What are Direct Public Offerings (DPOs)?
Direct Public Offerings (DPOs) are when an issuing company sells financial securities directly to investors, vs. using a third party or intermediary. We discuss the different types of DPOs and clarify terminology to help investors and startup founders better understand what a DPO is.
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Zero to One by Peter Thiel – Book Summary
Peter Thiel, famed investor and founder, shares his personal lessons and thoughts on startups. This is a must-read for both startup founders and investors.
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State Tax Credits for Startup Investors and Angels
While there are numerous federal tax credits for startup investors, additional tax benefits may exist at the state level for qualifying angel investors.
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Comparison of the Top 8 Reg CF Intermediaries for Startups (Q4-2019)
Are you the founder of a startup looking to raise capital? How do you choose the best website for your crowdfunding campaign? We compare the top 8 Reg CF intermediaries in terms of fees, investors, discounts, due diligence, and more.
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Intrastate Crowdfunding and Blue Sky Laws
What is Intrastate Crowdfunding and what are Blue Sky Laws? We compare them to Regulation Crowdfunding and break down the pros and cons for investors and founders.
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Deal Valuations by Funding Portal – October 2019
What are the typical valuations for Reg CF startups? Check out valuation data on the top four funding portals (WeFunder, StartEngine, Republic, and Seedinvest), as well as how it compares to angel investing valuations.
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Top 7 Methods for Valuing Startups – Valuation (Part 2)
What are the top seven methods for valuing early-stage startups? In Valuation Part 2, we cover what those seven methods are as well as some pros and cons of each.
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Valuation of Early-Stage Startups – Does it Matter? (Part 1)
In Part 1, we cover what is valuation, why it is important (or is it?), the valuation optimization fallacy, and how to calculate common numbers such as pre-money vs. post-money and percentage ownership.
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Due Diligence 101 (Part 2) – The #1 Reason Why Startups Fail and How to Screen Deals
In part 2, we get into the #1 reason why startups fail, the 5T framework for early-stage crowdfunding deal screening, and how to get your free Crowdwise due diligence checklist.
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Gut vs. Checklists – Which is Better for Startup Investment Decisions?
A contentious topic among early-stage investors is the use of an objective list of criteria (ie a checklist) vs. using gut and intuition when making investment decisions. We will review Atul Gawande’s book The Checklist Manifesto and discuss relevant lessons for crowdfunding investors.
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