loader from loading.io

Angel Investing Revisited - Arizona Tech Investors w/ Bob DeLean - AZ TRT S05 EP04 (219) 1-28-2024

AZ Tech Roundtable 2.0

Release Date: 02/02/2024

Options vs Stocks & Trading vs Investing w Tom Sosnoff of tastytrade Revisited - AZ TRT S05 EP26 (242) 7-7-2024 show art Options vs Stocks & Trading vs Investing w Tom Sosnoff of tastytrade Revisited - AZ TRT S05 EP26 (242) 7-7-2024

AZ Tech Roundtable 2.0

Options vs Stocks & Trading vs Investing w Tom Sosnoff of tastytrade Revisited  AZ TRT S05 EP26 (242) 7-7-2024   Things We Learned This Week ·      Implied Volatility & Time Decay – options begins with volatility, on a clock so Mechanics (forget mind set) on how to setup a trade is key   ·      tastytrade is a media network based on Math (Probability & Statistics - Look at the Math), trading & focus on markets   ·      Limited Profitability & Unlimited Risk when you Sell Puts...

info_outline
Composting Helps the Environment, The Palm Bin w/ Manali Yavatkar - AZ TRT S05 EP26 (241) 6-30-2024  show art Composting Helps the Environment, The Palm Bin w/ Manali Yavatkar - AZ TRT S05 EP26 (241) 6-30-2024

AZ Tech Roundtable 2.0

  Composting Helps the Environment, The Palm Bin w/ Manali Yavatkar AZ TRT S05 EP26 (241) 6-30-2024    What We Learned This Week: ·         Composting is good for the environment, providing nutrients for soil. ·         The daily process of collecting your food waste for composting is difficult, messy, & stinky. ·         Palm Bin is a refrigerated composting appliance that makes the process easy, & looks nice on your counter. ...

info_outline
Space & Satellite Business   Tourism, Communications, & Rockets  - AZ TRT S05 EP25 (240) 6-23-2024 show art Space & Satellite Business Tourism, Communications, & Rockets - AZ TRT S05 EP25 (240) 6-23-2024

AZ Tech Roundtable 2.0

Space & Satellite Business  Tourism, Communications, & Rockets   AZ TRT S05 EP25 (240) 6-23-2024    What We Learned This Week: ·         Business Model of Space is expanding, from Satellite delivery, to rockets, to space tourism, to future colonies on the Moon & Mars. ·         Satellite Communication and technology industries, expanding by the day ·         Long-term, both cell phones and Internet may be delivered worldwide...

info_outline
Stock Investing Info from Earnings Hub w/ Hamid Shojaee – Part 2  - AZ TRT S05 EP24 (239) 6-16-2024  show art Stock Investing Info from Earnings Hub w/ Hamid Shojaee – Part 2 - AZ TRT S05 EP24 (239) 6-16-2024

AZ Tech Roundtable 2.0

Stock Investing Info from Earnings Hub w/ Hamid Shojaee – Part 2   AZ TRT S05 EP24 (239) 6-16-2024    What We Learned This Week: Earnings Hub is a platform where you can find all the information on a company, when their earnings are coming out, & quarterly calls Earnings info for Public Co’s is often hard to find, and the income for stocks is crucial to the price Hamid is a long term investor like Buffet, more of buy and hold of good stocks, only owns 8 stocks Concentration Builds Wealth – Diversification Preserves it. Looking for companies that can grow 10x...

info_outline
Stock Investing Info from Earnings Hub w/ Hamid Shojaee  - AZ TRT S05 EP23 (238) 6-9-2024  show art Stock Investing Info from Earnings Hub w/ Hamid Shojaee - AZ TRT S05 EP23 (238) 6-9-2024

AZ Tech Roundtable 2.0

Stock Investing Info from Earnings Hub w/ Hamid Shojaee   AZ TRT S05 EP23 (238) 6-9-2024    What We Learned This Week: Earnings Hub is a platform where you can find all the information on a company, when their earnings are coming out, & quarterly calls Earnings info for Public Co’s is often hard to find, and the income for stocks is crucial to the price Hamid is a long term investor like Buffet, more of buy and hold of good stocks, only owns 8 stocks Concentration Builds Wealth – Diversification Preserves it. Looking for companies that can grow 10x over the...

info_outline
Reclaimed Minerals, Extracting Lithium + Iodine w/ Dr. Nick Sakharav - AZ TRT S05 EP22 (237) 6-2-2024 show art Reclaimed Minerals, Extracting Lithium + Iodine w/ Dr. Nick Sakharav - AZ TRT S05 EP22 (237) 6-2-2024

AZ Tech Roundtable 2.0

Reclaimed Minerals, Extracting Lithium + Iodine w/ Dr. Nick Sakharav AZ TRT S05 EP22 (237) 6-2-2024    What We Learned This Week: EV Cars charging is slow and batteries are large & heavy Lithium is main chemical used in EV Batteries Hydrogen Fuel could be the Fuel of the Future vs solely EV Cars Iodine is used in Medical Industry and in large Demand Mineral Extraction, leads to Clean Water + Profit   Guest: Dr. Nick Sakharov LKIN: Reclaimed Minerals -       Dr. Nick Sakharov, a leading expert in critical minerals extraction (lithium and...

info_outline
AZ TRT 2.0 - Best of Tech Part 1 - Data Centers, IT, EV Charging, Minerals & AI Software - AZ TRT S05 EP21 (236) 5-26-2024  show art AZ TRT 2.0 - Best of Tech Part 1 - Data Centers, IT, EV Charging, Minerals & AI Software - AZ TRT S05 EP21 (236) 5-26-2024

AZ Tech Roundtable 2.0

  AZ TRT 2.0 - Best of Tech Part 1 - Data Centers, IT, EV Charging, Minerals & AI Software   AZ TRT S05 EP21 (236) 5-26-2024    What We Learned This Week: Host Matt on Data Centers + Energy Usage Lucian Aguayo of Redgear on IT Infrastructure Broc TenHouten of Intrinsic Power on EV Charging Brian Stevens of Neural Magic on AI Software Dr. Nick Sakharav of Reclaimed Minerals on Energy   ‘Best of’ Clips from previous Tech themed aired in the first half of 2024   Notes:   Seg 1. - Clips from:   Data Centers + AI Growth Requires More...

info_outline
Data Centers + AI Growth Requires More Energy, is Nuclear an Option?  - AZ TRT S05 EP20 (235) 5-19-2024  show art Data Centers + AI Growth Requires More Energy, is Nuclear an Option? - AZ TRT S05 EP20 (235) 5-19-2024

AZ Tech Roundtable 2.0

  Data Centers + AI Growth Requires More Energy, is Nuclear an Option?   AZ TRT S05 EP20 (235) 5-19-2024    What We Learned This Week: Data Centers use lots of Energy with demand growing 15% per year AI Models are large software files, and this leads to more data Alternative Ideas like Clean Energy, smaller Data Centers, & Cooling Nuclear SMR (Small Modular Reactor) may be the Future of Energy Stock Investment Ideas - How can you Make Money $ off the increase of Data Centers?     Notes:   Seg. 1 Clips about AI from: Software Delivered AI...

info_outline
How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla  - AZ TRT S05 EP19 (234) 5-12-2024  show art How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla - AZ TRT S05 EP19 (234) 5-12-2024

AZ Tech Roundtable 2.0

  How Big Tech Co’s Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla AZ TRT S05 EP19 (234) 5-12-2024    What We Learned This Week: Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world     Notes:   Breakdown of Revenue Sources, Market Cap / CEO / Start   Google /...

info_outline
History of Gaming Consoles From Atari to Nintendo to Playstation - AZ TRT S05 EP18 (233) 5-5-2024 show art History of Gaming Consoles From Atari to Nintendo to Playstation - AZ TRT S05 EP18 (233) 5-5-2024

AZ Tech Roundtable 2.0

History of Gaming Consoles From Atari to Nintendo to Playstation  -       AZ TRT S05 EP18 (233) 5-5-2024    What We Learned This Week: Odyssey by Magnavox, first home gaming system Atari created both Home Pong & then Atari 2600 Nintendo Game Systems - NES, Wii, Switch + Super Mario Bros & Legend of Zelda games Sega Genesis & Sonic game, Sony Playstation, Microsoft Xbox   Guest: Ben B     Notes:   Main Consoles – Name, Distributer, release Year & some sales #’s   1st Gen Odyssey...

info_outline
 
More Episodes

Angel Investing Revisited

Clips from - Arizona Tech Investors w/ Bob DeLean (from 11/2023)

AZ TRT S05 EP04 (219) 1-28-2024

What We Learned This Week

  • ATI - Arizona-based investors committed to supporting capital needs of early stage high growth technology driven companies within Arizona
  • Applicants for Funding need to Answer many Q’s
  • What Problem does your Product Solve? Who is your Competition? How Big is the Market? Who are Your Advisors? What is the Business Plan? Sales Plan?
  • Building a Company takes longer than you think, & costs more $ than you expect

 

Guest: Bob DeLean, Executive Director of Arizona Tech Investors

LKIN: HERE

https://arizonatechinvestors.com/about-us/leadership/

 

 

Bob DeLean has been an investor with ATI for more than 11 years and currently serves as the organization’s Chairman. He spent eight years as a Senior Equity Analyst with Morgan Keegan & Co., Inc., a wealth management and capital market firm. It’s now part of Raymond James Financial Inc. Since moving back to Arizona in 2004, Bob has made 28 angel investments in early-stage and startup companies, the majority being based in Arizona. Bob is an outdoors enthusiast who enjoys road trips and spending time in nature.

In the summer of 2022, he and his life-partner Maria took a five-week driving trip through various National Parks, including Arches, Grand Tetons, Yellowstone, and Glacier National Park. They love wildlife and were fortunate enough to see a handful of black bears during the trip. Locally, Bob enjoys hiking through the Phoenix Mountain Preserve and seeing the occasional rogue coyote. He is also an avid mountain biker, but it never feels like he gets out enough. Bob loves to read (although the nightstand book pile is always growing), and is an expert coin collector.

 

Arizona Tech Investors (ATI) was founded in 2007 by Arizona-based investors committed to supporting capital needs of early stage high growth technology driven companies within Arizona and neighboring states. ATI members have invested in over 90 companies, and, today, is comprised of over 100 men and women dedicating their time, knowledge, and resources to deliver the advantages that angel support can provide.

ATI seeks opportunities where new capital can move young businesses to the next level of growth and success. To maximize the probability of a successful company, ATI goes beyond just making investments. Members also participate in support of portfolio companies through advisory roles, strategic guidance, as well as resource and partner referrals and more. Members of ATI invest individually, collectively through dedicated LLCs, and through sidecar, or pooled investment funds allowing for best alignments of investor objectives and portfolio company needs.

 

What advice do you have for founders or companies looking for funding?

Clearly communicate your business plan. It’s surprising how many pitches we receive that fall flat simply because we can’t decipher “what” the business actually does. Explain the business to me as if I'm four years old…especially if your organization is a highly technical product/service. You might be an astrophysicist with incredible accolades in your field, however I am not.

During the pitch, the questions you receive from the group will illuminate how well your audience understands your field. And, your answers will allow you to dive deep into your area of expertise when appropriate.

Second, understand what investors are looking for.

  • What problem are you solving?
  • Is it a real problem?
  • Yes, you think you have a better solution, but can you really convince others that are going to risk their own capital that it's better?
  • Do you really understand your competition?
  • How big is the market?
  • How much of your personal money is in the company? (This gives investors an idea of your walk-away pain.)

Wait, you want me to fund your dreams, but you have no personal stake in the business? Yes, every company has sweat-equity, many of us want to see your own hard-earned cash invested in the business as well.

 

 

Clips from the Full show -

 

Arizona Tech Investors w/ Bob DeLean

AZ TRT S04 EP46 (209) 11-19-2023

 

 

Full Show from 11/2023: HERE

 

 

 

 

Notes:

 

 

You want to see what the coachability is of the founder. Are the investors messages resonating. You don’t want the company staff to have group think. What is their business plan over the short and long term?

 

Do you understand your product? Is the business a product or just an add on feature. You must do market research to really understand your competition.

 

When the founder believes they have no competition, they usually have two possible types and just don’t realize it. The first type is they just don’t even know who their competition is. The second type is their market may be too small so other businesses are not interested.

 

You have to understand the size of the market or the TAM - total addressable market. There’s also the sales attainable market or SAM.

 

If the market is too big then the founder needs to niche down with who they’re going to market their product to. Create an initial vertical. You cannot have the shotgun approach and think everybody is your customer. Need to focus.

 

When an investor writes a company a check, now they are partners, and the investor may even want a seat on the board.

 

Arizona Tech Investors does not invest too much in VC deals as you have limited control and are just along for the ride. They typically invest only in Angel only type deals. VC’s care about their limited partners, and the people with the most money in. They don’t usually care too much about the GPs or general partners.

 

 

 

 

All deals in business always take twice as long as you think, and cost two times as much money or capital.

 

A tech company over the long term, if they need a larger raise they’re probably going to bring in a VC to invest money. In this instance they may cash out the early angel investors.

 

Software businesses are very good businesses in the tech industry. Good opportunities with high margins. They tend to be very capital efficient and scalable.

 

Software businesses can create recurring revenue on an annual basis, or ARR. Valuations tend to be higher, not only because of the product but also because of the data they collect.

 

Understanding valuations are very important, and typically a valuation of the business is based on a multiple of cash flow. In the current environment the cost of capital is up, interest rates are up and it is tougher to raise money.

 

The current valuations for technology companies need to reflect what the market is. What’s actually going on or down rounds where there is a cut in valuations. It’s very competitive to raise money.

 

When the founder borrows money whether it’s from VCA or a bank they are the partner. This can lead to CEO turnover if the investors are not happy.

 

Angel investors want to be out of a deal in five years are not looking for a company to go public or an IPO. It takes a long time for a company to go public and that’s not what Angel investors want to hear.

 

Public companies that file a 10 K or liquid and you can buy the stock or sell the stock within the same week. Angel investors invest in deals in the early stage and typically the money is illiquid and tied up for a long time.

 

Founders also need to understand how important their product is and what type of IP or moat that you have. Typically a patent is not going to protect your IP.

 

Arizona Tech Investors have a series of screening questions for Founders looking for money. Sample questions are:

 

What is the problem?

And what is your solution?

What is the commercial viability of your product?

What’s the sales cycle to town to sell your product?

What is your cash burn rate? Cash flow?

What is your go to market plan?

Who is your competition?

What is your market series?

What is your competitive position?

What is your management team?

 

 

 

Tech Topic: https://brt-show.libsyn.com/category/Tech

 

Business Topic: HERE

 

Investing Topic: https://brt-show.libsyn.com/category/investing

More - BRT Best of: https://brt-show.libsyn.com/category/Best+Of

 

 

 

More - BRT Best of Tech:

Best of AZ Tech Council

BRT of Tech 2022

BRT S02 EP52 (99) 12-26-2021 – Tech for the Holidays – BRT 

 

 

Best of Biotech from AZ Bio & Life Sciences to Jellatech: HERE

 

Biotech Shows: HERE

 

AZ Tech Council Shows: 

https://brt-show.libsyn.com/size/5/?search=az+tech+council

*Includes Best of AZ Tech Council show from 2/12/2023

  

 

‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT

 

  

Thanks for Listening.

Please Subscribe to the BRT Podcast.

 

 

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where EntrepreneursTop Executives, Founders, and Investors come to share insights about the future of business

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more… 

 

AZ TRT Podcast Home Page: http://aztrtshow.com/

‘Best Of’ AZ TRT Podcast: Click Here

Podcast on Google: Click Here

Podcast on Spotify: Click Here                   

More Info: https://www.economicknight.com/azpodcast/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

 

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.