041 Vidya Dinamani – Laying the Groundwork for Investing

041 Vidya Dinamani – Laying the Groundwork for Investing


Episode Summary

Welcome to She Invests, where you’ll hear from existing female angel investors, venture capitalists and fund managers on their investment thesis. From deal flow to exits, they will share the best practices that contribute to their success.

In this episode, Dr. Silvia Mah welcomes to the podcast entrepreneur, Product Coach, author and co-founder, Vidya Dinamani. Vidya has a passion for coaching product leaders and teams. She is one of the founding partners of Ad Astra Ventures. She is also Principal with Product Rebels, a company founded to help product managers, founders and entrepreneurs make customer breakthroughs. Vidya has also recently been focused on investing and mentoring startups and early stage companies. She has over eighteen years of experience specializing in business and technology strategy development and product design, development and management. Vidya has held multiple executive roles at leading companies, including executive positions leading innovation and product management at Mitchell International, Director of Customer Experience for TurboTax Intuit. She also served as Director of Business Operations and Chief IT Architect for the software provider. Prior to Intuit, Vidya was a consultant with Deloitte Consulting, specializing in technology strategy consulting. She holds seven U.S. patents for software technoloy and is a certified Net Promoter associate.

Today, Dr. Sylvia and Vidya talk about Vidya’s ‘Why’ of investing and her goal to achieve equality among men and women on both sides of the investment table. Vidya expounds on what it means to go from the first meeting with a startup company to actually writing a check and investing. Finally, Dr. Sylvia and Vidya discuss the work Ad Astra Ventures is doing to educate entrepreneurs today.

What We Covered

  • 04:30 – Dr. Silvia Mah introduces today’s guest, Vidya Dinamani, who discusses her professional background, her very first investment and her ‘Why’ of investing
  • 10:22 – Vidya talks about identifying the right founder and the right product-market fit when she seeks out early stage startup companies to invest in
  • 13:45 – Vidya talks about the origin story of Ad Astra Ventures and the commitment they’ve made to help more female founders
  • 20:55 – Vidya speaks to the impact Ad Astra Ventures wants to create
  • 29:15 – Vidya talks about her book, Groundwork: Get Better at Making Better Products and some of the great testimonials she’s received as feedback
  • 37:02 – Vidya expounds on her background in product and how it’s impacted how she shows up as an investor
  • 38:55 – Vidya talks about the work she’s doing at Lash.Live
  • 45:56 – What abundance mindset means to Vidya
  • 47:32 – Dr. Silvia recaps her interview with Vidya

Tweetables






Links Mentioned

Dr. Silvia Mah’s LinkedIn
Dr. Silvia Mah’s Website
Dr. Silvia’s Twitter – @silviamah
Domaine Santé Website
San Diego Angel Conference
Vidya’s LinkedIn
Product Rebels Website
Ad Astra Website
Vidya’s Book

Episode Sponsor

Domaine Santé

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040 Rose Bowlus – Finding Your Voice as an Investor

040 Rose Bowlus – Finding Your Voice as an Investor


Episode Summary

Welcome to She Invests, where you’ll hear from existing female angel investors, venture capitalists and fund managers on their investment thesis. From deal flow to exits, they will share the best practices that contribute to their success.

In this episode, Dr. Silvia Mah welcomes to the podcast attorney and angel investor, Rose Bowlus. Rose is an experienced attorney and former in-house counsel with extensive transactional, regulatory and compliance experience at industry leading financial institutions and energy companies. She is a strong leader, seasoned negotiator and excellent communicator, all traits that have prepared her for her transition to angel investing. Today, Dr. Silvia speaks to Rose about Rose’s journey from aspiring angel investor to an expert who is ingrained in the startup ecosystem. They discuss Rose’s background in law, the work she’s doing to help and advocate for start-ups and some of projects she’s currently taking part in, including Angels in the Law and The Fourth Floor.

What We Covered

  • 05:12 – Dr. Silvia Mah introduces today’s guest, Rose Bowlus who speaks to her involvement in the San Diego Angel Conference (SDAC), her background as a lawyer and finding her voice as an investor
  • 11:01 – Rose recounts the finalist companies at San Diego Angel Conference
  • 13:24 – Rose expounds on her latest project, Angels in the Law
  • 18:51 – Bringing a different perspective and doing your due diligence as an angel investor
  • 24:02 – What Rose is doing to help and advocate for start-up companies
  • 29:28 – Rose talks about one of the start-up companies that she’s particularly excited about
  • 37:56 – Rose speaks to her involvement in an early stage company, The Fourth Floor
  • 42:14 – What abundance mindset means to Rose
  • 43:40 – Dr. Silvia recaps her interview with Rose

Tweetables






Links Mentioned

Dr. Silvia Mah’s LinkedIn
Dr. Silvia Mah’s Website
Dr. Silvia’s Twitter – @silviamah
Domaine Santé Website
San Diego Angel Conference
Rose’s LinkedIn
Rose’s Website
Link to The Fourth Floor

Episode Sponsor

Domaine Santé

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039 Dr. Kay Olmstead – Impact Investing

039 Dr. Kay Olmstead – Impact Investing


Episode Summary

Welcome to She Invests, where you’ll hear from existing female angel investors, venture capitalists and fund managers on their investment thesis. From deal flow to exits, they will share the best practices that contribute to their success.

In this episode, Dr. Silvia Mah welcomes to the podcast entrepreneur, founder and fellow angel investor, Dr. Kay Olmstead. Dr. Kay is an angel investor who has a particular interest in investing in technology-based companies in biotech and clean tech. She looks for investment opportunities in socially responsible companies with technologies to make our world better by creating products to tackle tough problems. Dr. Kay is also an accomplished entrepreneur and is a co-founder and CEO of Nano PharmaSolutions. Throughout her thirty-two year career in the pharmaceutical industry she led the development efforts of five FDA-approved drugs and holds nineteen issued patents to date.

Today, Dr. Silvia speaks to Dr. Kay about her investment thesis, one that is rooted in impact investing and legacy building through philanthropic investment vehicles, such as Donor Advised Funds, or DAFs. Dr. Kay continues by discussing the importance of commercialization and provides general advice to aspiring entrepreneurs.

What We Covered

  • 04:40 – Dr. Silvia Mah introduces today’s guest, Dr. Kay Olmstead who speaks to her investment thesis and the decision to pursue impact investing
  • 16:44 – Dr. Kay talks about how her approach to investing has been influenced by her background as both an intrapreneur and entrepreneur
  • 20:53 – Dr. Kay provides some poignant investment questions that are important to ask
  • 24:03 – Dr. Kay comments on the importance of commercialization
  • 29:33 – Dr. Kay speaks to the value of relationship building in investing
  • 34:35 – Dr. Kay talks about her experience with San Diego Angel Conference
  • 38:47 – Dr. Silvia recaps her interview with Dr. Kay

Tweetables




Links Mentioned

Dr. Silvia Mah’s LinkedIn
Dr. Silvia Mah’s Website
Dr. Silvia’s Twitter – @silviamah
Domaine Santé Website
San Diego Angel Conference
Dr. Kay’s LinkedIn
Intercept Pharma
Salix
Nano PharmaSolutions

Episode Sponsor

Domaine Santé

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038 Rebecca Hourihan – Investing, Giving Back & Frugality

038 Rebecca Hourihan – Investing, Giving Back & Frugality


Episode Summary

Welcome to She Invests, where you’ll hear from existing female angel investors, venture capitalists and fund managers on their investment thesis. From deal flow to exits, they will share the best practices that contribute to their success.

In this episode, Dr. Silvia Mah welcomes to the podcast experienced retirement plan consultant and entrepreneur, Rebecca Hourihan. Rebecca is the founder and CMO of 401(k) Marketing, a firm that helps retirement plan advisors market their expertise and build long-lasting brand awareness. The company was founded on the idea that retirement plan advisors are specialists and should promote their unique skill set. With over 15 years of retirement plan experience, Rebecca is skilled at developing clear paths that are simple for plan sponsors, advisors and participants to understand. She is committed to company growth, advisor development and collaborative improvement. Dr. Silvia and Rebecca discuss lessons Rebecca has learned from her involvement in the San Diego Angel Conference, tips for being a better public speaker and how she has transitioned into a leader in the financial planning and services industry.

What We Covered

  • 04:19 – Dr. Silvia Mah introduces today’s guest, Rebecca Hourihan who speaks to her involvement in the San Diego Angel Conference, her background as a financial advisor and her entrepreneurial journey
  • 15:45 – The community of SDAC and what Rebecca noticed about some of the founders from this past year
  • 20:39 – Rebecca talks about how she prepares for presentations
  • 22:27 – How Rebecca has grown throughout her journey as an angel investor and the importance of diversifying her investments
  • 27:12 – Rebecca’s shares other projects she’s a part of
  • 28:45 – Rebecca expounds on her investment thesis and her ‘why’
  • 30:21 – Dr. Silvia shares her own specific investment thesis
  • 34:04 – Rebecca talks about some trends she’s seen in the FinTech industry
  • 35:53 – Rebecca discusses her financial savvy and provides best practices for living a frugal lifestyle
  • 44:40 – Final words of wisdom from Rebecca
  • 46:20 – What abundance mindset means to Rebecca

Tweetables







Links Mentioned

Dr. Silvia Mah’s LinkedIn
Dr. Silvia Mah’s Website
Dr. Silvia’s Twitter – @silviamah
Domaine Santé Website
San Diego Angel Conference
Rebecca’s LinkedIn
Rebecca’s YouTube Channel
Rebecca’s Twitter
Rebecca’s Podcast
401(k) Marketing Website

Episode Sponsor

Domaine Santé

Share the Show

Did you enjoy the show? We would love it if you subscribed today and left us a 5-star review!

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037 Caitlin Wege – Following Your Why

037 Caitlin Wege – Following Your Why


Episode Summary

Welcome to She Invests, where you’ll hear from existing female angel investors, venture capitalists and fund managers on their investment thesis. From deal flow to exits, they will share the best practices that contribute to their success.

In this episode, Dr. Silvia Mah welcomes to the podcast ecosystem builder, investor and advisor, Caitlin Wege. Caitlin is a partner at MooDoos Investments, a private family-owned investment fund that invests in early-stage companies throughout North America. MooDoos is industry agnostic and invests in several industries including life sciences, manufacturing, and education technology. Caitlin is an experienced angel investor and fund manager that serves as Chairman of the board of multiple portfolio companies and President of the San Diego Chapter of Tech Coast Angels, the largest Angel network in the US. Dr. Silvia and Caitlin discuss the concept of finding your ‘why’ as an investor, Caitlin’s passion for fostering entrepreneurial and investor education, and how to create a wonderful network and community for investors locally as well as nationwide.

What We Covered

  • 04:32 – Dr. Silvia Mah introduces today’s guest, Caitlin Wege who speaks to her entrepreneurial journey, her ‘why,’ and how she got involved in investing
  • 08:45 – Caitlin speaks to the importance of addressing the wealth gap in America
  • 12:24 – Caitlin discusses the dynamic of her family office and her role as President of the San Diego Chapter of Tech Coast Angels
  • 18:40 – Caitlin shares her thoughts on the need to get more women involved in angel investing and the panel she worked to achieve this goal
  • 27:08 – Caitlin identifies some specific female members of Tech Coast Angels who are doing amazing work
  • 29:35 – Overcoming Imposter Syndrome
  • 36:19 – Caitlin talks about overcoming the challenges of COVID-19 to emerge successful in 2020 and what excites her about 2021
  • 41:31 – How Caitlin plans to amplify her ‘why’ in 2021
  • 46:05 – What abundance mindset means to Caitlin

Tweetables






Links Mentioned

Dr. Silvia Mah’s LinkedIn
Dr. Silvia Mah’s Website
Dr. Silvia’s Twitter – @silviamah
Domaine Santé Website
San Diego Angel Conference
Caitlin’s LinkedIn
MooDoos Website
Tech Coast Angels Website
Tootris

Episode Sponsor

Domaine Santé

Share the Show

Did you enjoy the show? We would love it if you subscribed today and left us a 5-star review!

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036 Janet Carson – Greet the Day with Endless Possibilities

036 Janet Carson – Greet the Day with Endless Possibilities


Episode Summary

Welcome to She Invests, where you’ll hear from existing female angel investors, venture capitalists and fund managers on their investment thesis. From deal flow to exits, they will share the best practices that contribute to their success.

In this episode, Dr. Silvia Mah welcomes to the podcast former Director of Contracts at Qualcomm, Janet Carson. After retiring from Qualcomm in 2018, Janet turned her focus to making an impact in the community by serving with several community-based organizations and investing personal resources with numerous startup companies. As an angel investor, Janet identifies innovative solutions and technology-centric startup companies for investment opportunities.

Dr. Silvia and Janet talk about how Janet has diversified her portfolio through different types of investment opportunities, from Portfolia and San Diego Angel Conference to Founders First Capital Partners. They discuss the value of looking to others for industry-specific expertise throughout the due diligence process. Finally, they speak to Janet’s passion for investing in women-led and underrepresented startup organizations.

What We Covered

  • 05:06 – Dr. Silvia Mah introduces today’s guest, Janet Carson who speaks to extensive business background, her involvement in San Diego Angel Conference and what she enjoyed most about SDAC
  • 11:19 – How Janet’s experience has changed with a year under her belt at SDAC and speaks to the benefits of angel investing
  • 15:14 – How SDAC has adjusted and pivoted amidst COVID-19
  • 19:32 – Janet speaks to the site visits she’s excited to make once it’s safer to travel
  • 23:02 – Janet opens up about her different investment approaches and how she’s leveraged the investment platform Portfolia
  • 34:10 – Janet talks about her involvement with Kim Folsom and Founders First Capital Partners
  • 38:01 – How Janet views herself as an investor
  • 42:54 – What abundance mindset means to Janet

Tweetables







Links Mentioned

Dr. Silvia Mah’s LinkedIn
Dr. Silvia Mah’s Website
Dr. Silvia’s Twitter – @silviamah
Domaine Santé Website
San Diego Angel Conference
Janet’s LinkedIn
Otonexus
Portfolia

Episode Sponsor

Domaine Santé

Share the Show

Did you enjoy the show? We would love it if you subscribed today and left us a 5-star review!

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