Discover Financial Success Stories with Rooled.

Welcome to the Rooled x The Angel Nest joint podcast series!

Immerse yourself in captivating conversations with industry leaders, start-up CEOs, and venture capitalists as they share their experiences, insights, and secrets to success. Join us on this journey as we explore the realms of finance, innovation, and technology, with a focus on the transformative power of Artificial Intelligence (AI) and its symbiosis with cybersecurity. Hosted by angel investor David Hemenway.

Podcast Guests Include: 

Johnnie Walker, co-founder of Rooled

Colin Rogister, Founding Partner of Beat Ventures

Victoria Pettibone, CIO and Managing Partner at Astia Fund

Michael Kocan, partner at Outbound Capital

Alex Lee, CEO of Truewind

Adam Brodie, co-founder of Finerva

Haroon Mokhtarzada, CEO of Rocket Money

Jocelyn Goldfein, Managing Director of Zetta Venture Partners

Darren Feher, co-founder and CEO of Vizbee

Jimmy Chen, founder and CEO of Propel

Contact Us for a Free 1-Hour Consultation

At Rooled, we believe that strong relationships start with good communication. Whether you’re looking for more information about our outsourced financial services or have questions about our pricing, our team is here to help. We offer a FREE one-hour personalized consultation to help get you on the right track. Let’s start a conversation about building a strong financial future for your business!

Check out our Latest Episodes!

[Episode 1] Rocket Money Helps Subscribers Manage Their Finances. Rooled Helped Rocket Money Manage Growth.

In this insightful episode, we introduce you to Haroon Mokhtarzada, the visionary founder of Rocket Money. With millions of users relying on his app for streamlined financial management, Haroon’s journey is a testament to the power of technology in revolutionizing personal finance. Moreover, we hear how Rooled’s financial prowess & strategic insights played a pivotal role in Rocket Money’s rapid ascent. Together, Rocket Money and Rooled exemplify how technological innovation and financial acumen combine to create a powerful force that propels businesses to new heights.


[Episode 2] The Real Future of AI from a Leading Silicon Valley VC who Uses Rooled to Keep Her Portfolio Companies on Track.

In this episode, host David Hemenway engages in a thought-provoking dialogue with Jocelyn Goldfein, Managing Director of Zetta Venture Partners. Gain exclusive access to Jocelyn’s expertise on AI-startups with B2B business models, offering a glimpse into the fascinating future of AI technologies. Discover how Jocelyn’s collaboration with Rooled has been instrumental in empowering her portfolio companies to attract capital and foster remarkable growth.


[Episode 3] Choosing not to do your own accounting can pay dividends for start-ups.

Join host David Hemenway as he sits down with Johnnie Walker, the co-founder of Rooled, and Jimmy Chen from Propel, a venture-backed, social impact business. Uncover the secrets to start-up success as Johnnie sheds light on the strategic advantages of outsourcing accounting and CFO functions, enabling companies to focus on their core mission. Discover Propel’s inspiring mission and their collaboration with Rooled to drive positive change through tech-driven financial improvements.


[Episode 4] Vizbee Syncs Your Devices (even your TV). Here’s How Rooled Helped Secure the Financing They Needed to Succeed.

Embark on a journey into tech innovations with Darren Feher, the visionary behind Vizbee, and Johnnie Walker, the co-founder of Rooled. Discover how Vizbee’s groundbreaking software allows seamless synchronization of internet devices and smart TVs, delivering the content you desire. Uncover the instrumental role Rooled played in securing financing for Vizbee’s growth, propelling their mission to collaborate with Fortune 500 media companies.


[Episode 5] Rooled Is Showing Startups How to Extend the Runway.

Join us in this captivating conversation as we delve into the strategies that can redefine the trajectory of your startup. Throughout this engaging episode, Johnnie Walker, Rooled co-founder, unravels the art of extending your startup’s runway—a strategic move that not only buys time but also demonstrates resilience to potential investors. From navigating the nuances of funding avenues to unraveling the complexities of scaling a business, Johnnie sheds light on the myriad challenges startups encounter and how Rooled’s expert guidance transforms obstacles into opportunities.

This episode is a must-listen for aspiring entrepreneurs, seasoned founders, and anyone eager to navigate the evolving landscape of startup financing.


[Episode 6] How Rooled Helps Startups Get to the “A” Round!

The best startups know what the customers want, but how do even the smartest CEOs know what investors want in order to finance the business?

Many startups find that their biggest challenge doesn’t come from customers, supply lines or technology. Often the toughest part of getting started is finding funding.

In this episode, we talk with Johnnie Walker, the co-founder of outsourced accounting, CFO, and advisory services company Rooled, about raising the all-important “A” round of investing and how startups should prepare to meet the challenge.


[Episode 7] Startup Finance Experts Rooled and Finerva Go Global to Help Clients Get Funded.

Business is now global so shouldn’t your financial consultants also offer worldwide expertise? We examine the state of the startup world and the importance of financial reporting. Co-founder Johnnie Walker shares how Rooled has helped their clients to achieve financial success.

Our guests also include Adam Brodie of London-based Finerva who is partnering with Rooled to help companies grow across borders and Richard Little, a leading angel investor in the UK and chairman of OneID, a digital identity platform that exclusively uses outsourced accounting and CFO services.


[Episode 8] Rooled and Truewind Partner to Help Clients get Funded in 2024

Entrepreneurs are 100 percent focused on their big idea, as it should be. But investors and early customers want to know the finances are solid.

In this episode of the Angel Nest podcast, we talk with Johnnie Walker, Rooled co-founder, and Alex Lee from Truewind, an AI powered bookkeeping and finance software for startups. Together, they’re forming a partnership to help companies launch that are investable and ready to win.


[Episode 9] A Micro VC Who Maximizes Access for Angel Investors

Individual investors are not always welcomed into hot startup VC funds. Micro VC Mike Kocan of Outbound Capital is changing that, and in this episode, you’ll learn how this former Accenture consultant and fund manager is making B2B software bets accessible to angel investors.

Mike’s micro-VC approach will be of interest to a lot of angel investors because he doesn’t just look for institutional money. He involves individual and angel investors in his funds which specialize in B2B business solutions.


[Episode 10] From Angel to “A” Round: Getting Funded Today

A tightening VC market and a higher interest rate economy has made it much more difficult to get past the “friends and family” round and to the big A-Round of funding.

One person at the forefront of the A-Round discussion is Victoria Pettibone, chief investment officer at Astia. She and her firm recently launched the Astia Venture Fund to help female-led companies get the crucial Series A & B rounds of funding. Currently, just 3% of venture capital investment goes to women entrepreneurs.

She joins us and shares an optimistic view of the market. “The challenges may be a little but different but they’re always surmountable,” she says. Victoria also shares background on how Astia finds and analyzes potential investments and how they stay engaged to help founders thrive.


[Episode 11] Rooled and Beat Ventures on Funding for AI Founders

The technology is already changing the world, but where are people actually making (and saving) money from AI?

We welcome Colin Rogister to The Angel Nest in this episode. Colin and his partner at Beat Ventures find and invest in the companies that are using AI to make money and save money today. Beat has invested in more than 30 companies which include 3 exits, 2 unicorns and 1 IPO.


Don't miss out on these captivating stories of financial triumph and cutting-edge technology!

Powered by real stories, real investors, and real entrepreneurs, “The Angel Nest” is your destination for uncovering the secrets of start-up success.

Tune in to the podcast episodes now and gain valuable insights from industry experts, successful entrepreneurs, and venture capitalists. Take the first step towards empowering your financial future with Rooled’s exceptional services.

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