Charlotte Angel Connection Episode 121: CFV Ventures with Nat Clarkson and Dan Roselli

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Por William Bissett, CFP, William Bissett, and CFP descoberto pelo Player FM e nossa comunidade - Os direitos autorais são de propriedade do editor, não do Player FM, e o áudio é transmitido diretamente de seus servidores. Toque no botão Assinar para acompanhar as atualizações no Player FM, ou copie a feed URL em outros aplicativos de podcast.
Today, we are fortunate to have Nat Clarkson and Dan Roselli join us on the podcast to talk with us about CFV Ventures. We all know Dan and Nat from their work at RevTech Labs/QC Fintech. We wanted the opportunity to sit down and explore what CFV Ventures has been up to since closing their first fund. Since this is our first time talking with Nat on the podcast we spend a good bit of time learning more about his background before we shift the discussion over to the fund. Once we dive into the fund discussion we get into what types of companies they are investing in and where they are investing. It's great to hear the relationships they are creating and the awareness this fund is having on the world's perception of Charlotte. Listening to Nat and Dan talk I realized how far Charlotte's ecosystem has come and yet how much further it can continue to go. Fortunately, Charlotte continues to recruit good companies and talent - in large part to the work of Dan, Nat and many others have had in supporting the ecosystem. Next week, I'll publish interviews with several of the companies from the recently graduated class of RevTech Labs. These podcasts are short 20 minute versions meant to get a quick understanding of young startups and their founders. I really enjoyed the opportunity to talk with each of the founders - I think you'll find them interesting and full of opportunity too. William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.

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