May 16, 2018

Alternative Trading Systems and Crypto

If you were anywhere in or around the crypto-sphere in 2017 you might have been wondering what in the world was going on. Securities, re-branded […]
November 2, 2017

Fintech Platforms Naturally Expand Into a Fund Model

Crowdfunder did it last year with the launch of their crowdfunding/startup “index” fund. Now Circleup is jumping into the startup fund party with the launch of a $125M […]
April 10, 2016

“Platform” Defined: Why Most Applications Fail to Measure-Up

I have regular conversations with business owners and promoters–including fintech entrepreneurs–who consistently miscategorize what they have built as a “platform” and simultaneously as “the next […]
May 2, 2015

New User Registration Outline for Our Investment Banking Platform

As you watch the video on registering for your account, please pay particular attention to the various user roles mentioned as outlined below. Investors […]
June 21, 2014

The Impact of Blockchain on Investment Banking

As blockchain continues to march at the forefront of the fintech boom, we can clearly see the ramifications for system efficiency and simplification across the […]