Investor Connect Podcast

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing.

In raising funding or selling your business you may consider using an investment banker. 

Here are some key points to consider in making the decision:

They can build out the dataroom and do the appropriate research of competitors and comps. 

An investment banker can create competition for your acquisition thus raising the buyout value. 

Fees range from 3%-5% of the enterprise value along with some retainers.

In general, most investment bankers are worth the price if you bring them in at the beginning.

If you build the dataroom and find the buyer, then the value of the investment banker is reduced.

The investment banker can remove the burden of negotiating the terms including the valuation, as well as the follow-on employment.

They can free up the CEO to continue working on the business.

Choose an investment banker that has a track record in your sector and size of company.

Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.

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Music courtesy of Bensound.

Direct download: Should_You_Use_an_Investment_Banker.mp3
Category:general -- posted at: 6:00am CDT

In this episode, Hall welcomes Daniel McCarthy, Co-Founder of Theta Equity Partners and Assistant Professor of Marketing at Emory University.

Founded in 2018, Theta Equity Partners is a Seattle, Washington-based valuation services firm. The firm specializes in customer-based corporate valuation that prefers valuing firms by forecasting their current and future customer's behavior and predicting their future financials. Theta Equity Partners caters to private equity and venture capital firms, corporations, and public equities.

Daniel is an Assistant Professor of Marketing at Emory University's Goizueta School of Business. His research specialty is the application of leading-edge statistical methodology to contemporary empirical marketing problems. He popularized “customer-based corporate valuation” (CBCV), a methodology that drives any traditional valuation model off of the underlying behaviors of the target company's customers. His work has been featured in major media outlets such as the Harvard Business Review, Wall Street Journal, FT, Fortune, Barron’s, Inc Magazine, the Economist, and CNBC. His research has been accepted and published in top-tier academic journals and has won numerous research awards. 

In addition to his roles and responsibilities at Emory, Dan co-founded and was Chief Statistician for Zodiac, a predictive customer analytics SaaS firm. (Nike acquired Zodiac in March 2018). 

Daniel advises investors and entrepreneurs, shares how he sees the industry evolving, and discusses some of the challenges startups face.

You can visit Theta Equity Partners at, via LinkedIn at, and via Twitter at

Daniel can be contacted via email at, via LinkedIn at, and via Twitter at

Music courtesy of Bensound.

Direct download: Daniel_McCarthy_of_Theta_Equity_Partners.mp3
Category:general -- posted at: 6:00am CDT