Investment Red Flags
While there’s no one-size-fits-all rubric to measure a startup pitch against, there are certain red flags you should keep an eye out for.
Bill Clark
Topic
For Investors
Choosing the Right Startup Investment
If you're new to investing or have only dealt in traditional asset classes, there is a lot you should know before you make your first startup…
Bill Clark
IPO Watch 2020
Here are some companies who have expressed plans to IPO in 2020, as well as a few that are speculated to be gearing up for a…
Bill Clark
Technology Trends & Industries to Watch in 2020
As we move into 2020, we’re taking a look at a few technologies and consumer-facing industries to watch in the coming year.
Bill Clark
Investing Through Your IRA: Working with a Custodian
If you choose to invest in startups through your IRA, a reputable IRA custodian is a must. Here’s what to look for and how to work…
Bill Clark
Lockup Expiration: Where are My Shares?
In this blog, we're discussing how restricted securities are handled and what post lockup conversion looks like.
Bill Clark
How New Regulations Could Change Regulation Crowdfunding
We believe that Regulation Crowdfunding policy changes could further open up Regulation Crowdfunding and better serve not just investment platforms, but issuers and investors.
Bill Clark
Startup Financing: Understanding Bridge Rounds
From early-stage startups trying to make it to their Series A to late-stage companies gearing up to go public, bridge rounds are a common occurrence in…
Bill Clark
S-1 101: How to Read an S-1 Filing
Tech IPOs are big news, and one of the most newsworthy milestones on the road to an IPO is the public filing of an S-1 document.
Bill Clark
Education