WEBINAR: Women Investing in Women: Gender-Lens Investing and How It Serves the Greater Good

July 27, 2023

The August webinar taught us about the growth of gender-lens investing and how it has risen across the US and globally.

In 2013, Stefanie Crowe, MBA, CFP®, founder and CEO of AegleWealth, and six other women business leaders recognized a huge opportunity. Less than 3% of venture capital in the Southeast U.S. is allocated toward women-led companies. Yet, companies with at least one female founder on their team perform 63% better than all-male founded teams (First Round Capital, 2015). They also realized that women’s capital was not being fully leveraged for early-stage ventures in the Southeast.

The seven decided to do something to help. When they established The JumpFund, a women-led micro VC firm investing in female-led ventures across the Southeast, they had two main goals:

To activate women as angel investors
To provide access to capital for female founders in the Southeast

Fast forward to today:

Women now represent almost 25% of all angel investors (Angel Capital Association)
Women now represent 83% of The JumpFund’s investors across their two funds
The JumpFund ultimately raised two funds, invested in more than 30 women-led companies, has had several successful exits, and engaged the capital of over 100 women (plus a few good men)

In this special Inspiring Insights webinar, you will learn about:

The growth of gender lens investors and how it has risen across the U.S and even globally
The gender gap in venture capital and how that continues to make it difficult for women-led companies to secure funding
Angel investing, what attracts angels to specific investments, and how to prepare an investment-ready pitch
Her work with the JumpFund and how it complements Crowe’s commitments as she serves AegleWealth’s remarkable clients
The benefits of joining Equita Financial Network and why Crowe made the leap in 2020

About Stefanie Crowe

Stefanie Crowe, MBA, CFP® is a wealth advisory and banking veteran, an entrepreneur, and an angel investor. Along with founding AegleWealth in 2020, she is a Co-Founder and General Partner with The JumpFund, an angel fund supporting female-led ventures in the southeast (founded 2014). Crowe spent over a decade with Bank of America/US Trust (and predecessor NationsBank) advising affluent families with wealth-building strategies to include trust and estate management, investments, private banking and charitable planning.

You may also be interested in:

Less Talk, More Action to Support Female Advisors by Marie Swift, 5/17/23, Vettfi | Advisor Perspectives

Watch this webinar on-demand here.

Explore more
from Equita

The Power of the Right Community

Four Questions to Ask Before Selecting a TAMP

The Benefits of Independence as a Female Advisor

Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

ADV Part 3

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.