Test. Optimize. Scale.

My guests are Danielle Godfrey and Zuraiz Chaudhary from SetApart Financial Services! Danielle and Zuraiz are the leading providers of audit, review, tax, and accounting services to startups engaged in crowdfunding Regulation CF and Regulation A fundraising in United States. Social and Website: Website: https://www.setapartfs.com/ Linkedin: https://www.linkedin.com/in/zuraiz-chaudhary-22a2b9121/ F...

My guest is Peter Cimoroni! Peter is a serial entrepreneur that has also assisted dozens of local and national companies in strategic growth, brand development, and acquisition negotiations. Peter founded and heads two companies, one a marketing firm specializing in new product development and charity fundraising, the other offering customers a single contact point for business solutions requiring...

My guest is Chirag Sagar! Charig co-founded Mission Matters Media, a multi-faceted media company serving enterprises, entrepreneurs, and experts. The company has published 300+ authors, launched 200+ podcasts, and serves 650+ clients. Sagar also co-founded Digital Luxury Agency, working with 3000+ companies including Virgin and Bank of America. Previously, he was COO of Destination Luxury and scal...

My guest is Andrew Dix! Andrew is the CEO and Co-Founder of the Crowded Media Group, publisher of Crowdfund Insider, the leading news and information site for the global Fintech industry.  Crowdfund Insider was recognized by Onalytica as a Digital Transformation Top 100 Influencer under the publication category for 2018 Crowdfund Insider was founded in 2012, soon after the signing of the JOBS Act...

My guest is Esmond Goei! Esmond is a serial entrepreneur with over three decades of experience in launching, leading, and transforming companies in various industries. He has an MBA from Western University, a BASc in Electrical Engineering from Queen's University, and a Culinary Arts degree from the Art Institute of Colorado. He combines his diverse skills and knowledge to create value for custome...

My guest is Woodie Neiss! Woodie co-authored the "Crowdfunding Exemption Framework," which became the basis for Title III of the U.S. JOBS Act. He co-founded Crowdfund Capital Advisors, GUARDD, and is a General Partner at D3VC. Neiss has consulted for governments and organizations worldwide on crowdfunding. He co-authored several influential reports and books on the subject, including "Crowdfundin...

My guest is Kevin Lee! Kevin is Co-Founder and Executive Chairman of Didit a leading digital marketing and technology firm. Since 1996, Didit has been helping clients win, across industries, from the Fortune 500 to startups. While Didit started in SEO and PPC search, over the last 5 years Didit has made 11 acquisitions to transform itself into a full service marketing firm while retaining technolo...

My guest is Seth Farbman! Seth is a serial entrepreneur with over 20 years of experience in servicing private and public companies across various sectors and industries. He has co-founded and sold three companies in the fields of SEC filings, IPOs, Nasdaq and NYSE listings, corporate services, and background checks, generating significant value for his clients and partners. He is currently the fou...

My guest is Alex Bayer! Alex is the founder of Genius Organic Coconut Smoothie, a company born from his passion for authentic, healthy beverages. In 2013, while working as an insurance salesman, Alex noticed a lack of genuine smoothie options on Los Angeles shelves. Most available drinks contained added sugars, purees, and artificial flavors. Alex's busy lifestyle led him to make smoothies for him...

My guest is Harrison Bert! Prior to joining StartEngine, Harrison worked on JP Morgan's Leveraged Finance team, originating and syndicating over $10B in debt financing for clients. Two years ago, he came over to the equity crowdfunding space, helping build out StartEngine's Fundraising Team by working with founders on deal structure and fundraising strategy. As Director of Fundraising, Harrison ha...

My guest is Youngro Lee! Youngro is a 2x-FinTech startup founder, and currently the President of Brassica, an API-enabled RWA infrastructure provider (acquired by BitGo in 2024), as well as CEO of BitGo Singapore and BitGo Korea where he leads Bitgo's strategic expansion into Asia. Youngro's first startup NextSeed (acquired by Republic in 2020) was the first SEC-registered Funding Portal under the...

My guest is Gus Padron! Gus is a seasoned video creator with over a decade of professional experience in the Film industry, specializing in action-adventure genres. His expertise lies in crafting compelling visual narratives for adventurous brands, showcasing their products, services, or unique stories in a thrilling and immersive manner. Padron's overarching mission is to fortify such brands thro...

My guest is Nikki Gilbreth! Nikki is the Director, Business Development at North Capital Private Securities. She is responsible for establishing and maintaining relationships with institutional and retail investors. Prior to working at North Capital, Nikki worked at RealtyMogul as an Investor Relations Associate. Prior to that, she was a Financial Advisor with AXA Advisors. She graduated from the...

My guest is Sarah Hardwick! Sarah is a crowdfunding expert with over two decades of experience in entrepreneurship and marketing. She led Zenzi Communications, redefining brand-audience connections, before joining Aptera Motors as CMO. At Aptera, she spearheaded a campaign that raised over $100 million, one of the most successful in crowdfunding history. Her efforts resulted in 45,000 vehicle rese...

My guest is Mohit Bhansali! Mohit has over 25 years of experience in securities compliance, corporate finance, and technology. After working at Tradescape Corp., he pursued a career in securities compliance, serving as a securities regulation specialist at Haynes and Boone LLP in New York. There, he consulted on numerous IPOs and APOs, developing a system for tracking complex capitalization stacks...

My guest is Sabine Moeller! Sabine is a data-driven B2B marketing and customer experience executive with over 10 years of experience in the fintech, chemical, and consulting sectors. As the co-founder and practice leader of Modern Growth Exchange, she advises C-suite executives on introducing client-centricity and driving incremental growth for their businesses. She also serves as CMO for Pro Capi...

My guest is Peter Lusk, Jr., who possesses over 35 years of experience in Clean Tech, Alternative Energy, and ESG investing, both in private and capital markets. For the past seven years, he has served as a mentor with the Clean Tech Open, NYSERDA, and Columbia Technology Ventures, successfully raising capital for several early-stage companies in the battery, waste-to-energy, and alternative fuels...

My guest is Etan Butler! Etan is the charismatic and innovative Chair of Dalmore Group, a FINRA-registered national Broker Dealer Investment Bank founded in 2005. Under his leadership, Dalmore has grown significantly, transitioning from traditional investment banking services to specializing in helping companies raise capital through the SEC's Regulation D, Regulation A+, and Regulation CF. Etan h...

My guest is Manuj Grover! Manuj is a seasoned expert with over 20 years of experience in market penetration and strategic partnership development, has a proven track record of driving growth and inspiring teams to achieve exceptional results. As the VP of Business Development & Partnerships at Public Yield Capital, Manuj brings his extensive knowledge and operational expertise to optimize sales pr...

My guests are Jim (Serenity) Longden and Greg Tucker! Jim has a YouTube channel dedicated to crypto beginners and enthusiasts seeking top-notch education on cryptocurrencies and blockchain technology. The channel is dedicated to providing you with comprehensive insights into the world of crypto, helping you understand the intricacies of crypto currencies and their potential for generating passive...

My guest is Chase Palmieri! Chase is a seasoned entrepreneur who has served as a tech CEO for 8+ years, specializing in the convergence of media and technology. He has a proud background as a media watchdog when he hosted the national radio show and podcast for Project Censored, an nonprofit and nonpartisan media watchdog founded in 1976. Chase has a degree is in Entrepreneurship and Small Busines...

My guest is Rajat "Raj" Kapur! Raj is an entrepreneur, experienced marketer, and the Founder & CEO of &Marketing (and-marketing.com), Raj strives to provide growing businesses with unparalleled marketing strategy and execution services. He is known for bringing the best of "big company" marketing strategies to smaller companies, without the excess baggage. His team of professionals can either augm...

My guest is Kevin Fulmer!  Kevin is a prominent figure in the equity crowdfunding ecosystem recognized as Crowdscale. Kevin utilizes his insights and experiences to unfold a riveting discussion that unveils the dynamics of scaling within the equity crowdfunding landscape. Social and Website: Linkedin: https://www.linkedin.com/in/kevindfulmer/ Website: https://crowdscale. beehiiv.com/ Follow Digita...

My guest is Nick Verity! Nick is the founder and CEO of Cleverly, a LinkedIn marketing firm that draws on insights from thousands of successful B2B outreach campaigns to deliver custom, impactful messages to your ideal clients on the network. By tapping into data-driven strategies, his team effectively targets and engages key decision-makers, funneling them directly into your sales pipeline. Socia...

My guest is Jason Frishman! Jason is the Founder of Netcapital and serves as a mentor and advisor for early stage companies. He currently holds advisory positions at leading organizations in the financial technology ecosystem and has spoken as an external expert at Morgan Stanley, TedX, University of Michigan, YPO, and others. Jason has a background in the life sciences and previously conducted re...