Financial Poise

All Articles by David M. Freedman

David M. Freedman

About David M. Freedman

David M. Freedman has worked as a financial and legal journalist since 1978. He has served on the editorial staffs of business, trade and professional journals, most recently as senior editor of The Value Examiner (National Association of Certified Valuators and Analysts). He is coauthor of Equity Crowdfunding for Investors, published in June 2015 by John Wiley & Sons. Freedman has served as moderator and panelist for several Financial Poise webinars on crowdfunding, angel investing and the JOBS Act of 2012. In addition to finance and law, Dave has written extensively about real estate, economics, social media, natural resources and woodworking. He lives in the Chicago area, and is a member of the Alliance for the Great Lakes.

neat group of peoples legs in a circle, representing regulation crowdfunding

Regulation Crowdfunding: Diversification Everyone Can Enjoy

Regulation crowdfunding gives average investors more access to private securities. Determine the maximum you can invest and create your 5-year plan.

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private equity valuations

How Reliable Are Private Equity Valuations?

Public information can be scarce due to SEC reporting exemptions, making private equity valuations seem unreliable. Can upgraded guidelines fix it?

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A crowd of swimmers, representing crowdfunding fundamentals

Let Crowdfunding Fundamentals Be Your Guide

Knowing your crowdfunding fundamentals can help you decipher which crowds you want to “follow” with an investment and which are better left alone.

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Hedge fund investor considering their investment options

The Potential of Hedge Fund Returns: Evaluating Risk and Reward

Hedge fund returns can be big even in a bad market, but they are often risky, alternative investments. Do the benefits of hedge funds justify the risk?

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Crowdfunded Securities

Crowdfunded Securities: The Continuing Growth of the Secondary Market

The crowdfunded securities of yesterday were rife with illiquidity. Today, secondary markets for crowdfunded securities have emerged and continue to grow.

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crowdfunding

Accredited Investor Installment 7: Crowdfunding Under Title III of the Jobs Act

Crowdfunding has evolved from rewards-based funding to equity crowdfunding under Title III of the JOBS Act. Is crowdfunding for you?

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Crowdfunding Equities

Accredited Investor Installment 6: Equity Crowdfunding Under Regulation D

Equity crowdfunding developed under Regulation D matches startups with angel investors in weeks rather than months, shortening timelines all around.

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crowdfunding

Accredited Investor Installment 5: Crowdfunding

In the first of three parts, discover the origins of crowdfunding, which started as rewards-based funding allowing investments in projects in return for rewards.

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SAFE: Simple Agreement for Future Equity

Y Combinator, a well-known tech accelerator, created the SAFE (simple agreement for future equity) in 2013, and uses it to fund most of the seed-stage startups that participate in its three-month development sessions. With an emphasis on simple, this new equity security works for seed-stage startups.

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The Basics of Convertible Debt

Many of the companies that sell securities via Title III crowdfunding portals, at least in the first year or two, will be early-stage startups with little or no history of profit or even positive cash flow. “In many cases, issuers can avoid thorny disagreements over valuation by offering hybrid securities known as convertible notes to crowdfunding investors”…

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