• Investrio
  • Posts
  • ⏰ Are You Making Millionaire Moves?

⏰ Are You Making Millionaire Moves?

TL: Mid-Year Checkpoint 🏁 Automate your biz finances, and how she turned storytelling into billions

We hope you are having a wonderful holiday weekend. 

It’s July.

Which feels… unreal. Because wasn’t it January, like, two weeks ago? 

When you’re running a business, time moves differently. You’re chasing the next client, putting out fires, trying to drive sales, and maybe squeezing in a scroll between tasks all while your Fourth of July potato salad is still in the fridge.

So before diving back into business as usual, here’s your invitation to pause:

  • What felt amazing in my business these last 6 months? (What brought in revenue and joy?)

  • What felt like a total drag? (What drained my time, energy, and bank account?)

  • What's one thing I can do differently starting now? (Just one small, powerful shift.)

If that shift looks like getting your finances organized, automating the chaos, and actually knowing where your money’s going

Investrio was built for you.

🏦 Finance Fix

We’re halfway through 2025 aka the perfect time for a financial pulse check.

Here is a 3 step mid year check-in:

 Review Your Revenue Reality: Look at your actual cash flow from the last six months. 

  • Are there patterns? 

  • A rockstar month you can learn from? 

  • A surprisingly slow one you need to plan for next year?

 Hunt Down Your Subscriptions: That "free trial" from February? It's probably not free anymore. Look through your bank statements or better check on investrio for any recurring charges for software or tools you’re no longer using.

 Check Your P&L (Profit & Loss): Are you actually profitable? A simple P&L will show you what you earned, what you spent, and what was left. It's the truest indicator of your business's health.  You can download one in minutes in Investrio.

🎯 Grants for Solopreneurs & Small Businesses

Money Money Money GIF by Peacock

🎨 $20K for creators
Rémy Martin’s “This is My City” grant supports cultural changemakers think DJs, designers, artists, and local leaders.
📅 Apply here by July 18

💼 $25K from the U.S. Chamber of Commerce
The CO-100 (formerly America's Top Small Business Awards) is awarding $25K to top-performing small businesses across the U.S.
📅 Apply here by July 7

🍎 $40K for women in food & beverage

The Enthuse Capital & Catalyst Grant supports women entrepreneurs with $500K+ in lifetime sales in food or beverage.
📅 Apply here by July 28

🗽 $5K for NYC-based businesses
The CitizensNYC Neighborhood Business Grant funds small businesses creating community impact.
📅 Apply here by July 25

🎤 $60K for Black founders (live pitch!)
The 2025 Pitch Black Showcase lets Black entrepreneurs pitch live in Portland  the audience picks the winner.
📅 Apply here by July 7

How Oprah Turned Vulnerability into a Billion Dollar Brand

An icon. A billionaire. A solopreneur turned media mogul.

Before the magazine, the book club, or the OWN network, Oprah was just a woman with a mic and a mission: to tell stories that made people feel seen.

Here’s how she scaled that into one of the most trusted personal brands in the world—and what solopreneurs can learn:

🎬 She Owned the Production: Instead of staying the on-air talent, Oprah founded Harpo Productions. That move meant she didn’t just host the show, she owned it. 

🤝 She Built a Community Moat: The Oprah Show was a daily ritual for millions. She created a sense of shared experience and belonging. Her audience didn’t just watch her; they felt like they knew her. 

She Sold Transformation: She understood her audience’s deepest need was to feel seen and guided. She wasn't just saying, "buy this book"; she was saying, "I believe this story will help you." 

Your audience is tired of being sold to.

The real secret sauce isn’t a better funnel, it's radical trust.

Ask yourself: What would it look like to become a voice they trust with their time, money, and transformation?

Do you have questions? Just ask Vestie, your financial bestie! 🌟

In Abundance,
Joyce and Laura

Disclaimer: The content provided in this newsletter is for informational purposes only and is not intended as financial, legal, or professional advice. Investrio does not guarantee the accuracy, completeness, or reliability of any information presented. Always seek the advice of a qualified professional regarding your specific financial or business needs. Investrio is not responsible for any actions taken based on the information provided in this newsletter. Any third-party links are for convenience and do not imply endorsement.

Reply

or to participate.