(Index) Securities Explained
Blue Sky Laws: History and Application to Private Investments

Blue Sky Laws: History and Application to Private Investments

If you’re thinking of crooning “Blue Skies,” you’d be in the right state of mind.  That’s because each state has its own state Securities laws, or “Blue Sky” laws, that further protect Investors from Securities fraud.   Here’s a brief overview of what those laws do for you.  In other articles, we’ve discussed federal Securities laws - the Securities Act of 1933 and the Securities Exchange Act of...

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Private Equity Term Sheet: Typical Terms and Conditions

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 are 5 basic questions...

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Private Lending Term Sheet: Typical Investment Terms and Conditions

Private Lending Term Sheet: Typical Investment Terms and Conditions

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...

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INVESTMENT TERMS

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