After evaluating thousands of unique private companies and alternative investments over the past 20 years, we have created this list of fundamental investment considerations for our use, and we are happy to make it available to you. https://www.youtube.com/watch?v=rpzk8OJzRgo&t=7s If you want to dive further into the Seven Questions framework, our complimentary white paper provides a through...
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 may remember, from your freshman year accounting class, that there are three main financial statements that any Company needs to maintain: the Balance Sheet, the Income Statement, and the Cash Flow Statement. We’ll...
The following outlines the major reasons why businesses may choose to use debt financing over issuing equity when capital is needed. Businesses and other entities can finance their enterprises by issuing equity or using debt, such as borrowing funds through loans or by issuing notes. Unlike equity, debt has a specified interest rate and a schedule of dates when interest is to be paid...
You don’t need to be a genius to understand what happens when you lend money to a private company, but there are important things you need to know. Let’s take the mystique out of private loans! Investments in Private Debt Whether called Promissory Notes, Senior Notes, Senior Secured Notes, or Subordinated Notes, they’re all a form of debt investment representing an obligation by a Borrower (the...
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...
The following outlines the importance placed upon careful, independent Investor analysis of private market investments. “Due diligence” is a process whereby Investors evaluating a potential investment conduct independent analysis and verification of the information presented to them by the Issuer. Due diligence analysis goes beyond simply reading the Offering documents, such as a Private...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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