Be selective. It’s your money.

A young company approaches you. “Invest in us,” they say, “and your shares will be worth millions.”  What are they offering, and does the structure make the most sense for you and the company? For the past quarter-century, we’ve been approached by companies – some little more than concepts – that showed promise.  Many satisfied More >

Be selective. It’s your money.2022-02-09T09:01:34-05:00

Direct Private Investments: Why Invest in Them?

Investing directly in private companies can give you more control over your investments, help small businesses across the nation, and add balance to your traditional investment-heavy portfolio. And it might also provide tax benefits. Here are two things I hope you take away from this article: Develop a basic understanding for Direct Private Investments (DPI) More >

Direct Private Investments: Why Invest in Them?2022-04-04T14:35:12-04:00

Danger, Will Robinson

For those of us who remember “Lost in Space” (the 1965 TV series), these words are part of our lexicon.  In the show, a robot would warn a young man living in space of impending danger. Well, some potential investors react the same way when a company pledges its assets as collateral.  If the company More >

Danger, Will Robinson2022-06-14T08:47:50-04:00

Private Equity Term Sheet: Typical Terms and Conditions

You’re considering an equity investment in a private company with exciting prospects…  Great, but do you really know what your “equity” investment in the company will get you?  Investment characteristics of one type of private equity investment can be very, very different from another.  This guide can help you understand better what’s being offered to you. There More >

Private Equity Term Sheet: Typical Terms and Conditions2021-02-02T10:38:40-05:00
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