Traversing the Private Equity Landscape: Opportunities and Challenges with Brad Zapp

Traversing Entrepreneurship

Ever wonder what it takes to build a successful business from scratch? Join us as we sit down with serial entrepreneur Brad Zapp to get the inside scoop on his journey from wealth management to founding a cutting-edge digital VC firm. You won't want to miss this eye-opening conversation!

Brad Zapp is a CFP, was a former founder of an independent Wealth Advisory Firm, sold that, and founded a Digital Venture Capital firm that uses AI to vet opportunities. he is now bringing his private Strategy to the public by registering with the SEC and will be distributing his fund thru the independent Advisor channel he started his career in. This week on Traversing Entrepreneurship:

0:00:35 - Introducing Brad Zapp

0:02:08 - Brad Zapp discusses transition from wealth management to founding digital venture capital firm

0:05:00 - Differences between private equity and venture capital

0:10:00 - Role of venture capitalists in financing innovative, technology-driven companies

0:13:04 - Evolving entrepreneurship landscape and successful outcomes beyond IPOs

0:14:13 - Success in venture capital, shares examples of successful investments

0:19:24 - Importance of founder psychology, how firm uses it in due diligence

0:26:33 - Firm's digital approach to venture capital, especially during COVID-19

0:32:34 - Using AI and machine learning to enhance investment process

0:39:26 - Story behind "Wendell" name for firm's AI assistant

0:42:02 - Brad discusses biggest challenges in creating, growing VC firm in Midwest

Connect with Brad:

Website: www.conneticventures.com

LinkedIn: https://www.linkedin.com/in/zapper/

Email: [e-mail]

About TreMonte and Traversing Entrepreneurship Podcast

Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.

Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.

This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Please email Derek Dall’Olmo at [e-mail] with questions and comments or to schedule a one-on-one conversation.

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