Patrick McCarthy on Investing in 200+ Startups, Fractional CFO Insights & Expanding Access to Private Markets | Modern Investing Podcast

Message the HostIn this episode, we sit down with Patrick McCarthy, Fractional CFO and angel investor in over 200 startups, to explore the intersection of public markets, private equity, and mission-aligned investing.Patrick shares:How a stock trading game in middle school ignited his passion for investingThe long-term mindset that guides his diversified portfolioWhy he's bullish on platforms like Sidepocket to democratize access to private marketsInsights from working with over 50 startups as a strategic financial advisorHis bold mission: to help 1,000 startups scale and thrive in the next decade“You guys are bringing access to something your everyday investor can’t get today—and that’s critical to changing how wealth works in this country.”Whether you're a founder raising capital or an investor expanding your exposure, Patrick’s grounded wisdom offers a roadmap to navigating today’s financial frontier with purpose and precision.About Patrick McCarthy:Patrick McCarthy is a seasoned Fractional CFO, startup advisor, and angel investor with deep experience across finance, fundraising, and startup operations. As former VP of Finance at SpokenLayer, he led critical initiatives from cap table management to revenue strategy.He’s advised over 50 startups and invested in 200+ companies across tech, media, and SaaS, all part of his mission to support 1,000 startups in the next 10 years. Known for his blend of value-based investing and hands-on financial leadership, Patrick brings both analytical depth and heart to every founder relationship—and every investment he makes.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com