The Insider's Guide To Finance

Jeff Desjardins is the founder and Editor-in-Chief of Visual Capitalist. If you haven’t seen the work of Visual Capitalist yet, it won’t be long until you do.They create visually compelling daily infographics and visualizations and now serve some of the biggest names in finance. They include Black Rock, McKinsey, New York Life, Tony Robbins and the list goes on.You'll hear about how Jeff has built his media company with a rapidly growing audience - 70% of whom are investors. As well, we talk about how the media industry works, how habits of media consumption are a powerful tool in capturing mind share and why companies are investing thousands of dollars to access his audience.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 

Brent Holliday is the Founder and CEO of Garibaldi Capital Advisors...  He knows the game of financing and tech exits and shares the war stories with us here... When financing or selling your business, one wrong move can crater a deal or be fatal to a company's future. Further, there’s not a lot of solid information or education for entrepreneurs about high-stakes financings.In this episode, Brent and I dive into the world of financing and selling technology companies.  Brent and his partners focus on selling companies up to $100mm in revenue. Brent gives us an excellent look behind the scenes of how companies are sold. He’s tight lipped about the who clients are but that doesn’t matter. It is the knowledge that makes this such a powerful interview.And If you’ve ever wondered what the value of an advisor is - as in an investment banker or a business broker, listen to this episode. It will give you the fire power to separate the good from the bad and the ugly. 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 

When raising money, your idea, your resume and your pitch don’t mean squat if you can’t communicate effectively. In this episode, Mark Bowden, an internationally acclaimed communications expert speaks with us about the power of body language and non-verbal communication. Your communication techniques carry tremendous power in delivering your message. Take note that it is much more than just the words you are saying. Mark has coached and spoken to some of the world’s most well known companies including Dell, Microsoft, Shopify, Viacom, RBC, and many more. In this interview, you’ll hear some tips and tricks that can take your pitch skills to the next level.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 

Jeanne Sullivan is a General Partner at Arcview Venture Fund, which is a leader in the cannabis space.Forbes cited Jeanne as “one of the women VCs changing the world” and there’s no doubt about her passion and tenacity. She speaks about cannabis and finance to audiences around the globe and has a wealth of information and experience to share.In our discussion we get into many of the issues entrepreneurs are facing and what she’s seeing with the changing political and regulatory landscape in the US. We also get into how you should be articulating your business opportunity, finding capable advisors and how to compensate them for their contributions. 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 

Peter Lehrman is the founder of Axial.net, a platform that connects entrepreneurs in the lower middle market with investors and capital advisors.His company is tackling the problem of capital inefficiency for small and medium sized businesses and he’s got a very interesting perspective on how to raise money or sell your company. In this episode, Peter comes through with some great insights about building capital relationships, being finance ready and how to play the game of building credible deal tension.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 

David Wartell is the CEO of Cannabis Capital.  We talk about how his private equity firm is investing in cannabis companies, his early days of cannabis and the lessons he has from his twenty years of building and exiting companies. David brings some interesting perspectives about how big tobacco sizing up cannabis.  He discusses why they are still stuck on the sidelines due to regulatory barriers and risk mitigation.When discussing what he likes to see in a pitch, David said “Man plans and god laughs and (your) projections are a joke”... Its part of the many insights David shares here. 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 

David Traylor is an investment banker who’s has positioned his firm directly on the growing cannabis industry.When banking a deal, he is the one who is advising on deal terms and valuation while also assembling a book of investors for your deal.David shares some funny stories, but we also speak about the changing regulations and about the indicators of how states are changing their perspectives. Given his position, he has a front row seat to the rapid changes that are happening in the cannabis industry.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  

From politics to angel investing, Randy Thompson has blazed a colorful path.His many years in early stage finance earned him the 2018 Angel Investor Of The Year Award by the National Angel Capital Organization.What I like about this interview is that Randy tells it as it is… Our discussion meanders, but it is an entertaining look at early stage financing. For example, Randy speaks from experience that it is not usually the investors that suck, it’s likely your deal that sucks. So why is that?We dig in to how entrepreneurs can and need to be competitive when compared to other deals on an international stage.  You’ll also hear about how he approaches building investable deals. This preparation is a crucial factor in setting yourself up for long term success.We didn’t get deep into the academic quant talk, but Randy has provided access to some of the materials he’s created for helping value your deal, calculate dilution and position yourself to be a hot candidate for investor dollars… That info is available in the show notes.If anyone is offended by a few four letter words, perhaps pass on this one. Otherwise, enjoy the show!  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 

Gary brings some 40+ years of business experience to this interview. You’re going to hear about a lot of things, from his early days as an analyst on Wall Street to founding, listing and selling publico’s and on to his board participation with some well known companies.Another passion of Gary’s is business history and that’s what compelled me to reach out. Gary is a prolific reader and historian. He has a collection of over 57,000 books and recites facts and figures with ease.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 

Investor conferences are a big investment. They can change the course of a company when done right. Jay Martin leads Cambridge House and produces a series of events including CanTech, the Vancouver Resource Investment Conference and the Extraordinary Future Conference.You'll learn about how to make the most of your investor conferences in this interview. As well, you'll hear about a number of presenters who have compelling and impactful stories to tell.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