What is a Balance Sheet?
Accounting 101 – Not your best subject. But, if you intend to invest in a private company, spend a few minutes on these crib notes. They may save you a bundle down the road.
You’ve decided to invest in a short-term private debt Security. Or, perhaps, a private equity investment. Great! Now what? Let’s review what you can expect in the way of Closing Documents, such as the Private Placement Memorandum.
Your brother-in-law tells you this Company is going to revolutionize the (…pick an industry). And these people are incredibly experienced in this field. “Let’s invest together,” he tells you. Well … let’s take a deep breath and think about private investing and what it might mean for you.
Been watching the stock market recently? Does it make you feel warm and fuzzy, or, like many investors, do you feel a bit uncertain and powerless? If so, join other Investors seeking higher returns, lower volatility, less correlation, and greater flexibility across their portfolios by investing some of their wealth in “Alternative Investments”.
Everybody’s talking about alternative investments, but there seems to be a lot of confusion about what they are. Well, here’s our stab at defining alternative investments — what they are and what they’re not. If you’re interested in learning about the alternative investments, this is a good place to start.
It’s hard enough keeping this baby in running condition. But, to get the best performance, you work with your mechanic closely, asking additional questions, avoiding risks where you can. While you rely on your mechanic, it just makes sense for you to have a deeper understanding… The same should be true of your investments. Here are a few guidelines to help keep your alternative investments from “ending up in the ditch.”
We’ve made the point more than once in these articles: investing in an alternative investment, and particularly in a private Company, is a high-risk gambit. Where there may be rewards, there are most certainly risks. So, do your homework and think about the following four questions carefully. It’s crucial that Investors in alternative investments carefully evaluate whether the opportunity is SUITABLE