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Content provided by Scott Kitun. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Kitun or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Digital estate plans and catching up with Trust & Will CEO Cody Barbo
Manage episode 334916740 series 2854863
Content provided by Scott Kitun. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Kitun or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Cody Barbo, founder and CEO of Trust & Will, comes back on the show with Scott Kitun. Cody catches up with Scott after three years of growing the Trust & Will business from a seed round CF raise on Republic to a $15 million Series B and recent venture round led by UBS. They talk about the journey Trust & Will has been on, how Cody first got the idea after trying to work through finances with his wife and identifying a very clear need for simple, easy to set up estate plans and wills. Scott and Cody lament on the state of fundraising and its challenges. They dig into the different type of rounds Trust & Will has endured, the highs and lows of their equity crowdfunding campaign, why venture is still best suited for later rounds and touching on the evolving mindset of the retail investor.
429 episodes
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Manage episode 334916740 series 2854863
Content provided by Scott Kitun. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Kitun or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Cody Barbo, founder and CEO of Trust & Will, comes back on the show with Scott Kitun. Cody catches up with Scott after three years of growing the Trust & Will business from a seed round CF raise on Republic to a $15 million Series B and recent venture round led by UBS. They talk about the journey Trust & Will has been on, how Cody first got the idea after trying to work through finances with his wife and identifying a very clear need for simple, easy to set up estate plans and wills. Scott and Cody lament on the state of fundraising and its challenges. They dig into the different type of rounds Trust & Will has endured, the highs and lows of their equity crowdfunding campaign, why venture is still best suited for later rounds and touching on the evolving mindset of the retail investor.
429 episodes
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Similar to Technori
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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continue reading
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