(Index) Personal Considerations for Alternative Investments
So, I’m Eligible.  What Should I Know Before Investing in Private Market Investments?

So, I’m Eligible. What Should I Know Before Investing in Private Market Investments?

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. Risks of Private Investments Investors must be aware of the additional risks associated with investments...

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Are Alternative Investments Right for You? Answer These Four Questions First.

Are Alternative Investments Right for You? Answer These Four Questions First.

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...

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Accredited Investor Questionnaire

Accredited Investor Questionnaire

The following form is one of the Private Placement Closing Documents to be executed by an Investor.  It certifies that the Investor is Accredited. With a Regulation D "Accredited Investor Investor Questionnaire," an investor represents to an issuer of securities that the undersigned qualifies as an “accredited investor” pursuant to Regulation D under the Act, as a result of having the following...

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INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.