Financial Poise

Articles tagged: Start-Ups & Entrepreneurship

Do You Read Malcom Gladwell? Do You Read the Financial Times? Do You Watch Porn?

Even if you despise porn, there’s money and profit within the industry. Rick Rosenbloom, a Financial Poise Faculty member, leveraged his capital relationships, talents, and moxy to get Wall Street to invest in an industry it originally refused to touch.

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Snooze, Panic, or Eject? A Simple February Tune-up for Achieving Your Annual Goals

The new year has begun, and you might already notice some of your annual goals slipping. Use this exercise to fine-tune what you have planned for this upcoming year so you can stick to your goals and make them happen.

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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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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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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.

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What is a Corporation? Formation, Management and Taxation

Corporations were once a more prevalent business structure. What are the advantages of corporation formation, management and taxation in 2020?

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Venture Capital Value and Returns in the Midwest

Midwest Is Best When It Comes to Venture Capital Value Readers of my earlier Financial Poise articles may remember this: I am a rare breed, a value investor who also […]

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More Venting About the ‘Democratizing’ of Investing

I believe, in fact, that someone heavily invested in the public equity markets (whether directly through stocks or through stock mutual funds) and other widely traded or held asset classes may be irresponsible for not investing in startups. This is because the concept of diversification is commonly misunderstood to mean that as long as you invest in a broad array of stocks you will be well diversified.

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iDisclose Generates 80%-Final-Draft PPM for Under $5,000

iDisclose is a new web-based, do-it-yourself, automated PPM generator that is much more than a mere template. iDisclose operates much as TurboTax does: The way you answer one question opens up a customized set of drill-down follow-up questions, so the entire document is granularly customized for each issuer. It works for a range of securities, including preferred and common stock as well as convertible debt.

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