Why Preferred Stock Is “Preferred” Over Common Stock
The crowdfunding industry has employed various investment tools over the years. Some platforms suggest that founders offer specialized instruments like the CrowdSAFE, while others encourage them to sell regular stock. Syndicately’s approach is that everyday investors should have access to...
Applying for an EIN: A Step-by-Step Guide for Your SPV
An Employer Identification Number (EIN) is a unique number assigned to a business by the Internal Revenue Service (IRS) for tax-filing and reporting purposes. If you’re starting a special purpose vehicle (SPV) and need to get an EIN, you can...
Do I Need a Registered Agent for my LLC?
No matter whether you’ve established a single-member limited liability company (LLC), a partnership LLC, or a multi-member LLC, the role of a registered agent is essential. This registered agent acts as the dependable contact point, ensuring that both the public...
QSBS and SPVs
QSBS stands for Qualified Small Business Stock. QSBS is a powerful incentive that is meant to help investors get preferential tax treatment for investing in small businesses and earlier stage opportunities. The IRS classifies a Qualified Small Business as any...
SPVs – Empowering A New Wave Of Investors
SPVs or Special Purpose Vehicles are hardly a new tool in the world of investing. Briefly, for the unfamiliar, an SPV is a standalone legal entity formed for the sole purpose of pooling capital from investors and then investing in...
Closing the Deal: A Guide to Finalizing a SPV Investments
Finalizing an investment in a Special Purpose Vehicle (SPV) as the manager involves several key steps to ensure everything goes smoothly. Key steps for finalizing a Special Purpose Vehicle (SPV) investment This includes checking that all information provided by investors...
What is a Stock Warrant?
A stock warrant is a special agreement between a company and an investor or a bank. It grants the holder the privilege to buy the company’s stock at a set price. This agreement also has a time limit, known as...
Syndication and Deal Terms
If you are a manager or deal maker that regularly syndicates investment vehicles, then setting deal terms is an important part of how you setup each SPV. An SPV or Special Purpose Vehicle is a LLC setup as a passthrough...
SAFEs 101
What exactly is a SAFE, or Simple Agreement for Future Equity? A SAFE represents a popular method for investing in very early-stage companies. In essence, it’s a contractual agreement where an investor provides funding to a startup today, and both...