Weekly show where my featured guests and I explore the financial and business challenges women face on the entrepreneurial journey to success. You'll hear them talk about the money side of their businesses in ways you've always wanted to know about, but wouldn't dare ask. They openly share their disappointments, failures, successes, and everything in-between as they grew sales ranging from 6 to 9 figures. Knowing where your business stands financially helps you make critical decisions with confidence. It's simply the best way to be sure you grow a business that fuels the life you want to live.
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episode 80: Fund Your Start-Up by Partnering With Family Offices - The Journey of Marcia Nelson (Level-Up)
Growing a company requires capital—and the right investor can make all the difference.
But who is the right type of investor?
Someone who will contribute more than just money.
After all, investing is a relationship at its core.
As a founder, you need someone who can champion your idea, expand your network, and write a check.
That’s what Marcia Nelson has come to realize in her career as a professional board member and advisor to family investment offices around the country. In our conversation, Marcia shares her background and talks all about impact investing.
You’ll learn about family offices, partnering with family offices, the importance of cultivating a strong investor-founder relationship, why impact investing is taking off, and how to keep your investors happy as you grow.
About my guest:
Marcia Nelson is a family office professional board member and advisor. After working in education and women’s fashion magazines at the beginning of her career, Marcia got a job working as an executive assistant for a business management firm. Eventually, she decided to pursue her MBA. Now, Marcia works with family offices across the United States in impact investing.
In this episode we talk about:
➤ How Marcia’s CEO journey began (4:22)
➤ The concept of a “family office” (8:00)
➤ What social impact investing means (10:32)
➤ How to measure the impact of a certain investment (14:51)
➤ The importance of finding the right investor (17:09)
➤ The number one mistake entrepreneurs make when investing (19:13)
➤ The purpose of a financial projection for investors (21:23)
➤ The value of non-equity investments (23:46)
➤ How bottom-up investment works (27:46)
➤ Marcia’s advice for women entrepreneurs (29:12)
Keep Listening
Curious to learn more about financing your growing business?
Check out the crowdfunding podcast series talking about equity crowdfunding and reward-based crowdfunding.
Contact Me
Ready to transform your purpose to an impactful business financial story, profit, and joy? Schedule a chat with me at any time.
Connect with Marcia:
➤ Instagram
➤ LinkedIn
➤ Twitter