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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Due Diligence 101 (Part 1) – Overview for Crowdfunding Investors
In part 1, we cover what is due diligence for investors, why it’s important, how much time to spend, and some resources to help crowdfunding investors get started.
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Top Equity Crowdfunding Sites 2019 – Deal Flow and Capital Raised
We cover the Top 2019 Regulation Crowdfunding websites ranked based on deal flow (number of offerings) and total capital raised (dollar volume of investments).
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Crowdfunding Intermediaries – Funding Portals vs. Broker-Dealers
There are two types of equity crowdfunding intermediaries – they are called funding portals and broker-dealers. Find out what the key differences are and why investors should know the difference between the two entities.
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Equity Crowdfunding for Investors – Book Review
The book Equity Crowdfunding for Investors is still the most comprehensive, thorough, and well-researched reference as of mid 2019 for Regulation Crowdfunding investors. We discuss what makes it stand above the rest in today’s book review.
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Crowdfund Investing vs. Angel Investing – 5 Ways They Differ
Equity crowdfunding is sometimes referred to as “micro-angel investing.” While it may have a lot in common with angel investing, there are also many differences for the crowdfund investor to be aware of.
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Key Differences of Rewards vs. Equity vs. Debt Crowdfunding
Equity, debt, rewards, or donation-based crowdfunding are all different ways to raise money from the crowd. Learn the differences between each type of crowdfunding.
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Thinking in Bets – Lessons for Investors
This month, we review the book Thinking in Bets by author and former professional poker player Annie Duke. The book is all about making decisions in uncertain environments, whether that is in poker, investing, or other areas of life.
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Principles by Ray Dalio – Book Summary and Key Lessons
In his book Principles, Ray Dalio shares his life and work principles. We read the book and break out the key lessons for investors in this summary, including how to apply these lessons to Reg CF investing.
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LLC vs C Corporation Investments – Tax Implications of Business Type
A very important but often overlooked aspect of investing in the private markets is how the type of business – LLC vs. C Corporation – can impact taxes. We discuss some of the tax considerations that investors should be aware of when investing in each business entity.
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