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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IRR and Exit Math in Reg CF Investing
Internal Rate of Return (IRR) and Exit (or Return) Multiples are key elements when starting out in equity crowdfunding. Learn what they are, why they are important, and how to calculate them.
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Angel by Jason Calacanis – Book Review and Key Lessons
For our first monthly investment book review, we dive into Jason Calacanis’ book “Angel: How to Invest in Tech Startups”. Find out what some of the key lessons and takeaways are for equity crowdfunding investors.
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Risks of Equity Crowdfund Investing – Part 2
As an asset class, equity crowdfunding offers new investment opportunities, but it also comes with new risks. Learn about the seven types of risk specific to the Reg CF asset class.
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Risks of Equity Crowdfund Investing – Part 1
In Part 1 of understanding risks in equity crowdfund investing, we will learn about risk-reward tradeoffs and dive into the human psychology that impacts our investment decisions.
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How Much Time to Spend on Due Diligence
Today, we look to provide some perspective on the question “how much time should I spend on due diligence for equity crowdfunding?” We analyze historical data from Angels and VCs, and pose questions that every investor should ask.
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Monte Carlo Analysis of WeFunder Results – Q4-2018
Interested in some actual analysis of real equity crowdfunding data to date? We constructed a Monte Carlo Simulation to run over 140,000 investment scenarios based on the Q4-2018 WeFunder Reg D results. We’ll dive into the results and potential implications in terms of portfolio size and expected returns in today’s post.
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What Financial Returns to Expect from Equity Crowdfunding
With the high risk of failure in equity crowdfunding, what are the returns that investors can expect? We will use historical data from Angels and VCs and current results to start to assess potential investment returns.
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