In Episode 29 of The Wendel Forum(originally aired on August 27, 2011 on Green 960 AM radio), show host Dick Lyons sits down to chat with Nick Flores, Director of Investment and Entrepreneur Services for Investors’ Circle.

Investors’ Circle (IC) is a network of more than 150 angel investors, professional venture capitalists, foundations and family offices that are using private capital to promote the transition to a sustainable economy. Since 1992, Investors’ Circle has facilitated the flow of $146 million into 225 companies and small funds addressing social and environmental issues.

Of note, Investors’ Circle and SJF Institute announced a merger effective July 1, 2011.

In his conversation with Dick, Nick discusses the investment network and some of the many opportunities they have for sustainable businesses to obtain exposure to investors.

Companies in the portfolio are generally not start-ups, but are operational having started with friends and family investors. The investors who participate in IC want to know that the business founder has some skin in the game. Once the company is ready to raise its Series A round of stock, it’s time to submit to IC.

Of the types of companies that IC serves, there are six primary sectors. They are identified as:

  • Cleantech, Energy & Environmental solutions
  • Sustainable Consumer Products
  • Education (focused on K-12)
  • Health, Biotech & Wellness
  • Community and Economic Development
  • Social Media and Software

IC has a number of opportunities throughout the year for companies to showcase their business to the investor community. Currently, they are promoting both an Online Venture Fair (September 14) as well as their Fall 2011 Venture Fair in Philadelphia.

Show Note:

Tune in to Green 960 AM radio on Saturday, September 3, 2011 at 11:30 a.m. for an interview with Rory Bakke, President of Sustainable Concepts Studio and Director of Sustainability at GreenBiz. She’s been working with Underwriters Lab to develop the environmental health and sustainability standards for companies. While there are many forms of product certification, this comprehensive set of standards is meant for the enterprise or organizational level.  Should be an interesting discussion.

Post Links:

Listen to the interview with Nick Flores: Episode 29 of The Wendel Forum (mp3)

Investors’ Circle website: http://www.investorscircle.net/

Press release re Investors’ Circle and SJF Institute merger: http://investorscircle.net/accelsite/media/2796/IC%20SJF%20Merger.pdf

SJF Institute website: www.sjfinstitute.org

Dick Lyons website bio: www.wendel.com/rlyons

Green 960 AM radio website: www.green960.com

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In Episode 6 of The Wendel Forum (originally aired on Saturday, March 12, 2011, on Green 960 AM radio), Dick Lyons discusses the opportunities and consequences of issuing Series A stock, or a first round of convertible preferred stock, as a means of raising money for our fictional company GreenCo.

Usually issued at some point after the company has raised its initial capital from founders, family and friends, the Series A stock can infuse the company with much needed capital for growth. Along with Series A, come “redemption rights,” which allow investors to demand the company repurchase their shares after a set period of time.  What might this mean for our fictional company GreenCo? 

Listen to Episode 6: wendel_forum_6.