Greg Sloan, CFP®, CEPA ®

Family CFO | Multi-Family Office | Wealth without a Why is just capital | Build for 100

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@alexiskold Personal purpose is the most powerful force in entrepreneurship

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@nmasc_ Possibly too much PTSD on prior EdTech investments with big promise

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@FrancisPSantora Painful.

I went through this myself about 15 years ago. Since then, I have helped 4 others deal with this very issue…2 in the past 18 months.

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@DarrelFrater Aaron Hurst is great!

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@galeforceVC This is highly under appreciated by founders.

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@lizwessel 👆👆👆

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@BabaPaganoEsq I’ve seen the movie at least twice.

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@BabaPaganoEsq Yikes and a bit of truth.

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@LeslieFeinzaig Not gonna lie…I have built one of those in a past life. 😬

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@craigiskowitz That’s pretty funny

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@timy0ung @Hadley Lol

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@CuratedCap I just had a long convo with a client about this yesterday!

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@FrancisPSantora @JonathanWSloan

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@FrancisPSantora Agree. There is basic knowledge that founders “need” to have.

Sometimes works the other way…just got list of DD questions from a first time investment fund that clearly got Qs from ChatGPT.

[Erica Wenger @Erica_Wenger]

We want to do another 1-2 deals before venture shuts down for the summer! Comment or DM if that's you!
- preseed & seed
- software only (no CPG/hardware/biotech/etc)
- US based
- aligned with our elephant company thesis (community-driven, purpose-driven, public-facing founders)

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@PeterJ_Walker Thanks!

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@PrettyMisses08 Dunwoody

[EMSC @LastQuake]

#Earthquake 15 mi S of #Maryville (#Tennessee) 8 min ago (local time 09:04:20). Colored dots represent local shaking & damage level reported by eyewitnesses. Share your experience:
📱https://t.co/QMSpuj6Z2H
🌐https://t.co/rhqyMsgRup

[Greg Sloan, CFP®, CEPA ® @gregonpurpose]

@AForbesWx Felt in Dunwoody