Investor Relations Episodes

Oren Klaff says the best capital raisers can be the most dangerous ones — because a great pitch can win money for a company that never deserved it. Oren Klaff, bestselling author of Pitch Anything and Flip the Script and Managing Director of Intersection Capital, joins Joshua Wilson to unpack the psychology behind every investor conversation. Klaff has raised more than $500 million across 120+ private finance engagements and advised on deals topping $1 billion. He breaks down frame control, t...

Sequoya Borgman, Founder and CEO of Borgman Capital and a CPA with two decades in public accounting, joins host Joshua Wilson alongside Marit Harm, Vice President of Firm Operations & Marketing, who leads the firm's investor relations. They trace Borgman Capital's evolution from a first deal backed by 28 investors to a 500-strong network of family offices, institutions, and high-net-worth individuals — built deal by deal through the independent sponsor model, Reg D offerings, and investor commun...