Episode #29: When to Take on Investment with Josh Carter

In this episode, host Charlotte Chipperfield welcomes Josh Carter to discuss the world of investment. Josh is the Navy Vet, serial entrepreneur, podcast host, Program Director for the Washington Maritime Blue Innovation Accelerator, and the Principle of 1859 Ventures. In this episode, Josh breaks down how to assess when is the right time to take on investment for your company, the different types of investment, and how to get in front of investors.

Here are highlights of the discussion points in this episode:

• Learn what it means to take on investment

• Learn about the different types of investment available 

• Understand when is the right time to on an angel investor or venture capital

• The difference between smart money vs. dumb money

• Understand how to set expectations for an investor

• Learn how to establish how much investment is needed for your business by building a financial model

• Learn more about the stages of investing from Series A,B,C, etc. along the road to an IPO or selling the company

• Learn about the pitch process and what’s needed in the pitch deck to tell your company’s story to investors

• Getting to a “yes” or a “no” as quickly as possible

• Tips for getting in front of investors

• Tips for finding ethical investors and steering clear of the “bad boy club” characters

• In 2020, 2.3% of VC capital went to women-owned businesses. BIPOC representation is an even smaller percentage. Learn how we create better distribution of investment to minorities.

This is a great episode for any entrepreneur considering or preparing to take on investment.

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For more information on The Holistic Marketing Podcast, please visit CharlotteChipperfield.com.

Resources Mentioned in this Episode:

1. Troy Henikoff of MATH Venture Partners: Financial Modeling

To Connect with Josh:

1. Linkedin: https://www.linkedin.com/in/joshuajcarter/

2. 1859 Ventures: https://1859.vc/

3. Email: Josh@1859.vc

4. Veteran Founders Podcast

About Josh Carter:

Josh Carter is a US Navy Vet, a serial entrepreneur, a speaker, a podcast host, and a mentor for early stage startups. Born in the San Francisco Bay Area he spent time traveling the globe before settling into a career in telecom. For over 15 years he worked for companies like Pacific Bell, Google, and Twilio on a variety of large scale projects.

Having started a number of companies he has led teams working on projects for companies like Disney, Pabst Blue Ribbon, Taco Bell, and many more. He led BrightWork, a developer infrastructure company, into top tier accelerator program Techstars and helped secure some venture funding. Josh also led a Techstars affiliated non-profit called Patriot Boot Camp where he was instrumental in creating new programs and partnerships.

Today Josh hosts veteran and music focused podcasts and continues to work with early stage startups. He also hosts a monthly meetup for founders in the area called Coffee w/ Co-Founders. When he's not found at local meetups and events, you can find Josh with his family hiking or kayaking.

Did you enjoy this episode? You’re invited to connect further: 

1. Visit CharlotteChipperfield.com

2. Connect with me on Linkedin

This podcast is written, developed and edited by Charlotte Chipperfield.