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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
An Introduction to Convertible Notes: What Sponsors Should Know Read More »
“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.
Regulations and Market Movements: Navigating a Fluctuating Market Read More »
Building a successful offering takes time, vision, and patience. It also requires understanding four important elements, each of which affects the ultimate outcome – your success. For new sponsors, that can be tricky. Even those with some experience under their belts may find that they don’t truly understand each element, which can lead to reduced
Creating Your Deal: A Guide to Putting It All Together Read More »
Whether you’re going the Regulation D route or opting for a Regulation A deal or something else, maintaining appropriate records is vital. You could be on the wrong side of an audit without these records. That can lead to fines and fees or mean something worse – jail time. But what records should you maintain?
While it’s hoped that you’ll never experience an audit, there’s always a chance. So, it’s important to know what to expect when regulators come knocking (or emailing, calling, etc.). Unfortunately, many people don’t and suffer the consequences. There’s a right way and a wrong way to go about this process and taking an incorrect path
The Audit Process: What You Must Know When Regulators Come Knocking Read More »
Raising capital is a complex tightrope walk. You must choose the right structure, ensure you have the right team, and understand the rules that apply to your deal. Failure to comply with the rules and regulations can lead to lasting negative impacts – think jail time, not just fines and fees. This is particularly true
Compliance: Staying on the Straight and Narrow While Raising Capital Read More »
Visualize this: It’s closing day, there’s excitement in the air, and messages start coming in. You see them all roll in one after the other – buyer-approved, seller-approved, lender-approved, escrow-approved. The funds are being dispersed, and the transaction is closed. There’s a rush of feeling that can only be described as “success.” That’s the closing
Overcoming Closing Day Challenges Read More »
Whether we’re talking about funding a business venture, an investment project, a real estate deal, or something else, building an audience is one of the most crucial steps. What we’re talking about is marketing – the process of getting the word out about your deal and inciting curiosity in potential investors. Marketing is used
Marketing: Building an Audience and Capitalizing Your Project Read More »
Hitting a home run in real estate deals requires a working knowledge of many things. One of the most critical to your success is closing the deal. For those who’ve never closed a deal before, or have perhaps closed one or two, this can be a daunting process. However, with the right information, it can
Closing the Deal: A Crash Course in the Basics Read More »
When you’re talking about real estate, there are a lot of terms that get tossed around and many different facets in play. Whether you’re working in commercial or residential real estate, there are numerous steps involved in successfully closing a deal. One of the key components to being effective in real estate is developing a
How to Successfully Close on Real Estate Deals Read More »