Fireside with a VC Andrew Romans

E106 Fireside with a VC speaking with Ken Goldman, former President of Eric & Wendy Schmidt’s family office, former CFO of Yahoo!, Fortinet, Siebel Systems (acquired by Oracle), Excite@Home, Sybase, and Cypress Semiconductor. Discussed the changes in VC, going public and the reasons companies should go public again, the problems secondaries for founders create, how to leave a company ethically, general advice on how to win in the big leagues, selling Siebel to Oracle, the dynamics of changing CEOs, lessons learned from board of directors dynamics at Yahoo!, working with activist shareholders, how enterprise software companies should or should not go international, running Eric and Wendy Schmidt’s family office, and now speaking at family office and other conferences.

Find the full episode on YouTube: https://youtu.be/krSWnl3eGco.

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https://www.7bc.vc/

https://www.linkedin.com/in/romans/

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E105 Fireside with a VC speaking with Venktesh (Venk) Shukla founder of Monta Vista Capital and former President of TiE Silicon Valley, Chair of TiE Global. Venk explains the core values and magic of TiE. We discuss what Venk learned from making his first 20 investments and how he developed his framework for his Monta Vista Capital seed stage VC fund and how he invests in pre-revenue and very early stage startups. We also discuss investing in AI, the secondary and exit markets.

 

Find the full episode on YouTube: https://youtu.be/lrsNia672Eo.

 

Find this and all full episodes for Fireside with a VC on your favorite podcast platform here: https://podcasters.spotify.com/pod/show/FiresideVC.

 

https://montavc.com/

https://www.linkedin.com/in/vnshukla/

https://tie.org/

 

https://www.7bc.vc/

https://www.linkedin.com/in/romans/

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E104 Fireside with a VC speaking with Bruce Barton, founder of Parkworth, Wealth Management for Tech Professionals in Silicon Valley and the author of Author of Personal Finance for Tech Professionals In Silicon Valley and Beyond. Discussing tax and personal finance issues specific to employees and founders of publicly traded and privately held tech startups and how equity compensation can get rather complicated and must be navigated to avoid being double taxed.

 

1) Double taxed on RSU share sales – How to avoid getting taxed twice.

https://www.parkworth.com/blogs/dont-pay-tax-twice-on-rsu-sales

2) AMT on ISO exercise –people who exercised incentive stock options (ISOs) and then get a big AMT (alternative minimum tax) bill that can be challenging to pay.

3) ISO exercise and QSBS – What people need to know about starting the 5-year clock for QSBS tax treatment on ISOs.

https://www.parkworth.com/blogs/6-rules-for-exercising-stock-options-to-qualify-for-qsbs?rq=qsbs

 

4)    83(b) elections –Why this is so important for founders.

https://www.parkworth.com/blogs/avoid-this-big-tax-mistake-when-founding-your-tech-startup?rq=qsbs

5) Retirement planning for people in tech - Is a career in tech different from other industries for retirement planning? How to operate in the fast lane of the Silicon Valley and prepare for retirement.

 

Find Bruce’s book, Personal Finance for Tech Professionals: In Silicon Valley and Beyond: https://rb.gy/wc0r2q

 

Find the full episode on YouTube: https://youtu.be/jVtzqLyztPQ.

 

Find this and all full episodes for Fireside with a VC on your favorite podcast platform here: https://podcasters.spotify.com/pod/show/FiresideVC.

 

https://www.parkworth.com/

https://www.linkedin.com/in/bruce-barton-cfp/

 

https://www.7bc.vc/

https://www.linkedin.com/in/romans/

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#103 Every CANADIAN startup or investor should listen to this episode! Fireside with a VC speaking with Kevin Kliman CEO of Humi discussing getting healthy lowering costs, maintaining growth, the tradeoffs to consider raising a growth VC funding round or not, and when to raise. Discussing Humi’s business which is processing $4.5bn CAD of payroll every 4.5 months. Humi is the payroll, benefits, & insurance platform for Canadian companies. Discussing Humi’s new product for the Scientific Research and Experimental Development (SR&ED) tax incentives where Canadian startups get 66% of tech employee salaries back in cash.

 

Find the full episode on YouTube: https://youtu.be/ei1xRFoHIzY.

 

Find this and all full episodes for Fireside with a VC on your favorite podcast platform here: https://podcasters.spotify.com/pod/show/FiresideVC.

 

https://www.humi.ca/

https://www.linkedin.com/in/kkliman/

 

https://www.7bc.vc/

https://www.linkedin.com/in/romans/

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Episode #102 Fireside with a VC speaking with Tige Savage who cofounded Revolution with Steve Case, founder of AOL – America Online, one of the biggest internet companies in history reaching a peak market cap of $200bn dominating email, internet connectivity, online news, and chat. Tige discusses all things venture capital with a wealth of multi-decade experience covering a wide area of topics on how to run a high-performing VC fund year over year and best practices on investing, governance, legals, portfolio construction, sectors, overall strategy, and today’s exit market.

 

Discussing the organization of Revolution with 1) Revolution Rise of the Rest – their $150m pre-seed fund, 2) Revolution Ventures – the $150m VC fund Tige manages with a concentrated 15 portfolio companies per fund, and 3) Revolution Growth which continues to invest in Series B and beyond. Discussed the pioneering thesis of investing across the US rather than being concentrated in the Silicon Valley, New York, Boston or other highly evolved tech corridors and why Washington DC matters.

 

Find the full episode on YouTube: https://youtu.be/FzartNaPUoY.

 

Find this and all full episodes for Fireside with a VC on your favorite podcast platform here: https://podcasters.spotify.com/pod/show/FiresideVC

 

https://revolution.com/

https://www.linkedin.com/in/tigesavage/

 

https://www.7bc.vc/

https://www.linkedin.com/in/romans/

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Fireside with a VC episode #101, Andrew Romans on The American Dreams Show with Alan Olsen discussing the future of venture capital covering Seed to Late Seed & Series A and Late Stage Growth VC and what has changed over the past few decades.



Alan Olsen is a fixture in Silicon Valley and cofounder of GROCO Family Office Advisors, Advisors to the Ultra Affluent and organizer of Legacy Builders. We Protect Our Clients’ Lifestyle & Resolve Complex Tax & Wealth Concerns



https://groco.com/family-office-services/

https://www.linkedin.com/in/alanolsen1960/

 

Contact us if you want to join Alan and his group of 50 family offices in Silicon Valley on May 15th.

 

Find the full episode on YouTube: https://youtu.be/MWoyTKUDskQ.

 

Find this and all full episodes for Fireside with a VC on your favorite podcast platform here: https://podcasters.spotify.com/pod/show/FiresideVC

 

https://www.7bc.vc/

https://www.linkedin.com/in/romans/

Join our Newsletter - Fireside with a VC: https://subscribe.7bc.vc.

 

Join the conversation, leave comments, and tell us what you think about these topics and this episode.






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Send in a voice message: https://podcasters.spotify.com/pod/show/firesidevc/message