If you’re an accredited investor, you’ve probably heard about Qualified Opportunity Zones (“QOZ”). Here’s a short guide to outline the what’s, why’s and who might consider this investment strategy. What opportunities and challenges do QOZs address? Opportunity zones were created to spur economic development in distressed communities across the nation by the Tax Cuts and JOBS Act on December 22,...
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 are 5 basic questions...
What should you look for when making a private loan to a business? It’s very important that you understand the standard commitments a business Borrower should be making to you… and that they are part of your loan documentation! A Summary of Terms (often called a Term Sheet) like the one described below, should be created and agreed to before you privately lend to a business. This...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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