Investors Archives - Financial Poise

Do early-stage startups like SAFE notes?

What is a SAFE Note and Does It Benefit Founders and Investors Alike?

September 10, 2020
/ Investors
/ By David M. Freedman

Tags: Angel Investing, Crowdfunding/CrowdFinancing, Financial Literacy, Investors, JOBS Act,

What is a SAFE note, and why do startups and investors prefer them over convertible debt and other offered securities today?

90 Second Lesson: What are BDCs? A Look at the Business Development Company Model

Tags: Financial Literacy, Investing, Investors, Personal Finance & Investment, Small Business,

BDCs or Business Development Companies are investing vehicles for funding small businesses. How can BDC investing work for your portfolio?

A Brief Overview of Investing in Life Settlements

August 19, 2020
/ Investors
/ By Gary Opp

Tags: Alternative Assets, Insurance, Investing, Investors, Personal Finance & Investment, Retirement,

As seniors move to sell their life insurance policies for extra income, investing in life settlements has become a popular asset class. How can you profit?

start-up bro CEO on the phone asking his broker what is an angel investor and what are the benefits of angel investing

What is an Angel Investor and What Motivates Angels to Invest?

July 2, 2020
/ Investors
/ By David M. Freedman

Tags: Angel Investing, Investing, Investors, Personal Finance & Investment, Venture Capital,

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.

one loafer foot, one homeless foot, representing the concept of creating wealth creation

Creating Wealth 101: Use It (Or Not), You Will Lose It

June 29, 2020
/ Investors
/ By John Rompon

Tags: Investing, Investors, Personal Finance & Investment,

Buying and nurturing private companies consumes more time than most other forms of investing but there’s no better way to build wealth.

a water droplet splashes down, symbolizing liquid assets and alluding to illiquid assets

Accredited Investor Installment #13: Closing Thoughts

May 18, 2020
/ Investors
/ By Jonathan Friedland

Tags: Accredited Investors, Alternative Assets, Diversification, Investors, Personal Finance & Investment, Risk & Assurance,

Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same.

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

Crowdfunding Syndicated Loans: An Alternative for Real Estate Debt Investors

May 8, 2020
/ Investors
/ By Charles Clinton

Tags: Alternative Finance, Crowdfunding/CrowdFinancing, Investing, Investors, Real Estate Investing,

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

woman with a laptop, representing a due diligene checklist

5 Questions Investors Should Ask Before Making a Private Equity Investment

April 10, 2020
/ Investors
/ By Caroline Rasmussen

Tags: Alternative Assets, Due Diligence, Investors, Personal Finance & Investment, Private Equity,

A private equity investment is a major risk for individual investors. Follow this due diligence checklist to evaluate opportunities before you invest.