The SoCal Edge

Art Dicker

Southern California has a stereotype that people play in the sun and surf all day. This podcast showcases what drives entrepreneurs in SoCal and gives them an edge from living here in LA, San Diego, and everywhere in between. From consumer lifestyle to AI, from biotech to enterprise SaaS, we choose to interview people in different fields with compelling stories to share.

  1. How Startup Founders Can Save Millions in Taxes with QSBS Trusts | Brian Lamb, Promissory

    MAR 17

    How Startup Founders Can Save Millions in Taxes with QSBS Trusts | Brian Lamb, Promissory

    In this episode of The SoCal Edge, Art Dicker and co-host Alessandro Rinaldi speak with Brian Lamb, founder and CEO of Promissory, a company helping startup founders maximize the tax benefits of Qualified Small Business Stock (QSBS) through specialized trusts. Brian previously co-founded Trust & Will, one of the leading venture-backed estate planning platforms, and after partiallyexiting the company began exploring how founders could better plan for liquidity events. That journey led him to discover how complex and expensive QSBS trust planning can be — and inspired him to build Promissory to simplify the process. The conversation covers how QSBS works, why founders can potentially save millions in taxes, when in a startup’s lifecycle this planning should happen, and how software-driven legal solutions are transforming areas traditionally dominated by expensive law firm processes. What You'll Learn • What QSBS (Qualified Small Business Stock) is and why it can eliminate millions in taxes• How QSBS trust “stacking” can multiply tax exemptions for founders• When founders should start planning for pre-liquidity tax strategy• How software is transforming complex legal processes• Key lessons Brian learned as a second-time founder Key Timestamps 00:00 – Introduction to Brian Lamb and Promissory02:00 – Leaving Trust & Will and discovering QSBS trusts04:00 – Turning a complex legal process into a software platform08:00 – What QSBS is and why it matters for founders11:00 – How QSBS trust “stacking” works14:00 – When founders should set up a QSBS trust18:00 – Lessons learned from building Trust & Will23:00 – The future of pre-liquidity planning for startup founders About the Podcast The SoCal Edge features conversations with founders,investors, and innovators shaping the startup and technology ecosystem across Southern California.

    27 min
  2. Strategic Exits and Venture Success in Deep-Tech: Insights from Jack Bell

    10/29/2025

    Strategic Exits and Venture Success in Deep-Tech: Insights from Jack Bell

    Strategic Exits and Venture Success in Deep-Tech: Insights from Jack BellWelcome to another insightful episode of the SoCal Edge podcast. In this episode, hosted by Art Dicker, we explore the intricate world of strategic investment in the deep tech sector. Our guest, Jack Bell, founder and managing director of Pantek Partners, takes us on a journey through the complexities of international investments and cross-border technology transactions. Introducing Jack BellConnect with Jack Pantek Partners   Jack Bell is at the forefront of strategic investments in the deep tech industry as the founder of Pantek Partners. This boutique investment banking firm specializes in aiding growth-stage companies in raising significant capital and preparing for successful exits. With a global network spanning North America, Europe, and Asia, Jack's expertise provides invaluable insights into the challenges and opportunities in the deep tech sector. Pantek Partners: Navigating the Global Investment LandscapePantek Partners, founded in 2007, serves as a beacon for growth-stage hard tech companies looking to expand their international footprint. The firm was established to help companies maneuver through the "valley of death," a critical phase where securing financial backing is paramount. Jack's experience from Wall Street to international markets has been instrumental in helping companies bridge the gap between local operations and global opportunities. Success Through Strategic PartnershipsOne of the key strengths of Pantek Partners lies in its ability to forge strategic partnerships with international investors. By bringing together innovative tech companies with potential strategic partners, Pantek facilitates the growth and market entry of its clients. This approach not only provides financial support but also strategic advantages that can lead to successful exits. The Overseas Expansion: Challenges and OpportunitiesJack delves into the evolution of international investments, highlighting the shift in focus from countries like China to other Asian markets such as Japan and South Korea. With changing geopolitical landscapes and regulatory environments, Pantek Partners navigates these challenges by ensuring compliance and leveraging international expertise to expedite processes for its clients. Planning for a Strategic ExitArt Dicker and Jack discuss the importance of planning for an exit from the inception of a company. While many companies focus on engineering and technological innovation, strategic planning for an exit can provide significant advantages. Understanding the value of intellectual property and maintaining a proactive approach can lead to successful acquisition scenarios. The Current Investment LandscapeThe podcast concludes with a discussion on the current trends and investment climates across various tech sectors. While areas like AI and semiconductor technology are flourishing, sectors such as biotech face unique challenges due to constrained capital markets. Despite these challenges, Pantek Partners continues to provide strategic guidance and adapt to the evolving macroeconomic landscape. Connect with Pantek PartnersFor startups and businesses interested in exploring international investment opportunities or seeking guidance on strategic exits, Jack Bell's Pantek Partners stands as a resourceful ally. With a presence on LinkedIn and their website, Pantekpartners.com, the firm remains accessible for those looking to tap into their deep well of experience and global connections. Timestamps 00:00 Introduction and Guest Welcome 00:56 Overview of Pantek Partners 03:33 Pantek's Global Reach and Strategy 06:59 Success Stories and Case Studies 12:30 Challenges and Shifts in the Market 18:58 Strategic Investors and Exit Planning 24:22 Current Trends in Tech Sectors 29:43 San Diego's Tech Ecosystem 35:01 Conclusion and Contact Information

    37 min
  3. Revolutionizing DNA Sequencing: Insights from SWAN Genomics

    09/16/2025

    Revolutionizing DNA Sequencing: Insights from SWAN Genomics

    Revolutionizing DNA Sequencing: Insights from SWAN GenomicsWelcome to our latest exploration into the world of pioneering companies at the forefront of technology. Today, we're delving into the innovative endeavors of SWAN Genomics, a company making significant strides in the field of DNA sequencing. Join us as we explore how SWAN Genomics is transforming the genomics industry, featuring insights from co-founders Lawrence Lee and Bill Hyun, as well as Morassa Mohseni, who leads product development and commercial strategy. Introducing SWAN Genomics  SWAN Genomics on LinkedIn SWAN Genomics is an ambitious startup positioned as a trailblazer in the realm of DNA sequencing. As an early-stage multidisciplinary startup, SWAN Genomics focuses on making genomics more accessible through innovative approaches. With their tagline, "Genomics without compromise," the company aims to revolutionize the field by overcoming the limitations of current DNA sequencing technologies. Genomics Without Compromise: A New EraAccording to Lawrence Lee, co-founder of SWAN Genomics, the company's mission is about eliminating the compromises often associated with DNA sequencing. Traditional methods, such as Sanger sequencing and Next Generation Sequencing (NGS), have made significant contributions to understanding genomics, but both come with trade-offs. While Sanger sequencing offers high accuracy, it lacks scalability and cost-effectiveness. NGS, on the other hand, addresses scalability but compromises on completeness and accuracy due to short-read sequences. SWAN Genomics introduces a disruptive approach that leverages long-read sequencing technology without the inherent compromises on cost and scalability. At the heart of SWAN’s innovation is the use of nano antennas, a breakthrough that allows their technology to be read-length agnostic, supporting any type of sequencing without compromising on quality or cost. The Challenge of Biotech StartupsStarting a biotech company involves navigating a unique set of challenges. Lawrence Lee explains how SWAN Genomics has amassed a team of talented, adaptable, and humble individuals, primarily from academic backgrounds. To complement this, they have enlisted industry veterans like Morassa Mohseni, who brings valuable experience in translating scientific discoveries into commercial successes. SWAN Genomics maintains a connection with academic institutions, enabling them to leverage non-dilutive funding and collaborative opportunities that facilitate rapid progress in research and development. The Role of Commercial Strategy and DevelopmentTransitioning from academia to a startup environment, Morassa Mohseni underscores the importance of not just scientific excellence, but also of practical application. Her career, which began at John Hopkins University, was marked by a focus on making science applicable and impactful. Moving forward, Morassa's experience in the commercial field enables SWAN Genomics to strategically position themselves amidst a heavily saturated market, highlighting their unique advantages in technology and approach. Innovation and Legacy in GenomicsBill Hyun, a veteran of numerous startups, emphasizes the symbiotic relationship between academic inquiry and commercial application. He highlights the potential of SWAN's core technology to revolutionize genomics. By building strategic relationships with key opinion leaders and potential partners, the company is setting the stage to validate and scale their technology effectively. San Diego: A Hub of InnovationWith a presence in San Diego, SWAN Genomics taps into a vibrant biotech ecosystem brimming with expertise and resources. San Diego's dense concentration of biotech firms, coupled with collaborative environments, makes it an ideal location for the company’s growth. The geographical and professional community provides the support and inspiration necessary for pushing the boundaries of what’s possible in genomics. Conclusion and Contact InformationSWAN Genomics is poised to redefine the standards of DNA sequencing by eliminating traditional compromises, making pivotal strides towards transforming the field of genomics. If you're interested in learning more, exploring potential collaborations, or investing in SWAN Genomics, the team is accessible via LinkedIn or through their website, swangenomics.com. Timestamps  00:00 Introduction and Guest Welcome 00:13 Overview of SWAN Genomics 01:09 The Evolution of DNA Sequencing 04:57 Challenges and Innovations in Genomics 08:46 Building a Startup in Biotech 12:47 Commercialization and Market Strategy 18:30 Startup Culture vs. Academia 22:37 Exploring Academia and Industry 23:09 High Impact Publications and Commercial Products 23:45 Australia's Innovation Landscape 24:20 The Role of Universities in Commercial Impact 25:28 Balancing Speed and Rigor in Startups 26:26 Navigating the Capital Journey 30:58 The Importance of Core Competencies 32:44 Building B2B Relationships 39:10 San Diego: A Hub for Biotech Innovation 43:42 Conclusion and Contact Information

    45 min
  4. AI Made Simple with Rajeev Kapur

    09/08/2025

    AI Made Simple with Rajeev Kapur

    AI Made Simple with Rajeev KapurIn this episode of the SoCal Edge, we are thrilled to host Rajeev Kapur, President and CEO of 1105 Media, and acclaimed author of "AI Made Simple" and "Prompting Made Simple." Together, we explore the transformative power of AI and its implications across various sectors. Introducing Rajeev Kapur  Connect with Rajeev 1105 Media Rajeev Kapur stands at the forefront of the AI evolution as an influential thought leader. An alumnus of the prestigious USC GEMBA program, Rajeev marries executive leadership with his deep understanding of artificial intelligence, offering profound insights into how AI is reshaping our everyday lives. The Timelessness of AIAI is not a nascent phenomenon—it has been subtly weaving itself into our daily experiences for years. Rajeev emphasizes that while machine learning powers platforms like Netflix, Amazon, and Spotify, the real game-changer is generative AI's advent. This technology does not merely learn from data; it generates solutions, acting more as an answer agent than a search engine. The Transformative Power of Generative AIRajeev foresees generative AI as a key driver of efficiency and innovation. By automating mundane tasks, AI frees up valuable time across multiple domains, from educational administration to personal daily routines. This democratization of technology empowers even those in remote areas with access to unprecedented learning and development opportunities. Bridging Critical Thinking and AIDespite the efficiencies AI offers, Rajeev warns against the over-reliance on such technologies, cautioning that neglecting critical thinking could lead to intellectual stagnation. Success lies in integrating AI's capabilities with human ingenuity to create compelling solutions that transcend what either could achieve alone. Mastering the Art of PromptingWith "Prompting Made Simple," Rajeev highlights the importance of effective prompting in utilizing AI tools. By crafting precise and thoughtful prompts, users can harness generative AI to its fullest potential, whether they're novices seeking guidance or experienced storytellers exploring new creative avenues. Practical AI ApplicationsRajeev illustrates AI's versatility through unconventional applications, from planning vacations to meal prep and even devising sports strategies. These examples underscore AI's potential to infiltrate numerous aspects of our lives, offering innovative solutions to age-old challenges. Envisioning the AI-Driven FutureAs we look to the future, Rajeev envisions a world deeply integrated with AI, transforming how we interact with technology and daily environments. AI's integration into everyday tools, potentially becoming the backbone of agent-driven systems, is set to revolutionize personal and professional landscapes. Embracing AI EducationEducation is key to maximizing AI's benefits. Rajeev advocates for incorporating AI training in early education, akin to global leaders like China, to equip future generations with the skills needed to thrive in an AI-empowered world. Rajeev Kapur's insights offer a glimpse into an AI-driven future, where technology and human intellect synergize for innovation and efficiency. As we embrace these changes, thoughtful integration and critical engagement with AI will be crucial in leveraging its full potential. Timestamps 00:00 Introduction and Guest Introduction 00:40 AI in Everyday Life 02:44 Generative AI and Its Impact 03:54 Efficiency and Productivity with AI 06:52 Thoughtful Use of Generative AI 07:54 Prompting Techniques for AI 09:44 Real-Life Applications of AI 12:43 Unconventional Uses of AI 17:18 AI's Expanding Capabilities 17:52 Advanced AI in Sports 20:06 ChatGPT-5: Improvements and Features 21:37 Future Integration of AI in Daily Life 30:09 AI's Impact on Education

    34 min
  5. Building Bridges: Alessandro Rinaldi on Launch Factory's Role in San Diego's Startup Ecosystem

    09/03/2025

    Building Bridges: Alessandro Rinaldi on Launch Factory's Role in San Diego's Startup Ecosystem

    Building Bridges: Alessandro Rinaldi on Launch Factory's Role in San Diego's Startup EcosystemIn today’s episode of the SoCal Edge Podcast we’re joined by Alessandro Rinaldi, Partner at Launch Factory. Our host, Art Dicker, delves into the journey and expertise of Alessandro, who has been instrumental in fostering startups through a unique blend of innovation and strategic guidance since 2019. Discover how Launch Factory is reshaping the startup landscape and the pivotal role it plays in cultivating future industry leaders. Introducing Launch Factory  Launch Factory Website Launch Factory, founded in 2019, is more than just a venture studio – it's a beacon for early-stage founders keen on growing their businesses. This dynamic organization focuses on supporting emerging entrepreneurs with unique mentorship, a powerful network, and strategic investments. By fostering both early-stage and later-stage companies, Launch Factory positions itself as a catalyst for significant growth within the startup ecosystem. Criteria for Startup SuccessAt Launch Factory, the paramount criterion for selecting startups is the strength of the team. Alessandro emphasizes the value of resilient, market-savvy founders who are passionate about their solutions and adaptable to market feedback. Beyond team dynamics, Launch Factory targets startups that address real-world problems and have the potential to grow within a scalable market. Lessons from a Seasoned EntrepreneurAlessandro’s past experiences leading a B2B startup taught him invaluable lessons he now imparts to founders. He highlights the importance of a robust network and the ability to prioritize crucial business tasks. By offering a supportive community and expert advisory network, Launch Factory empowers entrepreneurs to focus on strategic priorities and steer their companies towards success. The Stanford InfluenceHaving been a part of the Stanford ecosystem, Alessandro brings insights that are deeply rooted in the importance of networking and agility. He advocates for a 'good enough' approach over perfection, an ideology born from his Stanford days, which encourages rapid iteration and flexibility – a mindset crucial for startup success. San Diego: A Growing Epicenter for InnovationSan Diego emerges as a fertile ground for startups, ripe with potential founders and investors. Alessandro notes the city's impressive talent pool and burgeoning tech presence. He discusses how Launch Factory taps into this vibrant ecosystem, leveraging corporate partnerships to introduce novel opportunities and draw attention from major players to this promising market. Insightful Advice for Emerging FoundersAlessandro offers critical advice for founders: focus on authentic investor conversations that educate rather than just pitch. He stresses the value of understanding the investor’s perspective and preparing thoroughly by aligning with their interests and criteria. Moreover, he advises founders to prioritize market opportunity over product minutiae in early-stage pitches. Showcase: Launch Factory's Success StoriesThe success story of Omnisyn, one of Launch Factory’s portfolio companies, exemplifies the studio's impact. Supported through strategic guidance and powerful networks, Omnisyn successfully navigated market challenges to expand its offering and scale effectively. The continuous partnership exemplifies Launch Factory’s commitment to long-term success. Adapting to a Dynamic Investment LandscapeThe current investment climate requires startups to demonstrate significant traction and capital efficiency. Alessandro outlines how founders must leverage advanced tech tools, including AI, to meet these heightened expectations while maintaining operational efficiency. Future Opportunities in Emerging SectorsLooking forward, Alessandro identifies sectors ripe for innovation and investment, including healthcare tools, enterprise intelligence, and dual-application technologies. These areas present substantial growth opportunities, especially in a city like San Diego, rich with expertise and potential. Reaching Out to Launch FactoryFor aspiring founders and investors eager to connect with Launch Factory, Alessandro encourages reaching out through their website or LinkedIn. As a key player in San Diego’s entrepreneurial scene, Launch Factory offers an approachable, resourceful community for those ready to make their mark in the startup world. Timestamps 00:00 Introduction and Guest Welcome 00:26 Overview of Launch Factory 01:30 Criteria for Selecting Companies 02:45 Lessons from Leading a B2B Startup 03:02 The Importance of Network and Prioritization 06:40 San Diego's Startup Ecosystem 10:18 Common Mistakes Founders Make 14:19 Case Study: Success Stories at Launch Factory 16:35 Changes in Early Stage Investment Landscape 18:23 Future Opportunities for Founders 21:59 Conclusion and Contact Information

    24 min
  6. Nick Edwards: From Neuroscience to AI Innovation

    08/28/2025

    Nick Edwards: From Neuroscience to AI Innovation

    Nick Edwards: From Neuroscience to AI InnovationOn today’s episode of the SoCal Edge podcast, we’re joined by Nick Edwards, the dynamic CEO and founder of Potato, to explore his intriguing journey from a PhD candidate in neuroscience to an innovative entrepreneur in San Diego. This insightful conversation sheds light on Edwards' career trajectory, his passion for scientific discovery, and the innovative role his company plays in revolutionizing wet lab and computational biology with AI. Introducing Nick Edwards  Connect with Nick Nick Edwards is not just a successful CEO but an inspiring podcast host with his own show, Once A Scientist. With an early career deeply rooted in neuroscience research, Edwards has made significant strides in the biotech industry, blending his love for science with entrepreneurial pursuits. His journey from academia to becoming the CEO of a groundbreaking company illustrates a unique path fueled by curiosity and ambition. The Career Shift: From Science to Strategy ConsultingEdwards' transition from a PhD in neuroscience at Brown and a postdoctoral stint at NIH to strategy consulting at Boston Consulting Group (BCG) was driven by his desire to have a broader impact in the life sciences field. Motivated by personal aspirations to live in San Diego and guided by entrepreneurial interests, this shift allowed him to cultivate a new skill set in communication and strategic planning. Founding Potato: An AI-Driven MissionPotato, as Edwards describes, is on a mission to facilitate end-to-end scientific research using AI. By designing AI scientists, Potato aims to conduct comprehensive research processes, from idea generation to experiment execution and data analysis. This innovative approach addresses the slow and costly nature of traditional scientific research, promising a future of accelerated discovery and runaway knowledge production. Navigating the Venture Capital LandscapeSuccessfully raising nearly $6 million in seed funding, led by Draper Associates, highlights the potential and broad appeal of Potato's vision. As Edwards recounts, the fundraising process was rigorous yet rewarding, emphasizing the importance of setting a solid process and reaching out to target investors effectively. The Ripple Effect of Podcasts and Community BuildingEdwards' podcast, Once A Scientist, serves as a platform for scaling impact by showcasing diverse career paths in science. Through engaging with over a hundred scientists, Edwards not only amplifies the stories of researchers but also fosters a community that inspires scientific curiosity and entrepreneurship. Moreover, his involvement in community meetups in San Diego, particularly in the biotech and AI sectors, underscores his commitment to fostering an environment conducive to innovation and collaboration. Final Thoughts and Connection OpportunitiesNick Edwards’ journey is a testament to the power of curiosity and perseverance in shaping a meaningful career. His story resonates with aspiring entrepreneurs and scientists who seek to bridge the gap between research and industry. For those interested in learning more about Nick Edwards’ work or reaching out for potential collaborations, he is accessible via LinkedIn and eager to engage with like-minded individuals. Timestamps  00:00 Introduction and Guest Welcome 00:41 Nick's Early Career and Transition to Business 03:35 Founding Potato and AI in Scientific Research 05:27 The Journey of Entrepreneurship and Podcasting 07:13 Personal Stories and Ambitions 11:16 Challenges and Innovations in Science 17:12 Experiment Results and Proof of Concept 18:09 Challenges in Fundraising 20:15 AI and Venture Capital Trends 23:05 Scaling Scientific Discovery with AI 27:26 Podcast Highlights and Community Building 32:17 Final Thoughts and Contact Information

    34 min

Ratings & Reviews

5
out of 5
12 Ratings

About

Southern California has a stereotype that people play in the sun and surf all day. This podcast showcases what drives entrepreneurs in SoCal and gives them an edge from living here in LA, San Diego, and everywhere in between. From consumer lifestyle to AI, from biotech to enterprise SaaS, we choose to interview people in different fields with compelling stories to share.