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The Basics every business needs

  • Business
  • 3 min read

The attention span of a gnat… That’s the phrase that comes to mind when I review what investors today will be willing to review – not much.  So what does each company need in order to effectively communicate with internal employees, prospective clients (“clients” denote a higher level service than… Read More »The Basics every business needs

Financials formats

  • Business
  • 5 min read

Financial formats that are required for specific funding types, including commercial banking, Regulation A. Regulation A+, Regulation CF, among others.

Regulation A+

  • Business
  • 3 min read

We highly recommend Sonfield & Sonfield’s weekly newsletter (available from their Twitter feed @SonfieldHouston) – a wealth of securities issues. Last week Mr. Sonfield explored the fact that “The SEC adopted final rules on December 19, 2018 authorizing reporting companies to use Regulation A and Regulation A+ to conduct public offerings.” Probably most important in this article is a reference to the SEC’s adopted rules, which was a treasure trove of information for those of us using crowdfunding, both as public companies and on the way to becoming a public company.

Funding Rounds

  • Business
  • 4 min read

A great article on Forbes “How Funding Rounds Work for Startups” – it misses why you should always be raising money?

Board of Advisors

  • Business
  • 3 min read

Building an advisory board allows companies in growth mode to have a team with knowledge of what lies ahead.