This week we hosted the first-ever meeting of The Inner Circle: Deals & Capital. Close to 30 founders, executives, investors, brokers, and advisors joined us on Zoom to pitch deals, share challenges, and sharpen strategies. The next session is Tuesday, August 26 at 3 p.m. Eastern. Bring your deal and your questions.
In this episode:
• Why bad news should be delivered immediately. Delaying only burns relationships, wastes time, and creates unnecessary stress for your team.
• A real creditor interaction from this week shows how turning a problem into a clear process benefits everyone.
• Progress on a CAD $15 million bridge loan for a Canadian heavy oil producer backed by $625 million in reserves and assets.
• We also structured an equity raise for a natural health products startup that prioritizes investor returns.
• Our plastics recycling project hits more snags, from unrealistic timelines to shareholder issues. The need for the technology is massive, but so are the roadblocks.
• On “book-a-meeting” culture and why making someone click a link to get on your schedule is the wrong way to start a business relationship.