Episodes

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...

Most VCs never touch the RIA path. Martin Garcia walked BITKRAFT straight into it — because he decided you cannot properly serve investors at the convergence of gaming and crypto without the flexibility to hold both equity and token warrants. That single structural choice reframes what investor relations actually means: optimizing the fund itself around the people whose capital you steward. In this episode, Martin Garcia — General Partner, Operating Partner, and CFO at BITKRAFT Ventures — joi...

A young lieutenant in Afghanistan once sat next to a 40-foot shipping container packed with robots nobody asked for — a warning about what happens when defense technology outruns the warfighter's actual needs. Kevin Pavnica now uses that lesson to help capital allocators avoid funding the next container of unused tech. Kevin Pavnica, partner at Blackrock Strategy and a U.S. Army veteran of the elite Asymmetric Warfare Group who still serves as a Major in the Indiana Army National Guard, joins...

What if the biggest edge in capital allocation isn't information — it's understanding how the people deploying $140 trillion actually think under pressure? In this episode, Stanford's Ashby Monk admits he was skeptical of behavioral assessment tools — until one read his eight-page profile and left him feeling "seen." Ashby Monk, who leads a Stanford research center focused on long-term investor decision-making, and Logan Yonavjak, Co-Founder and CEO of Readiness Engine, join Joshua Wilson to un...

"What if I gave you a piece of my portfolio to manage?" Early in his career, Gary Preisser tried to answer that. Now he knows the only right response is a question: What is the money for, and when will you need it? EPISODE SUMMARY Gary Preisser, Managing Partner and co-founder of Stonebriar Wealth Advisors, joins Joshua Wilson for a sharp conversation on how registered investment advisors actually evaluate private equity, private credit, and venture capital for high-net-worth families. Drawin...

"Nobody can ever trust this company again." That's what Eric Ries told a young founder on the way to what looked like a celebration — but was actually a wake for a company's soul. In this special-release episode, Joshua Wilson sits down with Eric Ries — author of the New York Times bestseller The Lean Startup, founder of the Long-Term Stock Exchange (LTSE), and author of the new book Incorruptible — for a candid conversation on the gravitational pressure capital markets exert on mission-driven ...

Aaron Bertinetti, CEO of Investor Engagement at Computershare North America (25,000+ listed companies, ~58% of the S&P 500), on shareholder activism preparedness — building the IR playbook before activists arrive, fixing the 1-in-300 investor targeting problem, bringing CEOs actionable intelligence from the road, and why operationalizing investor intelligence requires unified software, not more tools.

The public market is 50% smaller than it was in 2000. Companies are staying private longer. And the wealth being created during that private window is bypassing every traditional investor relations playbook ever written. Joshua Wilson sits down with Jeff Ransdell — Founding Partner and Managing Director of Fuel Venture Capital — for a conversation IR teams cannot afford to miss. After two decades at Merrill Lynch overseeing roughly $130 billion in client assets, Jeff left the wirehouse world ...

Mike Stohler sold 1,500 multifamily units at 46 and pivoted to boutique castle hotels in Catalonia, Spain — unpacking the LP psychology and deal structure that keeps exotic-asset capital raises moving.

Quantum physicist turned VC Leon Eisen, PhD reveals the three-brain framework investors actually use to evaluate founders — and why most pitches fail before the first slide.

Wall Street legend J. Morton "Morty" Davis, Chairman of D.H. Blair, on funding 400+ early-stage companies, raising over $3 billion in capital, and the founder traits that separate winners from passes.

Pat Zingarella on building a verified LP review platform for private real estate GPs — a "Yelp for private equity" — and why trust is becoming the new IR currency.

SPAC sponsor and Intro-Act founder Peter Wright walks through the full SPAC capital lifecycle — sponsor, trust, risk, PIPE — and explains why IR strategy must start before the S-4 is filed.

Mike Kron on the allocator-to-capital-raiser mindset shift — launching a $100M PE fund after 32 years in a family office, structuring fees so investors win first, returning 100% of capital before sponsor carry, and why high-credit single-tenant net lease retail is his thesis.

Dr. Thomas J Powell ($3.2B raised across 500+ founder deals) on communicating failed deals to investors — the hardest conversations in capital management, why transparency beats rosy projections, and how honest accountability builds long-term LP alignment.

Dr. Thomas J Powell on what investors really want to hear from founders — why hiding challenges erodes credibility, why seasoned investors prefer honesty, and how transparent communication unlocks strategy, capital, and connections from your LP base.

Dr. Thomas J Powell on transparency in founder-investor communication — why overconfident projections and withheld information erode trust, and how honest updates from the earliest "dating" stage build durable relationships with family offices and long-term investors.

Dr. Thomas J Powell on founder-centric capital strategy — advocating for founders without rubber-stamping, building boardroom guardrails and honest feedback loops, and how family offices can align with founder vision through structure, integrity, and strategy.

Dr. Thomas J. Powell of The Founder's Office on what 35 years and $3.2 billion across 500+ founder deals taught him about relationships, discretion, and long-term capital trust.

Michael Loftus of POC Capital on how biotech investor relations must adapt at every stage — from early clinical work, to mid-stage asset visibility, to late-stage commercialization.

Chris Williams and Joshua Wilson on how a podcast experiment became a strategic partnership with Institutional Investor and their Alpha Edge event for billion-dollar allocators.

Sean Phalon on building a business from the inside out — anchoring real estate operations around values, time, and faith instead of external validation, with lessons from $85M+ in pipeline, 200+ units, and selling a mortgage company to a bank.

Joshua Wilson and Chris Williams on the future of investor relations — why IR is a strategy, not a department, and how podcasts, SPAC, DESPAC, and middle-market deals connect into one ecosystem.

Louis Camhi, Founder of RLH Capital, on a disciplined framework for evaluating SPAC investments — redemption mechanics, PIPE backing, extension votes, and risk-first capital deployment.