Category: Investor Insights

by John on February 3, 2021.

There’s a good chance you’ll come across a BFF or “soul sister” at some point in life, but you’ll have better luck finding good sweet tea in New Jersey than finding someone you NEVER disagree with.

by Malcolm on January 28, 2021.

Assumptions are all those little (and BIG) things we expect to be true in the future around our business, its market, or the customers we’re trying to serve. Since no one can predict the future without these assumptions, we would all be paralyzed and unable to build any businesses.

by Josh on January 20, 2021.

Four years old… this is the age you can expect recognition of shapes and colors, and a love for rhyming words. Also for some 4 year olds I know (mine), the word “stop” may lose all meaning. This is clearly the case with Reg CF in its fourth year, who is showing no intention of…

by John on January 5, 2021.

Diving into financial planning resources or investment strategy tips can feel more like a personality test than a mathematical analysis. You’ll get questions like: Are you active or passive? Do you prefer growth or safety? Do you value short- or long-term rewards?

by Josh on December 29, 2020.

What if you didn’t want to retire? I’m not saying what if you couldn’t retire. I mean actually saying “no thanks” to the whole concept of retirement because you have better things to do.

by Malcolm on December 23, 2020.

Building a portfolio of private investments can feel like sailing out on uncharted waters. “I’m not a financial planner” you might say, why would I trust myself to build a portfolio of individual stonks? Great question, you responsible investor you. Before you go all out sailing the 4 investing seas, Captain Malcolm is here to give you the investing equivalent of a beach entry pool access: $100 min investments + a variety of local options.

by Josh on December 16, 2020.

If you’ve been browsing our campaigns you might have come across a few structured as rev share agreements. It’s a term that gets thrown around with microinvesting, but how exactly does it work?

by Josh on December 9, 2020.

At risk of getting flagged by the FBI, I’m going to lay out the easiest path to break into a SAFE. This method is not illegal, but can still make you some money if things go well.

I’m talking about Simple Agreements for Future Equity. This is a financial instrument that allows you to invest in early stage businesses planning for big growth.

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.