Crowd notes are used in equity crowdfunding and are essentially a modified form of convertible notes. They allow a large number of investors to pool their money together to invest in a private market investment opportunity, like equity crowdfunding. Introduction … Continue reading
Equity Crowdfunding
Inflation has been increasing in 2022, with the U.S. reporting an annual inflation rate of 7.1% for the 12 months ended November 2022[1]. In response to rising inflation, many banks have increased the interest rate of savings accounts, and the … Continue reading
The filing of a Form C kicks off a regulation crowdfunding (Reg CF) raise. The Form C lists important information about the terms of the raise and provides important information about the company and the investment opportunity. Form Cs are … Continue reading
Equity crowdfunding, also known as regulation crowdfunding, helped pave the way for private companies to raise capital from their “crowd”, or the community around them. While many private market investments have limits on who can invest, typically limited to wealthy … Continue reading
General solicitation rules allow companies to broadly advertise their capital raise to a wide audience via newspapers, magazines, public websites, television, radio broadcasts, and other forms of communication. This helps facilitate investment marketing to reach potential investors and inform them … Continue reading
When looking to start investing, it can be a daunting task. Where do I start? What strategies can I utilize? Everyone’s investment decisions are unique and you may consider contacting an investment professional regarding your personal investment strategy, but here … Continue reading
There are many strategies investors can utilize when building their portfolio. One common debate between investment strategies is whether to employ an active or passive investment strategy. In this blog, we will explain these strategies, ways to utilize these strategies, … Continue reading
With each round of private equity funding, the issuer, or company raising money, sets a valuation – the perceived monetary market value of the company. For publicly traded companies, the process of calculating valuation is streamlined, multiplying the stock price … Continue reading
There is a lot of legal and non-legal terminology thrown around in the investor and venture capitalist world. The legal terminology can be difficult at first, but there are many resources that help investors understand these terms. However, there may … Continue reading
Equity deal terms should be thoroughly understood before choosing to make an investment in a startup. There are multiple combinations, and every equity deal is unique. So how can investors understand the specific terms of the equity deal? How do … Continue reading
