Family CFO | Multi-Family Office | Wealth without a Why is just capital | Build for 100

Joined December 2010
32 Photos and videos
Greg Sloan, CFP®, CEPA ® retweeted
We want to do another 1-2 deals before venture shuts down for the summer! Comment or DM if that's you! - preseed & seed - software only (no CPG/hardware/biotech/etc) - US based - aligned with our elephant company thesis (community-driven, purpose-driven, public-facing founders)
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Greg Sloan, CFP®, CEPA ® retweeted
10 May 2025
#Earthquake 15 mi S of #Maryville (#Tennessee) 8 min ago (local time 09:04:20). Colored dots represent local shaking & damage level reported by eyewitnesses. Share your experience: 📱m.emsc.eu/#app 🌐m.emsc.eu/?id=1806629
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Greg Sloan, CFP®, CEPA ® retweeted
For founders who are fundraising, I did a deep dive on what's actually inside an early stage memo. This could help you nail fundraising: nicdetommaso.beehiiv.com/p/w… ♻️ Repost to help a founder in your network!
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Great thread!
Accounting tends not to be a strong suit at pre-seed companies. It's okay if you own it and get better over time. Here are the most common accounting errors I have seen in Pre-seed (fix them if you have them). 🧵
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Greg Sloan, CFP®, CEPA ® retweeted
Wait... you build client proposals in EXCEL? 🤯 No fancy software. No complex tools. Just Excel and some clever tricks. Just created a complete proposal template that: ✨ Looks professional ✨ Updates automatically ✨ Calculates packages instantly ✨ Makes pricing look beautiful It's all built with simple Excel tricks: 1. Smart Checkmarks ✓ Simple formatting turns 1s and 0s into beautiful toggles 2. Package Calculations 📊 One formula handles all your pricing 3. Professional Design 🎨 Clean layout minimal styling = client-ready look 4. Instant Updates ⚡ Change any price, and everything recalculates Here's what makes it special: → Smart checkmark system (using simple formatting) → Auto-calculating package prices → Clean, minimal design → Professional layout No more: ❌ Juggling multiple platforms ❌ Manual calculations ❌ Messy formatting ❌ Confusing pricing tables Want this proposal template? Here's how: 1. Like this post 2. Comment "send" below 3. Retweet 4. Get immediate access (Must follow, otherwise I can't DM) FREE for 48 hours only!
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Had this conversation with an Ai startup founder this week after they embedded with their first potential customer for 3 days.
For tech entrepreneurs who don’t have an idea but want to build software, my recommendation is to start a consulting company, build software for clients, and listen to feedback and market trends. Look for opportunities. One of the best ways to become a software entrepreneur is to start as a software consulting entrepreneur. davidcummings.org/2024/06/01…
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Sounds about right.
The time between early stage venture rounds just keeps rising for US startups. Maybe some of this is founders choosing to delay fundraising. Some of it is the rise of bridge rounds and extensions. But most of it is just the reality of a very difficult fundraising market. Things didn't improve in Q1
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Greg Sloan, CFP®, CEPA ® retweeted
✨ Live abundantly with your life & money! 📚 𝑾𝒆𝒂𝒍𝒕𝒉 𝒊𝒏 𝒕𝒉𝒆 𝑲𝒆𝒚 𝒐𝒇 𝑳𝒊𝒇𝒆, fall-winter 2024 release, provides 𝐟𝐫𝐞𝐬𝐡 𝐩𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞𝐬 on how to create your life song by aligning notes of wealth & well-being. Pre-order: t.ly/cDTMo
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Greg Sloan, CFP®, CEPA ® retweeted
PSA: Fundraising cold e-mails sent by someone other than the CEO will never be replied to.
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Greg Sloan, CFP®, CEPA ® retweeted
Anyone need help building out an MVP? I have a great tech team looking to take on some projects.
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Correction screenplayiq.com

Replying to @AndrewArruda
Screenplay.iq already does this to some extent
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Big day for a great company and great product to help #artists succeed in business.
29 Feb 2024
Announcing Kicky Business Tools for Artists! Launch your eCommerce website, do marketing, social media posts, price discovery, financial analytics, inventory management and delegate tasks to your team, all from one place. Sign up today at kicky.com
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This may be the best pinned tweet ever. #startups #founders
Starting Fresh for 2024! 🍃 Law of VC Database • Start Here: roamresearch.com/#/app/Funds… What is it? For over two years, I have loosely maintained a database in Roam that covers research on the law, primarily fund law. In 2024, this will become my professional research project.
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Great writeup on how fractional executive services can help #founders and #startups.
The future is fractional. Here’s what it means for you & your startup: buff.ly/3U9baVQ
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Greg Sloan, CFP®, CEPA ® retweeted
The future is fractional. Here’s what it means for you & your startup: buff.ly/3U9baVQ
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Greg Sloan, CFP®, CEPA ® retweeted
I spoke with a former client tonight. He bought a relatively big business (in search terms) over a year ago. He sounded generally happy and optimistic. Year one was hard but things went OK. I asked him what he would have done differently. His advice surprised me…
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Really enjoyed being interviewed on The Exit. A little of my backstory for anyone interested.
3 Oct 2023
💥A new episode of The Exit is out now 💥and features @gregonpurpose, a serial entrepreneur who started his first business nearly 30 years ago.
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Greg Sloan, CFP®, CEPA ® retweeted
Our friends at Obviously.Ai are growing by leaps and leaps, are seeking a unicorn head of growth marketing. Could that be you? apply.workable.com/obviously… | @trailmixvc
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😂😂😂
One conspiracy theory I fully subscribe to is that the reason Google Maps always tries to put you on the 101 instead of the 280 is because Google engineers programmed it to keep the 280 less trafficked for their work commute
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Mercury
Replying to @alexiskold
Moved to Wells from SVB and have Mercury. (VC)
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