control of the company. • Change the capitalization structure of the company • Issue stock senior to or equal to the stock held by the preferred share investor( s). • Change the certificate of incorporation or bylaws. • Change the composition or size of the board of directors. • Pay or dec...

1 MIN3 d ago
Comments
Drag-along Rights & Protective Provisions

Investor Connect - Episode 341 - Manuk Hergnyan of Granatus Ventures

In this episode, Hall is joined by Manuk Hergnyan co-founder and managing partner of Granatus Ventures. Granatus Ventures is the first Venture Capital firm in Armenia to provide funding, expertise, and networks to promising technology-driven startups based in or having core value-add activities in Armenia. Granatus Ventures is backed by an experienced team of investment professionals with a passion for building great companies. Granatus was established in 2013 and has offices in Yerevan, London, and Singapore. Manuk is the founder and managing partner at EV Consulting, a leading management advisory and corporate finance firm, with offices in Yerevan and Moscow. In this episode, Manuk shares his thoughts on what he is most excited about in the industry as well as advice to new investors and startups. He says that being in the venture-capital industry, it provides you with new opportunities every day. The startup ecosystem in Armenia is in very dynamic evolution. There are new and exc...

18 MIN5 d ago
Comments
Investor Connect - Episode 341 - Manuk Hergnyan of Granatus Ventures

Information Rights

The terms sheet sets out the Information Rights for the investors. The Information Rights section defines what information and reports are required and the reporting schedule, and sometimes which investors are entitled to receive the information. The standard set of financial reports that investors require include profit and loss (P& L) statements, balance sheets, and cash flow statements. For early stage companies these are typically unaudited financials. For a startup that is up and running, founders should recast the business plan as an operating plan that clearly outlines the key milestones the team intends to achieve. Typical milestones for a growing startup include sales goals, new product introductions, new customer segment plans, and team expansion. In most cases, reports are provided quarterly. It’s a benefit to founders to limit the number of investors who will receive reports and financials. Many startups have sensitive or proprietary information, so it makes sense to ke...

1 MIN6 d ago
Comments
Information Rights

Investor Connect - Episode 340 - Brian Morin of Soteria Battery Innovation Group

In this episode, Hall is joined by Brian Morin of the Soteria Battery Innovation Group. Soteria Battery Innovation Group is dedicated to enabling portable electric power without the risk of fires, no matter the circumstances. Their material architecture eliminates the spark on the inside of a battery that can cause fires. Soteria’s goal is to ensure that materials are available to every battery manufacturer with local production from a broad supply base so that every device - whether a hearing aid or an electric bus - can have a battery that is virtually impossible to self-ignite. Brian has over 200 international patents and applications on subjects ranging from advanced molecular metals to high-performance fibers to plastic additives. He has several billion dollars in sales of products based on his inventions, which are used in brands such as Nike, Head, Freescale Semiconductor, Intel, IBM, Rubbermaid, and others. He sees his strength as leading the commercialization of innovative...

14 MIN6 d ago
Comments
Investor Connect - Episode 340 - Brian Morin of Soteria Battery Innovation Group

Board Rights

The terms sheet sets out the board composition. For an early stage company, the board is comprised of three (3) individuals with one (1) representative being the CEO of the Company, one (1) representative being the Lead Investors or his designee (the Series A Director), and one (1) representative being an individual mutually agreed upon by the Lead Investor and the CEO of the Company. For a growth stage company, the board typically consists of 5 persons, 2 chosen by the company, 2 chosen by the investors and a fifth person from the industry who provides domain knowledge. For some investors, there’s also a board observer member named by the preferred share investor who attends the board meetings. The board observer can ask limited questions but does not have a vote in any board decisions. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let’s go startup something today!

1 MIN1 w ago
Comments
Board Rights
hmly
himalayaプレミアムへようこそ聴き放題のオーディオブックをお楽しみください。