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Jason Barsema Talks About Changing The Way We Invest With Halo Investing - Startup of the Year Podcast

· SOTY Podcast

On this episode of the Startup of the Year Podcast, I talk with Jason Barsema, the Co-founder and President of Halo Investing ( Halo is the first multi-issuer technology platform for protective investment solutions. 

Halo was founded in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors and is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency with the help of technology.

We also hear from Rich Maloy, VP of Engagement at Established and part of Established Ventures, who has some tips on validation for startup founders with a segment called the “VC Minute.” 

We also want all of our listeners to know that the 2021 Startup of the Year Application is open! The top 100 startups will come together for additional opportunities to connect, showcase, and potentially take home the title of Startup of the Year at our annual Summit. You can see if your startup fits our criteria and apply today at:    

We also hear about Finmark, which is one of our partners and portfolio companies. Finmark is financial planning software for startups for revenue forecasting, cash projections, and runway. It is one of those few products that we truly believe in and I think that it will help a lot of our community members, so please go check out Finmark and signing up for 30-day free trial at

Lastly, if you’re listening to this podcast we’d love for you to become a part of our community by going to: and signing up. You will then have access to the support, expert advice, and resources you need to to elevate your startup.

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Startup of the Year helps diverse, emerging startups, founding teams, and entrepreneurs push their company to the next level. We are a competition, a global community, and a resource.   

Startup of the Year is also a year-long program that searches the country for a geographically diverse set of startups from all backgrounds and pulls them together to compete for the title of Startup of the Year. 

The program includes a number of in-person and virtual events, including our annual South By Southwest startup pitch event and competition. All of which culminate at our annual Startup of the Year Summit, where the Startup of the Year winner is announced, along with an opportunity at a potential investment. 

Established is a consultancy focused on helping organizations with innovation, startup, and communication strategies. It is the power behind Startup of the Year.  Created by the talent responsible for building the Tech.Co brand (acquired by an international publishing company), we are leveraging decades of experience to help our collaborators best further (or create) their brand & accomplish their most important goals.  Connect with us on Twitter - @EstablishedUs and Facebook -