Financial Poise™ has one mission: to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners and executives.
- Home »
- All articles by David M. Freedman
All Articles by David M. Freedman
About David M. Freedman
Legal and financial journalist.
What is a SAFE Note and Does It Benefit Founders and Investors Alike?
What is a SAFE note, and why do startups and investors prefer them over convertible debt and other offered securities today? Read More
The Basics of Convertible Debt Offerings Under Title III
Title III convertible debt offerings allow for not-yet-profitable startups to secure funding without valuation disagreements. But what about the investors? Read More
What is an Angel Investor and What Motivates Angels to Invest?
What is an angel investor and what is it not? Learn the difference between angels and VCs, as well as the financial and nonfinancial benefits of angel investing. Read More
Portals & Broker-Dealers: Comparing Types of Investment Intermediaries in Crowdfunding
Two investment intermediaries in equity crowdfunding, portals and broker-dealers, require different levels of due diligence. Which is right for you? Read More
Fundamentals of Corporate Structures and Their Effects on 4 Types of Equity Offerings
Four types of equity offerings issued by LLCs & corporations have benefits & drawbacks for investors. Learn about stock, LLC units and convertible debt. Read More
3 Categories of Startup Growth Potential
There are three categories of startup growth: lifestyle, middle market and high-growth. Growth potential is the key for investors seeking high ROI. Read More
‘Risk-Adjusted Return’ in a Nutshell
The risk-adjusted return (RAR) measures ROI relative to the risk of the investment. Learn 3 methods for calculating RAR and how to balance your risk. Read More
Private Equity Fund of Funds: 2020 and Beyond
A private equity fund of funds or FOF gives investors access to otherwise selective funds, but can it compete with the wider PE market in the future? Read More
McCulloch v. Maryland and the Famous Supreme Court Cases that Changed Our Economy
You may not have heard of McCulloch v. Maryland, but this famous supreme court case is one of three that fundamentally changed our nation’s economy. Read More
Private Equity vs. Venture Capital 101
Venture capital is often tucked under the umbrella of private equity, but investors should know the key differences in private equity vs venture capital. Read More