Financial Poise
unshackled investor, representing Jobs Act 2019

What is the JOBS Act: 2019 Primer for the Private Company C-Suite Executive

A concise guide to each section of the JOBS Act and its effects on investors of various sizes interested in the private capital markets.

Read More
Office workers in a high-rise symbolize JOBS Act Title II

JOBS Act Title II Drives Private Equity Options for Small Business Owners

The JOBS Act Title II allows entrepreneurs and small businesses to conduct general solicitation and advertising of a private equity offering.

Read More
Alternative investments

Alternative Assets and the “Average” Accredited Investor Installment 3

Overview of the Jumpstart Our Business Startups Act of 2012 Editor’s Note:  This is the third installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture capital fund, a private equity fund, or a hedge fund even though they are permitted […]

Read More

Lessons on Investing like an Angel

Editor’s Note: This is an updated version of an article first published on March 6th, 2014. Around the time the JOBS Act became law in 2012, some angel groups expressed concern that equity crowdfunding would hurt them on two counts. First, there was a concern that more money would chase deals, thus inflating valuations on potential […]

Read More
qualified business income

Qualified Business Income: What to Expect from New Sec. 199A Updates

What Qualifies as Qualified Business Income? In the six months following the passage of the landmark Tax Cuts and Jobs Act, the business community has been anxiously awaiting clarifications on certain aspects of the legislation. Specifically, the area that defines qualified business income. Now, guidance is finally on the way. In summer 2018, the IRS […]

Read More

Portals & Broker-Dealers

Two kinds of intermediaries may conduct Title III equity crowdfunding offerings and transactions: (1) funding portals that are not registered broker-dealers, and (2) offering platforms that are registered broker-dealers. Both kinds must be registered with the Securities and Exchange Commission (SEC).

Read More

House Approves Fix for Accredited Investor Definition

The definition of an accredited investor and allow more individuals to buy unregistered securities. Current rules require a person to have a net worth of $1 million, not including the value of a home, or make $200,000 or more annually.

Read More

Episode 63 with David M. Freedman

In Episode 63, Accredited Investor Markets Radio host Chris Cahill has a great discussion with veteran financial and legal journalist David M. Freedman regarding his new book, Equity Crowdfunding for Investors, which reflects upon the JOBS Act generally and Title III equity crowdfunding in particular. They also speak of surprises experienced and discoveries made over his 38-year career.

Read More

Crowdfunding Company Offers Variable Returns Topping at 10%

In Episode 62 of Accredited Investor Markets Radio, host Chris Cahill chats with Philippe de Lapérouse, Managing Director of HighQuest Partners, who advises major strategic and financial investors operating and investing globally across the food, biotech and bioenergy value chains.

Read More
Crowdfinance

Episode 1 with Vanessa Schoenthaler

In the debut Episode of Accredited Investor Markets Radio (Now Financial Poise Radio) our host, Chris Cahill, explores the significance of new changes in the JOBS Act with guest, Vanessa Schoenthaler. Vanessa, a New York securities attorney and founder of firm Qashu & Schoenthaler, explains what it means to be an accredited investor and the importance of lifting the ban against general solicitation.

Read More
>