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In this episode of Graceful Investor, host Tasia sits down with Bo Parfet — Managing Principal & Head of Growth at DLP Capital, Everest climber, and co-founder of Denali Venture Philanthropy — to break down how high-net-worth women can confidently evaluate private investment deals, build impact portfolios alongside their partners, and avoid the costly mistakes that trip up even experienced investors.

WHAT YOU'LL LEARN

✓ Bo's 3-point screening checklist every investor should run before committing capital (top 10 auditor, 3-year track record, assets under management)

✓ How to decode "2 and 20" fund structures — management fees, preferred returns, and carried interest explained in plain language

✓ Why IRR can be misleading and the one metric (MOIC) that tells you what you'll actually get back

✓ How Bo and his wife Meredith built a values-aligned impact portfolio together — and how to start yours

✓ The difference between investing in a fund versus a single deal, and why funds are safer for first-time private investors

Bo Parfet has spent decades navigating both physical mountains and financial ones. As a former JP Morgan investment banker turned impact investor, he brings a rare combination of institutional rigor and heart-centered purpose to private investing. In this conversation, Bo shares the exact framework he uses to evaluate every deal that crosses his desk — starting with three simple questions that can immediately filter out 90% of bad investments.

He and Tasia walk through real-dollar examples of how fund economics actually work, demystifying terms like management fees, preferred returns, carried interest, IRR, and MOIC. Bo also shares how he and his wife Meredith created Denali Venture Philanthropy by first discovering each other's lifelong dreams and top 10 values — a powerful exercise for any couple looking to align their wealth with their purpose.

For women just starting their private investing journey, Bo offers practical steps: diversify across multiple investments over time, leverage the due diligence of established investors, explore platforms like Impact Assets for vetted opportunities, and always create a separate entity (LLC or trust) for asset protection. He closes with an inspiring story about how his Everest expedition helped restore eyesight to 50,000 people — proof that your investment success can become someone else's miracle.

TIMESTAMPS

0:00 - Meet Bo Parfet: Investor, Climber, Family Man

0:02:06 - Building an Impact Portfolio With Your Partner

0:05:37 - What Is Impact Investing? Two Requirements

0:07:17 - Personal Portfolio: 50% Private, 50% Public

0:08:04 - How Long Should Your Money Be Locked Up?

0:11:11 - Bo's 3-Point Deal Screening Checklist

0:13:07 - Why 90% of Businesses Fail in 3 Years

0:14:21 - Assets Under Management: The $500M Threshold

0:17:16 - "2 and 20" Explained: Fees, Prefs & Carry

0:23:51 - IRR vs. MOIC: The Metric That Actually Matters

0:27:32 - First-Time Investor Advice for Women

0:31:13 - Asset Protection: Why You Need an LLC or Trust

0:32:08 - Climbing Everest to Restore 50,000 People's Sight

CONNECT WITH BO PARFET

→ DLP Capital: https://dlpcapital.com/about/team/bo-parfet

→ Denali Venture Philanthropy: https://www.denaliventurephilanthropy.com/

→ Impact Assets: https://impactassets.org

CONNECT WITH GRACEFUL INVESTOR

→ Website: https://gracefulinvestor.com/

→ Instagram: https://www.instagram.com/gracefulinvestor/

DISCLAIMER: The content in this episode is for educational and informational purposes only. It is not financial, legal, or investment advice. Tasia is not a licensed financial advisor. All investments carry risk, including the potential loss of principal. Please consult a qualified financial professional before making any investment decisions.

#GracefulInvestor #ImpactInvesting #PrivateInvesting