Building a diverse investment portfolio is one of the smartest things you can do for your financial health. By spreading your money across various asset classes, you can reduce your risk and maximize your return potential. …

The Theranos jury’s fraud convictions of Elizabeth Holmes, former CEO and founder of the now defunct Theranos, Inc., should give pause to startups seeking to build their reputation by touting their relationships with other companies. In the press to find financing, it can be tempting to use the logos of…

This post was originally written by our KorePartners at CrowdCheck. View the original article here. For some reason, this issue has been coming up a lot lately. Our usual response to the question “Can non-US issuers make a Reg A or Reg CF offering?” is to point to the rules: …

If you work with us, you will hear it many times that we strongly advise against financial projections … as they can get you in trouble. However, companies always seem to want to include projections that start from zero, and grow exponentially. …

A Cornerstone of Regulation Crowdfunding Convertible notes are a form of debt that converts to equity over time; said simply, convertible notes allow investors to loan money to a startup or early stage venture and receive equity in return, instead of their principal loan plus interest. The greatest advantage of convertible notes is that investors…

There’s no question that the internet has leveled the playing field for businesses of all sizes and industries. But for minority-owned startups, online platforms are proving to be incredibly successful in gaining exposure, growing their customer base, and raising capital. In 2021, funding from crowd raising , showcasing the increasing…

In recent years we have seen exponential growth in the issuance of private capital to companies in the US, nearly doubling the amount of money raised by public companies through Initial Public Offerings. The private capital market has dramatically changed in the last ten years as more investors have entered…

In 2007, the SEC approved the founding of the non-profit Financial Industry Regulatory Authority (FINRA). FINRA was created in the wake of a failing economy to consolidate the regulation of securities firms operating in the United States. The authority’s responsibilities include “rule writing, firm examination, enforcement, arbitration, and mediation functions…

Hey, good to see both you. You missed me, didn’t you? I did. I haven’t spoken in a while at this point. I think I spoken to Jake more recently. I spoken to you. Yeah, we did Connect. Not too long ago. Not too long ago. Yes. Just give me…