Modern Investing with Sidepocket Podcast: Merging Diverse Experiences for Investment Success with Tejal Shah

Modern Investing Podcast

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In this episode of the Modern Investing with Side Pocket Podcast, we sit down with Tejal Shah, the VP of Investment Banking at US Capital. Tejal's unique trajectory, from mechanical engineering to wealth management, and eventually to becoming a founder and investment banker, showcases her diverse experiences and insights into the world of capital allocation. Throughout her career, Tejal has learned the importance of exploring a wide range of funding strategies, emphasizing the potential of non-dilutive capital, including options like grants, debt, and credit. She points out that having experienced various roles gives her a comprehensive perspective on making sound investment decisions and helping companies scale effectively.

Tejal highlights the significance of relationship-building as a consistent thread throughout her career, stressing its role in successful collaborations and business opportunities. Her journey through different industries has been fueled by an intense curiosity that guides her professional decisions. Tejal shares that being a founder has significantly shaped her approach to capital allocation and investing. Understanding the true cost of capital and exploring alternative funding methods has taught her the critical balance of preserving company ownership and achieving successful exits. She emphasizes the importance of painting a realistic yet expansive vision when evaluating investment opportunities, distinguishing between a mere feature and a scalable company.

The conversation further delves into the psychology behind investment decisions, addressing how automation and tools like Sidpocket’s asset allocation platform can aid in managing risk while curbing emotional biases. Tejal attributes financial success not just to market knowledge, but also to having a clear understanding of personal goals and risk tolerance. By aligning asset allocations with individual goals and maintaining a level-headed approach to market fluctuations, Tejal believes investors can make better decisions. She closes with a reminder that investing in personal growth and relationships is just as critical, if not more so, than the pursuit of financial gains, thus ensuring a well-rounded approach to wealth building.

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