Convertible notes are financial instruments used to raise funds in the private market and have some overlap with properties of equity and debt. In this blog, we will introduce them and cover specific considerations investors should be aware of. Convertible … Continue reading
Diversification
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
With domestic inflation reaching a 40-year high of 7.9% in February, many investors may be wondering how inflation impacts their investments. In this blog, we will cover what inflation is, the most popular measures of inflation, and how inflation could … Continue reading
When a company needs additional financing in between more formal funding rounds, they may choose to employ a bridge round to keep operations running smoothly. In this blog, we will cover what bridge rounds are, how they are structured, and … 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
There were not always “accredited” and “sophisticated” investors. At least, those terms were not coined until 1933. Accredited and sophisticated investors are not created equally. In this blog, we’ll break down what accredited and sophisticated investors are, the qualifications of … Continue reading
There are multiple stock strategies investors can utilize when deciding how to diversify their portfolio and select their investments. A combination of growth and value strategies is typical to accomplish diversification, but it is important to understand varying strategies in … Continue reading
When choosing to invest in a startup, it can be a challenge to understand the business’s potential growth trajectory with limited historical financial statements. For pre-revenue companies, they may only have projected financials. In this blog, we will cover early-stage … Continue reading
