She's Independent Investments + Advisory Services and Board Placements
She's Independent Investments offers financing, advisory service, and board candidate placement from our member-led community focused on seed through series A deals.
We additionally offer a path for learning and access and have an option to get involved even if you are not yet an accredited investor.
Our Introduction to Investing series introduces what's needed to enter the investment arena and to build on your skills to learn what makes an early-stage company well-positioned and opportunistic. Looking to negotiate your equity package as an employee or board member? We'll cover that too.
Check out our Intro to Angel Investing webinar here covering the basics around angel investing and speaking to why you should think about getting involved.
What you'll learn in our Intro to Investing series:
- The basics of private investing including intermediate to advanced concepts.
- What to look for in an investment and how to think about diligence.
- Identifying your niche and next steps to get involved.
- Over 5 hours of high value content led by our founder and angel investor Natalie Levy plus investor conversations with other active angel and vc investors.
- FREE Introductory Session + What should you get paid in equity comp!
- Session 1: The Basics including the investor and financing landscape, where to find deals, and what to expect throughout the deal cycle.
- Session 2: Breaking down a fundraise including de-risking and diligence.
- Session 3: Getting you started plus digging into my portfolio.
- Plus, take-home exercises to drive deeper learning
- This intro to investing series can be purchased as a standalone item but is included with your investment club membership!
Interested in investing with us? Or mapping a path to investing and / or landing advisory roles and board seats? We'd love to meet you.
Launched in January 2022, She's Independent Investments has $1.5M that members plan to deploy collectively over the next 12 months and is actively deploying capital.
Members see regular deal flow through quarterly pitches and have the opportunity to invest on a deal-by-deal basis. Members have the opportunity to invest in businesses through a group investment vehicle (a syndication) in addition to occasional opportunities to invest directly with the business.
Investment members will see at least 8 deals annually. For reference, in 2022 members had access to 20+ deals.
Please note that you must be an accredited investor to join our Investment Group as a contributing investor but those interested who are not yet accredited may join as an Investment Observer for learning and access.
Investment group members are welcome to participate actively or passively. Active participation offers club members the opportunity to earn deal carry (additional equity) on a deal-by-deal basis.
Direct investments do not include fees of any kind.
Our syndications charge a nominal carry of 15% and will move to 18% in 2023. Please note that most investment groups charge upwards of 20-25% for deal carry. We do not assess any management fees.
All are welcome.
"I am a part of She's Independent Investments, and I have found the environment Natalie has created just incredible. As an educator, I can say without a doubt that it is one of the most robust, judgment-free learning spaces of which I have ever been a part. The quality is high. The energy is real. The diligence is deep. I don't walk away from any encounter or event where I haven't learned something. I think the most important piece for me is not simply the rich and detailed specific information Natalie and her team present, but their ability to change our mindset. That's really the value here. If anyone is on the fence about it, give it a try, see what it's like. It's a truly a transformative experience, and I've understated it!" - Mary P
"Curious about angel investing, I enrolled in She's Independent's course. Natalie explained how to vet companies, what should be part of a company's "pitch", how to evaluate employee stock grants, and more. She even introduced us to a fund manager to learn how she evaluates early stage companies. Incredibly helpful guidance as I head down this new path." -Rachel M
Course Creator and Founder Bio
Natalie Levy is an engineer and mathematician turned Wall Street derivatives trader, growth technology investor, and business-to-business (B2B) enterprise technology sales leader. She marries a deep understanding of data, data science, and technology paired with strong interpersonal skills. She has over a decade of angel investing experience and 20 years of hands-on operational experience through revenue execution, operational, and leadership roles selling into 34 countries. She experienced returns of 5-70x across all of her growth technology investments prior to 2018. She successfully exited 3 out of 20+ investments, and experienced liquidity opportunities through Series D and Series E financing rounds.
Following the loss of her mother to suicide in January 2019, Natalie launched She's Independent while she transitioned from corporate roles to a more entrepreneurial and balanced lifestyle. She grew through the loss and continues on her healing journey to discover what is authentically aligned and enjoys tapping into her professional superpowers that also highlight self-awareness and personal growth.
Check out our Intro to Angel Investing webinar here.
"Thank you for the most excellent communication, explanation of terms/definitions, and follow through. I told you I needed “investing for dummies”, and I wasn’t kidding, but you’re making the process much less intimidating, so thank you!!!" -Nicole M.
"As someone new to investing, the exposure to such a broad knowledge-base was incredible. I learned about so many things that I would have never even thought to research had I continued solely on trying to teach myself all this material. The wisdom and experience brought to the table increased my understanding of investing exponentially." -Nate F
"I have taken both the Sales Bootcamp and Early-Stage Investing courses through She's Independent. I appreciate how Natalie instructs using her experience, specific examples, and simple slides with few words. I applied many of the Sales Bootcamp concepts to my Business Development role immediately. For instance, Natalie reminded us to "always ask for the work." That was on my mind when I found an opportunity to ask a potential customer, "would you like to skip the demo and start talking about a lease?" In the Early-Stage Investing course, I valued the diverse perspectives shared through different investor interviews. As someone new to direct early-stage investing, the course introduced thought-provoking concepts that will help guide my future path." -Ellen W
More information on She's Independent Investments:
She's Independent launched its investment initiative in January of 2022. The club is rapidly scaling and deploying capital to seed and growth-stage businesses internationally. The VC funding and equity ownership gaps are real. Let's do something about it.
She's Independent Investments currently has approximately $1.5M in capital that members plan to deploy over the next 12 months. In addition to financing, the group offers advisory services and board placements to companies within its network.
Our members, predominantly womxn, come from a range of diverse backgrounds and are eager to learn, change power dynamics, and participate in deals.
We typically focus on seed and pre-seed rounds but are open to a bit later stage where deals align with our interests. We've looked across industries but generally care about impact. The businesses do not need to be womxn-owned but we are passionate about gender equity and can offer companies access to skilled board members and advisors through our club.
Our process typically includes a virtual pitch to club members, which we like to record for those that can't attend live. If the group has enough interest we move forward into diligence which may include circulating questions by email, an additional phone call or two, and potentially connecting with your prospects, customers, or other investors.
Interested? We'd love to meet you!
DISCLAIMERS AND MORE INFORMATION:
You must affirm that you are an accredited investor to participate in our Investment Group as an investing member.
We are not investment advisors but present concepts around investing and the investor's mindset to get you thinking about how to get involved. We cover paths to equity ownership for those of you that are not accredited investors through the investment series through speaking to employee and advisory ownership.
We do not operate as a broker-dealer or a registered financial representative of any kind.