May 7, 2018

Terms You Must Know Before Raising Startup Capital

The startup entrepreneur is always juggling 20 balls at once. For this reason, it is often hard to not let mistakes slip through. Every additional […]
June 19, 2017

Initial Coin Offerings: Risks, Legality and Issues of ICO’s

Cryptocurrencies and the blockchain ledger are changing the way companies and people transact globally. Bitcoin was the first successful implementation of a blockchain, which is […]
September 19, 2016

How to Find Accredited Investors

Despite much of the buzz surrounding Jobs Acts 1 and 2, I’m suspicious of things actually changing much. The risk of allowing general solicitation and […]
February 12, 2016

The Downfall of Bulge-Bracket Investment Banking? Why Bulge-Bracket Bankers are Fleeing to Successful Boutiques

There are no shortage of the terrible tales of working at some bulge-bracket bank. Here are a few: A report of investment bankers “crying” as […]
February 8, 2016

Common Private Equity Strategies for Investors

Private equity is an asset class that consists of equity securities and debt in operating companies not traded publicly on a stock exchange. A private […]
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. […]
February 18, 2015

Deal Origination: Difficulties in Deal Sourcing Methods & How to Improve

Those in the financial sector who work at buying, selling and investing in various stages of companies will all tell you the same thing when it […]
May 13, 2014

Starting a MicroFund: Why Mini-Funds Will Be the Way of the Future

We get a decent amount of calls from folks looking to start a private equity fund or build their business by raising private capital. But […]
July 23, 2013

Angels or Devils: The Perils of Angel Financing

Much like everyone else, institutional investors are chasing returns, looking for spread and trying to arbitrage the market like crazy. Consequently, we’ve seen a massive […]
July 12, 2013

The Democratization of Capital

It’s been 80 years since entrepreneurs could legally perform a general solicitation. Getting slapped with some of the hard rules laid out by the SEC […]