February 21, 2017

Why Equity Crowdfunding Has Failed to Live Up to the Hype and Expectations (and What To Do About It)

When the JOBS Act was signed in 2012 many touted its potential to significantly disrupt the traditional model of venture capital by disintermediating the process […]
August 22, 2016

#EquityCrowdfunding for Mergers & Acquisitions: Liquidity for Business Owners?

The hype over the JOBS Act was certainly warranted. For over 70 years, the ability for private companies to have access to capital has been […]
July 18, 2016

Why You Need a Private Placement Memorandum (PPM)

The antifraud securities laws state that it is against the law for an issuer to sell any securities by means of any oral or written […]
June 24, 2016

Why Investment Bankers are (or should be) among the world’s most prolific Project Managers

The last decade has seen a surge in the world of professional project managers. In most instances, project management (PM) methodologies are used for specific […]
October 18, 2015

What is an Accredited Investor?

Securities that are offered or sold by a company or private fund must register the transaction with the SEC, unless an exemption is made available. […]
March 2, 2015

Raising “Ongoing” Money Through the Public Markets

There is no shortage of discussion on the world wide webs regarding how difficult it can be to raise capital for your business. If you’re […]
January 3, 2015

Hedging Your Bets When Financing Your Business

It’s human nature to spread oneself thin across a myriad of options. It’s a way of hedging to ensure we get at least one option and […]
August 10, 2014

Common Problems with PPMs and Angel Investors

Startup businesses have several funding options available. One of the most popular forms of funding is to partner with an angel investor. An angel investor […]