Ep. 61 How I Raised It with Phill Rosen of Even Financial on 8.20.2018

Produced by Foundersuite.com, "How I Raised It" goes behind the scenes with startup founders who have raised capital. This episode is with Phill Rosen of Even Financial, makers of an open API for financial services. The company raised $18.8 million of Series A venture funding led by GreatPoint Ventures. The Goldman Sachs Group, Canaan Partners, F-Prime Capital Partners, Lerer Hippeau Ventures, Jacob Gibson, Jason Owen, American Express Ventures, Arab Angels, Plug and Play Ventures and Valuestream Ventures also participated in the round. In this episode, Phill discusses the unique dynamics of raising capital for a B2B financial services company operating in a highly-regulated industry, how to raise from large strategic investors / customers, when to use a convertible note vs. doing a priced round, tips for building a data room, and much more.