Recent posts about trading services

Article
Many CE Os will seek out assistance from experienced fundraisers to help them with tuning the presentation materials, making investor introductions, and reviewing term sheets, among other items. Often there is a temptation to the let the outside fundraiser run the process and tightly control content and follow-up efforts. In general, this is a mistake […]

News Letters
Smart investors can be individuals investing from their own funds or professionals representing the interests of clients who have placed funds with them. They invest those funds based on a deeper analysis of risks/rewards of each specific opportunity. At the extreme end of this spectrum are highly skilled teams from reputed venture capital and private […]

Knowledge Base
During the past ten years, our firm’s investors have generally shifted their investment preferences toward later-stage firms, where the time to exit (i.e., realize a return) are less than with start-ups. Many of our investors have also asked us to evaluate making investments in smaller public companies, so-called “micro-caps.”1As a result, we have been exposed […]