

The Insider's Guide To Finance
Cory Cleveland
The Insider’s Guide To Finance brings you stories from the front lines of financing public and private companies.
We host seasoned CEO's, fund managers, bankers, brokers and business experts who answer your questions about how to properly finance opportunities and build outstanding success stories.
We dig into the educational ‘how to’s' and mechanics of structuring good deals. You’ll also hear about strokes of luck, tense negotiations, the pressures of closing, as well as how to best engage investors and navigate the private and public markets.
We host seasoned CEO's, fund managers, bankers, brokers and business experts who answer your questions about how to properly finance opportunities and build outstanding success stories.
We dig into the educational ‘how to’s' and mechanics of structuring good deals. You’ll also hear about strokes of luck, tense negotiations, the pressures of closing, as well as how to best engage investors and navigate the private and public markets.
Episodes
Mentioned books

Feb 10, 2021 • 42min
The Future of Finance w. Carlos Domingo
Carlos Domingo is the co-founder and CEO of Securitize. He and his team have been applying the power of blockchain to managing private and public securities. They are able to efficiently take investors through the entire servicing of assets – from buying or subscribing to shares, to managing Know Your Client requirements, cross border regulations, and establishing clear transfer of ownership.As a former Corporate Venture Capitalist, Carlos speaks to how he’s applying that experience to raising capital for his company now. Carlos has taken on an industry steeped in complexity and bureaucracy. I think his leadership lessons in tactfully navigating this are great to hear for those facing similar issues in antiquated industries. Second, his company Securitize has the ingredients to become a remarkable success in an industry that is ripe for disruption. Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

Jan 27, 2021 • 40min
David vs. Goliath w. Skip The Dishes
Chris Simair is the Managing Director of Harvest Builders and former co-founder of Skip the Dishes. Skip the Dishes is a true David versus Goliath story. He and his team bootstrapped Skip through the toughest days and ended up selling for hundreds of millions. Now Chris is running Harvest Builders, a hub for supporting the launch and growth of remarkable technology companies across the Canadian prairies.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

Jan 13, 2021 • 30min
Building Billion Dollar Successes w. Lukas Lundin
Lukas Lundin, head of the Lundin Group, has grown his group of resource companies into a combined market cap of over $20 billion dollars. Although Lukas has created billions in value for shareholders, his perspectives and advice are applicable to anyone in business. We talk about a number of subjects from how Lukas approaches government relationships, building partnerships, succession planning within his businesses and we even get into his personal life. For someone of his caliber, who keeps a relatively private personal profile, I’m honored that he opened up to share his perspectives with us.A key take away from this interview is that building big is weaved into the DNA of the Lundin Group and that their success is built on an eternal optimism. That said, we also talked about his biggest mistakes and what he learned from them.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

Dec 30, 2020 • 8min
A Year In Review With Your Host, Cory Cleveland
Welcome to our season finale! It is a recap of 2020 and an overview of what to look forward to in 2021. We have been fortunate to introduce you to dozens of guests over the past year. In this episode, join me to reflect on what we've learned from those interviews. A key takeaway I have is the importance of sticking to your principles and remaining objective, as well as leading with good intentions and keeping the long-term in mind.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

Dec 9, 2020 • 38min
Advocating for Venture Capital and Private Equity in Canada w. Kim Furlong
Kim Furlong is the CEO of the Canadian Venture Capital and Private Equity Association. Venture capital and private equity are powerful components of our economy but often misunderstood and arguably, over-regulated. The industry can also be heavily impacted by the policies of the government. Kim and her team are 'lobbyists' in the most honorable way of working to ensure entrepreneurs can be supported by thriving venture capital and private equity industry. After all, it is this private investment that fuels our country's innovation and global competitiveness. Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

Nov 27, 2020 • 47min
The Human Side of Raising $100 Million w. Jason Tan
Raising capital and running a Silicon Valley business are high-pressure endeavors. Jason Tan and his team have raised over $100,000,000 to build their vision of SIFT. As we hear, being human is one of the best things you can do to run a successful business.Jason is also an alumnus of the famous Y Combinator incubator program and explains how his role as a leader is continuously evolving. He speaks candidly about his battles with depression as an entrepreneur as well as some solid lessons you can apply when financing your business.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

Nov 6, 2020 • 43min
Investing In The New Economy w. Harlan Capital
Joshua and Leonard Harlan of Harlan Capital join us to discuss their focus on investing in new and emerging asset classes. We have witnessed a significant shift in business, where companies no longer need to derive their value from their own net tangible assets. They can now grow by leasing assets as and when they need them and this creates a very compelling investment opportunity. Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

Oct 21, 2020 • 48min
The Case for Public Venture Capital with Ari Pandes
Ari Pandes has published numerous papers on the capital markets with a focus on early-stage venture financings. Ari is a champion of the public venture capital system in Canada, although it could be argued that private venture capital and public venture capital are very comparable sources of funding. He has researched numerous aspects of the financial markets as well the levers of success for both private and public companies. The findings he's had are thought-provoking for any entrepreneur!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

Sep 30, 2020 • 47min
The Unique World Of Public Venture Capital w. Justin Kates
Justin Kates is a partner of DuMoulin Black where he practices securities law. His focus is on advising companies through their growth curves on how to properly structure financings and help execute M&A transactions. It doesn’t matter what stage you are at in your company, a bad deal is a bad deal, so you need a trained eye on your team.The public venture markets in Canada have long been recognized as a unique ecosystem for supporting the ambitions of entrepreneurs and the success of early-stage public companies. In this episode, we discuss a shared passion of ours: the unique market ecosystem we have of public venture capital.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

Sep 15, 2020 • 52min
Validating Your Business Through Grant Financing w. George Palikaras
George Palikaras joins us to talk about how to access millions of dollars in government grants, tax credits, and R&D subsidies available for your business. Done right, it can be a powerful source of fund that won't dilute your shareholders. George is the founding President and CEO of Metamaterial, which is listed on the CSE under MMAT. George was able to finance much of the R&D and early commercialization of the company with non-dilutive capital, often overlooked and misunderstood as an opportunity to raise capital that doesn’t ever hit your cap table.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf