Financing documentation requirements vary based on company size, the financing type and the source of investors. Pitch videos are particularly useful on crowdfunding platforms where investors are screening through dozens of opportunities. Pitch decks are good for in-person or live screenshare presentations. Executive summaries are good for short, initial introductions but do better as a stand-alone document than pitch decks. Business plans contain in-depth research...Read More
Some estimates suggest there are 100,000 startups per month. Not all receive funding, and many that do are funded internally. However, in 2012 approximately 153,000 investors participated in offerings by operating companies, while approximately 81,000 investors invested in offerings by pooled investment funds. Because some investors participate in multiple offerings, so these numbers overestimate the actual number of unique investors in these reported offerings. Only...Read More
An impassioned salesman often uses the word “guarantee”, but when selling stock or private equity, this word is blacklisted. Brokers used to take greater liberties in making predictions – saying they guarantee a stock is going to soar. But this was already history when I was on Wall Street in the late 1990s as an investor relations (IR) account executive and hedge fund manager. Back...Read More
