How To Write The Perfect One Pager Investment One-Pager
Encouraging people to invest in your startup often involves creating various documents and delivering presentations. You’ll need an impressive pitch deck along with a compelling verbal pitch. Key information about your company, such as your current user base, projected growth,...
Making Your Deal Stand Out to Investors
Capture investors’ attention with your business’s most impressive achievements and key statistics. Each point should leave them impressed. Impressive Growth: Showcase your growth rate prominently. For instance, state, “Achieved 3x revenue growth from 2018 to 2019, and we’re on...
506(b) SPV Capital Raising and Common Types of Convertible Debt
Convertible debt is a type of financing that can be converted into equity at a later date, usually at a pre-determined conversion rate. It allows companies to raise capital while giving investors the option to convert their debt into equity...
Capital Account Statement Preparation for Your SPV
The first step in closing the transaction is to prepare the individual capital account statement for each investor in an SPV. Once you have completed the critical step of completing the investment contract by signing the purchase agreement. There are...
Comparing Pre-Money SAFE and Post-Money SAFE
One of the simpler methods for early-stage startups to secure funding is by utilizing a financial instrument known as a convertible security. A convertible security allows its holder (usually an investor) to transform it into a different asset, such as...
Opportunity Alert: Manager Invites Investors to Participate in SPV
After you have created your entity and finalized the documents, you can invite investors to join the venture investment process. This step requires a lot of administrative expertise as well as compliance and legal considerations. Investor onboarding process Investor onboarding...
Anatomy of an SPV
The best way to launch an investment company is to properly structure and manage the vehicles used to invest in private assets. This applies to private assets of any kind, including start-ups, real estate projects and secondary opportunities, farmland or...
Raising Capital for Your SPV
Capital Raising Options with SPVs Equity Financing 1. Public offerings – issuing shares of stock to the general public through a stock exchange or over-the-counter market. This option is not typically used for SPVs as they are often set up for a...
Navigating the Complex World of Blue Sky Filings for SPVs
Understanding the Importance of Blue Sky Filings for Special Purpose Vehicles (SPVs): Key Considerations and Compliance Best Practices Blue Sky filings are an important step in the formation and operation of a Special Purpose Vehicle (SPV). These filings refer to...
Simplifying Private and Alternative Asset Transactions
Public equity markets have a strongly defined structure to them. Buying a stock is in most cases a simple and straightforward process these days given the number of brokers and on-line platforms that follow standards and formats set by exchanges...