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Anton arrived in the UK with £500 in his pocket. Years later, he founded WealthOS. He recently sold it to one of the world's largest banks.

In this episode, Alan sits down with the founder of WealthOS to talk through what the journey from arrival to acquisition actually looked like.

We hear about the door-knocking days in suburban Surrey, and the decision to leave a senior corporate role with two children in private school and a mortgage to cover. He shares the framework he used to pick a co-founder, and why the person who scored highest was not who anyone expected.

We get into the angel rounds, the strategic investment from Barclays, and the Liz Truss-era fundraising window that nearly ended the company.

There is the November when the bank account was down to four figures and payroll was three weeks away. The conversation he had with his wife about pulling the kids out of school. And the call from JP Morgan that came when an exit was not on his mind.

He also shares the principle his former chair gave him about how good businesses get acquired, and his answer to what wealth actually means after you have built and sold one.

Links:

Wealth OS: https://www.wealthos.cloud/

Anton's LinkedIn: https://www.linkedin.com/in/antonpadmasiri/

Books:

"Dreams From My Father" by Barack Obama - https://amzn.eu/d/074kFId1

"Range" by David Epstein - https://amzn.eu/d/0iBX3kyj

"Build" by Tony Fadell - https://amzn.eu/d/06ueeONi

Podcasts:

"Invest Like The Best" by Patrick O'Shaughnessy - https://pod.link/1154105909

This podcast is produced by Tribunista

Sponsored by Capital Asset Management