Financial Poise


Equity Crowdfunding Performance Review: Billions for Startups, But What about Returns for Investors?

There is no lack of statistics about how much capital has been raised, and how those dollar amounts have increased year over year, in the new asset class called securities crowdfunding. The statistics about investor returns have been much less forthcoming, partly because securities crowdfunding is only a few years old, but also because investor returns are not as “transparent” as offerings and sales on funding platforms.

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A Few Minutes with Marty Coyne, Chief Technology Officer of Connected Investors

Marty Coyne is CTO of Connected Investors, the real estate investor’s marketplace + Community. They have over 250,000 members and a unique Marketplace where investors can buy pieces of deals (crowdfunding) single deals (Typical commercial & residential investment properties) and packages of deals (Bulk property / note purchases).

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Episode 20 with Ron Miller

Join us for Episode 20 of Accredited Investor Markets Radio, a discussion with Ron Miller of StartEngine. Host and Managing Editor of, Alicia Purdy, chats with Ron about why unaccredited investors could be a boon, rather than a threat, to crowdfunding. Ron also weighs in on the effects unaccredited investors can have in the startup space, how an accredited investor can best navigate this new territory and what StartEngine has been working on, including growing an equity crowdfunding platform.

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Episode 18 with David Drake

In Episode 18 of Accredited Investor Markets Radio, David Drake of The Soho Loft and LDJ Capital, discusses real estate investing and crowdfunding in a comparative perspective with host, Chris Cahill. The conversation moves from the development of accredited investment platforms in real estate debt and equity in the United States to crowdfunding in the U.K., Italy, and elsewhere. For Mr. Drake, when it comes to investment safe havens, be it ever so humble, there’s no place like Manhattan real estate.

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Episode 15 with Jilliene Helman

In Episode 15 of Accredited Investor Markets Radio, host Alicia Purdy, Managing Editor of, chats with Jilliene Helman, CEO of Realty Mogul. Their discussion covers real estate crowdfunding; accessing equity and debt through non-traditional channels; the top three things investors should know before moving ahead with a real estate crowdfunding transaction; and what’s trending right now in the market.

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Episode 14 with Heather Schwarz-Lopes

Learn to navigate online investment platforms in Episode 14 of Accredited Investor Markets Radio. This week, host Chris Cahill speaks with Heather Schwarz-Lopes, Co-Founder and CSO of, who discusses all the details investors need to know about navigating online platform investments, like how accredited investors can differentiate between online platforms, how equity crowdfunding online investment platforms work, what to know and watch out for, and how a platform can help mitigate fraud risk.

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Finding Your Deal Flow in Private Investing

According to recent estimates, around 8.7 million individuals in the U.S. qualify as accredited investors and are eligible to participate in the private investment market. Of that 8.7 million, only a small subset – around 3 percent – actively invests in private companies and real estate ventures.

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A Few Minutes with… Henry Ward, CEO of eShares

eShares issues electronic shares for private companies and then acts as the registration agent for those companies. To use the service, a company sets up an account and designates certain people who can issue and sign certificates. eShares then manages the workflow of getting existing shares entered into the system.

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Crowdfund Investing: The Newest Lottery or a Legitimate Asset Allocation Strategy?

Indeed, there is a lot about Wefunder that we like and the sentiment above is fairly typical of portals that will offer crowdfunding to non-accredited investors through Title III of the JOBS Act. It is precisely because the sentiment is common that we feel compelled to comment on it, though original our comment is not. We think New York Times columnist Andrew Sorkin was dead on back in April, 2012 when he wrote…

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An Argument Against Investing Through Equity Crowdfunding as Currently Proposed

The handwringing by the SEC over the JOBS Act is not without justification. The real issue is about investors not understanding what they are getting into. The financial acumen regarding intricacies of an investment isn’t determined by an investor’s net worth. It is determined by experience and knowledge, neither of which are parameters under the JOBS Act. While part of the issue is about disclosure, the rest is about the investor understanding the issues and pitfalls.

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