Scale by Numbers Podcast

In this episode of Scale By Numbers, host James Vanreusel speaks with David Doss, the founder and managing director of CKC Management, about the evolving fintech landscape and the future of blockchain in the global financial system. Doss shares his insights on asset and program management in the digital asset and blockchain space, and how organizations can navigate crypto payments and investments. Read more...

In this episode of Scale By Numbers, host James Vanreusel speaks with Rishad Tobaccowala, a seasoned business strategist, speaker, and author, about the changing nature of scale, the impact of AI, and the future of work. Tobaccowala shares his insights on how businesses and individuals can thrive in a rapidly evolving technological and economic landscape, emphasizing the importance of adapting to new models of scale and leveraging the power of AI. Read More...

In this episode of Scale by Numbers, we delve into the world of mergers and acquisitions with Jan Robertson, the managing partner and co-founder of Sival Advisors, a boutique M&A investment banking firm based in Silicon Valley. With extensive experience in both sell-side and buy-side transactions, Jan shares her expertise on what makes a successful M&A process, the impact of current trends like AI, and offers advice for CEOs considering selling their businesses. Read More...

In this episode of Scale By Numbers, host James Vanreusel sits down with Rich McDerby, a partner at Manatt, Phelps & Phillips, to discuss the legal landscape for startups and businesses seeking to scale up. McDerby, an expert in corporate law, especially in the VC and emerging company space, shares insights on navigating the complexities of legal issues, optimizing businesses for sale, and preparing for a successful exit. Read more...

In this episode of Scale By Numbers, we discussed commercial real estate with Jay Shaffer, an expert in the San Francisco Bay Area. With over 15 years of experience, Jay has successfully navigated the market's complexities, helping businesses and nonprofits find suitable spaces to thrive. His insights shed light on the current landscape of commercial real estate, particularly during these transformative times. Read More Here...

R&D For You and Me – The R&D Tax Credit and Why You Should Care About it. Guest: Tyler Kem Co-Founder & Vice President of Strike R&D Tax Advisory, tax consultant, and entrepreneur

In this episode, James Vanreusel interviews Cameron Newton, an investment manager and founding member of Relevance Ventures. Cameron shares his background, starting as an investment banker before transitioning into venture capital. Read More Here...

In this episode, we have the pleasure of hosting Steve Brotman, a seasoned entrepreneur, investor, and fund manager with an impressive track record in the world of venture capital and startups. Steve is the founder and Managing Partner at Alpha Partners and a Strategic Advisor to the Pritzker Group's venture arm, Pritzker Group Venture Capital. Read More Here...

Owen is an investment manager at Jasmine Social Investments. Jasmine model is supporting and funding non-profits that focus on social impact issues surrounding health, education, and livelihood. Read More Here...

This episode of the Scale by Numbers podcast welcomes Glenn Gow, a seasoned C.E.O. coach and board member focusing on AI, to share insights into his journey. Glenn discusses his transition from a 25-year CEO role to venture capital, where he recognized AI-related patterns, leading to a deep involvement in the current landscape. The conversation touches upon McKinsey's study on AI impact, distinguishing between traditional and generative AI, and the importance of CEOs embracing these changes. Read More Here...

In this episode, James Vanreusel interviews Eric Bahn, the Co-founder, General partner and hustler at Hustle Fund. Read More Here...

In this episode, James Vanreusel joins Marshall Hawks, who leads the Northern California technology relationship management team at SV, in a discussion that revolves around the role of venture debt providers, particularly Silicon Valley Bank (SVB), in supporting companies at various stages of their life cycle. Read More Here...

In this episode of Scale by Numbers, James Vanreusel, CEO and Founder of Vanreusel Ventures, sits down with Kevin Zeidan, managing director of Trinity Capital, to demystify venture debt and its role in the startup ecosystem. Read More Here

Brett is a trusted advisor in the world of strategy and raising capital from Venture Capitalists, Angels, and Private Equity Investors, making him a true fundraising specialist. He focuses on strategy and capital raising for startups and high-growth companies. With three decades of experience under his belt, he has raised upwards of $800 million for his clients. Read More Here

Today, we welcome David Spreng, the founder of Runway Growth Capital, a Silicon Valley-based investment firm that provides venture debt financing to growth-stage companies. David has over 30 years of experience as a VC and growth debt lender and has been actively involved in the formation and development of nearly 50 technology companies. He has been ranked four times by Forbes magazine on their annual Midas List as one of the top 50 VCs, and in 2006, he was ranked the #8 VC. David’s expertise in how venture debt has become critical for sustaining established companies has helped companies like Madison Reed secure $50 million in venture debt. In this episode, David shares his insights into the rising popularity of venture debt as an alternative to venture capital, particularly for established companies and household names. Read More Here

How to find investment opportunities? How to prepare for an investment? What are the barriers to growth and how do you scale? In this episode of Scale By Numbers, we are excited to talk with Robin Bruce, president of the Dovetail Impact Foundation, where the team invests their time, treasure, and talent into organizations that promote human flourishing. They have supported numerous causes and organizations for over 25 years and have plentiful experience funding and scaling organizations. Read More Here

In this episode of Scale By Numbers, we spoke with David Allison. David has been described as a human values expert, a global researcher and a best-selling author. His company, Valuegraphics, focuses on mapping the core human values of everyone on earth and has spent decades doing research on values-driven data. It’s all about market research, marketing, and what actually makes people tick. David is a national keynote speaker, and Best Seller and author of We Are All The Same Age Now and, most recently, The Death of Demographics. Read More Here

In this episode, we're joined by Tony Quintong, the Founder of The Securieon Group, a business consulting and M&A advisory firm. With extensive experience in pre-and post-M&A advisory roles, Tony shares his expertise in navigating the challenging M&A landscape. We delve into Tony's innovative growth strategies that have helped businesses improve profitability, secure growth capital, and eventually exit at a higher valuation. Tony also shares his insights on the importance of market analysis in M&A, and how businesses can effectively position themselves for successful acquisitions. He emphasizes the importance of communication and alignment between all parties involved in an M&A transaction, including the target company, the acquiring company, and any investors or stakeholders. Throughout the episode, Tony provides valuable advice for businesses looking to navigate the complex M&A landscape, including tips on due diligence, negotiation tactics, and post-merger integration. Tune in to gain valuable insights from an experienced M&A advisor and business consultant. Read More Here

Brett is back for a second episode as we kick off season two of the Scale By Numbers podcast. With his expertise in fundraising, he’s the perfect guest to share smart strategies to raise capital for your business. This is part two of Brett’s value-packed interview, so be sure to listen to the previous episode with the first half of our conversation. In this second part, we discuss: •   What venture capitalists are looking for from business owners pitching them for funding •   Advice for finding the right investors to present to so you can get money as quickly as possible •   How venture capitalists really view a company’s valuation and handle negotiations •   How to present yourself in every pitch meeting you attend on behalf of your business Read More Here

Have you ever wondered how private businesses operate in space? It’s difficult to comprehend the technological advancements and innovations in commercial space industries that can truly benefit humans on Earth! In this episode of Scale by Numbers, we speak with Katherine Monson, the Chief Operating Officer for Hedron, who is working on communications infrastructure in space. Hedron is an aerospace company that is developing a hybrid RF and optical relay network in order to improve communication between space and Earth. It’s fascinating to hear Katherine speak about the different layers of the space industry and how Hedron is trying to create faster connectivity between space and earth with lasers! Read More Here

Discover the fundamentals of growing a nonprofit in the tech space, and explore the differences between for-profit and nonprofit organizations. How do you set yourself up for success with a nonprofit?   In this episode of Scale by Numbers, we talk with co-founder Kevin Barenblat of Fast Forward, a tech accelerator specifically for nonprofits. Fast Forward has accelerated over 70 nonprofits with their unique mentorship, training, and valuable connections.  Read More Here

In this episode of scale by numbers, we talk with the co-founder and CEO of Nomi Network, Diana Mao. Diana and two other women passionate about human rights founded Nomi Network to provide economic opportunities for survivors of human trafficking and women at risk of human trafficking. Diana discusses her motivation for founding Nomi Network, the challenges she’s encountered along the way, and the positive impact her foundation has had worldwide. Read More Here

In this episode of Scale By Numbers, we have an exciting conversation with Heidi Roizen of Threshold Ventures, who has worked as a venture capitalist for over 20 years. She shares experiences as a board member, giving her incredible insight into the value that a board of directors brings to businesses, small and large. Understand the board of directors' role and their authority in making decisions, what it takes to become a productive board member, along with the challenges a board member can face. Read More Here

In this episode of Scale By Numbers, we talk to Hayden Cohen, a New York based entrepreneur and the Co-Founder of Near. Near helps fast growing companies and enterprises scale remote teams with the best talent in Latin America. Hayden started Near in 2020 after hiring remote teammates from Latin America for his startup studio, Effectual Ventures. He leads Product and Go-To Market efforts for Near. Read More Here

Running a company is just about the most difficult thing you can do. So when we get a hold of someone who has done the work and knows what it takes, we listen. Jared Dillian is an author, the creator of the Daily Dirtnap, and the host of The Jared Dillian Show and 'Be Smart" Podcast. He is here to join us as we talk about market psychology, from creating your own luck to what it takes to run a podcast. Read More Here

Rhea is a fundraising consultant, author, and she also has a course called Fundraising Accelerator for non-profits.  She uses her 15+ years of fundraising experience to help nonprofits tweak their message, clarify their ideal donor, engage their board, streamline their processes, and make an effective ask. She provides clarity and a plan to move a nonprofits individual donor program forward. <a href="https://vanreuselventures.com/non-profit/strengthening-fundraising-relationships-before-and-after-the-gift">Read More Here</a>

Lots of talk in this industry sounds like people just yelling “GO GO GO!”. As CEOs and business owners, we would work ourselves to death if we could. Our James VanReusel sat down with Lately CEO Kate Bradley Chernis to talk about how the world of marketing and fundraising intersects with the difficulties that can come with this industry, financially, physically, and mentally.  Read More Here

In this episode, we talk to Bharat Kanodi who helps startup founders and VCs know how much their companies are worth. He has valued over 4000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, and Mirage Casino LV, among many others. Either if you are a founder or an investor, knowing how to properly evaluate a company is essential to a successful round or an exit. Read More Here

Nicole Glaros was the first non-founder at TechStars. She joined when the company was at about ten companies in the portfolio, 250,000 under management. Now, TechStars has over 2,500 companies in the portfolio (growing 500 companies per year), and ¾ of a billion dollars under management. She has mastered the world of team building and accelerating.  Read More Here

Ben Quazzo is a growth specialist at Accel, at the intersection of tech and finance. Accel is a venture capital firm based in silicon valley, boasting 16 million under management!   We got the opportunity to pick his brain about what his work life is like, and what we can do as marketers and businessmen to better ourselves and our companies.  Read More Here

Craig Zingerline | Founder of Growth University Growth University was developed to offer founders the strategy and the playbook needed to make it through the startup stage and eventually scale. This is a live cohort-based program that teaches founders to " go after customers holistically." Growth University offers hundreds of hours of courses, masterclasses, and resources that "focus on actionable skills that can be implemented right away and have been tried and tested to help your company grow." Read More Here

Nathan Beckford | CEO and Founder | FounderSuite ABOUT OUR GUEST:  This week's guest is an exciting addition to the Vanreusel Ventures Startup Stack; We had the pleasure of chatting with Nathan Beckford, the founder and CEO of Foundersuite. Their mission is straightforward but extremely important- "make awesome tools that help founders build awesome companies." Raising money is a huge pain point for growing companies, and simplicity and support are what every founder needs when growing a company, and that's precisely why I decided to do this podcast. Nathan also has a podcast called "How I Raised It," which offers listeners 190 different ways that founders have raised capital. If you haven't listened to it, you should! Read More Here

Joe DeLucchi | President and CEO of CAL Insurance Cal puts together structured insurance programs for businesses, schools, nonprofits, real estate investment groups, and successful individuals and successful families across the United States. They are business insurance advisors. They will help founders learn precisely what they need to cover their business and then go to bat for them and make sure they have the best insurance packages and coverages to mitigate risk. Read More Here

Allen Goh | BakerTilly  Allen offers clients more than 20 years of public accounting and audit experience. He leads several audit, review, and other attestation engagements for publicly traded and privately held corporations. Notably, Allen offers significant expertise working with clients involved in the technology industry. He drives values for his clients by understanding their needs and leveraging his experience, key contacts, and other services. Read More Here

Francesca Puccinelli | Partnerships | Carta  Read More Here

Jon Osterburg | VP of Sales and Marketing | Jitasa | Non-Profit Accounting Firm Read More Here

WHO WAS OUR GUEST: Andrew Frankland | Director of Operations | ForestNation Read More Here

R&D For You and Me - The R&D Tax Credit and Why You Should Care About it.  Guest: Tyler Kem Co-Founder & Vice President of Strike R&D Tax Advisory, tax consultant, and entrepreneur Read More Here

Guest: Tim Kachuriak| Chief Innovation Officer | NextAfter  Topic: What moves and inspires people to donate Read More Here

David discusses common founder issues and the legal complexities of becoming a scaling and successful business founder. He tells the story of how he has grown as a corporate attorney in San Francisco and why he loves going to bat for his clients.  VLP Law Group specializes in helping businesses close deals and getting investors to invest in companies. Without a clean back story, "you will make it easier for investors to say no."  He shares tips on a few common founder questions and always recommends that founders gain support from a corporate attorney rather than turning to google for help! Read More Here

Guest: Jonna Mooney| Founder | Affogato HR Consulting Topic: HR is never black and white; it "always" depends. Read More Here

Candice Tal is the CEO of Infortal Worldwide, a global risk management, and investigations firm. Infortal Worldwide works in 160 countries, has done over 2 million investigations and works with companies from Start-Ups all the way up to Fortune 100 companies. Their goal is to "prevent bad actors from getting in the way of good business." Read More Here

In this episode of Scale by Numbers, we talk with Blake Stratton, a business consultant at Full Focus, a performance coaching company that has worked with nearly 1000 businesses. Full Focus helps businesses build strategies for their companies to succeed and aims to help its clients find peace between their work and home lives. They call this the double win - “helping high achievers live their best lives.” Read More Here

In this episode, we talk to Justin Daniels. Justin is a shareholder, M&A and transactional lawyer at the AmLaw 100 firm Baker Donelson. He works on global clients in cutting edge industries like fintech, Saas, blockchain, drones and autonomous vehicles. Read More Here

Lately is a social media management platform that creates content for you using A.I. Lately's A.I. takes your long-form content and turns it into dozens of social posts that drive engagement and use keywords that are proven to work well with your audience. Using Lately you can also schedule out posts, create social posts with video clips attached, and track your success and engagement across platforms. Read More Here

In today's discussion, we take a deep dive into banking with Kelly Caviglia, who focuses on supporting startups and creating relationships with early-stage founders at Bridge Bank, a division of Western Alliance Bank, Member FDIC. Read More Here

In this episode of Scale By Numbers, we are going to take a deep dive into how YOU can set yourself up for success by focusing on nutrition and lifestyle.  We will dig into how investors look at a startup business and CEO mindset, and what it takes to keep your body strong and mind sharp even during the most stressful times. Read More Here