AI-Powered Due Diligence Tools: What Investors Should Actually Use in 2026
Every pitch deck in 2026 claims to use AI. Every investor tool adds "AI-powered" to its marketing copy. And every conference features panels on how artificial intelligence will revolutionize the investment process.
February 2, 2026
Distressed Debt Investing Strategy: Profiting from Corporate Dislocation
When companies stumble, their debt instruments plummet in value, often far below what rational analysis of recovery values would suggest. This gap between market price and intrinsic value is where distressed debt investors operate. It is a strategy that has produced some of the most impressive track
February 2, 2026
The Angel Investor's Guide to Portfolio Construction and Diversification
Here's a statement that will make some angel investors uncomfortable: the single most important factor in your long-term angel investing returns is not your ability to pick winners. It's your portfolio construction.
February 2, 2026
How to Evaluate a Startup Pitch Deck Like a Seasoned Angel Investor
After reviewing thousands of pitch decks, we can tell you this with confidence: the quality of a pitch deck has almost no correlation with the quality of the underlying business.
February 2, 2026
Direct Indexing for Alternative Portfolios: Custom Beta With Tax Alpha
Direct indexing — owning individual securities rather than funds to replicate an index while harvesting tax losses — has become one of the most significant innovations in public equity portfolio management over the past decade. Firms like Parametric, Aperio (now BlackRock), and Wealthfront have demo
February 1, 2026
Pre-IPO Secondary Market Investing: Accessing Late-Stage Companies Before They Go Public
The traditional path to investing in great companies was clear: wait for the IPO, read the prospectus, and buy shares on the open market. But by the time most companies go public today, they have already captured the majority of their value appreciation in private markets. Companies are staying priv
February 1, 2026
ESG and Impact Investing Returns: Separating the Data From the Dogma
Few topics in investing generate more heat and less light than ESG (Environmental, Social, and Governance) investing. On one side, advocates insist that ESG considerations improve risk-adjusted returns by identifying better-managed companies and avoiding regulatory and reputational landmines. On the
February 1, 2026
The Escape Artist's Playbook: How to Create a Business Worth Buying.
Imagine finally freeing yourself from the daily grind of running your business, not with a whimper, but with a bang—leaving with both financial success and a sense of fulfillment. That’s the power of a strategic business exit, and we're about to dive into the world of buy-sell transactions with insi...
July 7, 2025
From Startup to EXIT: the Playbook for Creating a Business That SELLS
In this episode of Angels, Exits, and Acquisitions, host Jeff Barnes sits down with Brian Fitzpatrick, a seasoned entrepreneur with multiple successful exits in the Fintech space. Brian, the CEO and co-founder of Credible, a company revolutionizing compliance in the cannabis and dietary supplement i...
January 9, 2025
Don't Let Taxes EAT Your Profits!
Did you know that baby boomers are predicted to sell a staggering $10 trillion worth of businesses over the next decade? As this entrepreneurial generation prepares to exit, many are looking for ways to stay involved in the world of business, but not necessarily as operators. They might be thinking ...
January 2, 2025
Don't Get Burned by Equity! Non-Qualified Deferred Compensation Plans: the Safe Alternative
Tired of hearing that equity is the only way to attract and keep rockstar employees? What if there was a better way — a way to offer generous compensation that aligns incentives, fuels growth, and lets you stay in the driver's seat? In an exclusive interview with Christopher Rhyme of the Business Tr...
December 26, 2024
From Broke to Billions: the REAL Founder Mindset Formula for Success
Have you ever hit rock bottom, feeling completely lost and unsure of your next move? Imagine picking yourself up, dusting off the failure, and building not one, but multiple successful companies!That's precisely the inspiring journey of Jeffrey Wald, shared on the Angels, Exits, & Acquisitions p...
December 19, 2024