Doing Effective and Supportive Due Diligence - E4- Mistake #3

In this episode of “Be An Angel Podcast”, titled "Hitting the Jackpot," Steve Bolton reflects on the benefits of angel investing, shares valuable insights from his own experiences, and offers guidance for listeners on their next steps. He emphasizes the need for action and cautions against analysis paralysis. Steve recommends a variety of learning methods, including books, podcasts, and videos, to encourage listeners to get involved quickly and learn by being on the deal side. What will you get from having mentors, expanding networks, and investing in personal education? What is that very practical advice Steve shares when it comes to refining strategies, marketing plans, and due diligence checklists? Listen to this podcast to learn more!

This episode also covers:

• Study business mistakes and solutions
• Avoiding “analysis paralysis”
• Benefits gained by participating in transactions
• Finding your best learning style
• The importance of having mentors and coaches
• Upgrade and expand your network proactively
• Investing in your own education is the best investment.
• Importance of refining your strategy and marketing plan
• Staying connected through social media and online platforms
• Why should you attend Bolt Angels' monthly social events?

I hope you find this episode as informative and as exciting as we have. 

Please let us know your thoughts about the episode!

Connect with Steve Bolton

Website: https://www.boltangels.co.uk/

LinkedIn: https://www.linkedin.com/in/steveboltonuk/?originalSubdomain=uk

In this episode, Steve Bolton highlights the benefits of angel investing, such as generating high returns, tax breaks, and supporting mission-driven entrepreneurs. He then discusses the potential pitfalls of success, emphasizing the tendency to become complacent and lazy after achieving significant financial gains. Steve shares a personal experience of a failed investment due to complacency. He suggests that once individuals have attained financial security, they should consider the broader aspects of life and the meaning behind their actions. He encourages setting goals in various areas of life, such as relationships, achievements, habits, and finances. Steve also mentions the importance of assessing one's health, values, and core human needs. He recommends Brian Tracy's book "Goals" for goal-setting principles and encourages listeners to clarify their goals and aspirations. Steve concludes by highlighting the significance of finding fulfillment within and pursuing a purpose beyond material wealth. He expresses appreciation for the audience's engagement and teases the upcoming final episode of the series.

 

I hope you find this episode as informative and as exciting as we have. 

Please let us know your thoughts about the episode!
 
Connect with Steve Bolton
 Website: https://www.boltangels.co.uk/

LinkedIn: https://www.linkedin.com/in/steveboltonuk/?originalSubdomain=uk

In this episode of the "Be An Angel" podcast, the host, Steve Bolton, dives into the idea of exiting angel investments. He shares insights on strategic timing, engaging with sales brokers, and building relationships with venture capitalists. Steve emphasises the need for thorough research, setting baseline criteria, and debunking the myth of tech companies relying solely on losses. Whether you're considering an exit or aiming for long-term success, this episode offers valuable tips for angel investors. Listen to learn more! 

This episode also covers:

• Understanding the founding team's experience selling companies
• Relationships with sales brokers
• Investing in high-growth companies
• What are the different stages of investment?
• Strategic exit and founding team involvement decisions
• Series A/B cashing out and partial exits.
• Negotiating future share sales and preemption rights.
• Selling a business requires experts and brokers.
• Valuation and revenue multiples, competitor analysis
• Investing using internal rate of return
• Researching BDO Index and AI platforms
• Maintaining long-term profitability while growing revenue

I hope you find this episode as informative and as exciting as we have. 

Please let us know your thoughts about the episode!

Connect with Steve Bolton

Website: https://www.boltangels.co.uk/

LinkedIn: https://www.linkedin.com/in/steveboltonuk/?originalSubdomain=uk

In this episode, Steve emphasizes the benefits of Angel Investing, including generating high returns, tax breaks, and supporting mission-driven entrepreneurs. The importance of supporting the leadership team in various ways is also discussed, such as providing capital, consultancy, and connections. He discusses the dynamics of relationships between Angel investors and founders, highlighting the roles of being an adult, parent, or child depending on the situation. It is crucial for angel investors to understand their expertise and be transparent about their limitations, offering appropriate advice and guidance. 

The episode also explores different roles that angel investors can take on, from silent investors to controlling investors or lead investors. Also, Steve underscores the significance of personal support, troubleshooting, and instilling confidence in founders, encouraging angel investors to believe in the entrepreneurs and help them build self-belief and resilience. These topics and many more are covered. Listen to learn more!

This episode also covers:

• Transactional Analysis: Parent-Child-Adult Relationships
• Understanding Your Role As An Angel Investor
• Keeping Your Focus And Admit When You Can't Help
• Rapport And Teamwork Can Change Roles Overtime
• Effective Teamwork Requires A Storming Phase
• Support You Can Provide To Founding Teams
• Encouraging Personal And Professional Development For Angel Investors
• The Importance Of Coaching
• Business Growth Requirements
• Vitality Of Offering Operational Support
• Successful Exits: Potential Buyers and Strategic Acquisitions

I hope you find this episode as informative and as exciting as we have. 

Please let us know your thoughts about the episode!

Connect with Steve Bolton

Website: https://www.boltangels.co.uk/

LinkedIn: https://www.linkedin.com/in/steveboltonuk/?originalSubdomain=uk

Listen to this episode of “Be An Angel Podcast” where we discuss the effects of not structuring the right price and terms. Different terminologies will be introduced and explained first, such as the PTP Method, and the B&A Method. We will get to know the reason why is it important to know what the business is worth and why is benchmark research beneficial. Why is it important to take the best bits from ventures? In this episode, we will get to know a deeper understanding of why it is important to know that not everybody has good intentions for you and how to avoid sociopaths. Listen to this episode to learn more!

This episode also covers:

●     The Importance Of Knowing Your Alternatives

●     What Is The 5 Million Method?

●     Why Is The Rule Of Thirds Flawed?

●     Explaining Dilution

●     What Does “Missing Middle” Mean?

●     Avoiding Sociopaths

●     The Importance Of Mutual Understanding

●     Learning About Equidam

Why is it important to take the best bits from venture?

It is important to know that not everybody has a good intention to you

I hope you find this episode as informative and as exciting as we have. 

Please let us know your thoughts about the episode!
 
 

Connect with Steve Bolton
 
 

Website: https://www.boltangels.co.uk/

LinkedIn: https://www.linkedin.com/in/steveboltonuk/?originalSubdomain=uk

Listen to this episode of “Be An Angel Podcast” where we discuss not doing effective and supportive due diligence. In this episode, we will get to know how important integrity is in this line of business. How do you prove your worth when it takes a lifetime to build a reputation but only a moment to lose it? What difference will an increase in the amount of time spent make to the quality of the work? In the process of doing one's due diligence, what are the most important steps? These and more questions will be answered as we go along the episode.

 This episode also covers:

●     Steve’s Experience With Integrity And Dignity

●     The Feel-Good Factor

●     The Importance of Team Goals and Personality

●     Finding Deal Breakers

●     Why Should You Know Your People's Values and Beliefs?

●     How And Who Makes Product Service Tech?

●     Getting To Know Your Weak Areas

●     Money is less important than how you make it

 
I hope you find this episode as informative and as exciting as we have. 

Please let us know your thoughts about the episode!
 
 Connect with Steve Bolton
 
 Website: https://www.boltangels.co.uk/

LinkedIn: https://www.linkedin.com/in/steveboltonuk/?originalSubdomain=uk

Listen to this episode of “Be An Angel Podcast” where we discuss the lack of quality investment opportunities. The first part of the episode is a talk about how to find investment opportunities and how to keep them coming. In this line of work, you're going to be faced with a variety of personal decisions and considerations, but would it be to your advantage to stick to a specialty in which you already have experience? Knowing and understanding your product, place, price, and positioning is very important, as is knowing yourself before investing. How is building relationships going to make investing easier for you? Is TikTok a good place to put up ads? These and more questions will be answered as you listen to this episode! 

This episode also covers:

• Participating In Networks And Communities
• Ansoff Matrix
• The Importance Of Timing
• Tips And Tricks In Generating Leads
• How Do You Properly Market Yourself?
• Setting The Proper Goals As A Starter

I hope you find this episode as informative and as exciting as we have. 

Please let us know your thoughts about the episode!

Connect with Steve Bolton

Website: https://www.boltangels.co.uk/

LinkedIn: https://www.linkedin.com/in/steveboltonuk/?originalSubdomain=uk

#Investing #BoltAngels #Consultant #Expenditure #Introduction #Dealership #Influence #Stocks

Listen to this episode of “Be An Angel Podcast” where we discuss the number one mistake for this podcast which is choosing the wrong strategy for you. Investing can be a great way to grow your wealth over time, but it can also be risky if you're not careful. Making mistakes in investing can lead to significant losses, and it's important to take steps to avoid these mistakes. In this episode, we'll find out if it's true that giving investors general advice is a very risky thing to do. Why is it important to know how much time you can commit to Angel Investing? What exactly is meant by the terms "Sniper Approach" and "Shotgun Approach"? Additionally, we will also go over the reasons why you need to improve your level of due diligence. More topics will be discussed as you listen to the episode!

This episode also covers:

• The Importance Of Having A Plan
• The Most Common Measure In Angel Investing
• Difference Of Shotgun and Sniper Approach
• Why Is It Important To Stick To Your Knitting?

I hope you find this episode as informative and as exciting as we have. 

Please let us know your thoughts about the episode!

Connect with Steve Bolton

Website: https://www.boltangels.co.uk/

LinkedIn: https://www.linkedin.com/in/steveboltonuk/?originalSubdomain=uk

#Investing #BoltAngels #Consultant #Expenditure #Introduction #Mentorship #Influence #Stocks

Listen to this special episode of “Be An Angel Podcast” where I introduce myself and what I can bring to the table when you listen to my podcast. This is the first episode, and in it, you will learn about the famous people I look up to, the significant events in my life, and the lessons I took away from them. The more you read, the more things you will know. The more you take in, the wider your horizons will become. If you think you're the best person in the room, are you really in the wrong room? What are some of the benefits associated with having mentors? We'll answer this and other questions as we go through this episode.

This episode also covers:

• Glimpse Of My Past
• What Do I Do When My Life Goes Wrong
• How Reading Books Can Benefit You

I hope you find this episode as informative and as exciting as we have. 

Please let us know your thoughts about the episode!

Time Stamps

• 00:00 - Introduction
• 00:28 - Who is Steve Bolton? 
• 01:04 - What can you learn from me?
• 04:04 - Famous people I adore
• 06:38 - More glimpse from my past
• 07:50 - Two important things happened to me
• 13:33 - My business in 1994
• 20:03 - Move through it, never change it
• 23:02 - When life went wrong, what did I do?
• 24:28 - Surround yourself with achievers
• 30:12 - The power of books and knowledge
• 32:16 - Learning the hard way after school
• 36:08 - The importance of critics in your life
• 43:13 - The ecosystem we made
• 48:27 - Building a good reputation
• 49:48 - The importance of having mentors
• 55:58 - A summary of investing
• 1:03:47 - The bowl metaphor
  
  

Connect with Steve Bolton

Website: https://www.boltangels.co.uk/

LinkedIn: https://www.linkedin.com/in/steveboltonuk/?originalSubdomain=uk

#Investing #BoltAngels #Consultant #Expenditure #Introduction #Mentorship #Influence #Stocks