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Traditional VC in Insurance and WealthTech
Venture capital was built for a different kind of company. The archetypal VC bet is a software business with near-zero marginal cost, a large consumer addressable market, and the ability to grow exponentially before anyone figures out a business model. Move fast, capture market share, figure out monetization later.
What 100+ Conversations Taught Us About Capital
There's a version of the fundraising story that gets told at conferences and in press releases. The Founder had a vision. The investors believed. Capital was deployed. The company was built. Then there's the version that gets told at The Founder's Chair.
AdvisorCRM Launches Trove
There’s a quiet problem running through nearly every financial advisory firm in the country. Opportunities are sitting inside existing client relationships — CD maturities approaching, annuity surrender dates passing, life events signaling a need for change — and no one is catching them in time. Not because advisors don’t care. Because the data is scattered, the workflows are overwhelming, and there are only so many hours in a day.
Penelope Expands Its Bench of Retirement Experts to Better Serve the Underserved Small Business Market
With a strengthened advisory bench, growing industry traction, and a clear vision for how to support the next generation of retirement plan sponsors, Penelope is helping redefine what’s possible for small business retirement.
Second Generation, First to Lead
TFC started as an idea. It’s become something far bigger: a platform for founders and funders to grow, together. But it’s also personal. For James, it’s about building a future that honors the past while creating space for the next generation to lead with identity, integrity, and influence.
7 Ways to Fine-Tune Your Agency’s Playbook for Growth
It’s natural for seasoned agency owners to rely on the strategies that got them where they are today. But just like winning teams in any sport, staying competitive requires annual adjustments to the playbook to incorporate changes in personnel and playing conditions.
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Traditional VC in Insurance and WealthTech
Venture capital was built for a different kind of company. The archetypal VC bet is a software business with near-zero marginal cost, a large consumer addressable market, and the ability to grow exponentially before anyone figures out a business model. Move fast, capture market share, figure out monetization later.
What 100+ Conversations Taught Us About Capital
There's a version of the fundraising story that gets told at conferences and in press releases. The Founder had a vision. The investors believed. Capital was deployed. The company was built. Then there's the version that gets told at The Founder's Chair.
Traditional VC in Insurance and WealthTech
Venture capital was built for a different kind of company. The archetypal VC bet is a software business with near-zero marginal cost, a large consumer addressable market, and the ability to grow exponentially before anyone figures out a business model. Move fast, capture market share, figure out monetization later.
What 100+ Conversations Taught Us About Capital
There's a version of the fundraising story that gets told at conferences and in press releases. The Founder had a vision. The investors believed. Capital was deployed. The company was built. Then there's the version that gets told at The Founder's Chair.
AdvisorCRM Launches Trove
There’s a quiet problem running through nearly every financial advisory firm in the country. Opportunities are sitting inside existing client relationships — CD maturities approaching, annuity surrender dates passing, life events signaling a need for change — and no one is catching them in time. Not because advisors don’t care. Because the data is scattered, the workflows are overwhelming, and there are only so many hours in a day.
Penelope Expands Its Bench of Retirement Experts to Better Serve the Underserved Small Business Market
With a strengthened advisory bench, growing industry traction, and a clear vision for how to support the next generation of retirement plan sponsors, Penelope is helping redefine what’s possible for small business retirement.
Load More
Traditional VC in Insurance and WealthTech
Venture capital was built for a different kind of company. The archetypal VC bet is a software business with near-zero marginal cost, a large consumer addressable market, and the ability to grow exponentially before anyone figures out a business model. Move fast, capture market share, figure out monetization later.
AdvisorCRM Launches Trove
There’s a quiet problem running through nearly every financial advisory firm in the country. Opportunities are sitting inside existing client relationships — CD maturities approaching, annuity surrender dates passing, life events signaling a need for change — and no one is catching them in time. Not because advisors don’t care. Because the data is scattered, the workflows are overwhelming, and there are only so many hours in a day.
Second Generation, First to Lead
TFC started as an idea. It’s become something far bigger: a platform for founders and funders to grow, together. But it’s also personal. For James, it’s about building a future that honors the past while creating space for the next generation to lead with identity, integrity, and influence.
7 Ways to Fine-Tune Your Agency’s Playbook for Growth
It’s natural for seasoned agency owners to rely on the strategies that got them where they are today. But just like winning teams in any sport, staying competitive requires annual adjustments to the playbook to incorporate changes in personnel and playing conditions.
Load More