Today we welcome back Curtis Watkins, CEO of BovaMetrics, to the Charlotte Angel Connection.  As we learned last week, BovaMetrics is a young Fintech company based in Charlotte.  BovaMetrics has developed a proprietary model designed to capture opportunities and add value in a client’s existing portfolio – in essence merging an advisor’s knowledge of the client with an artificial intelligence platform.

Last week, we spent time talking about how Curtis ended up as the CEO of BovaMetrics, what he’s learned over the years working with startups and established companies, and

This week, we discussed some of the following:

  • What’s different about starting a company in 2001 (Curtis’ first startup) and 2018?
  • How does BovaMetrics begin to execute their strategy after raising a pre-seed round late in 2017 and early 2018?
  • How does he handle recommendations from a potential investor knowing the investor may be pleased with Curtis’ agreement in the investor’s recommendation, thus, leading to a higher chance of receiving an investment?
  • Does Curtis expect help from the city’s entrepreneur system since Charlotte has staked a claim on Fintech – where his company clearly sits?
  • What’s the support network like for Charlotte area founders?
  • Why isn’t Curtis scared of someone stealing the concept/idea of BovaMetrics?

Next week, we turn back to talking with an angel investor in the first of a two part series with T.J. Eberle.  T.J. has been an angel investor since selling his business in 2011 and is active in the Charlotte area investing scene.  We recently sat down with T.J. for an hour to discuss a number of interesting?

William Bissett is an Investment Advisor Representative with Secrest Blakey & Associates, a Registered Investment Adviser.  Opinions expressed on this program do not necessarily reflect those of Secrest Blakey & Associates. The topics discussed and opinions given are not intended to address the specific needs of any listener. 
Secrest Blakey & Associates does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. 
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under the Securities Act, and a Qualified Purchaser as defined in Section 2(a)(51)(A) under the Company Act or an eligible employee of the management company. There generally is no public market for the Interests.  Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.

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