Category: Investor Insights

by Malcolm on December 2, 2020.

Some of our most common feedback responses were deal-specific questions about the terms, structure & potential returns of an offering.

by Josh on November 24, 2020.

Happy Thanksgiving! Food, fellowship, football. There are so many reasons to enjoy your Thanksgiving feast. But what about that window of time after you’ve taken your seat, plated your food, and Mom makes you turn off the TV? Sure, you can make the rounds of “what are you thankful for”, but what then?

by John on November 18, 2020.

Not to start out the insight on a down note, (or a bang?) but I want to emphasize the critical importance in business of this little thing we call the burn rate. So what is it and why does it matter?

by Malcolm on November 11, 2020.

As promised last week, we’re coming back to visit the success metric of profit margin. Profit margin is a very common ratio used to assess how much money an organization or an activity generates. Often displayed as a percentage, it represents how much of a company’s sales turn into profits.

by Josh on November 4, 2020.

As promised last week, we’re coming back to visit the success metric of profit margin. Profit margin is a very common ratio used to assess how much money an organization or an activity generates. Often displayed as a percentage, it represents how much of a company’s sales turn into profits.

by John on October 27, 2020.

Instead of worrying about your intellectual status, adopt the approach of asking a lot of questions. And while the only dumb question might be the one you don’t ask, asking the right questions about your investments can make things a little easier.

by Josh on October 21, 2020.

Here in the Upstate, tis the season for countless Eastern Gray Squirrels to busily bury, unbury, rebury and even lose track of diligently harvested acorns. While this peculiar behavior can stump even the most astute sciuriologist (trivia nugget #1), there’s a perfect (used loosely) connection to investor goals and outcomes. Nuturally, I expect you’ll want an explanation. Don’t worry; it’s not too tough a nut to crack.

by John on October 13, 2020.

There’s an old saying, “if you’re going to put all of your eggs in one basket…you better watch the basket”. Those are wise words that epitomize the lives of many entrepreneurs and small business people.

by Josh on October 7, 2020.

Apps like Acorns have brought the phrase “micro investing” on the scene with their approach of rounding up to the next dollar whenever you spend money to invest in exchange-traded funds (ETFs). So your $3.78 latte would trigger $0.22 moving from your checking account to your Acorns account. While this function fits the connotation of…

by Malcolm on September 30, 2020.

Just in case you’re new to all this, (“this” meaning dropping angel investments like a boss) we thought we’d give a few tips on what to look for when reviewing a campaign page. You may have watched a video at the top of the page and, in your excitement, jumped down to read all about…