Series A and Early Stage Fintech and Software Investor Mandate
Series A & Early Stage Fintech, Software, and Technology Private Investor Mandate Interview
Founders of early stage software and fintech companies who want to know what an angel and Series A investor looks for in a team.
Said on the call
"We invest in early stage technology companies. We especially like software ventures that target enterprises, either as customers for their solution or as venture partners in the go-to-market strategy."
"The big thing we've learned is the need to have a very talented and ambitious founder team with different and complementing skills, not just on the technology side but on the business side."
"We also look for a very strong board of directors with seasoned and experienced business people with complementing and different skills in technology and in business."
What you will hear
Ron invests in early stage technology companies, with a focus on software sold to enterprises. He writes checks of about $50,000 to $1 million per deal. Most of his deals are at the angel round or Series A. He wants a compelling value proposition, a strong management team, a big opportunity and a business model that can monetize the value it creates.
Ron owns a software company with large banks as customers. That gives him deep knowledge of financial services, so fintech is a natural fit. He says the biggest lesson he has learned is to back well-rounded founder teams and to add a strong, experienced board. Richard C. Wilson closes by explaining how founders can contact Ron.
Facts from this talk
- Ron's typical deal size is from about $50,000 to $1 million per deal.
- Ron usually invests at the angel round or Series A stage.
- Ron owns a software company whose customers include many large banks, which shapes his focus on fintech.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: Series A & Early Stage Fintech, Software, and Technology Private Investor Mandate Interview. Quotes come from the video captions, lightly edited for readability. Figures are the speakers' own estimates and experience.
General education only. Not legal, tax or investment advice.
What stood out
- Check size and stage. Ron usually invests at the angel round or Series A. His deals run from about $50,000 to a million dollars each.
- Enterprise software is the focus. He likes software ventures that target enterprises as customers or as go-to-market partners. He favors platforms that help enterprises get more value from their own information.
- Fintech is a natural fit. Ron owns a software company with big banks as customers. That gives him strong knowledge of financial services and a better ability to assess fintech opportunities.
- Founders need complementing skills. He wants a talented and ambitious founder team that covers both technology and business. He sees this as the biggest lesson he has learned.
- A strong board matters too. Ron looks for a board of seasoned business people with different skills, domain knowledge and market experience. He ties this to accountability and a real interest in getting results.
Related questions
- How do angel syndicates work for startups?An angel syndicate is a group of individual investors who back a startup together.
- How do I close a funding round?I close a funding round by focusing on investors who fit the opportunity and moving each interested prospect through clear, consistent follow-up.
- What documents do investors request during due diligence?Prepare a clear, organized package covering your operations, investments, compensation, team, and track record.
Questions about this video
What stages and check sizes does Ron invest in?
Ron usually invests at the angel round or Series A. His deals range from about $50,000 to a million dollars per deal.
Which sector does Ron know best?
Ron knows financial services well because he owns a software company with many big banks as customers. For that reason he likes fintech and can better assess those opportunities.
How can founders contact Ron?
Ron says founders can reach him on LinkedIn. They can also visit his firm's website, which has a section on venture investing with content for founders.
Put this into practice with the family office fit check. See all angel investors resources.
