
This is software (AWS) generated transcription and it is not perfect.
Yeah, absolutely. I have a bit of an interesting journey to where I am today because I didn't take a linear path. It's very circuitous for sure. I started my career in Morgan Stanley as a financial advisor, so that's a retail operation, secured my securities licenses and was then positioning retirement portfolios for my clients. That's a tough program is certainly tough program 20 years ago, when I started very reliant upon a network and someone straight out of college didn't quite have the network I needed, But I gained very valuable experience, very valuable securities licenses. So I went and worked for. With that, I took a roll with the corporate treasurer. Michael Stores, its arts and crafts chain based in Irving, Texas, worked there for a couple years, and I kind of felt like where I needed to be was New York. And so I found a way to New York through journalism, actually, and I wrote for To Trade Publications Plan Sponsor, which focuses a lot on the retirement community from the business side, so focuses on defined contribution and defined benefit plans, and global Custodian, which looks at kind of the middle and back office operations of large custodian banks around the world and did that for a number of years. And I gained really interesting experience in network. And really, it's true that I probably gained most of knowledge that I apply today. So in that role world that I kind of have a combination of investment experience where I started my career in corporate treasury and this journalism experience, and I use that to go into public relations. And I worked in public relations representing business to business financial services companies for a number of years until I took the role I have today invested, Invested ultimately is Integrated Communications Agency. It's a platform company, but one of the arms that we have, which certainly is part of the conversation we have today, is a venture arm. So in addition to being a managing director, invested the communications agency. I'm also the CEO of Vested Ventures and Vest Adventures is a venture capital. It's a corporate venture capital arm invested. I use profits from the company and invest in emerging companies, primarily in fintech. Um, there were not industry disciplined by any means. We're really looking for companies that that think finance is a force for good, and we combined communication with capital, so I'll make an investment. Generally early stage companies, they tend to be kind of above friends and family around, not yet to see it or Siri's A and we then help them with their story and their narrative. And really, we believe that communications could be an Alfa generator for them. And how is it we can tell, really compelling founder story really talk about their product. The product market fit the marketplace in which they're coming into and then help them graduate up to their cedar. Siri's around on day kind of depending upon how the investment structured sometimes will exit there. If you have, like a large V C was coming and run Siri's, they will be happy to exit there. Sometimes we stay on. We generally are never gonna lead anything. We'd like to come in and write smaller size checks, but we think it's important to be than being able to support them on that communication side in particular. That's where you see most of the work that we're doing
now. I spoke a little bit about the stages. I think from a business model, I like to see people that are increasing access to financial services. And as I said, like, we're not specifically finance. So what you might actually have sometimes are companies that don't technically look like fintech. But they might be saying, Here's a way in which we can help provide money to charities. And so the transaction itself, like how they created a rounding technology, is where we might start to see in that. So it's like, Where is it that you're providing some access to the financial services market? Sometimes education. Sometimes that's literacy. Sometimes that's providing services to a group that's underserved. So that's what we're really, really looking like looking at, You know, as far as the founding teams go, I like to see a team that's come out of the industry. And so they may have worked for a large financial services organization. They see a better way of doing it. They didn't think they could do it and innovate in house, so they kind of gone out and done it on their own is generally what I look for
It's not so much the data and statistics I'm looking for. It's a bit about their philosophy, which to me is really, really important how it is that they came Thio create the startup or company that they're that they're running now, why it is that they believe it's a good fit for the marketplace and what their vision is for the future. Um, the stats, because we come in so early a lot of time. What you get are pro formas, which is fine, but it's very hard to make valuations on some of that. So I really have to make sure I understand the founder and their vision and their philosophy first before we advance to the analysis stage.