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Scale By Numbers
41 minutes | Jun 18, 2021
EP 12: HR is never black and white; it "always" depends. Guest: Jonna Mooney
E12 Scale by Numbers PodcastGuest: Jonna Mooney| Founder | Affogado HR ConsultingTopic: HR is never black and white; it "always" depends.💡 What do they do? Affogato Consulting partners help clients to implement practical, appropriate, and compliant solutions to HR issues. They work with small to medium size companies in many different industries across the United States. They understand that business people want to run their businesses, that employees are critical to the business, and that some parts of HR are intimidating. They use this understanding to create actionable steps so that your HR function runs smoothly. 💡 How can an HR consultant help a small team? Whether you have one employee or 700, having a consultant or team outside to help be a guide on the side is an excellent idea early on. There is a common misconception that HR is black and white, but its not. It's very gray with a lot of variations. HR consultants understand those gray areas, so it is essential to have a trusted advisor in your back pocket from day 1.💡 Can an HR Consultant help build Culture: Your company culture happens whether you make it happen or not. Having intention around each decision you make, each hire you bring in, every policy you create is an even better idea. How you engage with your employees depends on the people in the organization, what they value or what they say they value, and what this business is and what it intends to be. 💡 How can an HR consultant help you scale? One of the things that HR is known for and what people look is help with compliance. Compliance is almost related to headcount. As investment increases, the headcount increases. On the one hand, you get involved in the black and white compliance, then in the gray areas, then as you grow your headcount, you start to think about how you protect the seed the heart of what the company is. HR outsourcing is a great way to grow, recruiting outside of just referrals because they aren't always the perfect fit. Outsourcing can give your company a global net spread and allow for more. 💡 Noteworthy Advice: . Hiring in any country outside of the US without engaging with an international HR consulting firm or a PEO in your back pocket is an expensive mistake. Both will have a network of consultants around the globe that can help ensure compliance in other countries. Subscribe for updates, and we will send you a free copy of The #1 Key to Creating a Thriving Business takes you through the challenges of growing and scaling your company, from first to last. And you can request your copy here – no hidden fees, no strings.Get your Free BookWhatever stage you’re at in business, you need to be all over the numbers. In posts like this, we aim to offer bite-size food for thought – but in a few hundred words, we can only do so much.If you’re ready to build your financial muscle, how about a FREE copy of James Vanreusel’s (highly-acclaimed) book for CEOs?
36 minutes | Jun 15, 2021
E11: Preventing Bad Actors from Getting in the way of Good Business. Guest: Candice Tal
Topic: Preventing Bad Actors from Getting in the way of Good Business.Guest: Candice Tal| CEO & Founder| Infortal💡 Who is Infortal and what do they do? Candace Tal is the CEO of Infortal Worldwide, a global risk management, and investigations firm. Infortal Worldwide works in 160 countries, has done over 2 million investigations and works with companies from Start-Ups all the way up to Fortune 100 companies. Their goal is to "prevent bad actors from getting in the way of good business."💡What type of investigations does Infortal do? Each investigation has different end purposes but similar goals. They focus on adding integrity to a growing business, help them grow with like-minded people on their team, and allowing them to flourish with honest employees with the same ethics and values. Infortal focusses on running corporate investigation due diligence checks in the following areas:Executive/C-SuiteBusiness Partner Checks3rd Party Supply chains checksAdding Board/ Advisory Members💡How does Infortal mitigate risk? Firstly, reputation management is a priority. In Candice's experience, at least 20% of executives have serious issues that could cause serious business issues. Executive due diligence will enable you to prevent very serious issues from happening that you cannot find in a regular back ground check. Infortal looks for information that answers questions like.Does this executive have a nefarious background?Litigious behavior or conflict of interests?History of misconduct?💡What type of investigations should a company engage? Maybe add in brief descriptions of each check (federal, business, real estate etc.) In a routine cheap background check, you do not find some of the deeper layers of an individual, so they can minimize the risk of a company looking for a new CEO by really peeling back the layers of the individual and making sure that they are 100% sure they have the right individual💡What is the Infortal background check structure? Infortal uses a 3 tier structure. Tier 1 is a more advanced standard background check that can still find quite a bit more information than a standard check you would find on google. Tier 2 is all public records, including all criminal history, civil level, county level, federal, and statewide databases; it looks at the department of corporations conflicts of interests, anti-competitive behaviors. For example, if a candidate is working for a competitor or had federal crimes.Tier 3- This is the deep dive of the candidate's entire worldwide web history, including everything in Tier 1 and Tier 2 and even real estate transactions. '💡How to get in touch with Candice?Email| LinkedIN| Website Subscribe for updates, and we will send you a free copy of The #1 Key to Creating a Thriving Business takes you through the challenges of growing and scaling your company, from first to last. And you can request your copy here – no hidden fees, no strings.Get your Free BookWhatever stage you’re at in business, you need to be all over the numbers. In posts like this, we aim to offer bite-size food for thought – but in a few hundred words, we can only do so much.If you’re ready to build your financial muscle, how about a FREE copy of James Vanreusel’s (highly-acclaimed) book for CEOs?
29 minutes | May 26, 2021
Episode 10 | Tim Kachuriak | Cheif Innovation Officer | NextAfter
E10: Scale by Numbers Podcast Guest: Tim Kachuriak| Chief Innovation Officer | NextAfter Topic: What moves and inspires people to donate💡 Who is NextAfter? They have a simple yet extensive mission. They focus on learning how to maximize digital fundraising for Non-Profits, understanding what inspires people to give, and teach non-profits how to experiment to run campaigns from the donors' point of view.💡What is the donor's journey? NextAfter supports Non-profits by providing a gap analysis of non-profit organizations from the donors' point of view. Non Profits must understand one thing "what inspires others to give." NextAfter gathers data from non-profit donation funnels and then runs actual scientific experiments and tests to figure out what works. They use forensic research to analyze large amounts of data in the non-profit sector. They are searching for patterns that lead to opportunities that lead to greater digital fundraising performance. 💡How do they help Non-Profits? NextAfter learns how people give, and then they perfect the non-profits' fundraising efforts to maximize their donations. They have run over 2,700 online fundraising experiments and discovered that the more you humanize communications with donors, the more effective and successful your fundraising would be. A huge part of fundraising is giving donors a sense of community. People give to people, not to websites, making as many human-to-human interactions throughout the timeline of becoming a donor. It should feel like you are part of a club by giving the organization a sense of community.💡Do you know what moves people to give? To get into the heart and soul of what drives people to give to an organization, you must answer these three questions. What is your appeal?Is your value proposition exclusive and unique to the organization?Is your value proposition being communicated clearly-is it credible?💡Noteworthy Advice:-Foster a culture of innovations and testing-Create space for people in your organization to take risks, 💡When should a non-profit reach out to NextAfter: Right away! If you have unsuccessful fundraising attempts and have not figured out what went wrong, they can tell you, guide you and help you through the process. They offer many free resources on their website, not to mention years of research and results to help optimize non-profits' fundraising efforts. 💡How to reach out to NextAfter? LinkedIn | Website
36 minutes | May 28, 2021
Episode 9| Craig Zingerline| CEO and Founder of Growth University
💡WHO WAS OUR GUEST: Craig Zingerline | Founder of Growth University💡WHAT IS GROWTH UNIVERSITY? Growth University was developed to offer founders the strategy and the playbook needed to make it through the startup stage and eventually scale. This is a live cohort-based program that teaches founders to " go after customers holistically." Growth University offers hundreds of hours of courses, masterclasses, and resources that "focus on actionable skills that can be implemented right away and have been tried and tested to help your company grow."💡BE WILLING TO EXPERIMENT: When you are just starting a company, you don't have a customer base, so making more personal relationships with your customers is essential, and then once you start gaining traction and doing something that works, you can sort of rinse and repeat to gain more customers. The early stages of demand are critical. You must learn quickly and early what works and what doesn't work. Experiments allow you to nail down your process, know where your customers are and, most importantly, where they are not, and how they value your product. 💡FINDING YOUR CUSTOMERS: As a founder, you need to recognize the sequence of growth; a founder needs to be self-reflective and ask themselves, "what are my strengths and weaknesses" in the relevancy of the content shared with customers. It is essential to find the proper channels for your specific audience. Not all channels are created equal, and they will differ for each business. You have to find out if your audience has low intent or high intent. If you have some high intent customers willing to buy your product and interact with your content, you have to find out what is working for them. The hard part is figuring out how to convert the low intent customers to have a higher intention with your content.🚀HOW CAN GROWTH UNIVERSITY HELP STARTUPS SCALE: Craig helps founders with product-market fit and understanding the market they are in, getting the first bit of traction, and acquiring the first few customers. Growth University has courses that support many other areas of marketing (Facebook ads, Google Ads, Social Media engagement, Finding initial customers) to continue the momentum and move your company to the next stage-and ultimately scale.💡HOW TO CONTACT CRAIG: Website | LinkedIn
35 minutes | May 25, 2021
Episode 8: Foundersuite with Nathan Beckford
💡WHO WAS OUR GUEST: Nathan Beckford | CEO and Founder | FounderSuite💡ABOUT OUR GUEST: This week's guest is an exciting addition to the Vanreusel Ventures Startup Stack; We had the pleasure of chatting with Nathan Beckford, the founder and CEO of Foundersuite. Their mission is straightforward but extremely important- "make awesome tools that help founders build awesome companies." Raising money is a huge pain point for growing companies, and simplicity and support are what every founder needs when growing a company, and that's precisely why I decided to do this podcast. Nathan also has a podcast called "How I Raised It," which offers listeners 190 different ways that founders have raised capital. If you haven't listened to it, you should!💡What is FounderSuite:FounderSuite came to fruition from an idea of a spreadsheet that tracks conversations with Investors. There was a light bulb moment when trying to make the tool better, and magically FounderSuite was born! This software has been specifically for Start-Ups and Founders to help qualify investors, start communication with potential investors, create relationships, manage and track those relationships.Noteworthy Tips for Building Investor Relationships:Always, Always, Always do your research first. Qualify potential investors do not just "spray and pray." You will waste your time. Spend time nurturing relationships before raising money.Reach out to investors 6-12 months before they planned to raise money. Send your company update for a few months, then wow with a buy-in option.Once you start the fundraising round, run a tight process, reach out for help when you need it.💡"How I Raised It'- How I raised it is Nathans podcast, which discusses exactly the title--How founders raised money. This podcast is fascinating and an excellent tool for anyone getting ready to raise money. There are 190 interviews and 190 different ways that companies raise capital. There is no one way to raise capital, but there are standard patterns that should be followed. 💡Fundraising Tips:Fundraising is a full-time job for a CEO, so support is necessary. Keep your Due Diligence in order-Do not to be the bottleneckMaintain the momentum by moving quicklyReduce friction by maintaining clear communication and benchmarks with stakeholders.🚀HOW CAN FOUNDERSUITE HELP COMPANIES SCALE: FounderSuite was created for founders so they can save time while raising money. This platform can save you hundreds of hours raising money and getting to know and maintaining relationships for investors. Foundersuite is an investor CRM database, and it helps bring structure, speed, and efficiency to fundraising and investor relations. In addition to that, they also offer other product features for financial intermediaries, investors, and accelerators and some additional features like Pitch deck hosting and over 80 start-up doc templates. Resources are essential during the critical stages, and FounderSuite offers hundreds of resources to help support founders as they prepare for fundraising.💡HOW TO CONTACT NATHAN: Website | LinkedIn
42 minutes | May 14, 2021
Episode 7| Joe DeLucchi | President and CEO | CAL Insurance
Scale By Numbers Podcast💡WHO WAS OUR GUEST: Joe DeLucchi | President and CEO of CAL Insurance💡What does CAL Insurance do? Cal puts together structured insurance programs, for businesses, schools, nonprofits, real estate investment groups, and successful individuals and successful families across the United States. They are business insurance advisors. They will help founders learn precisely what they need to cover their business and then go to bat for them and make sure they have the best insurance packages and coverages to mitigate risk.💡Who should have an Insurance Advisor: Everyone! Insurance is very complex. The policies are created and written by lawyers and can be very difficult to translate. Without having someone on your side checking the boxes, there could be exclusions in your policies that you may not have known were there. No insurance is the same, and the complexities and hidden exclusions are embedded in the language. CALs goal is to explain their policies in precise terms and ensure that each of their clients has the suitable packages to fit their company RIGHT NOW. 🚀HOW CAN CAL INSURANCE HELP COMPANIES SCALE: CAL creates policies that protect a company from risk. Like other members of our start-up stack, mitigating risk for their clients is their number one goal. The most valuable thing that a founder can do is to get their insurances right from the beginning. Cal focuses on the transactional side of insurances. As advisors, they take a complete overview of the corporation, the business, the founder's goals, analyze where they are and where they are going, and create a "meaningful insurance program" to fit them perfectly. 💡Ideal Start-Up Insurance Package: Joe suggests that founders should be involved with finding the correct insurances for their business from the beginning. Why? Because who knows the business better than the founder! He was kind enough to go into deep detail about the ideal coverages that are best for a software company:Workers Compensation--In every state you registered inD& O InsuranceProfessional LiabilityCyber InsuranceErrors and Omissions
41 minutes | May 10, 2021
Episode 6: BakerTilly with Allen Goh
29 minutes | May 4, 2021
Episode 5 | Carta with Francesca Puccinelli
💡WHO WAS OUR GUEST: Francesca Puccinelli | Partnerships | Carta 💡HOW TO CONTACT CARTA: Website | LinkedIn💡WHO IS CARTA AND WHAT DO THEY DO: Carta helps companies and investors manage their cap tables, 409A valuations, investments opportunities, and equity plans. Within one platform Carta offers everything needed to manage equity, in real time from Cap table management, 409A valuations, and Liquidity assistance. They offer plans that will grow with founders from start-up to IPO and beyond.💡WHY USE CARTA: The common theme for the members of our Start-Up Stack is that founders need one source of truth for all of the functions within their business. Equity is complex, and ever changing and Carta has become the truth center for founders and their cap tables. The Carta platform automatically keeps cap tables up to date with little effort. 💡WHAT MAKES CARTA SPECIAL: Carta is special because they are a network company. Cartas mission is to " create more owners, and equity for all." The Carta internal team, and customer service team are client focused 100% of the time, and Carta has become is extremely agile in understanding the nuances of equity in an ever changing market.💡WHAT IS NEW FOR CARTA: Carta recently launched a new product called Carta X. CartaX essentially allows companies, employees and investors to access liquidity without waiting to go public. 💡WHAT PROBLEM DOES CARTA X SOLVE: Companies are staying private longer. Previously this was an issue for private companies because shareholders were not able to access liquidity without the company going public, and companies were forced to choose. Companies are able to handpick who will be on their cap table. Founders can optimizes their portfolio and expand their investment opportunities, and employees who join Carta X will be able to access their liquidity within the company and diversify their portfolios sooner. 🚀HOW CAN CARTA HELP YOU YOUR BUSINESS SCALE: Carta will scale with a company. They offer free cap table plans for those who are just getting started, plans when you are IPO ready with advanced equity management and features and service to prepare you for liquidity, M & A, and IPO. And, of course, for the late-stage private company, they now have CartaX. Carta is consistently improving their products that answers every equity based pain point. (cap table management, 409A valuations, investors, shareholder liquidity). They are a network company, and will continue to expand their reach and offer diverse benefits to shareholders and optimize equity management in a way that others cannot do. 🎧 How to subscribe and listen to other episodes 🎧Apple | Spotify |Stitcher
30 minutes | Apr 26, 2021
Episode 4: Jitasa with Jon Osterburg
Scale By Numbers Podcast💡WHO WAS OUR GUEST: Jon Osterburg | VP of Sales and Marketing | Jitasa | Non-Profit Accounting Firm💡HOW TO CONTACT JITASA: Website | LinkedIn💡WHO IS JITASA AND WHAT DO THEY DO: Jitasa is the largest national, non-profit dedicated accounting firm. They do not work with any other organizations--just non-profit organizations. Non-profit organizations require a specific style of support and accountants with a particular type of training and non-profit accounting skills compared to different sets of clients.💡WHY DOES JITASA FOCUS ON NON-PROFIT ACCOUNTING: Many larger or regional firms will work with non-profits, as well as other types of clients. But what ends up happening is the different sets of clients may become more profitable. Over time, the non-profit organizations will become underserved and will not be looked after and initially did. 💡THE JITASA MISSION:Conscientious. We believe in the business of doing good, it's our principled passion. That means our daily lives are governed by our sense of what's right. We are conscientious to those around us – our cube mates, our bosses, our clients, and our suppliers. Disciplined. We believe that enabling others to do good means being smart and realistic about what you can do today, tomorrow, and the future. It means planning. It means knowing exactly where you stand and what lies ahead.Gracious. We believe in order to do good, you have to accept people as they are. We maintain grace with ourselves, our clients, and those around us. We recognize the good in everyone, support our community, and pay attention to each other.💡WHAT MAKES JITASA SPECIAL: Jitasa is 100% outsourced, and remote so they do not ever get to meet their clients. They build a personal rapport with their clients but set clear expectations from the beginning of the engagement--it's the number one priority for both the sales team and the accounting team.🚀HOW CAN JITASA HELP YOU YOUR NON PROFIT AS YOU SCALE: Each organization's needs are unique. Jitasa creates custom proposals for every organization based on their specific needs--they can "slice and dice" any service needed. This is very important for non-profit organizations because each organization has particular complexities, and the "one size fits all" approach will not work. As the organizations grow, they can slowly add on services around their needs to ensure all gaps are filled. 🎧 How to subscribe and listen to other episodes 🎧Apple | Spotify |Stitcher
60 minutes | Apr 19, 2021
Episode 3: Forest Nation with Andrew Frankland
WHO WAS OUR GUEST: Andrew Frankland | Director of Operations | ForestNationHOW TO CONTACT ForestNation: Website | LinkedIn🌲WHO IS ForestNation: ForestNation is a marketing company that provides environmental marketing services centered around reforestation in deforested areas like Tanzania, Haiti, Ethiopia, Kenya, and regions in South America. ForestNation offers branded sustainable products and options for companies that support the environment, is fully sustainable, and adds an educational piece that engages all involved with reforestation as an action. The ForestNation mission is to reforest Mother Earth and motivate audiences to grow and plant their own trees. They do this by "creating products and services like tree planting kits that help you achieve your own goals, which results in more trees being brought to life. "🌲WHAT DO THEY DO? With every item purchased and action taken on their website, ForestNation will plant trees in areas hit hard by deforestation and industrial agriculture. Through this program, they focus on generating sustainable livelihoods in developing countries with a goal to "stimulate local economies; develop leadership roles for women; and create a brighter outlook for future generations." By default, organizations that work with ForestNation help not only their own communities, but contribute significantly to the greater good.🌲WHY ENVIRONMENTAL MARKETING: The marketing world is a key driver towards negative environmental and social impact. Within the US alone, promotional products are worth appx 25 billion. When you look at promotional products like hats, pens, USB Sticks, --most branded products end up in the trash and are not biodegradable. From creation to getting to the landfill, we have had to use fossil-fuel generated plastics and products. Once the item makes it to the landfill, we are looking at a negative ROI for the company that purchased it and a 100% negative impact on the environment. 🌲HOW CAN FORESTNATION HELP YOU AS YOU SCALE: When you engage your customers and audience members in the full circle of sustainability from planting to growth to harvesting, you create a "full arc of awareness " and education that goes all the way through to the company. The benefits created from engaging your audience to plant a tiny seed- creates a unique style of brand loyalty that a pen or a hat just will not create. The brand loyalty created through this process is phenomenal. A small start-up can take their marketing efforts to a more meaningful level with items that boost engagement, and promote corporate social responsibility. 🌲EFFECTS OF DEFORESTATION: We are still the minority, the majority of people are farming. And when you begin taking that resource away, you start creating huge, huge volumes of very poor people and famine. Planting trees in these heavily deforested areas is the solution. If we are able to start planting forests to mitigate that, and to create food security, we have engaged that person who gets that tree at home, with planting trees to save lives.🌲TAKE ACTION: If you are interested in being a part of the Vanreusel Ventures Forest, please reach out and let us know; we will gladly send you your very own tree kit!
35 minutes | Apr 9, 2021
Episode 2| Scale By Numbers | Lead Channel Account Executive Joel Lacayo | Rippling
Scale By Numbers PodcastVanreusel Ventures is a member of several networking groups in San Francisco, and one of the main questions we get is "what is the best payroll provider or HR software? There are so many options, that it can be hard for a smaller business to choose one. They have different setups, and need different features. In this week's Scale By Numbers podcast episode, we take a deep dive into Rippling with their Lead Channel Account Executive Joel Lacayo. Joel discusses what makes Rippling unique, how they support companies throughout every stage of their business and what they have in store for the future. Rippling is more than just a payroll provider. They are set up to grow with your company, and include a high level of automation, and API integration for over 500 apps.WHO WAS OUR GUEST: Joel Lacayo is the Lead Channel Account Executive at Rippling. HOW TO CONTACT JOEL: Website | LinkedIn🔥WHO IS RIPPLING: They are a younger company founded in 2016 and headquartered in San Francisco. Rippling is an excellent payroll and HR platform that has taken technology integrations to the next level. They manage employee payroll, benefits, apps, onboarding, and more. They are one of our startup stack partners. We use them internally, and we have clients who use them and are very grateful for what they provide with regards to automation. They automate manual work like onboarding new hires. "In just 90-seconds, a company can set up an employee's payroll, health insurance, work computer, and third-party apps, like Gmail, Microsoft Office, and Slack." - Rippling.com 🚀HOW CAN RIPPLING HELP YOU AS YOU SCALE: Rippling focuses on being the one source of truth for employee information, increasing efficiency and accuracy, and decreasing human entering of information and interaction. When one piece of data is changed, that triggers Rippling to make changes to all the other departments for you. It will check for compliance, accuracy and alert the necessary people for actionable tasks. Ultimately, this automation will add the bandwidth that your People Ops and HR team need to create an accurate, automated and compliant HR machine. 🔥WHAT'S RIPPLINGS SPECIALTY: The system is centered around a-la-carte products based on where YOU are in your business journey. The platform can expand as you add to it. You start with the foundation--that's the employee management system. Then you build out your plan based on where you are in your company. Smaller companies may only need Employee Management and Payroll. In comparison, medium-sized companies may need to add on benefits and our ATS system. But then, for those larger companies, they can build a very sophisticated model to support every aspect of their people ops, payroll, benefits, hiring, and more. 🔥NOTEWORTHY ADVICE: When you're thinking about your employee management. Don't think about Rippling as just a way to pay employees, provide benefits, and document things. It's best to view it with an entrepreneurial mindset when planning and ask yourself questions like :How can I have a great staff? How will I build my company culture? How am I going to retain them? How am I going to pay them? How can I make sure my staff isn't bogged down and make work efficient and streamlined? Remember you're going to continue to have to compete with everybody else that's probably bigger than you.
43 minutes | Mar 19, 2021
Episode 1|Scale by Numbers| Corporate Attorney David Goldenberg
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