Joseph Chan sits down with Jeffery Potvin to discuss the deep dive, the data room, and the overall process that takes place in angel investing. Investors will be happy to learn Joseph’s personal method on how he de-risks himself, and founders are given the perspective on what investors expect in a startup’s pitch deck and pro forma to satisfy their due diligence.
Joseph Chan is a technologist, financial services professional, angel investor, and entrepreneur. He has over 20 years of experience in business-to-business software sales, capital markets structuring, and real estate investment. His current focus is building multiple passive streams of income in real estate, private equity, and start-ups. Joseph utilizes project management and technical skills to improve processes and procedures where needed. His analytic and sales skills allow him to navigate both large internal and external organizations to influence positive change. As a capital market professional, he blends his technical skills with his capital markets acumen to evaluate deals and determine relative value. As an investor, he leverages his extensive network to introduce his portfolio companies to other strategic investors, partners, and clients.