Capital Insight

Capital Insight

Jenny Kassan and Michelle Thimesch, securities lawyers and capital raising experts, will be interviewing fundraising veterans—both entrepreneurs and investors—and sharing success stories and cautionary tales of creative/outside-the-box capital raising. Jenny Kassan is the author of Raise Capital on Your Own Terms: How to Fund Your Business without Selling Your Soul and served on the SEC Advisory Committee on Small and Emerging Companies. Michelle Thimesch is the CEO of Crowfund Mainstreet, a regulated investment crowdfunding platform.

Episodes

August 8, 2022 19 min

Summary:

On this episode of the Capital Insight Podcast, Tom Moroz, founder and director of Stonehedge Holistic Learning Center, shares his journey with grassroots fundraising and the challenges and surprises he’s encountered along the way.

Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

https://www.theselc.org/

https://www.thenextegg.org/

Socials:

Twitter:...

Share
Mark as Played

Summary:

On this episode of the Capital Insight podcast, hosts Jenny Kassan and Michelle Thimesch explore foundations as funders and whether their investment term sheets align with their impact missions.

Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

https://www.theselc.org/

https://www.thenextegg.org/

Socials:

Twitter: https://twitter.com/jennykassan

Link...

Share
Mark as Played

In this episode of the Capital Insight Podcast, financial services professional, social entrepreneur, author, and angel investor, Logan Yonavjak shares what led her to impact investing and what she’s learned about raising capital. Throughout her career, she’s assumed many roles, but her goal has always been raising capital for change: “All along the way my focus has been asking this question: how do we change our economic system?”

Share
Mark as Played

Summary:

On this episode of the Capital Insight Podcast, hosts Jenny Kassan and Michelle Thimesch are joined by social entrepreneur Pooja Mehta who shares her experience being a woman in the investment industry, what she’s learned as an angel investor, and how she’s supporting other social entrepreneurs.

Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

https...

Share
Mark as Played

Summary:

In this episode of the Capital Insight Podcast, Stephanie Geller, Founder of Community Wealth Builders in Baltimore, Maryland shares the mission and inspiration behind her company. Community Wealth Builders is a nonprofit initiative that focuses on bringing new ideas, policies, and models to her hometown of Baltimore City as a way to build a more equitable, sustainable, and resilient local-based economy.

Get In Touch:

Webs...

Share
Mark as Played

Summary: In this episode of the Capital Insight podcast, hosts Jenny Kassan and Michelle Thimesch are joined by Steve Dubb, a senior editor of economic justice at Nonprofit Quarterly (NPQ), to explore what it takes to build an economy that works for people and the planet.

Bio: Steve Dubb is a senior editor of economic justice at NPQ, where he writes and edits for Nonprofit Quarterly (including his Economy Remix column) and curates ...

Share
Mark as Played

Summary:  On this episode of the Capital Insight podcast, Jenny and Michelle discuss recent important developments in crowdfunding regulations in light of significant fines issued against two major fundraising portals.


Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

https://www.theselc.org/

https://www.thenextegg.org/

Socials:

Twitter: https://twitter.com/...

Share
Mark as Played

Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny and Michelle talk to Janelle Orsi who discusses whether retirement accounts in the U.S. are irreparably broken and new ways to think about retirement.

Bio: Janelle Orsi is a cartoonist, lawyer, and advocate focused on cooperatives, land trusts, housing justice, community-owned energy, and democratizing finance. She is Co-Founder of the cooperatively-s...

Share
Mark as Played

Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny and Michelle talk to Devin Thorpe, who has been involved in crowdfunding since the '90s, about what is working well and what still needs to happen for crowdfunding to reach its full potential.

Bio: Devin is a bestselling author who calls himself a champion of social good. He travels extensively as a volunteer doing service, as a new-media journali...

Share
Mark as Played

In this episode, Jenny and Michelle discuss some of the unexpected things that can come up when you get your first yes from an investor and some tips on how to prepare.

For more on mindset challenges in fundraising check out Episode 6!

Share
Mark as Played

In this episode, Jenny and Michelle use a hypothetical scenario to describe how they help entrepreneurs determine (1) their company valuation; (2) how to price stock; (3) whether to set aside stock for future early employees; (4) how to calculate percentage ownership; (5) how to create a capitalization table; and more!

Share
Mark as Played

In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch discuss what community economic development is, how it can be done effectively, and the role of small business finance in a successful community economic development program.

Key quotes:

  • “The minute we put public dollars into promoting [venture capital models], that’s taking money away from the 99.9% of businesses that are not VC-b...
  • Share
    Mark as Played

    In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch sit down to have a chat about creating an ecosystem for small business by taking seriously the adage that change moves at the speed of trust.

    Key take-aways:

  • “Lack of sufficient capital is the number one reason for business failure. Without adequate funding – and not just any funding but funding that allows them to grow their busin...
  • Share
    Mark as Played

    In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Michael Shuman, economist, attorney, author, and entrepreneur, and a leading visionary on community economics.  Michael is one of our nation's leading thinkers, speakers, and writers on the movement to move money from Wall Street to Main Street.

    Key Takeaways:

  • “What I see now are a number of unhealthy mutations in our...
  • Share
    Mark as Played

    Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with David Lynn of Mission-Driven Finance, an impact investing firm created to fill the gap between philanthropy and traditional investments in order to accelerate positive social change.

    Bio: David Lynn co-founded Mission Driven Finance in 2016 after spending 20 years working in the financial and philanthropic sector...

    Share
    Mark as Played

    In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Kevin Bayuk of LIFT Economy, an impact consulting firm whose mission is to create, model, and share a racially just, regenerative, and locally self-reliant economy that works for the benefit of all life.  Kevin shares about his journey from young tech start up founder in Silicon Valley to permaculture designer to social e...

    Share
    Mark as Played

    In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Jonathan Coleman of Untours, an outside-the-box travel company that prioritizes immersion in local communities rather than funneling tourist dollars into big hotels that do not benefit small businesses owned and operated by locals.

    Bio: Jonathan Coleman grew up in small-town middle America, in a family that didn’t travel ...

    Share
    Mark as Played

    In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Nicole Middleton Holloway, a hands-on, nurturing CFP (certified financial planner) who helps progressive investors live abundantly and make a positive impact with their wealth – in their families, in their communities, and in the world – through socially responsible investing.

    Bio: Prior to her work in finance, Nicole Mid...

    Share
    Mark as Played

    Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Morgan Simon, co-founder of Candide Group, an investment firm working with families, foundations, athletes, and cultural influencers who want their money working for justice.

    Bio: Morgan Simon has two decades of experience making finance a tool for social justice. In that time she has influenced over $150B and is...

    Share
    Mark as Played

    In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch attend the Force For Good 2022 investor webinar hosted by LIFT Economy, an impact consulting firm whose mission is to model racially just and locally self-reliant economies that benefit communities rather than corporations. Today, they hear a presentation from the Guild, a socially minded real estate developer taking a systems appr...

    Share
    Mark as Played

    Popular Podcasts

      Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

      Crime Junkie

      If you can never get enough true crime... Congratulations, you’ve found your people.

      Stuff You Should Know

      If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.

      The Daily

      This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.

      The Bobby Bones Show

      Listen to 'The Bobby Bones Show' by downloading the daily full replay.

    Advertise With Us

    For You

      Music, radio and podcasts, all free. Listen online or download the iHeart App.

      Connect

      © 2022 iHeartMedia, Inc.