Ep. 214 - Josh Cohn: Innovation Will Die Without Crowdfunding.
Release Date: 09/05/2025
Ep. 225- Matt Venturi & Kayle Watson: How IPO Shares Are Allocated and Who Actually Gets Access
Test. Optimize. Scale.
Most people assume IPO shares are allocated based on demand and fairness. In reality, access to IPOs is tightly controlled, with most shares going to a small group of large institutions while retail investors, employees, and customers are left out. In this episode of Test Optimize and Scale, we sit down with Matt Venturi and Kayle Watson of ClearingBid to break down how IPO allocation actually works today. They explain why the process has barely changed in decades, how conflicts of interest shape pricing and allocations, and why only a small percentage of investors ever receive shares at the...
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Ep. 224- Stewart Beal: The Real Reason Cheap Real Estate Becomes Expensive
Test. Optimize. Scale.
Cheap real estate appears to be an easy win. Lower prices, lower risk, faster cash flow. That assumption gets a lot of investors into trouble. In this episode of Test. Optimize. Scale, Stewart Beal breaks down why low-priced properties often create the biggest headaches and how early mistakes with tenants, credit quality, and location can quietly destroy returns. Stewart shares the real story behind his first five unit property, the lesson a single tenant taught him about risk, and how that experience reshaped the way he evaluates deals today. We also dive into how Stewart scaled from a...
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Ep. 223 - -Jack Krevitt: Waiting For Perfect Timing Kills Momentum
Test. Optimize. Scale.
In this episode of Test. Optimize. Scale, we sit down with Jack Krevitt, co-founder of Zen Rock and principal at 50T, to break down why waiting for perfect conditions is one of the fastest ways founders lose momentum. Jack shares how his background in traditional finance shaped his view of timing, execution, and decision-making, and why speed often matters more than polish. We talk through real examples from Zen Rock, including launching products before the market window closed, shipping on a Friday when conventional wisdom said not to, and how listening closely to demand led to outsized...
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Test. Optimize. Scale. Episode #222 Brian Mac Mahon: Make The Call Most Founders Delay
Test. Optimize. Scale.
Most founders wait too long to make the hardest decision. Brian Mac Mahon explains why delay is often more dangerous than failure. In Episode 222 of Test. Optimize. Scale: Jason Fishman sits down with Brian Mac Mahon, founder of Expert Dojo, to unpack the decisions founders avoid and the consequences of doing so. Drawing from 300+ startup investments, Brian breaks down how companies actually scale, when persistence turns into self-sabotage, and why customers, not investors, are the ultimate source of truth. This conversation spans founder ego, growth loops, venture math, and the moment when a...
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Test. Optimize. Scale. Episode 221- John Andrade: Why Most Entrepreneurs Never Make It.
Test. Optimize. Scale.
In this episode, host Jason Fishman sits down with John Andrade, entrepreneur, author, and founder of GO4CEO, to reveal the hard truths behind why so many businesses struggle to reach their potential. With over 25 years of experience leading management, sales, and strategy for organizations and his own ventures, John shares real-world lessons from building businesses with top-line revenues over $3.5 million and working in high-level roles within banking and financial services. He has seen the pitfalls that trip up even the most ambitious founders, and he is here to help you avoid them. What...
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Test. Optimize. Scale. Episode Ep. 220- Dwan Bent Twyford: Fear is Killing Your Marketing
Test. Optimize. Scale.
Too many marketing plans die before they ever get off the ground. Episode 220 dives into how fear slows down creators and founders, and how to build momentum by taking bolder, faster action. You’ll hear how to identify a niche that actually works, how to turn a community into a real audience engine, and how to develop a personal brand people remember. We also explore the mindset shifts that help you stop overthinking, avoid shiny distractions, and double down on what actually moves the needle. This conversation matters now more than ever because crowded feeds reward speed, clarity, and...
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Ep. 219 - Marty Tate:The Biggest Misconceptions Founders Still Have
Test. Optimize. Scale.
Most founders underestimate how much strategy, preparation, and marketing it actually takes to run a successful Reg CF or Reg A+ crowdfunding campaign. Legal compliance matters — but according to attorney Marty Tate, one of the most respected experts in regulated investment crowdfunding, momentum and marketing ultimately determine whether your raise succeeds or fails. In this episode of Test. Optimize. Scale., Marty breaks down the real mechanics behind Reg CF, Reg D, and Reg A+; the timelines founders should expect; what derails campaigns; and why only a small percentage of issuers ever hit...
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Ep. 218 - Brian Korn: How Regulation Crowdfunding Really Works
Test. Optimize. Scale.
Most founders think Regulation Crowdfunding is a quick way to raise capital — but it’s far more strategic. In this episode of Test. Optimize. Scale, Jason Fishman sits down with Brian Korn, Head of FinTech & Blockchain at Manatt, Phelps & Phillips, and board member of the Crowdfunding Professional Association, to unpack how Reg CF and Reg A+ really work. 🎙 You’ll learn: The history and purpose of the JOBS Act How Reg CF evolved from early skepticism to mainstream adoption What separates successful issuers from the rest Legal pitfalls founders often overlook How to build...
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Ep. 217 - Chris Sanchez: Ex‑Busboy Exposes Why Your Sales Team Sucks
Test. Optimize. Scale.
Discover what makes or breaks a high-performance sales team in this enlightening episode featuring Chris Sanchez, a veteran sales leader who has built multiple seven and eight-figure teams across agencies, coaching programs, and consulting businesses. Chris shares his journey from being a busboy to managing nine-figure sales organizations, explaining how customer service, relationship-building, and conviction laid the foundation for his success. This episode covers: ✅ How to diagnose why most sales teams fail — and the simple fixes that work ✅ The power of discovery: understanding a...
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Ep. 216 - Greg Burke : The Shocking Reason Most Crowdfunding Campaigns Miss Out on Millions
Test. Optimize. Scale.
Why do many equity crowdfunding campaigns fail to meet long-term success despite strong fundraising? In this episode of Test. Optimize. Scale., Jason Fishman interviews Greg Burke, a seasoned researcher focused on private capital markets and startup investing trends. The discussion centers on a key compliance issue in Regulation Crowdfunding: failure to file Form C-AR, the required annual report under Reg CF. Greg brings expertise in early-stage investing, investor behavior, and capital market regulations, drawing from years of research and analysis in the crowdfunding and venture ecosystems....
info_outlineJosh Cohn, Chief Commercial Officer of EndoSound, joins Test. Optimize. Scale. to share how his team is changing access to GI procedures through innovative medical technology and equity crowdfunding. With 17 years of experience in the medical device industry, Josh has built a track record of leading teams ranked #1 in revenue, percent to plan, and conversion dollars year after year.
In this episode, Josh explains why EndoSound is gaining national attention from investors, physicians, and surgical centers. He breaks down how their technology lowers costs for patients, expands access to care in underserved communities, and opens new opportunities for doctors and facilities. Josh also talks about the company’s Reg CF campaign on Wefunder, how they attracted hundreds of investors, and why he believes crowdfunding is essential to the future of MedTech.
Whether you’re a founder, investor, or curious about medical device innovation, you’ll hear real insights into testing, optimizing, and scaling a healthcare startup.
📌 Topics covered:
- The rise of EndoSound and its impact on GI care
- How equity crowdfunding is transforming MedTech
- Why physicians and users are investing in the company
- Lessons from raising millions in both traditional and retail capital
- What’s next for EndoSound with Gen Two
Raise Page: https://wefunder.com/endosound
Website: https://www.endosound.com/
LinkedIn: https://www.linkedin.com/in/josh-cohn-236b623/
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