Josiah Mann

Founder & CEO
“Seek first to understand, then to be understood.”

I thought I'd put my favorite quote from Steven Covey here because it has played such a crucial role in my life as well as the creation of this company.

I've been a designer and developer for many years and love bringing my creations to life... but at some point I got tired of creating things that nobody wanted to buy.

When I learned to seek first to understand in business everything changed for me.

Investor Deal Room is one of the first fruits of that philosophy. We've listened to the market before we had customers. Now that we have clients, we continue to listen closely with the intent of really understanding their needs rather than assuming we understand.

Background

My technical background is in web design and digital marketing. After teaching myself to code through online courses I ended up first running a freelance web design company, then consulting for larger companies, and finally leading development teams for some of the largest companies in the world and teaching thousands of others through online courses.

My work has led me to constantly work toward finding the balance between left brain and right brain activities - aesthetics vs. utility, design vs. development, simplicity vs. complexity.

Blog Posts

How to protect your investors' sensitive data from hackers

Asking small investment companies to not share investor data over email is tough - but when it comes to documents it’s a good practice to use a service specifically for sharing them securely - think Google Drive, Dropbox, etc...

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How to protect your investors' sensitive data from hackers

Two factor authentication can seem like a hassle, especially when you have to log into a website over and over and it requires two factor authentication every single time you login.But the reason two factor authentication is becoming so popular is because it works.

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How to protect your investors' sensitive data from hackers

Most small investment firms often don’t have an IT department at all, it’s no surprise that they don’t have great IT policies in place. As a result, email inboxes for these smaller companies are often packed to the brim with sensitive investor data - everything from banking information, to social security and EIN numbers, to entire investor profiles in the form of subscription agreements.After the most recent wave of leaked passwords, private equity and real estate investment companies would be wise to take a quick inventory to determine if their approach to storing and sharing investor’s sensitive personal information puts them at risk of being compromised in a data breach.

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