Articles
Nathaniel Dodson On
Private Placement Memorandums: What Are They and What Should They Include?
Managing an offering successfully requires a solid understanding of many factors – reporting and disclosure are among the most critical. This can be a major stumbling block for new dealmakers and sponsors. In this post, we will explore one of the most essential disclosure documents: the Private Placement Memorandums (PPM). Note that all information within…
Nathaniel Dodson On
Private Equity Funds: Exploring the Benefits of These Investment Vehicles
There is no shortage of options when it comes to financial tools and investment vehicles. However, one that may not get the attention it deserves is the private equity fund, usually abbreviated as Private Equity fund. In essence, Private Equity funds are blind pools with a bucket where all the money goes. They’re designed to…
Nathaniel Dodson On
Convertible Notes: Finding Your First Lender and Structuring Your Note
Convertible notes provide a way to get your business off the ground before conventional funding is available. They answer the challenge created by being unable to market to investors and the need to pay for things like logo design, website creation, and the development of marketing collateral to reach those investors in the first place….
Nathaniel Dodson On
Using Convertible Notes to Fund Business Growth
Convertible notes offer a simple, streamlined means of starting a business before making an offering. Business startup costs can be considerable and include everything from business registration fees to graphic design and web hosting. Without an offer to market to investors, the business has no cash flow. Convertible notes provide the necessary capital to jumpstart…
Nathaniel Dodson On
An Introduction to Convertible Notes: What Sponsors Should Know
Getting an offering off the ground costs a great deal of money in many instances. That can be challenging for sponsors. You’re tasked with getting money into the opportunity, but you have nothing to sell. Depending on the nature of the offering, you might be developing prototypes, working with architects, or collaborating with scientists. Of…
Nathaniel Dodson On
Regulations and Market Movements: Navigating a Fluctuating Market
“May you live in interesting times” is an ancient Chinese curse that feels applicable today. Everywhere we look, we see change. Rising inflation, political tensions, and changes to regulations that govern who, when, where, and who can make deals all add complexity. For the unwary, those “interesting” shifts can mean lost profit and missed opportunities….