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Success Stories

Fispoke™ Welcomes TFC Funder Reid Buerger to Corporate Board

Fispoke™ welcomes TFC Funder and Coventry CEO Reid Buerger to its Corporate Board, marking a powerful connection sparked through The Founder’s Chair network and advancing innovation in wealthtech and life insurance.

Beyond the Chair: Real Innovation

Real Innovation is transforming life insurance with a fully digital, client-first approach. Discover how this TFC-backed startup is scaling fast, closing funding rounds, and making protection more accessible for families and agents alike.

Beyond The Chair: Circle

BEYOND THE CHAIR Circle Accelerates Smarter Healthcare Engagement with Rapid Growth and Product Momentum Circle, a technology-driven healthcare engagement platform, is scaling rapidly after the successful launch of Circle Activate—a new lead generation and communication platform designed for...

Beyond the Chair: Banríon Capital Management

In our latest “Beyond the Chair” feature, we turn the spotlight on Shana Orczyk Sissel, CAIA, the dynamic Founder and CEO of Banríon Capital Management

Penelope Expands Its Bench of Retirement Experts to Better Serve the Underserved Small Business Market

Penelope Expands Its Bench of Retirement Experts to Better Serve the Underserved Small Business Market Penelope, the modern 401(k) provider focused on expanding retirement access for small and micro businesses, is accelerating its mission with the addition of several high-profile advisors. These...

Beyond the Chair: White Swan

White Swan is proving that innovation in insurance isn’t just about new tech—it’s about removing friction, improving transparency, and empowering both agents and end clients.

Waterlily’s Success Highlights the Power of The Founder’s Chair Network

The Founder’s Chair 2024 Irvine, CA event united entrepreneurs, investors, and industry leaders, fostering collaboration in a space designed to accelerate startup success. As a platform dedicated to empowering founders, TFC spotlights ventures that are making waves in their industries. One...

Real Innovation and The Admin Effect Receive Investment Through The Founder’s Chair

Peter and Katelyn’s success stories are a testament to the power of preparation, networking, and a supportive community.

Success Stories of The Founder’s Chair Dallas Event

We’re thrilled to share the success stories of these exceptional founders and highlight the transformative journey they are embarking on with our support.

A Blueprint for Growth

In November 2020, Josh Gentry launched Epik Advisors with a mission to revolutionize the financial advisory landscape.

Frequently asked
questions

FOUNDERS
Why should I apply for consideration?

Realizing your vision for the future hinges on assembling the right team, both internally and externally. We’ve been right where you are, and we know firsthand the power of having access to mentors and funding from industry experts who’ve walked your path and understand the journey from idea to reality. This is why The Founder’s Chair was born, and that’s why you should apply for this program.

What are the recruitment criteria?

Here are the basics:

  • Applicants must be at least 18 years old, or the age of majority in their state of residence. Applicants under this age must have consent and full application packet submission by their parent(s) or legal guardian(s).
  • Applicants must be legal residents of the United States.
  • Applicants should not have any felony convictions, nor be currently charged with any criminal felonies or misdemeanors.
  • Applicants must consent to and pass a background check
What makes this different from other startup events?

The Founder’s Chair events create an environment for deeper connections between Funders and Founders. Instead of just presenting, Founders engage in meaningful dialogue about real-world challenges and opportunities.

Prior to the event, The Founder’s Chair works with Founders to craft a business summary that addresses key questions Funders have, providing insight into a founder’s leadership style, adaptability, and long-term vision. This preparation ensures that Funders can engage with Founders on a deeper, more strategic level.

What is the format for pitching?

We try to keep it personal. That means no traditional PowerPoint presentation or sales deck. Instead, we encourage Founders to bring a one-pager that covers key business metrics, market positioning, and growth strategies. After their initial pitch (10-20 minutes), the floor opens up to an interactive session with the Funders. This gives Founders a chance to address specific questions and receive real-time feedback from potential investors.

How long does each event last?

Each event spans three days, though Founders are only required to attend two. On the second day, each Founder is given a dedicated one-hour slot, starting with a concise presentation followed by an in-depth discussion.

This format allows Funders to ask targeted questions, gain deeper insights into the business, and evaluate alignment with their investment interests.

How do Founder's prepare for an event?

Founders prepare by working closely with our team to craft a compelling one-pager that summarizes their business. This process includes one-on-one strategy sessions to refine key messaging, ensure the right details are included in our Lounge, and practice answering Funder questions.

Many Founders engage in multiple prep calls leading up to the event. Beyond the event itself, Founders benefit from post-event exposure, debriefs, follow-up calls with Funders, and education on deal structures—making this preparation one of the most valuable investments they can make.

What happens after Founder Showcase?

After the Founder Showcase, the conversations don’t stop. Founders and Funders continue connecting in a relaxed setting during the post-event networking cocktail hour and group dinner.

Beyond the in-person interactions, follow-up engagement continues through webinars, where Funders take a deeper dive with the Founders they’re most interested in.

This extended dialogue is a key part of the experience, fostering real relationships and advancing investment discussions that might not happen in a traditional setting.

Are there opportunities for follow-up after the event

Yes, The Founder’s Chair places great emphasis on post-event follow-ups. We organize webinars the week after each event to give Funders a chance to dig deeper into the businesses they are interested in.

Founders should actively engage Funders post-event to explore potential deals and partnerships. We also encourage everyone to stay active in The Lounge–our digital deal room software.

Are deals made on-site at the events?

Not exactly. Though Funders might show serious interest at the event, the real progress happens during our 30- to 60-day deal window after the pitch. This is when Funders come together to debrief on each founder, discuss opportunities, and consider investments either individually or collaboratively.

Founders can expect feedback and potential deals to develop within this window.

How can I attend or participate in a event?

Founders can apply through our website to be considered for an upcoming event.

Funders interested in participating can reach out directly for more details on involvement opportunities. Our selection process includes a short survey followed by a 1:1 conversation to ensure a strong fit.

The Founder’s Chair hosts multiple events across the U.S. each year, bringing together high-growth Founders and strategic Funders in a curated, high-impact setting.

Founders can expect feedback and potential deals to develop within this window.

What is the ‘preview night’ and how does it help?

The preview night is a networking opportunity held the evening before the main event. It allows Founders and Funders to connect informally before the pitches, giving them a head start on building relationships.

Founders gain valuable time to introduce themselves and their businesses, while Funders can start identifying which ventures they want to learn more about the following day.

What kind of companies pitch at events?

The Founder’s Chair events primarily feature companies within the Financial and Insurance Services sector, including technology-enabled firms, distribution, and services. We focus on businesses at various stages of the growth cycle, not just startups, that are ready to scale with strategic investment.

While we’re currently sector-specific, we plan to evolve and expand into other industries in the future.

How is The Founder's Chair supporting the investment process?

In addition to facilitating connections during the event, The Founder’s Chair helps streamline the investment process by offering structures like SPVs (Special Purpose Vehicles) to organize deals more efficiently. This helps Funders pool resources and act quickly when they see a strong investment opportunity.

While we’re currently sector-specific, we plan to evolve and expand into other industries in the future.

How do Funders see my business information prior to the event?

Our custom deal room software, The Lounge, allows you to create a profile, take an assessment, and provide detailed business information and documentation. This gets you in front of Funders well before you meet them in person.

While we’re currently sector-specific, we plan to evolve and expand into other industries in the future.

FUNDERS
There are many avenues for making early-stage investments. Why this and not alternatives?

You are gold–your time, your connections, and your hard-fought and won experiences. By holding equity in a firm you believe in and can make more valuable, you receive the value you deserve.

Our event platform isn’t your average networking event. It’s your golden ticket to broaden your reach, rub elbows with up-and-coming Founders, and stumble upon fresh opportunities for mentorship and investments. And, as a Funder, you’re not just tossing in your excitement and wisdom; you’re packing a punch with those sought-after industry connections that can change the game for a founder.

How long are the engagements once matched?

It all comes down to what you and the Founder agree upon. Maybe a short-term loan structure, or a more committed position with equity in the firm. When you’re the Funder making the move, you set your parameters!

How do Funders participate?

Funders at The Founder’s Chair play an active role by providing feedback, asking insightful questions, and evaluating potential investment opportunities. They collaborate with fellow Funders, bringing diverse expertise to help founders refine their business strategies.

Before the event, Funders gain access to The Lounge, where they can review deals at different levels based on their interests. By doing this homework in advance, they arrive at the Preview/Open House with informed opinions, allowing for deeper conversations and a faster investment process.

Latest News

Fispoke™ Welcomes TFC Funder Reid Buerger to Corporate Board

Fispoke™ welcomes TFC Funder and Coventry CEO Reid Buerger to its Corporate Board, marking a powerful connection sparked through The Founder’s Chair network and...

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The Founder’s Chair Welcomes Stephen Goldstein

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Second Generation, First to Lead

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Paperclip joins forces with White Swan to Streamline and Digitize the Insurance Sales Process with Seamless Data Integration

Bringing seamless data automation to insurance sales, White Swan and Paperclip are transforming how agents sell insurance online. HACKENSACK, N.J., March 26, 2025...

Fispoke Announces Capital Raise Exceeding $2 Million

Fispoke, a WealthTech leader, has raised over $2 million, with $1.5 million invested by The Founder’s Chair. This partnership will accelerate Fispoke’s...

The Shape of Distribution To Come

Consolidation has permanently changed the face of independent distribution forever. Or has it? James discusses the next phase of consolidation.

TransGlobal Holding Co. Summit

Last month, our Founder, James Wong, shared insights and strategies at the TransGlobal Holding Co. Summit.

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...

James Joins That Annuity Show Podcast

James Wong joins That Annuity Show Podcast and shares his perspective on the future of annuity distribution.