Joe Milam Email & Phone Number

Austin, Texas, Us

AngelSpan, Inc. provides bespoke investor relations services for start-ups, while delivering rigorous transparency, standardize reporting and operational insights for investors. With our IR Platform and services entrepreneurs can maintain a proper communication cadence, thus enabling greater connections and enhancing the return on the goodwill with their stakeholders and investors.By addressing the 'information gap' typical with early stage companies via our best in class Investor Relations Service, we can now turn our attention to impacting the funding gap with our Legacy Funds Platform.The Legacy Funds Platform is the first 'franchise-like' Venture-as-a-Service (VaaS) Platform that incorporates scalable, institutionally rigorous portfolio construction techniques to minimize risk at the security and portfolio levels, to optimize the potential for real, after-tax alpha for early stage investors.

Austin, Texas, Us

The Legacy Funds is a 'franchise-like' Venture-as-a-Service platform, enabling local licensee/General Partners to leverage the technology, back office, company specific and portfolio analytics, QSBS tax optimization built into the Legacy Funds platform to solve the funding gap in their community.Local investors can finally support the worthy startups in their community in an institutionally rigorous, tax optimized, thoughtful manner.

Fee-based money manager for HNW investors spun out of The Bank in Lichtenstein. We delivered first or second quadrant investment results and boutique service in our 'multi-family office' setting.Managed Legacy from original purchase, taking from from $35 million to $200 million in assets under management. Joined board of directors of public company (Sonoma West Holdings) to evaluate shareholder offer for company's acquisition. Valuation of sizable venture investment on balance sheet (MetroPCS) was within 5% of eventual IPO price.

Angel Legacy was a web based database and tool kit to address the funding gap associated with early-stage companies. Our approach addressed both the 'left brain/due diligence' issues with the 'right brain/affinities' associated with active angel investing. In addition, we incorporated various tools to facilitate the functions of the entrepreneurs, angels, and the various advisers to both parties, including portfolio tracking, tax optimization and investor relations.Patent on matching angel investors with entrepreneurs.

As boutique division of The Bank in Liechtenstein, we provided high-touch service to HNW individuals. My direct report was to the lead principal of the firm, assisting him in all aspects of our service, including; security research and valuation, trading, business development, and client service. I automated the new account opening and trading process, writing custom programs to streamline the trade allocation to multiple accounts and custodians. Upon his passing, I assumed responsibility for over 65% of our assets under management.

Joined as a retail stock broker, working with a former finance professor from college.