PODCAST · business
Capital Insight
by Jenny Kassan & Michelle Thimesch
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
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Financial Activism with Jasmine Rashid
Jenny interviews Jasmine Rashid, impact investment professional and author of the Financial Activist Playbook, about making finance accessible, tips for impact investors, and how she blends activism with financial empowerment. To learn more about Jasmine and her book, go to...
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How to Make Money with Impact Crowdinvesting with Devin Thorpe
Jenny interviews Devin Thorpe, a finance professional and impact crowdfunding advocate, about the keys to making money AND impact as an investor in investment crowdfunding offerings. And, as an entrepreneur, how do you make your crowd offering appealing to investors? To attend the next Impact...
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Raising Capital from Values-Aligned Investors for Regenerative AgroEcology in India
In this episode, Jenny speaks to Usha Devi Venkatachalam, the founder of Krishi Janani, PBC. Usha has raised funding in a private offering to friends and family, from impact-oriented angels, and is currently raising using investment crowdfunding. Usha and Jenny discuss the special considerations...
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Episode 68: How to Choose Your Compliance Strategy
Summary: In this episode, Jenny and Michelle give an overview of securities compliance law and how to determine which compliance pathway might be right for you. Unpacking decision points such as if you want to advertise your raise publicly, how much you’re raising, where your investors are…
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Episode 67: How to Decide What to Offer to Investors
Summary: What should you be thinking about when designing your offering to investors? In this episode of Capital Insight Podcast, Jenny and Michelle dive into the five decision points to consider when crafting your term sheet for investors. From how you structure your entity to choosing the...
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Episode 66: How Perpetual Purpose Trusts Can Preserve Your Mission
Summary: In this episode Jenny talks about what a Perpetual Purpose Trust is, the mechanics of using one, and why you might want to set one up for your company. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/...
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Episode 65: Is Investment Crowdfunding a New Economic Development Tool?
Summary: In this episode of the Capital Insight Podcast, co-host Michelle Thimesch interviews Pink Bench Distillery founders about their handcrafted business model that was designed to bring prosperity to north west Montana. Get In Touch: Website: https://www.jennykassan.com/...
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Episode 64: Local Economic Development and the Dangers of Mega-corporation Greed
Summary: In this episode of the Capital Insight Podcast, co-host Michelle Thimesch talks about Local Economic Development and the dangers of mega-corporation greed. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/...
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Episode 63: Raising Investment Funds for Inclusive Financial Services with Andy Posner
Summary: In this episode of the Capital Insight Podcast, hosts Jenny and Michelle chat with Andy Posner, Founder and CEO of the nonprofit Capital Good Fund. The fund’s mission is to create pathways out of poverty and advance a green economy through inclusive financial services. Get In Touch:...
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Episode 62: Driving Community Investment for Sustainable Agriculture with Rebecca Busansky
Summary: In this episode of the Capital Insight Podcast, hosts Jenny and Michelle chat with Rebecca Busansky, Senior Program Manager at Franklin County Community Development Corporation, about her role in supporting local investing in farms and agricultural businesses in Western Massachusetts.…
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Episode 61: Gaining Confidence to Ask for an Investment
Summary: In this episode of the Capital Insight Podcast, cohosts Jenny Kassan and Michelle Thimesch share a method to boost your confidence to ask for investment. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/...
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Episode 60: Raising Capital Step Two: Identify the Right Investors
Summary: In this episode of the Capital Insight Podcast, cohosts Jenny Kassan and Michelle Thimesch explore the second step of designing your strategy to raise capital on your terms: identifying the right investors for your business. Get In Touch: Website: https://www.jennykassan.com/...
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Episode 59: Convertible Income Share Agreements with Will Stringer
Summary: In this episode of the Capital Insight Podcast, hosts Jenny and Michelle chat with Will Stringer, Founder of Chisos Capital, about the innovative tool he’s developed to help entrepreneurs raise capital. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/...
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Episode 58: Raising Capital for Co-ops with Greg Brodsky
Summary: In this Capital Insight Podcast episode, hosts Jenny and Michelle chat with Greg Brodsky, Founder and Co-Director of Start.coop, an accelerator for shared ownership companies. Greg shares his journey with cooperative businesses and his focus on promoting socially just businesses funding....
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Episode 57: The First Step In Raising Capital: Clarify Your Goals and Values
Summary: In this episode of the Capital Insight Podcast, cohosts Jenny Kassan and Michelle Thimesch explore the first step of raising capital on your own terms: clarifying your goals and values. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/...
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Episode 56: Economic Democracy through Community Capital with Mica Fisher
Summary: What would it take to achieve economic democracy? On this episode of the Capital Insight Podcast, hosts Jenny Kassan and Michelle Thimesch chat with Mica Fisher, the Managing Director of the National Coalition for Community Capital (NC3) about how to create a healthy economy for all. Get...
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Episode 55: Taking Ethical Investing Seriously with Tom Abood
Summary: In this episode of the Capital Insight Podcast, we chat with impact investor, Tom Abood about his journey with values-aligned investing. Get In Touch: Website: https://www.jennykassan.com/ https://crowdfundmainstreet.com/ https://www.opportunitymainstreet.com/ https://www.theselc.org/...
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Episode 54: Grassroots Fundraising with Tom Moroz
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/...
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Episode 53: Questioning Customary Investment Terms: The Role of Foundations
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/...
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Episode 52: Raising Capital Using Intuition with Logan Yonavjak
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...
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Episode 51: Investing in Underrepresented Social Entrepreneurs with Pooja Mehta
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...
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Episode 50: Growing the Community Investing Movement with Stephanie Geller
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…
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Episode 49: Exploring Economic Justice with Steve Dubb
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...
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Episode 48: Crowdfunding Regulations and Noncompliance: Breaking Down FINRA’s Million-Dollar Fines
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/...
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Episode 47: Questioning Assumptions About Retirement Investing with Janelle Orsi
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…
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Episode 46 The Evolution of Crowdfunding with Devin Thorpe
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...
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Episode 45: What Happens When You Get Your First Yes From An Investor?
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!
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Episode 44: How To Determine Your Company's Valuation And Projected Capitalization
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...
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Episode 43: Community Economic Development and Small Business Finance with Jenny Kassan and Michelle Thimesch
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...
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Episode 42: How to Create a Small Business Funding Ecosystem with Jenny Kassan and Michelle Thimesch
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...
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Episode 41: Lessons from Decades in the Movement to Move Money from Wall Street to Main Street with Michael Shuman
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...
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Episode 40: Using Impact Investment to Build Community with David Lynn
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...
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Episode 39: How Culturally Enforced Notions of Risk Shape the Future of Small Business with Kevin Bayuk
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...
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Episode 38: How Foundations can Make Catalytic Investments in Small Business with Jonathan Coleman
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...
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Episode 37: Making Sound Investments for a Prosperous Planet with Nicole Middleton Holloway
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…
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Episode 36: Getting Money Working for Justice with Morgan Simon
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....
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Episode 35: Closing the Racial Wealth Gap through Real Estate Investing with Avery Ebron of The Guild
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…
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Episode 34: Raising Millions for Community-Based Real Estate Projects with Ojan Mobedshahi and Annie McShiras of East Bay Permanent Real Estate Cooperative
In this episode, Annie McShiras and Ojan Mobedshahi discuss East Bay Permanent Real Estate Cooperative, a community-centered development coop that removes real estate from the speculative market to create permanently affordable, community-controlled commercial and residential projects. They share...
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Episode 33: The Growth of Main Street Capital with Jason Wiener
Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with attorney Jason Wiener about his work with clients to design and implement values-aligned funding strategies . Bio: With more than a dozen years of experience as an attorney –...
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Episode 32: Integrating Money and Meaning with Maggie Kulyk
Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Maggie Kulyk of Chicory Wealth, an investment advisory firm that helps people align their values with how they understand their financial stewardship. Maggie shares insights...
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Episode 31: Structuring Equity Investment for a Business That Puts its Workers First with Matt Kreutz
Summary: In this episode, Capital Insight co-host and securities attorney Jenny Kassan talks with Matt Kreutz about his experiences growing his business and raising values-aligned funding that grows worker wealth and allows the business to focus on the mission to provide good jobs to people that...
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Episode 30: Raising Capital for a Radically Transformational Business with Katrina Spade
Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Katrina Spade of Recompose, a full-service funeral home specializing in human composting. Listen to catch Katrina’s insight into the process of raising capital for a business...
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Episode 29: The Activist-to-Creative Finance Expert Journey with Dan Fireside
Summary: Dan Fireside is a key player in the world of creative financing strategy, but he does not come from a high finance or private equity background. After working as a program officer at Rights Action, a grassroots NGO based in Guatemala and Peru, Dan went on to work at Equal Exchange, the...
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Episode 28: The Economic Development Potential of Investment Crowdfunding with Bill Huston
Summary: In today’s episode, Capital Insight co-host and securities lawyer Michelle Thimesch sits down with investment crowdfunding strategist Bill Huston to talk about the tools we have at our disposal to dismantle oppressive economic systems and build more equitable ones. Bio: Bill Huston is an...
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Episode 27: How to Raise Funding from Supportive, Values-Aligned Investors with the Berkeley Chamber of Commerce
In mid-October, Capital Insight co-host Jenny Kassan was asked to speak at the Berkeley Chamber of Commerce about the advantages of choosing community-based methods of fundraising rather than venture capital. In this episode, we revisit Jenny’s Berkeley presentation as she breaks down how to…
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Episode 26: Moving Money in Regenerative Finance with Sean Campbell
In this episode, Capital Insight co-host and securities attorney Jenny Kassan talks with Sean Campbell about his journey from Wall Street investor to regenerative finance expert. Sean Campbell is the founder of Capital for Communities, an advisory and consulting firm that works to broaden access…
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Episode 25: Stakeholder Capitalism with David Ferran
David Ferran, Founder & CEO of the Torrey Project, shares his background in venture capitalism and his motivation for pivoting to conscious stakeholder capitalism. Together with Jenny Kassan and Michelle Thimesch, David walks us through an understanding of stakeholder capitalism as a model for...
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Episode 24: Social Impact Investing with Laina Greene
Laina Greene is a Social Impact Investor & Tech Entrepreneur. In this episode, Laina shares her journey and background on social impact investing and why she believes in funding resilient and resourceful women entrepreneurs in indigenous communities.
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Episode 23: Fundraising for Sustainable Business with Jocelyn Gaudi Quarrell
In this episode, GO Box CEO Jocelyn Gaudi Quarrell shares her plans to eliminate waste for to-go food and drinks, her journey in fundraising, how her company's core value of sustainability impacts her management decisions, and her strategy to get investors on board. Though Jocelyn is no stranger…
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Episode 22: Community-Funded Real Estate Investing with East Bay Permanent Real Estate Cooperative
In this episode, hosts Jenny and Michelle interview Annie McShiras and Noni Session from EB PREC about how they are working to bring more equality to real estate.
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ABOUT THIS SHOW
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.
HOSTED BY
Jenny Kassan & Michelle Thimesch
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Frequently Asked Questions
How many episodes does Capital Insight have?
Capital Insight currently has 69 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Capital Insight about?
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...
How often does Capital Insight release new episodes?
Capital Insight has 69 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Capital Insight?
You can listen to Capital Insight on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Capital Insight?
Capital Insight is created and hosted by Jenny Kassan & Michelle Thimesch.
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