Brandon Day

🌍🌳 New Episode Alert! Dive into Nature-Based Solutions with World Tree🌳🌍 In this episode of Investor Connect, host Hall T. Martin sits down with Doug Willmore, CEO, and Cathy Key, President & Chief Business Development Officer of WorldTree. Listen here: https://ow.ly/QOqe50SbVGx Join the conversation to explore: 🌲 The journey from a small startup to managing 300 tree farms across multiple countries. 💡 Cathy’s intriguing shift from anthropology to tech, redefining WorldTree's business model. 💸 Doug’s update on their current fundraising efforts and ambitious goals ahead. 📊 Insights into WorldTree’s revenue streams, valuation approach, and strategies for attracting the right investors. 🌐 Hall's innovative approaches at Ten Capital for connecting with potential investors. Discover how WorldTree is tackling global challenges with nature-based solutions, focusing on people, planet, and prosperity. 🌎✨ 🔗 Learn more about WorldTree and their sustainable initiatives: https://ow.ly/WZyW50SbVGy Don't miss this treasure trove of insights for anyone navigating the startup funding landscape! 🎧 #InvestorConnect #WorldTree #NatureBasedSolutions #SustainableBusiness #StartupFunding #EcoFriendly #GreenBusiness #Podcast

4

1 Comment

[Compounders Podcast Clip] Anyone who follows this podcast knows that a common thread throughout the episodes is differentiation. Electromed is essentially a single product company (for now) and I was really curious about how differentiated the SmartVest is in comparison to the other solutions on the market. In this clip, CEO Jim Cunniff discusses how the product saves the whole system money by keeping patients out of the hospital and the ER. You can find the full episode here: https://lnkd.in/gvtqrhwi

4

Great article by Mergers and Acquisitions - themiddlemarket.com about the movement to expand broad-based employee ownership, including the good work being done by Ownership Works as well as how an all employee ownership plan played out at GeoStabilization International®

69

2 Comments

The next Companyon Ventures lunch & learn is going to be one you’re not going to want to miss! Tom Lazay and I are pumped to host Laura Sillman (Left Lane Capital), Max Abram (Scale Venture Partners), and Harrison Lieberfarb (Canvas Ventures) in a roundtable discussion on December 12th covering the Series A & B fundraising environment and what to expect in 2025. Whether you’re a founder planning to raise your next round or an investor supporting your portfolio companies in their next stage of growth, this is a fantastic opportunity to connect with top VCs and hear their perspectives. We’re tackling questions like: 📈 Where’s the market heading? 🤖 Is AI hype slowing down or just heating up? 💡 What should founders focus on to stand out at Series A/B? 📊 What metrics actually move the needle? Comment below to add a question that you would like covered (top responses will receive a shoutout!) and if you’re a founder that recently raised a Series A/B, share your #1 takeaway! ➡️ And don’t forget to RSVP here: https://lnkd.in/euTH3WxM #fundraising #marketenvironment #SeriesA #SeriesB #founders #venturecapital

34

3 Comments

🔦 Spotlight on Emerging Investment Trends: Energy Transition, Robotics, and Early-Stage Unicorn Sourcing 💡 At PaperJet Ventures, we’re always looking beyond the horizon for where technology and capital are converging to create transformative opportunities. In my latest Substack post, I dive into three major themes that are shaping our investment strategy: 1️⃣ Energy Transition & Data Centers: With the rising demand for AI infrastructure, energy consumption is set to skyrocket. We’re looking at novel material technologies that can make data centers scalable and sustainable. 🌍⚡ 2️⃣ Robotics Revolution: The race to build the next-gen robotics market is heating up, but it’s not just about software. Tackling hardware challenges will be key to unlocking the potential of humanoid robotics and solving global labor shortages. 🤖✨ 3️⃣ Sourcing Early-Stage Unicorns: With over 800 unicorns emerging in recent years, early-stage investment remains highly fragmented. That’s where we see an opportunity to identify and back outlier founders before they gain broader attention. 🚀🔍 Curious about our approach or want to share your thoughts? Check out the full post below and let’s connect on these emerging themes!👇 https://lnkd.in/gU9pfgUk #DeepTech #AI #VentureCapital #Investing #Robotics #EnergyTech #TechTrends

9

Are you planning to attend IMPACT®2024? If so, stop by the KKR booth and add our fireside chat to your agenda. My colleague, Alisa Wood, will share how KKR is unlocking value through innovative private equity strategies, including employee ownership and differentiated approaches to value creation. It will be a great discussion with valuable takeaways you won’t want to miss!

24

This is my favorite part of the job. A few days ago, KKR announced the sale of GeoStabilization International, one of our companies participating in our Broad-Based Ownership Program. Frontline workers who were part of our investment from the beginning received an average of $145k, while the most tenured workers earned $325k as compensation for their hard work. Additionally, KKR investors achieved a 5x return. It is truly inspiring to be part of this movement where employees are owners of their businesses. When employees feel, think, and act like owners, it opens opportunities for value creation. It is not only the right thing to do but also a way to contribute to outstanding business results! #GSI #SharedOwnership #OwnershipWorks #KKR

124

2 Comments

Just minutes ago, I attended a discussion hosted by the NYSE in collaboration with Teneo. The panel delved into the recent #USElections and the anticipated strategies of the upcoming administration. #Polarization has clearly voiced its presence in the U.S., highlighting the need for strategic mitigation plans. As businesses, preparing to navigate this division is crucial for sustained stability and growth. Despite the challenging landscape, informed insights and strategic foresight can help businesses adapt and thrive. Let’s continue the conversation and collaborate on solutions that drive growth and #resilience. Panelists: Paul Ryan: Teneo Vice Chairman and 54th Speaker of the U.S. House of Representatives Ted Gowdy: Republican Representative to the U.S. House for South Carolina from 2011-2019 Nate Tamarin: Teneo Senior Managing Director and Head of the Washington, D.C. Office Justin Durbin: Director, NYSE Institute Here’s my key takeaway from what was discussed: #TradePolicy and #EconomicOutlook: Aggressive trade policies with immediate tariffs and protectionism may lead to economic uncertainty, affecting manufacturing and consumer prices. Congressional involvement could bring exemptions, but fiscal constraints pose challenges to campaign promises, especially on tax cuts and social programs. Expect market volatility and potential negative impacts on bonds and the economy. #DomesticPolicy and #RegulatoryEnvironment: Expect regulatory easing in energy and finance, while infrastructure investment may rise, potentially through public-private partnerships. Corporate tax cuts and individual breaks are a focus, though fiscal constraints could limit them. The future of the Affordable Care Act remains uncertain, with possible partial repeal or replacement. #ForeignPolicy: Expect a shift toward isolationism with a domestic focus and increased tensions with China, potentially leading to trade wars. Efforts will be made to rebuild alliances in Europe and Asia. A tougher approach toward Iran aims to contain its influence with strategic support and pressure. #BusinessImplications: - Supply Chain Disruptions to global supply chains due to tariffs and trade barriers. - Increased Regulatory Uncertainty about future regulations and potential policy changes. - Opportunities for Domestic Manufacturing - Importance of proactive planning and risk management to navigate the changing policy landscape. - Engaging with Policymakers can influence the new administration's policy decisions and mitigate potential negative impacts. - #M&A & #IPO Market: Expect more openness to M&As and IPOs, with most deals proceeding smoothly, except for certain scrutinized cases like Amazon. Disclosure: I am neither a Democrat nor a Republican. The summary provided here is an objective reflection of the panel discussion & does not represent my personal opinions or sentiments regarding the current state of the country. KQED PBS NPR Stanford University Graduate School of Business

17

2 Comments

The 2024 NVCA Yearbook is out, and there are a few tidbits about the VC landscape 💴 ▪️More Places to Pitch: There's been a slight increase in investments made outside of Silicon Valley and other traditional tech hubs. Cities across the Midwest and South are seeing more VC activity, which could drive regional innovation. Not Seattle, though. Do better, PNW. ▪️Sluggish Fundraising, More Dry Powder: Although fundraising did not pick up steam in 2023, the amount of dry powder held by the industry ticked up slightly to $311 billion. It's out there, waiting to be deployed. ▪️The Old Normal: Corporate investors are still active-ish. CVC and family office investments were down but remain a significant minority of the deals and dollars committed in VC. ▪️Sustainable is Sizzling: ESG factors increasingly matter for deal-makers. More venture firms are making sustainability an investment focus area/criteria. Not-So-New Money: AI, biotech, and clean energy investing have been hot for a while. This isn’t breaking news, but it’s increasingly true. ▪️Risky and Safe: The current economic climate poses numerous challenges but also plenty of opportunities. Market volatility has made exiting more difficult but has also created attractive entry points for strong founders that could bear fruit later. All 91 pages of the 2024 NVCA Yearbook is below👇

97

4 Comments

Thanks so much, Ty Findley, for having me as a guest on Heavy Hitters: The Digital Industrial Podcast! It was great to chat about: 🏭 Our launch of the Industrial Renaissance practice at Bain Capital Ventures that builds upon our investments in scaled companies like Kiva, ShipBob, FourKites, Inc., Vention and MaintainX and many emerging seed and Series A companies. ✨ The tailwinds that are converging and creating a perfect ecosystem for innovation including unprecedented technological advancements, compounding geopolitical and environmental pressures, public and private alignment, and the new wave of talent entering the space. 🤠 Core insights from 20 years of investing in founders transforming the physical world - namely that the key is still software! https://lnkd.in/eJGR9TkB

118

2 Comments

In episode 4, Bill Clendenen and Michael Burcham talk strategy and the right (and wrong) ways to think about and deploy it. #microcaps #privateequity #strategy #strategicplanning

2

In this edition of the #GreenMolecules ™ Journal, the Energy Capital Ventures team discusses the future of #innovation in the critical #naturalgas distribution system. This is the first of series on the topic. We'd love to hear your thoughts. https://lnkd.in/gj2qAg45 #energy

15

At the CFA Society Indianapolis Venture Breakfast last week I mentioned how SaaS is losing its VC footing to AI. A couple of folks asked for more information, so I figured I'd share today's PitchBook newsletter on the topic. (https://lnkd.in/eJ285n-a) Amid shifting landscapes in the tech sector, corporate innovation funds and investment dollars are increasingly pivoting towards AI experimentation. As traditional SaaS startups experience a deceleration in revenue growth, the focus is shifting. 💡 As we witness this transition, it's crucial for professionals in tech and investment sectors to understand how AI can drive not only efficiency but also innovation. ❓ Let's discuss how your organizations are adapting to this shift. Are you experimenting with AI? What impacts do you foresee in your industry? #AI #CorporateInnovation #TechTrends #StrategicInvestment

19

What distinguishes an effective CEO-board chair relationship? According to a Spencer Stuart survey of nearly 200 directors and 30 CEOs of S&P 500 companies, trust is the most critical factor. Learn about the key moments that can build trust between Chairs and CEOs from my colleagues George Anderson, Jim Citrin, Cassandra Frangos and Zachary Morfín in their new article featured in Harvard Business Review https://lnkd.in/eE--Cc78

5

Compass Diversified (NYSE: CODI) has successfully completed the S&P Global Corporate Sustainability Assessment (CSA) 2024! Participating in this assessment is an important step in aligning our business strategy with our sustainability goals, showcasing our ongoing commitment to ESG best practices. Sustainability is a critical aspect of our business strategy. By taking part in the CSA, we are ensuring that our environmental, social, and governance practices are held to the highest global standards. This assessment not only helps us evaluate our current impact but also drives us to continuously improve and contribute to a more sustainable future.

56

6 Comments

Proven technology and rapid payback makes Qualterra Biomass Processing Units an industry leading solution.

5

🌎💡 Riverwater Partners' Q3 2024 Small-Cap Strategies Webinar is next week! Join us for an update on our Small Cap Strategies and explore how our holdings are harnessing AI to drive growth while balancing energy demands and environmental impact. 🌎💡 Join us to: 📈 Review Q3 2024 small-cap performance and learn how Riverwater is positioning for future growth. 🚀 Discover our newly available Riverwater Small Cap Strategy. 🔋 Gain insights into the evolving nuclear energy space. 🌐 See how our portfolio companies naturally enable AI and green energy transitions. Save your spot for insights on innovative, responsible investing in small caps! Link to registration in comments below ⬇️⬇️ #ESGInvesting #SmallCapStrategies #SustainableInvesting #GreenEnergy #AI #Webinar #InvestmentUpdates #RiverwaterPartners

11

1 Comment

🎙️ New Episode Alert! 🎙️ #EconomicInsights #TheProfitDilemma Are companies shrinking your products while keeping prices high? We dive into #Shrinkflation, #Greedflation, and the debate surrounding corporate profits driving inflation. https://lnkd.in/ewFxdFKJ 🔍 Episode Highlights: - Hurricane Milton's Economic Impact - How natural disasters influence economic policy. - Greedflation Debate - Is corporate profit the real inflation driver? - Policy Solutions - From federal bans on price gouging to economic analyses by AI, we cover it all. 🎧 Why You Should Listen: This episode isn't just about numbers; it's about understanding the economic forces shaping your wallet. Guest Insights: - Warren (AI Economist) & @RoboJohnOliver share contrasting views, making this a must-listen for anyone interested in how economics affects everyday life. 📢 Join the Conversation! - Use #TheProfitDilemma when sharing your thoughts or experiences with shrinkflation. - Engage with us here or on our podcast community page for deeper discussions. 👉 Listen Now: https://lnkd.in/eNQCGgir 📸 Behind-the-Scenes: Follow us for exclusive content and Q&A sessions with our guests. #PodcastBehindTheScenes - Rate & Review: If you enjoy the episode, please rate and review us on your podcast platform. Your feedback fuels our content! - Share: Got friends interested in economics? Share this episode with them using #EconomicJustice. #Greedflation #Inflation #Shrinkflation #HurricaneMiltonAftermath #CorporatePriceGouging #PodcastRecommendations #NewPodcastAlert #EconomicJustice #WealthInequality #KamalaHarrisPolicy #TrumpEconomics @KamalaHarris @VP https://lnkd.in/ewFxdFKJ

1

🛰 With #space becoming more congested and contested every day, the need for clear and effective governance has never been more urgent. The future of our activities in low Earth orbit - and beyond - hinges on the decisions we make now. It’s a privilege to join the Council on Foreign Relations' Independent Task Force on U.S. Space Management Policy. Our work is focused on answering critical questions, including: How should the U.S. respond to evolving strategic challenges in space? What policies are necessary to ensure the safe and sustainable use of #LEO? How can we align international efforts to manage the rapid expansion of commercial activities in space? I’m excited to bring a private sector perspective to this important initiative. A special thanks to Co-Chairs Retired Lieutenant General of USSF, Nina Armagno, and Former Congresswoman Jane Harman, as well as Director Esther Brimmer, for including me in this crucial effort. I look forward to sharing our insights and recommendations when the paper is ready. More on the CFR task force can be found here: https://lnkd.in/emJZHyfc

62

8 Comments