April 24, 2023

And that's that. We're done. We've successfully closed on our Series B. There's of course still a few administrative items to get to the finish line but all the commitments are in and ready to be signed for and wired. Amazingly enough, we were actually oversubscribed, with several groups this past week trying to figure out how to squeeze into the round with checks as large as up to $[ ]M beyond this $[ ]M we already have committed.

When you’re building a company from the ground up, you will make many mistakes. Learning from them and building core mantras from the lessons you glean will define how you think and operate during your journey. Mantras are born out of your experiences when scaling your company and from surrounding yourself with people who have been down this path before, imparting wisdom from their experience onto you.

This week, I sat down with Sean Smith, co-founder of SMB Investor Network, to talk about a very different slice of the private markets—entrepreneurship through acquisition. We cover everything from his leveraged finance days at CIBC to why he's now focused on buying HVAC companies and plumbing businesses. Plus, we discuss how private credit and SMB equity are surprisingly complementary when it comes to building a resilient, income-generating portfolio.

April 3, 2023

With that, we've officially closed the books on Q1. For the first time ever in the company's history, we've managed to post three consecutive beats on revenue and also the highest quarter ever for technology revenues. This is no small feat, especially in as volatile and unpredictable a year as this.