Scott Edward Walker

FEBRUARY 1, 2014

Rule #1 : only sell “securities” to “accredited investors” – why? (i) Crowdfunding exception to “accredited investor” – SEC rules not promulgated yet. Mistake #5: Not Doing Your Due Diligence on Potential Investors. break bread and having a couple of beers with the potential investors.

Software Review 111

Software Review Delaware Accredited Investor Due Diligence 111

Scott Edward Walker

FEBRUARY 1, 2014

i) Rule 506 preempts State law, which means all you have to do is file a Form D and pay a filing fee; and (ii) no disclosure requirement/PPM Possible to sell to “friends and family” (e.g., issues to address include: How have they treated their other portfolio companies? (i)

Software Review 111

Software Review Delaware Accredited Investor Due Diligence 111

Gust

NOVEMBER 8, 2012

Giving privately held companies maximum room to maneuver as they raise funding from accredited investors and participate in secondary markets can only strengthen the startup ecosystem. Intellectual Property. Free Speech. Healthcare Reform. Yes, really.

Silicon Valley 187

Silicon Valley San Francisco Intellectual Property Accredited Investor 187

Scott Edward Walker

JUNE 30, 2011

Fundraising Tips Tip #1: Only Offer and/or Sell Securities to “Accredited Investors”. The rule of thumb in connection with private placements is only to offer and sell securities to “accredited investors” under SEC Rule 506. Note: this post was originally published on The Huffington Post.)

Securities and Exchange Commission 76

Securities and Exchange Commission Accredited Investor Private Placement Finder 76

David Teten

FEBRUARY 26, 2012

HBSANY members are required to be accredited investors (per SEC regulations) and are expected to agree to the terms of the HBSANY Membership Agreement. Remedy Systems ( www.remedysystems.com ) designs and builds practical mobile product platforms that lower the costs and improve the quality of healthcare.

Technical Review 128

Technical Review New York Accredited Investor IP 128

Startup Professionals Musings

NOVEMBER 25, 2020

Now there are dozens of online equity portals, including WeFunder and Microventures , already geared up to help regular people buy equity in a startup, without qualifying as an accredited investor. Have you ever wondered what professional startup investors think about all this? Lack of checks and balances on startup valuations.

Equity 411

Equity Angel Groups Accredited Investor Due Diligence 411

Austin Startup

MARCH 15, 2021

While the Texas weather is preferable to New York City and the cost of living preferable to San Francisco, there are many more reasons that entrepreneurs are flocking to Texas. The Capital Factory Texas Fund is backed by many of the most successful CEOs and technology investors in Texas and across the U.S.,

Accredited Investor 106

Accredited Investor Texas San Antonio San Francisco 106

Startup Professionals Musings

MAY 30, 2020

They have equipment and smart students that would otherwise cost you a fortune through an outside contract. If you need help building your first business plan or financial model, it’s getting easier and easier to find what you need, as well as connections to peers and investors, without an expensive business consultant.

Arizona 310

Arizona Intellectual Property Accredited Investor Dividend 310

www.paulgraham.com

APRIL 28, 2010

There are three maindisadvantages: you mix together your business and personal life;they will probably not be as well connected as angels or venturefirms; and they may not be accredited investors, which couldcomplicate your life later. The regulatory burden is much lower if a companys shareholdersare all accredited investors.

Technical Review 76

Technical Review Startup Software Review Angel Investor 76

Up and Running

NOVEMBER 26, 2018

Startups have to deal with starting costs and ongoing businesses have to finance growth and working capital. securities and exchange regulations to individuals meeting some minimum wealth requirements, called “accredited investors” in the legal wording. Most healthy businesses need business financing at some point.

SBA 161

SBA Venture Capital Angel Investor Technical Review 161

Startup Professionals Musings

FEBRUARY 27, 2023

They have equipment and smart students that would otherwise cost you a fortune through an outside contract. If you need help building your first business plan or financial model, it’s getting easier and easier to find what you need, as well as connections to peers and investors, without an expensive business consultant.

Arizona 276

Arizona Intellectual Property Accredited Investor Entrepreneur 276

This is going to be BIG.

JULY 13, 2023

I spoke with a few people and here’s what I figured out: First off, there’s the cost. Even Principals might have a hard time with that—especially given what I see about their own cost structures. One of the reasons I’m doing a few coaching assignments is that investor education and support is an area I'm very interested in.

Accredited Investor 78

Accredited Investor Non-Compete Early Stage Salary 78

Startup Professionals Musings

JULY 10, 2012

Entrepreneurs often put off the hassle and the cost of filing a patent until first funding. This will hold your place in the patent line for a year, and the costs and time for this filing are much less. Then you will only have pay tax on the increasing value of your shares when they are sold. Marty Zwilling.

Non-Compete 249

Non-Compete Accredited Investor Cofounder Startup 249

Startup Professionals Musings

MAY 2, 2011

Entrepreneurs often put off the hassle and the cost of filing a patent until first funding. This will hold your place in the patent line for a year, and the costs and time for this filing are much less. Then you will only have pay tax on the increasing value of your shares when they are sold. Marty Zwilling.

Non-Compete 246

Non-Compete Accredited Investor Entrepreneur Cofounder 246

Startup Professionals Musings

AUGUST 7, 2013

Entrepreneurs often put off the hassle and the cost of filing a patent until first funding. This will hold your place in the patent line for a year, and the costs and time for this filing are much less. entrepreneur startup legal shortcuts investor founder business' Disclosing inventions before the patent application is filed.

Non-Compete 235

Non-Compete Accredited Investor Startup Cofounder 235

Startup Professionals Musings

JULY 16, 2012

This term is replacing “startup incubator,” which is a facility provided by an individual, university, or local community for any new startups to congregate for almost no cost, with the hope of learning from each other. This should be a wake-up call for traditional entrepreneurs and investors alike. Business accelerator.

Early Stage 253

Early Stage Finance Seed Stage Entrepreneur 253

Hunter Walker

MARCH 10, 2025

For the investors it’s of course a disappointing outcome, but the failure is built into their model and they knew going in that ‘taking a zero’ was a potential ending – that’s why they’re ‘ accredited investors.’

Software 79

Software Cap Table Accredited Investor B2C 79

Scott Edward Walker

AUGUST 30, 2020

This past Wednesday, the Securities and Exchange Commission (SEC) adopted amendments expanding the definition of “accredited investor” to include individuals who hold certain professional certifications/licenses or have certain “credentials,” as determined by the SEC. Current Definition of “Accredited Investor”.

Accredited Investor 52

Accredited Investor SEC Securities and Exchange Commission Private Placement 52

Startup Professionals Musings

AUGUST 6, 2023

Now there are dozens of online equity portals, including WeFunder and Microventures , already geared up to help regular people buy equity in a startup, without qualifying as an accredited investor. Have you ever wondered what professional startup investors think about all this? Lack of checks and balances on startup valuations.

Angel Groups 201

Angel Groups Accredited Investor Due Diligence Equity 201

Kodorra

JANUARY 4, 2019

Due to its simplicity to set up, the cost is obviously lower than IEO and STO. But with lower investor protection and light regulation, some ICOs are downright scams. The regulation level is relatively equal to ICO with self-regulation being the common the rule of engagement between the exchange and the IEO project owner.

Securities and Exchange Commission 40

Securities and Exchange Commission Technical Review Lock-up Period Accredited Investor 40

Gust

OCTOBER 15, 2014

Gust and AngelList are equity-based platforms, used by Accredited Investors to facilitate the investment of money for an ownership interest in a company. As such, depending on what you are trying to do (fund a project or get permanent investors into your company), you would select one group or the other.

Accredited Investor 144

Accredited Investor Angel Investor Equity Networking 144

Gust

JULY 8, 2012

This term is replacing “startup incubator,” which is a facility provided by an individual, university, or local community for any new startups to congregate for almost no cost, with the hope of learning from each other. This should be a wake-up call for traditional entrepreneurs and investors alike. Business accelerator.

Early Stage 177

Early Stage Finance Seed Stage Entrepreneur 177

Gust

MAY 10, 2014

Since the average investment amount per angel per company is about $35,000, you can calculate that using the same 2-3% management fee metric as a venture fund, the opportunity cost of the angel’s time for all those deals would be somewhere between $700 and $10,000 per year.

Angel Investor 132

Angel Investor Accredited Investor Limited Partner Portfolio 132

David Teten

NOVEMBER 29, 2012

This event is strictly for Accredited Investors and Pre-registered Managers Only. 5pm – 6pm : Manager – Investor One-on-Ones. 5pm – 6pm : Manager – Investor One-on-Ones. Cost: $40 in advance, please register at the link below. 6pm – 7pm : Boot Camp ReCap Panel Discussion.

Accredited Investor 114

Accredited Investor New York Matching Management 114

Gust

JANUARY 22, 2014

At the moment, Gust for individual angels is only available to Accredited Investors who either (a) belong to an official angel group, venture fund or other organization that provides verification of their investor status, or (b) have already invested in (or been invited by) a startup using Gust for its investor relations communications.

Angel Investor 150

Angel Investor Angel Groups Accredited Investor Early Stage 150

Startup Professionals Musings

MAY 20, 2016

At least ten online portals are already gearing up to help regular people buy startup equity, without abiding by accredited investor rules. Have you ever wondered what professional startup investors think about all this? As an accredited angel investor, I claim to be one of those professionals, and I’ve talked to many more.

Angel Groups 136

Angel Groups Accredited Investor Equity Due Diligence 136

Scott Edward Walker

NOVEMBER 9, 2011

Indeed, the more stockholders a startup has, the greater the likelihood that a disgruntled stockholder will cause problems, including filing lawsuits. Second, having hundreds of stockholders is an administrative nightmare and will be time-consuming and costly.

SEC 111

SEC Accredited Investor Subscription Agreement Finder 111

Startup Professionals Musings

APRIL 19, 2010

Entrepreneurs often put off the hassle and the cost of filing a patent until first funding. This will hold your place in the patent line for a year, and the costs and time for this filing are much less. Then you will only have pay tax on the increasing value of your shares when they are sold. Marty Zwilling.

Non-Compete 125

Non-Compete Accredited Investor Startup Cofounder 125

Startup Professionals Musings

MAY 1, 2016

They have equipment and smart students that would otherwise cost you a fortune through an outside contract. If you need help building your first business plan or financial model, it’s getting easier and easier to find what you need, as well as connections to peers and investors, without an expensive business consultant.

Intellectual Property 120

Intellectual Property Accredited Investor Entrepreneur Incubator 120

VC Cafe

JULY 4, 2012

While they provide huge value to the ecosystem and increase the density of network amongst startup and angel investors, they don’t unlock new sources of funding and don’t face the barriers of equity crowdfunding when dealing with a large number of non-accredited investors. of investment amount + transaction costs.

Equity 160

Equity Europe Due Diligence Startup 160

Startup Professionals Musings

APRIL 25, 2016

Investors are wary of startups with no intellectual property, even with a first-mover advantage. It costs very little to file a provisional patent to begin your protection. Attractive businesses to investors may show revenues that double every year but don’t exceed the gross national product of your country.

Intellectual Property 120

Intellectual Property Accredited Investor Angel Investor Reputation 120

Berkonomics

AUGUST 3, 2023

When the need is high… For the rest of us, desiring to build large, valuable enterprises quickly, the need for outside capital is high on our list of requirements and even the source for some sleepless nights as we worry over the availability and cost of capital. Often private equity investors will want control of the business as well.

Private Equity 118

Private Equity Valuation Cap Table Accredited Investor 118

Growthink Blog

MARCH 19, 2012

The businesses would get access to tens of millions more potential investors, and could reach out to them at little or no cost through online outlets like Facebook. First, the SEC largely limits private-equity investments to accredited investors—those with $1 million or more in net worth, among other tight standards.

Equity 88

Equity Securities and Exchange Commission Private Equity SEC 88

Gust

JANUARY 22, 2014

At the moment, Gust for individual angels is only available to Accredited Investors who either (a) belong to an official angel group, venture fund or other organization that provides verification of their investor status, or (b) have already invested in (or been invited by) a startup using Gust for its investor relations communications.

Angel Investor 89

Angel Investor Angel Groups Accredited Investor Early Stage 89

Berkonomics

JUNE 8, 2017

For the rest of us desiring to build large, valuable enterprises quickly, the need for outside capital is high on our list of requirements and even the source for some sleepless nights as we worry over the availability and cost of capital. composed of these investors and management. It’s an option, even though an expensive one.

Private Equity 106

Private Equity Valuation Cap Table Accredited Investor 106

Berkonomics

APRIL 17, 2014

Entrepreneurs who can raise funds in more traditional ways from knowledgeable investors should still lean toward doing just that. It does prove your business model is attractive to at least some segments of the population, a fact which would be attractive to the later investors. Crowdfunding is not for everyone.

CPA 83

CPA SEC Accredited Investor .Net 83

Berkonomics

NOVEMBER 7, 2013

accredited investors in 1,000 angel groups and venture capital funds to. And because it is this function which is the scarcest of all, it is this function that (adjusting for the cost of capital) ends up with the lion’s share of the money from a successful venture. Described by BusinessWeek as a “world conquering.

Coder 75

Coder Accredited Investor New York Angel Financing 75