Financial Poise

Articles tagged: Crowdfunding/CrowdFinancing

Online Securities Intermediaries

3 Online Securities Intermediaries for Accredited Investors

Online securities intermediaries range in their obligation to find suitable deals, with some requiring greater due diligence from investors.

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Small Business and the Economy

Investing in Small Businesses Is Key to Driving Economic Recovery

Investing in small businesses is crucial to innovation and economic growth. How can investors ensure entrepreneurs have enough capital?

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Do early-stage startups like SAFE notes?

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?

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Basics of convertible debt offerings

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?

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serious-faced lady talking on a smartphone, representing crowdfunding due diligence

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?

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two men sit at monitors, representing four types of private equity investments

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.

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blue building under construction, representing a syndicated loan for real estate debt

Crowdfunding Syndicated Loans: An Alternative for Real Estate Debt Investors

Investing in real estate debt requires market expertise. Investing in a syndicated loan through a crowdfunding platform offers diverse lender expertise.

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a bust of a head, representing business crowdfunding brand, and crowdfunding for business

Why Business Crowdfunding is About Brand, Not Product

A crowdfunding campaign promises a product, but business crowdfunding or crowd finance promises investors a trusted brand and ROI.

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Real estate crowdfunding, for developments like this, can be an investment opportunity for baby boomers

Keeping It Real: A Baby Boomer’s Guide to Real Estate Crowdfunding

Baby Boomers are looking for alternative sources of income as they retire, and real estate crowdfunding provides an opportunity to passively invest.

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A red crosswalk light, representing a warning against equity crowdfunding risks

Crowdfunding Risks: An Argument Against Investing Through Equity Crowdfunding

Crowdfunding Disadvantages Outweigh the Potential The private markets have been giving the public markets a run for their money due to fewer reporting regulations and an expanding definition of the very people who are allowed to invest in private securities. But these go-go signals are overlooking crowdfunding risks. The SEC has recently proposed to expand […]

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