Welcome to The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast is where IR professionals, investment bankers, and public company executives sharpen their edge on capital markets, regulatory compliance, and investor communication. Every episode brings in someone who has done the work — IR officers who have run the earnings call, bankers who have priced the deal, securities counsel who have drafted the disclosure — sharing actionable insight on: • IPOs, secondary offerings, and PIPEs • Roadshows and investor presentations that hold up to SEC scrutiny • Engaging retail and institutional investors while adhering to Reg FD • Social media in investor relations: what's permissible, and where to tread carefully • Earnings calls, forward-looking statements, and material disclosure • Shareholder activism and modern corporate governance • ESG reporting and communicating those efforts effectively • Building investor trust and driving long-term shareholder value Whether you're preparing for a capital raise, leading communications for a public company, or making sure your team stays compliant, this show delivers real-world conversations and the connections to help you succeed. Hosted by Joshua Wilson, a registered investment banking representative holding FINRA Series 79 and Series 63 licensure and a licensed Florida real estate broker, with more than 2,000 interviews across the capital markets. A One Iron Network production. Interested in joining as a guest? Reach out at theinvestorrelationspodcast.com/contact. This podcast is for informational and educational purposes only and is not legal, financial, or compliance advice. Views expressed by the host and guests are their own and do not reflect the positions of any regulatory agency, organization, or employer. Consult your own compliance, legal, or financial advisors regarding SEC, FINRA, and other applicable requirements. Nothing here constitutes a solicitation or recommendation for any financial product or service.
July 23, 2025

The 4-Point Investor Match Test For Capital Raising

The 4-point investor match test for capital raising — geography, check size, investment stage, and industry vertical — used to pre-qualify investors before founders pitch.

Mastering Investor Qualification: Tips for Founders

In this episode, we dive deep into the essential criteria for pre-qualifying investors.

The discussion highlights four key aspects: geography, check size, investment stage, and industry verticals.

By understanding these elements, founders can better identify suitable investors and improve their chances of successful funding. Tune in to gain valuable insights on using platforms like OpenVC to enhance your investor knowledge.

Topics: the 4-point investor match test, pre-qualifying investors for capital raises, geography and check size investor filters, investment stage matching for founders, industry vertical alignment, OpenVC investor research, founder fundraising efficiency

Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

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Stephane Nasser Profile Photo

Cofounder, OpenVC

Stephane Nasser is the co-founder and CEO of OpenVC, an open platform that connects tech founders with early-stage investors. Prior to OpenVC, worked at the intersection of tech entrepreneurship and venture capital at Microsoft Accelerator in France and Fabernovel in San Francisco. A passionate entrepreneur, Stephane shares actionable insights through his blog and social media.