This highlight reel captured a few key moments and gives you a taste of the event.
Warning to VCs you might not “appreciate” what Joe has to say. He has some strong opinions about why too many Venture Capitalist follow the pack, focus on optics vs fundamentals, and have unsophisticated investing practices. Joe did not disappoint (and never does ) it was 90 minutes of jam-packed, direct-to-the-point conversation.
If you want an invite to future events all you have to do is ask. These events give you access to speak directly with investors and other founders/entrepreneurs in the room.
About our Guest: Joe Milam is the Founder of AngelSpan, Inc., an Investor Relations Service for Startups, and the Legacy Fund’s ‘Venture Turnkey Asset Management Platform or V-TAMP, which is a division of AngelSpan. AngelSpan leverages Joe’s almost 30-year career in financial services to address the last great inefficiency in the entrepreneurial ecosystem. Joe is also an instructor at the University of Austin, where he teaches how we properly fund innovation in this country. We’re not covering straight-on investing this time, but rather, how the venture model is changing – and why you need to be informed! • SEC changes to transparency requirements • Changes in the accredited investor rules • QSBS • Changes in the venture model In 1993, Joe founded Legacy Capital Management, Inc., a fee-based RIA following the purchase of G.T. Investment Counsel from the Bank in Liechtenstein. Legacy was headquartered at 3000 Sand Hill Road in Menlo Park. Managing both ‘old money’ and new – with clients from Sequoia Capital, Wilson, Sonsini, Goodrich & Rosati and Silicon Valley Bank, e.g., – gave Joe a unique perspective on both wealth preservation, wealth creation, and institutionally rigorous portfolio management. Having witnessed and participated in the birth of ‘modern’ angel investing, in 2000 Joe founded AngelSpan’s predecessor firm – Angel Legacy – to address the funding inefficiencies for early-stage companies. About AngelSpan: AngelSpan provides best-in-class Investor Relations for early-stage companies. By using AngelSpan, startups receive business execution tracking to reveal the milestones driving the company toward success as well as potential roadblocks. Execution tracking is automatically integrated with our customers’ investor communications to create SMART IR. This structure provides a disciplined roadmap used to assess a startup’s operational execution across key value creation milestones throughout the startup lifecycle.
Note to attendees: We always keep the group small so that everyone has an opportunity to participate.
Events are hosted by Bonnie Halper and Josef Katz Josef helps early-stage startups with Go-To-Market Strategies, Growth Marketing, and Customer Acquisition.
