WeFunder – Review
WeFunder is the number one equity crowdfunding platform in terms of capital raised, both since 2016 and in 2019. Whether you are a startup looking…
Archives: Lessons
Valuation (Part 2) – The 7 Top Methods to Value a Startup
Now that you know what valuation is and why it’s important, learn how to value a startup. We’ll cover the top 7 methods that founders…
Valuation (Part 1) – Overview and the #1 Mistake to Avoid
Valuation is an essential part of performing due diligence, and can often make or break a deal for angel investors and VCs. In Part 1,…
Due Diligence 101 (Part 2) – 5 T’s Framework and Checklist
The #1 reason why startups fail (hint: it isn’t what the data says), the 5T framework for screening crowdfunding deals (Team, Tech, TAM, Traction, Terms),…
Due Diligence 101 (Part 1) – Overview
What is due diligence? How much due diligence is sufficient? Why is it important? What due diligence resources are there for crowdfunding investors? Due diligence…
Screening and Selecting Early-Stage Deals
One often overlooked step in the crowdfunding investment process comes before Due Diligence, and that is doing your initial screen. Learn how to construct your deal funnel,…
Where – Reg CF Intermediaries and Websites
Intermediaries are the regulated entities that help prevent fraud and allow investors to invest in crowdfunding securities. Learn about the two types and what the…
What – Crowdfunding Securities, Deal Terms and Offerings
The types of financial securities are offered via crowdfunding, the most common deal terms, and what investors should look out for. It is critical for…
Who – Types of Businesses in Equity Crowdfunding
Four questions every investor should ask about a business before starting due diligence. They have to do with the founder’s goals, the legal entity, capital…
Swing for the Fences – Power Law Investing
One of the least understood, yet most important concepts in early-stage investing – the power law. Find out what it is and three ways you can implement it in your investments.…
Early-Stage Investing Returns
One of the biggest questions investors should be asking of Regulation Crowdfunding is – what returns (ROI) can I expect for all the additional risk involved…
Early-Stage Investing Risks
Investing in early-stage startups has unique risks that differ from investing in public markets, such as stocks, bonds or real estate. What are the “Seven…
Startup Failure Rates and the Risk-Reward Misconception
Is it true that 8 out of every 10 startups fail? If so, can investors who are looking to make money actually do so in…
What is Startup Investing?
What is early-stage investing? Learn the differences between Pre-Seed, Seed, Series A, and public market investing, types of exits, and other key concepts in early-stage…
Getting the Most from Crowdwise Academy
In this brief introduction to CrowdWise Academy, we will cover: Investor Course Overview and Syllabus The WISER Investing Framework Tips on how to optimize your…
Your One-Page Startup Investment Plan
Once you’ve completed all the Level 1 investor courses for equity crowdfunding, solidify your knowledge and put it to use by completing this Level 1…
Modern Portfolio Theory and Efficient Frontier
In 1952, Harry Markowitz developed Modern Portfolio Theory (MPT), for which he was awarded a Nobel Prize in Economics. Learn more about MPT and how…
Internal Rate of Return, Exit Multiples, Failure Rates
Learn what the differences are between Internal Rate of Return (IRR) and Exit Multiples, when to use each, and how to use them when planning…