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...
Achieving Compliance and Protecting Your Special Purpose Vehicle
Before you start the process of filing securities for your SPV, it’s important to understand the laws and regulations that apply to your specific jurisdiction. This includes understanding the registration requirements for the securities being offered, as well as any...
Empower Your Investment Strategy with Tailored SPV Fund Documents
Your SPV’s future direction and potential success will be determined by the legal documentation. Your capital-raising SPV at this stage is basically an empty shell. It needs guidance and direction. Although it may have unlimited potential, it requires leadership, structure,...
SPVs and SAFEs
The SAFE (Simple Agreement For Future Equity) has become a standard agreement used between early-stage founders and investors. The terms of a SAFE have largely become standardized with minor tweaks or terms being added at the discretion of both the...